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 1,341 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$475,334
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$474,539
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
17,223
shares
|
$472,426
0.35% of portfolio
|
Q4 2025
Added 2403.34%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
17,211
shares
|
$472,097
0.01% of portfolio
|
Q4 2025
Added 36.11%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
17,152
shares
|
$470,479
0.04% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
17,116
shares
|
$469,491
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
17,104
shares
|
$469,162
0.07% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
17,055
shares
|
$467,818
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,937
shares
|
$464,581
0.01% of portfolio
|
Q3 2025
Reduced 50.36%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,826
shares
|
$461,537
0.04% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
16,731
shares
|
$458,931
0.19% of portfolio
|
Q4 2025
Added 75.03%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,717
shares
|
$458,547
0.08% of portfolio
|
Q3 2025
Added 811.5%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
16,711
shares
|
$458,382
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
16,655
shares
|
$456,846
0.07% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
16,482
shares
|
$452,101
0.07% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
16,452
shares
|
$451,278
0.04% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
16,415
shares
|
$450,263
0.16% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
16,382
shares
|
$449,358
0.07% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
16,351
shares
|
$448,507
0.4% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
16,322
shares
|
$447,712
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$445,764
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jan 27, 2026 Q4 2025 |
16,207
shares
|
$444,558
0.07% of portfolio
|
Q4 2025
Added 2.41%
|
|