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 |
|---|---|---|---|---|---|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
8,800
shares
|
$241,384
0.14% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,774
shares
|
$240,670
0.0% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
8,732
shares
|
$239,518
0.13% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,713
shares
|
$238,997
0.01% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
8,703
shares
|
$238,723
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$236,912
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
8,618
shares
|
$236,391
0.15% of portfolio
|
Q3 2025
Reduced 30.86%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$235,898
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,596
shares
|
$235,788
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
8,581
shares
|
$235,376
0.08% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
8,557
shares
|
$234,718
0.05% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lincoln Capital Corp
|
Jan 22, 2026 Q4 2025 |
8,552
shares
|
$234,581
0.09% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
8,552
shares
|
$234,581
0.12% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$233,319
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$233,319
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
8,490
shares
|
$232,880
0.11% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,488
shares
|
$232,825
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
8,410
shares
|
$230,686
0.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
8,407
shares
|
$230,604
0.04% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
8,371
shares
|
$229,616
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
8,340
shares
|
$228,766
0.03% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,311
shares
|
$227,970
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
8,304
shares
|
$227,778
0.14% of portfolio
|
Q4 2025
Reduced 10.82%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$227,614
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
8,243
shares
|
$226,105
0.11% of portfolio
|
Q3 2025
Reduced 11.89%
|
|