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 1,268 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$20.1 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
762,757
shares
|
$19.7 Million
12.48% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
747,217
shares
|
$19.3 Million
15.1% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
734,894
shares
|
$18.9 Million
8.4% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
729,019
shares
|
$18.8 Million
5.53% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
727,304
shares
|
$18.7 Million
1.01% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
709,035
shares
|
$18.3 Million
0.32% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
697,105
shares
|
$18 Million
1.36% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
691,657
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
690,750
shares
|
$17.8 Million
1.29% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
682,705
shares
|
$17.6 Million
0.16% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
651,298
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
627,780
shares
|
$16.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
623,632
shares
|
$16.1 Million
0.5% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
620,787
shares
|
$16 Million
8.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
601,692
shares
|
$15.5 Million
3.53% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
600,161
shares
|
$15.5 Million
1.52% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
599,619
shares
|
$15.5 Million
4.26% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
597,667
shares
|
$15.4 Million
0.05% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
594,508
shares
|
$15.3 Million
1.33% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
585,917
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
583,102
shares
|
$15 Million
1.08% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
576,440
shares
|
$14.9 Million
0.41% of portfolio
|
Q2 2025
Added 481.64%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
575,874
shares
|
$14.8 Million
3.02% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
558,501
shares
|
$14.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 20.86%
|