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 1,300 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
390,635
shares
|
$10.9 Million
3.26% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
386,732
shares
|
$10.8 Million
4.9% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
384,293
shares
|
$10.8 Million
2.26% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
375,336
shares
|
$10.5 Million
3.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
375,000
shares
|
$10.5 Million
2.86% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$10.5 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
374,311
shares
|
$10.5 Million
2.33% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
374,311
shares
|
$10.5 Million
1.69% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
372,008
shares
|
$10.4 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
355,269
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
351,595
shares
|
$9.84 Million
0.46% of portfolio
|
Q2 2025
Added 45.49%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
344,153
shares
|
$9.63 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
340,847
shares
|
$9.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
337,220
shares
|
$9.44 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
|
$9.24 Million
0.72% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
329,158
shares
|
$9.21 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
322,076
shares
|
$9.01 Million
0.1% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
321,415
shares
|
$8.99 Million
0.08% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
320,605
shares
|
$8.97 Million
4.91% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
316,540
shares
|
$8.86 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
316,502
shares
|
$8.86 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$8.73 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
309,945
shares
|
$8.67 Million
0.51% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
305,234
shares
|
$8.54 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
300,197
shares
|
$8.4 Million
3.1% of portfolio
|
Q3 2025
Added 3.02%
|