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 1,337 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,868
shares
|
$270,679
0.08% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
9,852
shares
|
$270,240
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
9,814
shares
|
$269,198
0.04% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9,805
shares
|
$268,951
0.1% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,773
shares
|
$268,073
0.2% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,752
shares
|
$267,497
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
9,725
shares
|
$266,756
0.05% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Mainstay Capital Management LLC
|
Jan 27, 2026 Q4 2025 |
9,694
shares
|
$265,906
0.02% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
9,677
shares
|
$265,440
0.02% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
9,649
shares
|
$264,672
0.19% of portfolio
|
Q4 2025
Reduced 4.06%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
9,646
shares
|
$264,589
0.16% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
9,635
shares
|
$264,288
0.03% of portfolio
|
Q4 2025
Reduced 4.39%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
9,634
shares
|
$264,260
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
9,626
shares
|
$264,041
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
9,588
shares
|
$262,998
0.05% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
9,542
shares
|
$261,737
0.12% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
9,541
shares
|
$261,709
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
9,458
shares
|
$259,432
0.08% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
9,451
shares
|
$259,240
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 27, 2026 Q4 2025 |
9,380
shares
|
$257,293
0.04% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
9,362
shares
|
$256,799
0.16% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
9,344
shares
|
$256,305
0.29% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
9,273
shares
|
$254,358
0.11% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,273
shares
|
$254,358
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Jan 27, 2026 Q4 2025 |
9,187
shares
|
$251,999
0.03% of portfolio
|
Q4 2025
Reduced 1.57%
|
|