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 1,300 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
818,622
shares
|
$22.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$21.8 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
762,757
shares
|
$21.3 Million
12.48% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
746,017
shares
|
$20.9 Million
1.45% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
737,124
shares
|
$20.6 Million
15.48% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
727,304
shares
|
$20.3 Million
1.01% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
721,038
shares
|
$20.2 Million
5.54% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
705,013
shares
|
$19.7 Million
0.17% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
701,798
shares
|
$19.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
693,471
shares
|
$19.4 Million
0.55% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
691,657
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
690,750
shares
|
$19.3 Million
1.29% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
650,909
shares
|
$18.2 Million
0.17% of portfolio
|
Q3 2025
Added 10737.65%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
622,143
shares
|
$17.4 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
620,787
shares
|
$17.4 Million
8.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
604,103
shares
|
$16.9 Million
4.22% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
600,161
shares
|
$16.8 Million
1.52% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
597,667
shares
|
$16.7 Million
0.05% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
594,508
shares
|
$16.6 Million
1.33% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
591,472
shares
|
$16.5 Million
3.21% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
583,102
shares
|
$16.3 Million
1.08% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
577,395
shares
|
$16.2 Million
4.15% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
576,440
shares
|
$16.1 Million
0.41% of portfolio
|
Q2 2025
Added 481.64%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
571,869
shares
|
$16 Million
10.06% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
558,501
shares
|
$15.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 20.86%
|