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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$173,097
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$171,989
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,182
shares
|
$171,241
0.02% of portfolio
|
Q4 2024
Added 131.45%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$167,501
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,029
shares
|
$167,003
0.0% of portfolio
|
Q2 2025
Added 118.92%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
6,006
shares
|
$166,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
5,933
shares
|
$164,344
0.02% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,730
shares
|
$158,721
0.0% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$156,560
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,602
shares
|
$155,175
0.05% of portfolio
|
Q1 2025
Reduced 98.32%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,524
shares
|
$153,014
0.49% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,480
shares
|
$151,796
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$151,186
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
5,404
shares
|
$149,690
0.04% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
5,277
shares
|
$146,172
0.03% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
5,197
shares
|
$143,956
0.02% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,114
shares
|
$141,657
0.01% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5,037
shares
|
$139,524
0.03% of portfolio
|
Q1 2025
Added 949.38%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
5,007
shares
|
$138,693
0.0% of portfolio
|
Q2 2025
Added 67.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,000
shares
|
$138,500
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,892
shares
|
$135,508
0.0% of portfolio
|
Q2 2025
Reduced 22.19%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$131,464
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
4,530
shares
|
$125,481
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,495
shares
|
$124,511
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,488
shares
|
$124,317
0.02% of portfolio
|
Q4 2024
Added 113.71%
|