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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
9,768
shares
|
$255,921
0.04% of portfolio
|
Q2 2025
Reduced 54.27%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,758
shares
|
$255,659
0.13% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,714
shares
|
$254,506
0.03% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,709
shares
|
$254,375
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
9,702
shares
|
$254,192
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
9,654
shares
|
$252,934
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
9,647
shares
|
$252,751
0.0% of portfolio
|
Q1 2025
Added 2196.9%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
9,639
shares
|
$252,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
9,626
shares
|
$252,201
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
9,616
shares
|
$251,939
0.04% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
9,600
shares
|
$251,520
0.15% of portfolio
|
Q4 2024
Added 65.52%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
9,577
shares
|
$250,917
0.22% of portfolio
|
Q1 2025
Reduced 37.81%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
9,490
shares
|
$248,638
0.27% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
9,419
shares
|
$246,777
0.03% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
9,388
shares
|
$245,965
0.15% of portfolio
|
Q1 2025
Added 1785.14%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
9,380
shares
|
$245,756
0.04% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
9,366
shares
|
$245,389
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
9,362
shares
|
$245,284
0.14% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,338
shares
|
$244,655
0.03% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
9,251
shares
|
$242,376
0.07% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
9,243
shares
|
$242,166
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,188
shares
|
$240,725
0.01% of portfolio
|
Q1 2025
Reduced 93.6%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
9,180
shares
|
$240,516
0.2% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,174
shares
|
$240,358
0.11% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,140
shares
|
$239,468
0.02% of portfolio
|
Q1 2025
New holding
|