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 1,333 institutions that hold shares in the stock, with a total of 262 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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
21,527
shares
|
$590,485
0.36% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jan 26, 2026 Q4 2025 |
21,517
shares
|
$590,211
0.34% of portfolio
|
Q4 2025
Added 4.19%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
21,499
shares
|
$589,717
0.14% of portfolio
|
Q3 2025
Reduced 87.05%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
21,499
shares
|
$589,717
0.12% of portfolio
|
Q3 2025
Reduced 87.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
21,307
shares
|
$584,451
0.04% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21,251
shares
|
$582,914
0.01% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
21,216
shares
|
$581,954
0.15% of portfolio
|
Q4 2025
Added 15.8%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
21,084
shares
|
$578,334
0.23% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$577,593
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jan 26, 2026 Q4 2025 |
20,967
shares
|
$575,124
0.02% of portfolio
|
Q4 2025
Added 55.9%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
20,872
shares
|
$572,518
0.04% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Jan 21, 2026 Q4 2025 |
20,857
shares
|
$572,107
0.29% of portfolio
|
Q4 2025
Reduced 30.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
20,855
shares
|
$572,052
0.03% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
20,825
shares
|
$571,229
0.2% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
20,822
shares
|
$571,147
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
20,688
shares
|
$567,471
0.43% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
20,638
shares
|
$566,100
0.41% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
20,587
shares
|
$564,701
0.11% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
20,567
shares
|
$564,152
0.01% of portfolio
|
Q3 2025
Added 47.6%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
20,449
shares
|
$560,916
0.09% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
20,412
shares
|
$559,901
0.05% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
20,400
shares
|
$559,572
0.16% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,400
shares
|
$559,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
20,398
shares
|
$559,517
0.04% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
20,277
shares
|
$556,198
0.3% of portfolio
|
Q2 2025
Added 0.33%
|
|