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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
17,681
shares
|
$489,763
0.01% of portfolio
|
Q2 2025
Added 76.37%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
17,641
shares
|
$488,655
0.03% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
17,600
shares
|
$487,520
0.07% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
17,488
shares
|
$484,417
0.04% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,487
shares
|
$484,389
0.06% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
17,454
shares
|
$483,475
0.03% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
17,416
shares
|
$482,423
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
17,366
shares
|
$481,038
0.02% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$480,013
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$479,210
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
17,289
shares
|
$478,905
0.28% of portfolio
|
Q2 2025
Reduced 47.7%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
17,160
shares
|
$475,332
0.06% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
17,154
shares
|
$475,165
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,116
shares
|
$474,113
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
17,114
shares
|
$474,057
0.02% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
17,110
shares
|
$473,947
0.24% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
17,062
shares
|
$472,617
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
17,059
shares
|
$472,534
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,039
shares
|
$471,980
0.03% of portfolio
|
Q2 2025
Reduced 83.7%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
16,963
shares
|
$469,875
0.03% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,847
shares
|
$466,661
0.16% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
16,826
shares
|
$466,080
0.04% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
16,773
shares
|
$464,612
0.14% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
16,673
shares
|
$461,842
0.15% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
16,655
shares
|
$461,343
0.07% of portfolio
|
Q4 2024
Added 99.99%
|