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 |
|---|---|---|---|---|---|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
12,773
shares
|
$350,363
0.39% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,730
shares
|
$349,183
0.25% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
12,709
shares
|
$348,607
0.02% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
12,667
shares
|
$347,455
0.13% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Rba Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
12,659
shares
|
$347,236
0.12% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,658
shares
|
$347,208
0.02% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
12,609
shares
|
$345,864
0.01% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
12,593
shares
|
$345,425
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,578
shares
|
$345,014
0.08% of portfolio
|
Q4 2024
Added 97.3%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
12,556
shares
|
$344,411
0.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,549
shares
|
$344,219
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
12,502
shares
|
$342,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
12,499
shares
|
$342,847
0.0% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,491
shares
|
$342,628
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
12,452
shares
|
$341,558
0.11% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
12,434
shares
|
$341,064
0.01% of portfolio
|
Q4 2025
Reduced 27.82%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
12,367
shares
|
$339,226
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
12,356
shares
|
$338,925
0.22% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$337,745
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
12,296
shares
|
$337,279
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
12,234
shares
|
$335,578
0.05% of portfolio
|
Q4 2025
Added 11.22%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
12,206
shares
|
$334,810
0.28% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
12,186
shares
|
$334,261
0.04% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,168
shares
|
$333,768
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
Jan 20, 2026 Q4 2025 |
12,152
shares
|
$333,329
0.29% of portfolio
|
Q4 2025
New holding
|
|