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 1,272 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$225,320
0.05% of portfolio
|
Q3 2024
New holding
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
8,590
shares
|
$225,058
0.08% of portfolio
|
Q1 2025
Added 4.05%
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
8,579
shares
|
$224,769
0.06% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,578
shares
|
$224,743
0.04% of portfolio
|
Q2 2025
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$222,857
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$222,857
0.07% of portfolio
|
Q4 2022
New holding
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
8,464
shares
|
$221,756
0.09% of portfolio
|
Q2 2025
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
8,410
shares
|
$220,342
0.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,408
shares
|
$220,289
0.01% of portfolio
|
Q2 2025
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
8,378
shares
|
$219,503
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,371
shares
|
$219,320
0.02% of portfolio
|
Q2 2025
New holding
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
8,325
shares
|
$218,115
0.02% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
8,311
shares
|
$217,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,311
shares
|
$217,748
0.07% of portfolio
|
Q2 2025
New holding
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$217,407
0.07% of portfolio
|
Q3 2022
New holding
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
8,148
shares
|
$213,477
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
8,121
shares
|
$212,770
0.05% of portfolio
|
Q1 2025
Added 9.95%
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,976
shares
|
$208,971
0.01% of portfolio
|
Q2 2025
Added 4.25%
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
7,900
shares
|
$206,980
0.02% of portfolio
|
Q1 2025
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,829
shares
|
$205,119
0.01% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,760
shares
|
$203,312
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,729
shares
|
$202,499
0.06% of portfolio
|
Q2 2025
Added 21.37%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,723
shares
|
$202,342
0.03% of portfolio
|
Q4 2023
Added 46.8%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,664
shares
|
$200,796
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
7,610
shares
|
$199,382
0.02% of portfolio
|
Q4 2024
Added 100.0%
|