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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
870
shares
|
$23,864
0.0% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
867
shares
|
$23,781
0.0% of portfolio
|
Q3 2025
Added 56.78%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
840
shares
|
$23,041
0.0% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
836
shares
|
$22,931
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
818
shares
|
$22,437
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
810
shares
|
$22,218
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
808
shares
|
$22,163
0.0% of portfolio
|
Q2 2025
Reduced 37.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
800
shares
|
$21,944
0.0% of portfolio
|
Q3 2025
Reduced 70.8%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
786
shares
|
$21,559
0.01% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
782
shares
|
$21,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$21,395
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
776
shares
|
$21,285
0.02% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
773
shares
|
$21,203
0.01% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$21,011
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
764
shares
|
$20,956
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
742
shares
|
$20,353
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
730
shares
|
$20,023
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
708
shares
|
$19,420
0.0% of portfolio
|
Q2 2025
Added 395.1%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
696
shares
|
$19,091
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
688
shares
|
$18,871
0.0% of portfolio
|
Q3 2025
Reduced 46.46%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
679
shares
|
$18,624
0.0% of portfolio
|
Q3 2025
Added 2729.17%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$18,378
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
648
shares
|
$17,774
0.01% of portfolio
|
Q2 2025
Reduced 35.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
640
shares
|
$17,555
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$17,280
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|