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 |
|---|---|---|---|---|---|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,902
shares
|
$274,285
0.06% of portfolio
|
Q4 2024
Added 113.91%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
9,885
shares
|
$273,814
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
9,884
shares
|
$273,786
0.07% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
9,874
shares
|
$273,509
0.03% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
9,858
shares
|
$273,066
0.0% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
9,852
shares
|
$272,900
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
9,851
shares
|
$272,872
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
9,824
shares
|
$272,124
0.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
9,811
shares
|
$271,764
0.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,778
shares
|
$270,850
0.07% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
9,768
shares
|
$270,573
0.04% of portfolio
|
Q2 2025
Reduced 54.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,759
shares
|
$270,324
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,752
shares
|
$270,130
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,714
shares
|
$269,077
0.03% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
9,654
shares
|
$267,415
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
9,646
shares
|
$267,194
0.16% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
9,626
shares
|
$266,640
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
9,542
shares
|
$264,313
0.13% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,493
shares
|
$262,956
0.13% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
9,490
shares
|
$262,873
0.28% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
9,412
shares
|
$260,712
0.2% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
9,380
shares
|
$259,826
0.04% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
9,378
shares
|
$259,770
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
9,366
shares
|
$259,438
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
9,362
shares
|
$259,327
0.15% of portfolio
|
Q1 2025
Added 1.76%
|