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 1,273 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
10,218
shares
|
$267,711
0.1% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
10,212
shares
|
$267,554
0.01% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
10,203
shares
|
$267,318
0.07% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
10,202
shares
|
$267,292
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
10,156
shares
|
$266,087
0.11% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
10,122
shares
|
$265,196
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
10,118
shares
|
$265,091
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,090
shares
|
$264,358
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
10,068
shares
|
$263,781
0.07% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
10,052
shares
|
$263,362
0.14% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,025
shares
|
$262,655
0.01% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
9,996
shares
|
$261,895
0.03% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$261,371
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
9,970
shares
|
$261,214
0.03% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$260,323
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
9,934
shares
|
$260,270
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
9,933
shares
|
$260,244
0.09% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$259,668
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,902
shares
|
$259,432
0.06% of portfolio
|
Q4 2024
Added 113.91%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
9,896
shares
|
$259,275
0.08% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
9,884
shares
|
$258,960
0.07% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
9,883
shares
|
$258,934
0.11% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
9,874
shares
|
$258,698
0.03% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
9,824
shares
|
$257,388
0.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,810
shares
|
$257,022
0.18% of portfolio
|
Q1 2025
Added 0.01%
|