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 |
---|---|---|---|---|---|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
5,197
shares
|
$136,161
0.02% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,037
shares
|
$131,969
0.03% of portfolio
|
Q1 2025
Added 949.38%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,000
shares
|
$131,000
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$124,345
0.03% of portfolio
|
Q4 2023
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,577
shares
|
$119,917
0.01% of portfolio
|
Q1 2025
Added 13.26%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,530
shares
|
$118,686
0.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
4,492
shares
|
$117,690
0.08% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,488
shares
|
$117,585
0.02% of portfolio
|
Q4 2024
Added 113.71%
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,364
shares
|
$114,336
0.01% of portfolio
|
Q4 2024
Added 98.91%
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
4,360
shares
|
$114,232
0.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
4,288
shares
|
$112,345
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,226
shares
|
$110,721
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,174
shares
|
$109,358
0.03% of portfolio
|
Q2 2025
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,161
shares
|
$109,018
0.04% of portfolio
|
Q1 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,160
shares
|
$108,992
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$102,913
0.02% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,646
shares
|
$95,525
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
3,629
shares
|
$95,079
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3,550
shares
|
$93,010
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,500
shares
|
$91,700
0.07% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,483
shares
|
$91,254
0.02% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$91,254
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$89,708
0.02% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,402
shares
|
$89,132
0.01% of portfolio
|
Q2 2025
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,400
shares
|
$89,080
0.0% of portfolio
|
Q4 2024
Added 100.0%
|