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 1,277 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,969
shares
|
$636,241
0.0% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
22,962
shares
|
$636,047
0.37% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
22,960
shares
|
$635,992
0.31% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
22,854
shares
|
$633,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
22,798
shares
|
$631,504
0.73% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
22,791
shares
|
$631,310
0.05% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,771
shares
|
$630,756
0.01% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
22,582
shares
|
$625,521
0.12% of portfolio
|
Q4 2024
Added 98.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,561
shares
|
$624,939
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
22,439
shares
|
$621,560
0.04% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
22,261
shares
|
$616,629
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
21,930
shares
|
$607,461
0.1% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
21,809
shares
|
$604,109
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
21,718
shares
|
$601,588
0.04% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
21,637
shares
|
$599,344
0.04% of portfolio
|
Q2 2025
Reduced 39.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
21,563
shares
|
$597,295
0.02% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
21,503
shares
|
$595,633
0.24% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
21,486
shares
|
$595,162
0.22% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
21,148
shares
|
$585,799
0.11% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
21,112
shares
|
$584,802
0.09% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
21,108
shares
|
$584,691
0.17% of portfolio
|
Q2 2025
Reduced 49.84%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
21,062
shares
|
$583,417
0.07% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$583,278
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
21,012
shares
|
$582,032
0.07% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
20,890
shares
|
$578,653
0.14% of portfolio
|
Q2 2025
Added 5.74%
|