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 1,268 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 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
|
$14.3 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
|
$14.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
539,098
shares
|
$13.9 Million
2.17% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
537,089
shares
|
$13.8 Million
0.13% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
536,870
shares
|
$13.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
531,114
shares
|
$13.7 Million
9.74% of portfolio
|
Q1 2025
Added 99.99%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
490,214
shares
|
$12.6 Million
1.5% of portfolio
|
Q4 2024
Added 92.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
489,345
shares
|
$12.6 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
482,914
shares
|
$12.4 Million
1.47% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
480,606
shares
|
$12.4 Million
1.63% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
471,014
shares
|
$12.1 Million
1.3% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
461,740
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
455,753
shares
|
$11.7 Million
0.26% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
449,422
shares
|
$11.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
447,720
shares
|
$11.5 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
445,992
shares
|
$11.5 Million
4.3% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
441,378
shares
|
$11.4 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
431,489
shares
|
$11.1 Million
0.43% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
431,299
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
423,636
shares
|
$10.9 Million
2.73% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
423,636
shares
|
$10.9 Million
1.92% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
420,054
shares
|
$10.8 Million
4.87% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
418,282
shares
|
$10.8 Million
4.86% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
416,828
shares
|
$10.7 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
416,181
shares
|
$10.7 Million
0.82% of portfolio
|
Q2 2025
Added 25.29%
|