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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,364
shares
|
$120,882
0.01% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
4,360
shares
|
$120,772
0.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
4,288
shares
|
$118,777
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,174
shares
|
$115,619
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,161
shares
|
$115,259
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,160
shares
|
$115,232
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
4,077
shares
|
$112,932
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
4,058
shares
|
$112,406
0.0% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$108,805
0.02% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,682
shares
|
$101,991
0.01% of portfolio
|
Q2 2025
Added 505.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,646
shares
|
$100,994
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,629
shares
|
$100,523
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3,550
shares
|
$98,335
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,500
shares
|
$96,950
0.07% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,483
shares
|
$96,479
0.02% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$96,479
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
3,428
shares
|
$94,955
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$94,844
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
|
$94,235
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,064
shares
|
$84,872
0.02% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$84,568
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
3,000
shares
|
$83,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
2,986
shares
|
$82,712
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,949
shares
|
$81,687
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,948
shares
|
$81,659
0.01% of portfolio
|
Q2 2025
Added 31.14%
|