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 1,333 institutions that hold shares in the stock, with a total of 262 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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
3,243
shares
|
$88,955
0.01% of portfolio
|
Q4 2025
Added 34.68%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,131
shares
|
$85,883
0.0% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,104
shares
|
$85,142
0.0% of portfolio
|
Q3 2025
Added 35.49%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$83,743
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,022
shares
|
$82,893
0.03% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$82,290
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
2,990
shares
|
$82,015
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,948
shares
|
$80,863
0.01% of portfolio
|
Q2 2025
Added 31.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,869
shares
|
$78,696
0.02% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
2,864
shares
|
$78,559
0.04% of portfolio
|
Q4 2025
Added 33.58%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
2,856
shares
|
$78,340
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
2,814
shares
|
$77,188
0.02% of portfolio
|
Q4 2025
Reduced 66.52%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
2,787
shares
|
$76,447
0.02% of portfolio
|
Q4 2025
Added 19.05%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,700
shares
|
$74,061
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,678
shares
|
$73,457
0.01% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,662
shares
|
$73,018
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
2,649
shares
|
$72,662
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
2,613
shares
|
$71,674
0.05% of portfolio
|
Q3 2025
Added 1575.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,600
shares
|
$71,318
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,517
shares
|
$69,041
0.02% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
2,516
shares
|
$69,013
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$67,093
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,410
shares
|
$66,106
0.0% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
2,398
shares
|
$65,777
0.01% of portfolio
|
Q4 2025
Reduced 19.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,335
shares
|
$64,049
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|