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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
144
shares
|
$3,988
0.0% of portfolio
|
Q1 2025
Reduced 86.86%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
140
shares
|
$3,878
0.0% of portfolio
|
Q1 2025
Reduced 62.77%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
127
shares
|
$3,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
126
shares
|
$3,490
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
124
shares
|
$3,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
116
shares
|
$3,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
102
shares
|
$2,825
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
102
shares
|
$2,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$2,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
98
shares
|
$2,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
98
shares
|
$2,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
95
shares
|
$2,631
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
94
shares
|
$2,603
0.0% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
93
shares
|
$2,576
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
91
shares
|
$2,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
84
shares
|
$2,326
0.0% of portfolio
|
Q2 2025
Reduced 86.75%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
76
shares
|
$2,105
0.0% of portfolio
|
Q2 2025
Reduced 58.7%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
76
shares
|
$2,105
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
76
shares
|
$2,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
73
shares
|
$2,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
72
shares
|
$1,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
72
shares
|
$1,994
0.0% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
58
shares
|
$1,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
52
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
52
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
Added 100.0%
|