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 1,337 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 $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,579
shares
|
$509,621
0.0% of portfolio
|
Q3 2025
Reduced 49.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
18,453
shares
|
$506,165
0.04% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
18,452
shares
|
$506,138
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
18,366
shares
|
$503,779
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
18,319
shares
|
$502,490
0.17% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,202
shares
|
$499,280
0.01% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
18,167
shares
|
$498,320
0.12% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
18,164
shares
|
$498,238
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 28, 2026 Q4 2025 |
18,141
shares
|
$497,607
0.2% of portfolio
|
Q4 2025
Reduced 6.36%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
18,116
shares
|
$496,921
0.29% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
18,080
shares
|
$495,934
0.08% of portfolio
|
Q4 2025
Added 7.23%
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
17,958
shares
|
$492,587
0.11% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
17,957
shares
|
$492,560
0.15% of portfolio
|
Q4 2025
Reduced 12.55%
|
|
|
Berkeley, Inc
Boise, ID |
Jan 26, 2026 Q4 2025 |
17,951
shares
|
$492,395
0.16% of portfolio
|
Q4 2025
Reduced 6.18%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
17,812
shares
|
$488,583
0.06% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
17,774
shares
|
$487,540
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 26, 2026 Q4 2025 |
17,765
shares
|
$487,293
0.14% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
17,744
shares
|
$486,717
0.03% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
17,695
shares
|
$485,373
0.12% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
17,659
shares
|
$484,386
0.04% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
17,627
shares
|
$483,508
0.0% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
17,542
shares
|
$481,177
0.01% of portfolio
|
Q4 2025
Added 37.2%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,487
shares
|
$479,668
0.06% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 26, 2026 Q4 2025 |
17,416
shares
|
$477,720
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
17,400
shares
|
$477,282
0.05% of portfolio
|
Q4 2025
Reduced 0.54%
|
|