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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,466
shares
|
$317,608
0.01% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$316,666
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
11,411
shares
|
$316,084
0.25% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,357
shares
|
$314,588
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
11,288
shares
|
$312,677
0.01% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
11,222
shares
|
$310,849
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$309,409
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
11,100
shares
|
$307,470
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
10,996
shares
|
$304,589
0.12% of portfolio
|
Q2 2025
Added 366433.34%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,974
shares
|
$303,979
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
10,966
shares
|
$303,758
0.0% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
10,962
shares
|
$303,647
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,962
shares
|
$303,647
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
10,936
shares
|
$302,927
0.16% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,851
shares
|
$300,572
0.05% of portfolio
|
Q2 2025
Reduced 51.8%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,788
shares
|
$298,827
0.11% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,750
shares
|
$297,775
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
10,730
shares
|
$297,221
0.15% of portfolio
|
Q2 2025
Reduced 39.05%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
10,715
shares
|
$296,805
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
10,709
shares
|
$296,639
0.02% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$294,977
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
10,614
shares
|
$294,007
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,610
shares
|
$293,897
0.1% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
10,603
shares
|
$293,703
0.0% of portfolio
|
Q2 2025
Reduced 27.36%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,540
shares
|
$291,958
0.03% of portfolio
|
Q1 2025
Reduced 65.92%
|