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 1,277 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
8,696
shares
|
$240,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$239,244
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,618
shares
|
$238,718
0.07% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
8,610
shares
|
$238,497
0.06% of portfolio
|
Q2 2025
Reduced 46.74%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$238,220
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
8,596
shares
|
$238,109
0.02% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
8,590
shares
|
$237,943
0.07% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
8,584
shares
|
$237,776
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,578
shares
|
$237,610
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
8,577
shares
|
$237,582
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
8,552
shares
|
$236,890
0.13% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$235,616
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$235,616
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
8,495
shares
|
$235,311
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
8,465
shares
|
$234,480
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
8,464
shares
|
$234,452
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
8,410
shares
|
$232,957
0.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,408
shares
|
$232,901
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
8,378
shares
|
$232,070
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,371
shares
|
$231,876
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
8,340
shares
|
$231,018
0.04% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
8,329
shares
|
$230,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
8,325
shares
|
$230,602
0.02% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
8,325
shares
|
$230,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
8,324
shares
|
$230,574
0.02% of portfolio
|
Q2 2025
New holding
|