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 1,334 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 $7.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,335
shares
|
$64,049
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jan 23, 2026 Q4 2025 |
2,329
shares
|
$63,884
0.06% of portfolio
|
Q4 2025
Added 7.18%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,324
shares
|
$63,747
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
2,283
shares
|
$62,622
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Frankly Finances, LLC
Winter Park, FL |
Jan 26, 2026 Q4 2025 |
2,168
shares
|
$59,468
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,157
shares
|
$59,166
0.0% of portfolio
|
Q3 2025
Reduced 46.85%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,064
shares
|
$56,615
0.02% of portfolio
|
Q3 2025
Reduced 30.01%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
2,032
shares
|
$55,737
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$54,860
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
2,000
shares
|
$54,860
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$54,448
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$54,283
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,938
shares
|
$53,159
0.0% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,928
shares
|
$52,885
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,886
shares
|
$51,732
0.01% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,856
shares
|
$50,910
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,652
shares
|
$45,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,618
shares
|
$44,381
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
1,600
shares
|
$43,888
0.02% of portfolio
|
Q4 2025
Reduced 33.22%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
1,588
shares
|
$43,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,576
shares
|
$43,229
0.0% of portfolio
|
Q4 2025
Added 14.53%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,576
shares
|
$43,229
0.02% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
1,414
shares
|
$38,786
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,409
shares
|
$38,648
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,404
shares
|
$38,511
0.01% of portfolio
|
Q2 2025
Reduced 77.01%
|
|