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 1,332 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$178,432
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6,471
shares
|
$177,499
0.02% of portfolio
|
Q3 2025
Added 520.42%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
6,460
shares
|
$177,197
0.03% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,402
shares
|
$175,606
0.01% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
6,277
shares
|
$172,178
0.0% of portfolio
|
Q4 2025
Reduced 11.84%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
6,270
shares
|
$171,986
0.08% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$171,410
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$170,312
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
6,075
shares
|
$166,637
0.0% of portfolio
|
Q3 2025
Added 4683.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$165,869
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
6,033
shares
|
$165,485
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
6,017
shares
|
$165,046
0.08% of portfolio
|
Q4 2025
Added 78.18%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
5,984
shares
|
$164,141
0.14% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
5,674
shares
|
$155,637
0.02% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$155,034
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
5,620
shares
|
$154,156
0.07% of portfolio
|
Q3 2025
Reduced 36.28%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
5,603
shares
|
$153,690
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$149,712
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
5,404
shares
|
$148,231
0.04% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,289
shares
|
$145,077
0.0% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
5,275
shares
|
$144,693
0.14% of portfolio
|
Q3 2025
Reduced 90.43%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
5,251
shares
|
$144,034
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,114
shares
|
$140,277
0.01% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
5,037
shares
|
$138,164
0.03% of portfolio
|
Q1 2025
Added 949.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5,000
shares
|
$137,150
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|