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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
16,080
shares
|
$441,074
0.35% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,070
shares
|
$440,800
0.03% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
16,006
shares
|
$439,044
0.17% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
15,888
shares
|
$435,807
0.0% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
15,873
shares
|
$435,396
0.36% of portfolio
|
Q3 2025
Added 51.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
15,789
shares
|
$433,092
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Diversified Management Inc
Milwaukee, WI |
Jan 26, 2026 Q4 2025 |
15,728
shares
|
$431,419
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
15,720
shares
|
$431,199
0.31% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
15,677
shares
|
$430,020
0.34% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
15,656
shares
|
$429,444
0.05% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
15,510
shares
|
$425,439
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,505
shares
|
$425,302
0.08% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
15,504
shares
|
$425,274
0.31% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
15,499
shares
|
$425,137
0.04% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
15,494
shares
|
$425,000
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Jan 23, 2026 Q4 2025 |
15,491
shares
|
$424,918
0.3% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,490
shares
|
$424,890
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
15,477
shares
|
$424,534
0.03% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
15,380
shares
|
$421,873
0.05% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jan 26, 2026 Q4 2025 |
15,332
shares
|
$420,556
0.22% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$420,090
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$419,596
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
15,244
shares
|
$418,142
0.06% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
15,200
shares
|
$416,936
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Jan 28, 2026 Q4 2025 |
15,124
shares
|
$414,851
0.05% of portfolio
|
Q4 2025
Reduced 1.19%
|
|