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 |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
324
shares
|
$8,974
0.0% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$8,143
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
292
shares
|
$8,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
284
shares
|
$7,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
283
shares
|
$7,839
0.0% of portfolio
|
Q2 2025
Reduced 70.46%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
280
shares
|
$7,756
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
278
shares
|
$7,700
0.0% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$7,645
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
270
shares
|
$7,479
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$6,925
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$6,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
212
shares
|
$5,872
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
201
shares
|
$5,567
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
192
shares
|
$5,318
0.0% of portfolio
|
Q1 2025
Reduced 94.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
188
shares
|
$5,207
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
181
shares
|
$5,013
0.0% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
176
shares
|
$4,875
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
176
shares
|
$4,875
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
176
shares
|
$4,875
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
166
shares
|
$4,598
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
160
shares
|
$4,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
156
shares
|
$4,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
156
shares
|
$4,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
152
shares
|
$4,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
150
shares
|
$4,155
0.0% of portfolio
|
Q4 2024
Added 100.0%
|