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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
20,877
shares
|
$578,292
0.03% of portfolio
|
Q2 2025
Added 22.8%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
20,854
shares
|
$577,655
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
20,774
shares
|
$575,439
0.04% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
20,638
shares
|
$571,672
0.41% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
20,630
shares
|
$571,451
0.42% of portfolio
|
Q2 2025
Added 54.4%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
20,629
shares
|
$571,423
0.32% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
20,529
shares
|
$568,653
0.16% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20,451
shares
|
$566,492
0.01% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
20,428
shares
|
$565,855
0.1% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
20,417
shares
|
$565,550
0.05% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
20,158
shares
|
$558,376
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,131
shares
|
$557,628
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
20,057
shares
|
$555,578
0.18% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
20,000
shares
|
$554,000
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
19,836
shares
|
$549,457
0.15% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,766
shares
|
$547,518
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,717
shares
|
$546,160
1.49% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
19,626
shares
|
$543,640
0.26% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
19,614
shares
|
$543,307
0.32% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
19,408
shares
|
$537,601
0.31% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
19,388
shares
|
$537,047
0.02% of portfolio
|
Q2 2025
Added 94.46%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
19,332
shares
|
$535,496
0.2% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
19,288
shares
|
$534,277
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
19,275
shares
|
$533,917
0.02% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
19,205
shares
|
$531,978
0.22% of portfolio
|
Q1 2023
Added 0.33%
|