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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
12,206
shares
|
$334,810
0.28% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
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
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
12,130
shares
|
$332,725
0.06% of portfolio
|
Q3 2025
Added 42.79%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
12,068
shares
|
$331,025
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Jan 27, 2026 Q4 2025 |
11,980
shares
|
$328,611
0.23% of portfolio
|
Q4 2025
Reduced 5.89%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,965
shares
|
$328,199
0.01% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Round Rock Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
11,881
shares
|
$325,895
0.05% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
11,863
shares
|
$325,402
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,860
shares
|
$325,319
0.02% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
11,829
shares
|
$324,469
0.03% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
11,818
shares
|
$324,167
0.02% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
11,816
shares
|
$324,112
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
11,789
shares
|
$323,372
0.09% of portfolio
|
Q4 2025
Added 6.41%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
11,789
shares
|
$323,372
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
J2 Capital Management Inc
|
Jan 20, 2026 Q4 2025 |
11,724
shares
|
$321,589
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
11,722
shares
|
$321,534
0.05% of portfolio
|
Q4 2025
Reduced 19.42%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
11,708
shares
|
$321,150
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
11,669
shares
|
$320,080
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,621
shares
|
$318,764
0.03% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,618
shares
|
$318,681
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
11,568
shares
|
$317,310
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
11,556
shares
|
$316,981
0.2% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
11,550
shares
|
$316,816
0.1% of portfolio
|
Q1 2025
Reduced 51.57%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 21, 2026 Q4 2025 |
11,498
shares
|
$315,390
0.27% of portfolio
|
Q4 2025
Added 0.44%
|
|