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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
13,517
shares
|
$374,420
0.02% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
13,427
shares
|
$371,927
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
13,385
shares
|
$370,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
13,338
shares
|
$369,462
0.5% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
13,317
shares
|
$368,880
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
13,309
shares
|
$368,659
0.03% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
13,280
shares
|
$367,856
0.09% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,244
shares
|
$366,858
0.01% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,242
shares
|
$366,803
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
13,202
shares
|
$365,695
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
13,107
shares
|
$363,063
0.24% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
13,064
shares
|
$361,872
0.26% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
13,049
shares
|
$361,457
0.12% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
13,001
shares
|
$360,127
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
12,986
shares
|
$359,712
0.25% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
12,960
shares
|
$358,992
0.2% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
12,897
shares
|
$357,246
0.19% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
12,873
shares
|
$356,582
0.01% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
12,822
shares
|
$355,169
0.07% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
12,800
shares
|
$354,560
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,691
shares
|
$351,540
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,578
shares
|
$348,410
0.08% of portfolio
|
Q4 2024
Added 97.3%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
12,576
shares
|
$348,355
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
12,572
shares
|
$348,244
0.0% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,549
shares
|
$347,607
0.01% of portfolio
|
Q1 2025
Added 1.2%
|