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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
8,311
shares
|
$230,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,311
shares
|
$230,214
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$229,854
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
8,273
shares
|
$229,162
0.09% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
8,215
shares
|
$227,555
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,142
shares
|
$225,533
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
8,097
shares
|
$224,286
0.04% of portfolio
|
Q2 2025
Reduced 60.2%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
8,078
shares
|
$223,760
0.02% of portfolio
|
Q2 2025
Reduced 39.19%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
8,068
shares
|
$223,483
0.03% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
8,045
shares
|
$222,846
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
8,036
shares
|
$222,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,976
shares
|
$220,935
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
|
$218,830
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,729
shares
|
$214,093
0.06% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,723
shares
|
$213,927
0.03% of portfolio
|
Q4 2023
Added 46.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,644
shares
|
$211,738
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,610
shares
|
$210,797
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
7,409
shares
|
$205,229
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
6,804
shares
|
$188,470
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,796
shares
|
$188,249
0.11% of portfolio
|
Q3 2023
Added 2.57%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,782
shares
|
$187,861
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6,781
shares
|
$187,833
0.03% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,551
shares
|
$181,462
0.01% of portfolio
|
Q2 2025
Reduced 43.93%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$180,188
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
6,402
shares
|
$177,335
0.01% of portfolio
|
Q2 2025
Reduced 18.23%
|