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 Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
10,537
shares
|
$291,874
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
10,520
shares
|
$291,404
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
10,508
shares
|
$291,071
0.25% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,470
shares
|
$290,019
0.14% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
10,345
shares
|
$286,556
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$286,362
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
10,306
shares
|
$285,476
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
10,286
shares
|
$284,922
0.0% of portfolio
|
Q1 2025
Added 101.25%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
10,277
shares
|
$284,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
10,260
shares
|
$284,202
0.13% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
10,218
shares
|
$283,038
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
10,218
shares
|
$283,038
0.1% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
10,202
shares
|
$282,595
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
10,198
shares
|
$282,484
0.14% of portfolio
|
Q2 2025
Reduced 84.53%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
10,165
shares
|
$281,570
0.07% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
10,118
shares
|
$280,268
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
10,096
shares
|
$279,659
0.08% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
10,052
shares
|
$278,440
0.14% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
9,996
shares
|
$276,889
0.03% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,978
shares
|
$276,390
0.01% of portfolio
|
Q2 2025
Added 1476.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$276,335
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$275,227
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
9,934
shares
|
$275,171
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
9,933
shares
|
$275,144
0.09% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$274,534
0.01% of portfolio
|
Q1 2024
Added 1.18%
|