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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
16,481
shares
|
$456,523
0.37% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
16,460
shares
|
$455,942
0.0% of portfolio
|
Q2 2025
Added 70.62%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,383
shares
|
$453,809
0.0% of portfolio
|
Q2 2025
Added 59.76%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
16,322
shares
|
$452,119
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$450,152
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
16,240
shares
|
$449,848
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
16,240
shares
|
$449,848
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$447,327
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
16,084
shares
|
$445,526
0.03% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
16,032
shares
|
$444,086
0.35% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
16,006
shares
|
$443,366
0.16% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
15,995
shares
|
$443,061
0.19% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,932
shares
|
$441,316
0.18% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
15,920
shares
|
$440,984
0.32% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
15,886
shares
|
$440,042
0.36% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
15,734
shares
|
$435,831
0.03% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
15,656
shares
|
$433,671
0.05% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,615
shares
|
$432,535
0.02% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
15,615
shares
|
$432,535
0.07% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
15,612
shares
|
$432,452
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
15,510
shares
|
$429,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,505
shares
|
$429,488
0.08% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,494
shares
|
$429,183
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
15,477
shares
|
$428,712
0.03% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,459
shares
|
$428,214
0.02% of portfolio
|
Q2 2025
Added 73.62%
|