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 1,339 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
10,475
shares
|
$287,329
0.04% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,470
shares
|
$287,192
0.14% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Keystone Wealth Services, LLC
|
Jan 26, 2026 Q4 2025 |
10,429
shares
|
$286,067
0.07% of portfolio
|
Q4 2025
Added 11.35%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
10,391
shares
|
$285,025
0.02% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,363
shares
|
$284,257
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$283,571
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,326
shares
|
$283,242
0.01% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
10,307
shares
|
$282,721
0.07% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
10,306
shares
|
$282,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
10,281
shares
|
$282,007
0.04% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
10,266
shares
|
$281,596
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
10,202
shares
|
$279,840
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
10,198
shares
|
$279,731
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
10,162
shares
|
$278,743
0.02% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
10,152
shares
|
$278,469
0.08% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
10,103
shares
|
$277,125
0.04% of portfolio
|
Q4 2025
Reduced 9.31%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
10,072
shares
|
$276,274
0.01% of portfolio
|
Q4 2025
Added 52.24%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
10,052
shares
|
$275,726
0.14% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
10,044
shares
|
$275,506
0.0% of portfolio
|
Q4 2025
Added 7.85%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
9,996
shares
|
$274,190
0.03% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
9,996
shares
|
$274,190
0.08% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$273,641
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
9,957
shares
|
$273,120
0.13% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$272,544
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$271,858
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|