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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$54,984
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$54,818
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,925
shares
|
$53,322
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,886
shares
|
$52,242
0.01% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,856
shares
|
$51,411
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,834
shares
|
$50,801
0.01% of portfolio
|
Q2 2025
Added 46.49%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
1,786
shares
|
$49,472
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,728
shares
|
$47,865
0.0% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,616
shares
|
$44,763
0.01% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,603
shares
|
$44,403
0.0% of portfolio
|
Q1 2025
Added 7533.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,588
shares
|
$43,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,578
shares
|
$43,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,576
shares
|
$43,655
0.02% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,523
shares
|
$42,187
0.0% of portfolio
|
Q4 2024
Added 72.68%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,404
shares
|
$38,890
0.01% of portfolio
|
Q2 2025
Reduced 77.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$38,807
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,339
shares
|
$37,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,319
shares
|
$36,536
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,285
shares
|
$35,594
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,250
shares
|
$34,625
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$34,292
0.08% of portfolio
|
Q3 2022
Reduced 89.8%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$33,240
0.01% of portfolio
|
Q2 2025
Reduced 62.85%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$33,240
0.03% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,157
shares
|
$32,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,137
shares
|
$31,494
0.0% of portfolio
|
Q2 2025
Added 111.73%
|