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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
19,135
shares
|
$530,039
0.13% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
19,025
shares
|
$526,992
0.0% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
18,965
shares
|
$525,330
0.13% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,943
shares
|
$524,721
0.06% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
18,844
shares
|
$521,978
0.18% of portfolio
|
Q2 2025
Reduced 42.88%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
18,836
shares
|
$521,757
0.15% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
18,804
shares
|
$520,870
0.04% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
18,718
shares
|
$518,488
0.04% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,665
shares
|
$517,020
0.04% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
18,559
shares
|
$514,084
0.17% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
18,493
shares
|
$512,256
0.28% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
18,481
shares
|
$511,923
0.17% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
18,471
shares
|
$511,646
0.17% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
18,334
shares
|
$507,851
0.07% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
18,321
shares
|
$507,491
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
18,295
shares
|
$506,771
0.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
18,270
shares
|
$506,079
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
18,230
shares
|
$504,971
0.02% of portfolio
|
Q2 2025
Added 96.53%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
18,216
shares
|
$504,583
0.02% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
18,184
shares
|
$503,696
0.08% of portfolio
|
Q2 2025
Reduced 43.84%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
18,164
shares
|
$503,142
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
18,148
shares
|
$502,699
0.02% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
18,135
shares
|
$502,339
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
17,970
shares
|
$497,769
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
17,878
shares
|
$495,220
0.04% of portfolio
|
Q2 2025
New holding
|