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 1,333 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 $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,955
shares
|
$410,215
0.03% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
14,933
shares
|
$409,612
0.02% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
14,872
shares
|
$407,938
0.03% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
14,832
shares
|
$406,841
0.03% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
14,792
shares
|
$405,744
0.13% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$401,959
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
14,623
shares
|
$401,108
0.1% of portfolio
|
Q4 2025
Reduced 5.09%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
14,585
shares
|
$400,066
0.05% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
14,575
shares
|
$399,792
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
14,548
shares
|
$399,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,447
shares
|
$396,281
2.09% of portfolio
|
Q3 2023
Reduced 94.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
14,419
shares
|
$395,513
0.18% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
14,329
shares
|
$393,044
0.04% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
14,324
shares
|
$392,907
0.03% of portfolio
|
Q4 2025
Reduced 9.0%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
14,273
shares
|
$391,508
0.21% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
14,224
shares
|
$390,164
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
14,187
shares
|
$389,149
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
14,136
shares
|
$387,750
0.01% of portfolio
|
Q4 2025
Reduced 9.1%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
14,122
shares
|
$387,366
0.21% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
14,117
shares
|
$387,229
0.18% of portfolio
|
Q4 2025
Added 27.65%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
14,103
shares
|
$386,845
0.25% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,048
shares
|
$385,336
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
14,038
shares
|
$385,062
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$384,020
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$382,813
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|