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 1,333 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 $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
85
shares
|
$2,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 27, 2026 Q4 2025 |
82
shares
|
$2,249
0.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
77
shares
|
$2,112
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
76
shares
|
$2,084
0.0% of portfolio
|
Q2 2025
Reduced 58.7%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$1,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
72
shares
|
$1,974
0.0% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
69
shares
|
$1,892
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
60
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
Added 1900.0%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
60
shares
|
$1,645
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
59
shares
|
$1,618
0.0% of portfolio
|
Q3 2025
Reduced 66.48%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
58
shares
|
$1,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
53
shares
|
$1,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
52
shares
|
$1,426
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
44
shares
|
$1,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
40
shares
|
$1,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 23, 2026 Q4 2025 |
38
shares
|
$1,042
0.0% of portfolio
|
Q4 2025
Reduced 76.69%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
32
shares
|
$877
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$822
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
30
shares
|
$822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
30
shares
|
$822
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
27
shares
|
$740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
20
shares
|
$548
0.0% of portfolio
|
Q3 2025
Reduced 98.73%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
19
shares
|
$521
0.0% of portfolio
|
Q4 2025
Reduced 17.39%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
12
shares
|
$329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
6
shares
|
$164
0.0% of portfolio
|
Q4 2025
New holding
|
|