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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
14,329
shares
|
$396,913
0.04% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,303
shares
|
$396,193
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
14,291
shares
|
$395,860
0.03% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
14,273
shares
|
$395,362
0.21% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
14,137
shares
|
$391,594
0.04% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
14,137
shares
|
$391,594
0.3% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
14,132
shares
|
$391,456
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
14,077
shares
|
$389,932
0.21% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,048
shares
|
$389,129
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
14,046
shares
|
$389,074
0.05% of portfolio
|
Q2 2025
Added 91.18%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
14,038
shares
|
$388,852
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,009
shares
|
$388,049
0.02% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
14,000
shares
|
$387,800
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$386,581
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,934
shares
|
$385,971
0.01% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
13,865
shares
|
$384,060
0.2% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
13,857
shares
|
$383,838
0.06% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
13,802
shares
|
$382,315
0.13% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$380,736
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
13,709
shares
|
$379,739
0.24% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
13,618
shares
|
$377,218
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
13,602
shares
|
$376,775
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
13,597
shares
|
$376,636
0.16% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
13,523
shares
|
$374,587
0.01% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
13,517
shares
|
$374,420
0.06% of portfolio
|
Q2 2025
Added 0.21%
|