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 1,332 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,167
shares
|
$251,450
0.0% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,158
shares
|
$251,203
0.12% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
9,156
shares
|
$251,149
0.09% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
9,140
shares
|
$250,710
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9,138
shares
|
$250,655
0.01% of portfolio
|
Q3 2025
Reduced 72.79%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,134
shares
|
$250,545
0.01% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
9,113
shares
|
$249,969
0.01% of portfolio
|
Q4 2025
Reduced 24.15%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
9,087
shares
|
$249,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,047
shares
|
$248,159
0.03% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
9,046
shares
|
$248,131
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
8,984
shares
|
$246,431
0.03% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,951
shares
|
$245,525
0.16% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
8,948
shares
|
$245,443
0.0% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
8,944
shares
|
$245,333
0.19% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,936
shares
|
$245,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
8,911
shares
|
$244,428
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,911
shares
|
$244,428
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
8,897
shares
|
$244,044
0.01% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,885
shares
|
$243,715
0.03% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
8,875
shares
|
$243,441
0.01% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
8,861
shares
|
$243,057
0.0% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
8,858
shares
|
$242,974
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
8,850
shares
|
$242,755
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
8,850
shares
|
$242,755
0.02% of portfolio
|
Q3 2025
Added 783.23%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
8,840
shares
|
$242,481
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|