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 1,300 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
555,189
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2025
Added 76.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
553,255
shares
|
$15.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
541,906
shares
|
$15.2 Million
2.37% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
521,308
shares
|
$14.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
490,214
shares
|
$13.7 Million
1.5% of portfolio
|
Q4 2024
Added 92.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
489,345
shares
|
$13.7 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
480,606
shares
|
$13.4 Million
1.63% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
464,329
shares
|
$13 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
461,740
shares
|
$12.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
458,997
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
455,753
shares
|
$12.8 Million
0.26% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
449,422
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
447,720
shares
|
$12.5 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
441,543
shares
|
$12.4 Million
0.83% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
436,597
shares
|
$12.2 Million
3.98% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
436,258
shares
|
$12.2 Million
0.13% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
436,104
shares
|
$12.2 Million
4.34% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
432,896
shares
|
$12.1 Million
0.43% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
432,043
shares
|
$12.1 Million
5.13% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
431,299
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
417,100
shares
|
$11.7 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
416,828
shares
|
$11.7 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
416,181
shares
|
$11.6 Million
0.82% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
413,659
shares
|
$11.6 Million
1.36% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
407,961
shares
|
$11.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.93%
|