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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,476
shares
|
$314,786
0.01% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,455
shares
|
$314,210
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$313,579
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Jan 27, 2026 Q4 2025 |
11,300
shares
|
$309,959
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
11,265
shares
|
$308,998
0.09% of portfolio
|
Q4 2025
Added 10.21%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
11,187
shares
|
$306,859
0.01% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$306,393
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
11,056
shares
|
$303,266
0.13% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
11,011
shares
|
$302,031
0.13% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,962
shares
|
$300,687
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,961
shares
|
$300,660
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
10,868
shares
|
$298,109
0.02% of portfolio
|
Q4 2025
Added 10.62%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,746
shares
|
$294,762
0.25% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
10,718
shares
|
$293,994
0.09% of portfolio
|
Q4 2025
Reduced 11.11%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
10,718
shares
|
$293,994
0.03% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,711
shares
|
$293,802
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
10,665
shares
|
$292,540
0.07% of portfolio
|
Q4 2025
Added 9.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$292,102
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,643
shares
|
$291,937
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
10,547
shares
|
$289,304
0.06% of portfolio
|
Q4 2025
Added 6.5%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
10,540
shares
|
$289,112
0.03% of portfolio
|
Q1 2025
Reduced 65.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
10,522
shares
|
$288,618
0.01% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
10,520
shares
|
$288,563
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
10,486
shares
|
$287,630
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,478
shares
|
$287,411
0.02% of portfolio
|
Q3 2025
Reduced 8.8%
|
|