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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,790
shares
|
$77,283
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,740
shares
|
$75,898
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$74,790
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,676
shares
|
$74,125
0.01% of portfolio
|
Q2 2025
Added 45.99%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,662
shares
|
$73,737
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,648
shares
|
$73,349
0.03% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,600
shares
|
$72,020
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
2,569
shares
|
$71,161
0.03% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,516
shares
|
$69,693
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$68,696
0.02% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$67,754
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
2,432
shares
|
$67,366
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,410
shares
|
$66,757
0.0% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,400
shares
|
$66,480
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,348
shares
|
$65,039
0.01% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,335
shares
|
$64,679
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,324
shares
|
$64,374
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,302
shares
|
$63,765
0.01% of portfolio
|
Q2 2025
Added 59.42%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,291
shares
|
$63,460
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,241
shares
|
$62,075
0.02% of portfolio
|
Q4 2024
Added 149.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,167
shares
|
$60,025
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
2,156
shares
|
$59,721
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
2,032
shares
|
$56,286
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$55,400
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$55,400
0.06% of portfolio
|
Q1 2025
New holding
|