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 |
|---|---|---|---|---|---|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
9,355
shares
|
$259,133
0.13% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
9,331
shares
|
$258,468
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
9,300
shares
|
$257,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
9,251
shares
|
$256,252
0.07% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
9,243
shares
|
$256,031
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
9,235
shares
|
$255,809
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,174
shares
|
$254,119
0.11% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,134
shares
|
$253,011
0.01% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
9,104
shares
|
$252,180
0.1% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
9,104
shares
|
$252,180
0.03% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
9,034
shares
|
$250,241
0.09% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
8,936
shares
|
$247,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,911
shares
|
$246,834
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
8,887
shares
|
$246,169
0.09% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,840
shares
|
$244,868
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
8,820
shares
|
$244,314
0.11% of portfolio
|
Q2 2025
Added 175.63%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
8,800
shares
|
$243,760
0.14% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,778
shares
|
$243,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,742
shares
|
$242,153
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
8,734
shares
|
$241,931
0.13% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
8,727
shares
|
$241,737
0.15% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,716
shares
|
$241,433
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,713
shares
|
$241,350
0.01% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
8,705
shares
|
$241,128
0.08% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
8,703
shares
|
$241,073
0.16% of portfolio
|
Q1 2025
New holding
|