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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
295,553
shares
|
$7.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
293,419
shares
|
$7.56 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
291,408
shares
|
$7.51 Million
2.99% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
290,938
shares
|
$7.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
290,580
shares
|
$7.49 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
284,197
shares
|
$7.32 Million
0.67% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
281,682
shares
|
$7.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
281,391
shares
|
$7.25 Million
0.02% of portfolio
|
Q2 2025
Added 1057.84%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
278,250
shares
|
$7.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
276,695
shares
|
$7.13 Million
0.23% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
272,046
shares
|
$7.01 Million
0.17% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
270,734
shares
|
$6.98 Million
1.12% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
269,181
shares
|
$6.94 Million
1.17% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
266,923
shares
|
$6.88 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
261,078
shares
|
$6.73 Million
1.65% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
261,078
shares
|
$6.73 Million
0.03% of portfolio
|
Q2 2025
Added 75.6%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
259,290
shares
|
$6.68 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
257,390
shares
|
$6.63 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
255,819
shares
|
$6.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.68%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
255,541
shares
|
$6.59 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
254,900
shares
|
$6.57 Million
1.41% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
253,224
shares
|
$6.53 Million
3.18% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
252,123
shares
|
$6.5 Million
3.31% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
250,461
shares
|
$6.45 Million
0.91% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
249,737
shares
|
$6.44 Million
3.86% of portfolio
|
Q2 2025
Added 6.82%
|