Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,339 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
24,063
shares
|
$660,048
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
23,944
shares
|
$656,783
0.35% of portfolio
|
Q4 2024
Added 142.42%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
23,768
shares
|
$651,956
0.07% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
23,531
shares
|
$645,455
0.14% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
23,519
shares
|
$645,126
0.09% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
23,370
shares
|
$641,039
0.01% of portfolio
|
Q4 2025
Added 175.39%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
23,363
shares
|
$640,847
0.01% of portfolio
|
Q4 2025
Reduced 4.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
23,311
shares
|
$639,420
0.02% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
23,137
shares
|
$634,647
0.05% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
23,000
shares
|
$630,890
0.13% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
22,793
shares
|
$625,211
0.86% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
22,743
shares
|
$623,840
0.32% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
22,660
shares
|
$621,563
0.29% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,593
shares
|
$619,725
0.1% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
22,582
shares
|
$619,424
0.12% of portfolio
|
Q4 2024
Added 98.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,561
shares
|
$618,848
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
22,543
shares
|
$618,354
0.03% of portfolio
|
Q4 2025
Reduced 11.56%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,491
shares
|
$616,928
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
22,173
shares
|
$608,205
0.19% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
22,144
shares
|
$607,409
0.34% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
22,141
shares
|
$607,327
0.35% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
22,109
shares
|
$606,449
0.18% of portfolio
|
Q4 2025
Added 11.73%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
22,093
shares
|
$606,010
0.25% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
21,986
shares
|
$603,075
0.04% of portfolio
|
Q4 2025
Reduced 6.66%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
21,930
shares
|
$601,539
0.1% of portfolio
|
Q4 2024
Added 99.64%
|
|