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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,952
shares
|
$382,703
0.0% of portfolio
|
Q3 2025
Reduced 53.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
13,851
shares
|
$379,932
0.01% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
13,833
shares
|
$379,439
0.04% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
13,815
shares
|
$378,945
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$377,025
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
13,659
shares
|
$374,666
0.08% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
13,517
shares
|
$370,771
0.02% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
13,498
shares
|
$370,250
0.18% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
13,481
shares
|
$369,783
0.16% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
13,427
shares
|
$368,302
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
13,380
shares
|
$367,013
0.68% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
13,350
shares
|
$366,190
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cooke Wealth Management, LLC
Irvine, CA |
Jan 20, 2026 Q4 2025 |
13,296
shares
|
$364,709
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
13,293
shares
|
$364,626
0.19% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
13,280
shares
|
$364,270
0.09% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,242
shares
|
$363,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
13,084
shares
|
$358,894
0.27% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,979
shares
|
$356,013
0.06% of portfolio
|
Q3 2025
Reduced 28.62%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
12,924
shares
|
$354,505
0.02% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
12,897
shares
|
$353,764
0.2% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
12,852
shares
|
$352,530
0.19% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 27, 2026 Q4 2025 |
12,822
shares
|
$351,707
0.07% of portfolio
|
Q1 2025
Reduced 4.08%
|
|