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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
4,981
shares
|
$136,628
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
4,761
shares
|
$130,594
0.01% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$130,182
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,664
shares
|
$127,933
0.0% of portfolio
|
Q3 2025
Reduced 86.19%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
4,617
shares
|
$126,644
0.03% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,530
shares
|
$124,257
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
4,499
shares
|
$123,407
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
4,383
shares
|
$120,225
0.01% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
4,360
shares
|
$119,594
0.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
4,288
shares
|
$117,619
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,174
shares
|
$114,492
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,161
shares
|
$114,136
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$107,745
0.02% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,876
shares
|
$106,318
0.0% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,677
shares
|
$100,860
0.01% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,653
shares
|
$100,201
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,646
shares
|
$100,009
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
3,586
shares
|
$98,363
0.08% of portfolio
|
Q3 2025
Added 100.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
3,566
shares
|
$97,815
0.01% of portfolio
|
Q4 2025
Reduced 32.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
3,550
shares
|
$97,376
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
3,500
shares
|
$96,005
0.07% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3,483
shares
|
$95,538
0.02% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$95,538
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$93,920
0.02% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,400
shares
|
$93,262
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|