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 1,268 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
407,961
shares
|
$10.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
394,720
shares
|
$10.2 Million
0.12% of portfolio
|
Q2 2025
Added 188.66%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
393,084
shares
|
$10.1 Million
3.28% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
388,420
shares
|
$10 Million
4.75% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
383,537
shares
|
$9.88 Million
1.95% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
378,799
shares
|
$9.76 Million
1.41% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
378,178
shares
|
$9.75 Million
3.04% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
375,000
shares
|
$9.66 Million
2.86% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$9.65 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
356,205
shares
|
$9.18 Million
0.01% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
351,595
shares
|
$9.06 Million
0.46% of portfolio
|
Q2 2025
Added 45.49%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
344,153
shares
|
$8.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
340,847
shares
|
$8.78 Million
0.05% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
337,220
shares
|
$8.69 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
330,358
shares
|
$8.51 Million
0.72% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
329,413
shares
|
$8.49 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
321,415
shares
|
$8.28 Million
0.08% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
320,605
shares
|
$8.26 Million
4.91% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
317,695
shares
|
$8.19 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
317,292
shares
|
$8.18 Million
1.67% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
316,464
shares
|
$8.16 Million
0.1% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
315,848
shares
|
$8.14 Million
0.44% of portfolio
|
Q2 2025
Added 327.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$8.04 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
309,945
shares
|
$7.99 Million
0.51% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
303,380
shares
|
$7.82 Million
3.64% of portfolio
|
Q2 2025
Added 0.11%
|