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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
15,457
shares
|
$428,158
0.01% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
15,445
shares
|
$427,826
0.35% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
15,380
shares
|
$426,026
0.05% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$424,225
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$423,726
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
15,272
shares
|
$423,034
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
15,200
shares
|
$421,040
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$418,851
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,051
shares
|
$416,912
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
15,048
shares
|
$416,829
0.06% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
14,989
shares
|
$415,195
0.01% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
14,987
shares
|
$415,139
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
14,932
shares
|
$413,616
0.02% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
14,850
shares
|
$411,345
0.07% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
14,818
shares
|
$410,458
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,792
shares
|
$409,738
0.13% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
14,733
shares
|
$408,104
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
14,725
shares
|
$407,882
0.17% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
14,675
shares
|
$406,497
0.05% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$405,915
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
14,626
shares
|
$405,140
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
14,548
shares
|
$402,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
14,476
shares
|
$400,985
0.08% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,447
shares
|
$400,181
2.09% of portfolio
|
Q3 2023
Reduced 94.39%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
14,438
shares
|
$399,932
0.06% of portfolio
|
Q2 2025
Reduced 0.55%
|