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 1,337 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 $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$38,429
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
First Horizon Corp
Memphis, TN |
Jan 27, 2026 Q4 2025 |
1,394
shares
|
$38,237
0.0% of portfolio
|
Q4 2025
Reduced 12.98%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,380
shares
|
$37,853
0.01% of portfolio
|
Q4 2025
Added 25.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,319
shares
|
$36,180
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,277
shares
|
$35,028
0.0% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,273
shares
|
$34,918
0.0% of portfolio
|
Q3 2025
Added 45.99%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,246
shares
|
$34,177
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$33,958
0.08% of portfolio
|
Q3 2022
Reduced 89.8%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,201
shares
|
$32,943
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cornerstone National Bank & Trust CO
Palatine, IL |
Jan 28, 2026 Q3 2025 |
1,170
shares
|
$32,093
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jan 28, 2026 Q4 2025 |
1,157
shares
|
$31,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
1,155
shares
|
$31,681
0.01% of portfolio
|
Q4 2025
Added 3108.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
1,121
shares
|
$30,749
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 27, 2026 Q4 2025 |
1,101
shares
|
$30,200
0.0% of portfolio
|
Q3 2025
Reduced 52.17%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$30,035
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,083
shares
|
$29,706
0.0% of portfolio
|
Q4 2025
Added 1982.69%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,072
shares
|
$29,404
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 28, 2026 Q4 2025 |
1,069
shares
|
$29,322
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,069
shares
|
$29,322
0.01% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,064
shares
|
$29,185
0.0% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$28,938
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Godsey & Gibb Associates
|
Jan 27, 2026 Q4 2025 |
1,010
shares
|
$27,704
0.0% of portfolio
|
Q3 2025
New holding
|
|