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 1,339 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jan 27, 2026 Q4 2025 |
7,591
shares
|
$208,221
0.02% of portfolio
|
Q4 2025
Reduced 9.32%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jan 28, 2026 Q4 2025 |
7,554
shares
|
$207,206
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
7,547
shares
|
$207,014
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
7,544
shares
|
$206,931
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
7,504
shares
|
$205,834
0.01% of portfolio
|
Q4 2025
Reduced 5.12%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,489
shares
|
$205,423
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
7,414
shares
|
$203,366
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
7,411
shares
|
$203,283
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
7,409
shares
|
$203,228
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
7,325
shares
|
$200,924
0.01% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Alley Investment Management Company, LLC
|
Jan 27, 2026 Q4 2025 |
7,290
shares
|
$199,964
0.02% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,285
shares
|
$199,827
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
7,279
shares
|
$199,662
0.03% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,266
shares
|
$199,306
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,238
shares
|
$198,538
0.06% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
7,237
shares
|
$198,510
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
7,232
shares
|
$198,373
0.12% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
7,214
shares
|
$197,880
0.07% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
7,211
shares
|
$197,797
0.05% of portfolio
|
Q4 2025
Reduced 83.69%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,194
shares
|
$197,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
7,190
shares
|
$197,221
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mayport, LLC
|
Jan 21, 2026 Q4 2025 |
7,186
shares
|
$197,111
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
6,913
shares
|
$189,623
0.0% of portfolio
|
Q4 2025
Added 6.44%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
6,890
shares
|
$188,992
0.06% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
6,833
shares
|
$187,429
0.03% of portfolio
|
Q4 2025
Added 0.46%
|
|