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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
764
shares
|
$21,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
742
shares
|
$20,553
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
733
shares
|
$20,304
0.01% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
726
shares
|
$20,110
0.0% of portfolio
|
Q1 2025
Added 164.96%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
720
shares
|
$19,944
0.01% of portfolio
|
Q2 2025
Reduced 97.68%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
708
shares
|
$19,611
0.0% of portfolio
|
Q2 2025
Added 395.1%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
688
shares
|
$19,057
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
676
shares
|
$18,725
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$18,559
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
652
shares
|
$18,060
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
648
shares
|
$17,949
0.01% of portfolio
|
Q2 2025
Reduced 35.07%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
648
shares
|
$17,949
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
642
shares
|
$17,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
640
shares
|
$17,728
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$17,451
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
629
shares
|
$17,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
624
shares
|
$17,284
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
610
shares
|
$16,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$16,620
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
596
shares
|
$16,509
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
562
shares
|
$15,567
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
561
shares
|
$15,539
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
558
shares
|
$15,456
0.01% of portfolio
|
Q1 2025
Added 198.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
553
shares
|
$15,318
0.0% of portfolio
|
Q2 2025
Reduced 83.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
538
shares
|
$14,902
0.0% of portfolio
|
Q3 2024
Added 0.56%
|