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 |
|---|---|---|---|---|---|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
12,464
shares
|
$345,252
0.21% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,450
shares
|
$344,865
0.0% of portfolio
|
Q2 2025
Reduced 66.34%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
12,395
shares
|
$343,341
0.03% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
12,389
shares
|
$343,175
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$341,070
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
12,168
shares
|
$337,053
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
12,154
shares
|
$336,665
0.27% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
12,121
shares
|
$335,751
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
12,062
shares
|
$334,117
0.15% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,966
shares
|
$331,458
0.11% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
11,855
shares
|
$328,383
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
11,837
shares
|
$327,884
0.21% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
11,826
shares
|
$327,580
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
11,755
shares
|
$325,613
0.02% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
11,738
shares
|
$325,142
0.35% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
11,736
shares
|
$325,087
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
11,724
shares
|
$324,754
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
11,669
shares
|
$323,231
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
11,643
shares
|
$322,511
0.14% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,621
shares
|
$321,901
0.03% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,618
shares
|
$321,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,550
shares
|
$319,935
0.1% of portfolio
|
Q1 2025
Reduced 51.57%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,537
shares
|
$319,574
0.23% of portfolio
|
Q1 2025
Reduced 37.94%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,495
shares
|
$318,411
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
11,489
shares
|
$318,245
0.03% of portfolio
|
Q2 2025
Added 4.81%
|