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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
1,129
shares
|
$31,273
0.01% of portfolio
|
Q4 2024
Added 351.6%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,098
shares
|
$30,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$30,331
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,072
shares
|
$29,694
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,064
shares
|
$29,472
0.0% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$29,223
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,043
shares
|
$28,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,038
shares
|
$28,752
0.02% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,016
shares
|
$28,143
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,003
shares
|
$27,783
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1,002
shares
|
$27,755
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$27,700
0.01% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
964
shares
|
$26,702
0.01% of portfolio
|
Q4 2024
Added 551.35%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
910
shares
|
$25,207
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
900
shares
|
$24,930
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$24,320
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
872
shares
|
$24,154
0.0% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
870
shares
|
$24,099
0.01% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
870
shares
|
$24,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
810
shares
|
$22,437
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
808
shares
|
$22,381
0.0% of portfolio
|
Q2 2025
Reduced 37.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
803
shares
|
$22,243
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$21,606
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
780
shares
|
$21,606
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$21,218
0.01% of portfolio
|
Q4 2022
Added 49.61%
|