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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
536
shares
|
$14,847
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
532
shares
|
$14,736
0.0% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
526
shares
|
$14,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
524
shares
|
$14,514
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
524
shares
|
$14,514
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
503
shares
|
$13,933
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$13,850
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
500
shares
|
$13,850
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
496
shares
|
$13,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
482
shares
|
$13,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$12,742
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$12,465
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
430
shares
|
$11,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$11,523
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$11,080
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
400
shares
|
$11,080
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
389
shares
|
$10,775
0.0% of portfolio
|
Q2 2025
Reduced 46.57%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
384
shares
|
$10,636
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
380
shares
|
$10,526
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
375
shares
|
$10,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
369
shares
|
$10,221
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
366
shares
|
$10,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
352
shares
|
$9,750
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
348
shares
|
$9,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
326
shares
|
$9,030
0.0% of portfolio
|
Q4 2024
Added 100.0%
|