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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
248,828
shares
|
$6.41 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
248,163
shares
|
$6.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
247,663
shares
|
$6.38 Million
2.22% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
247,141
shares
|
$6.37 Million
0.64% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
246,306
shares
|
$6.35 Million
0.16% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
246,005
shares
|
$6.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
245,022
shares
|
$6.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
244,183
shares
|
$6.29 Million
0.9% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
242,582
shares
|
$6.25 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
240,450
shares
|
$6.2 Million
1.71% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
239,964
shares
|
$6.18 Million
0.93% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
231,865
shares
|
$5.98 Million
1.26% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
231,661
shares
|
$5.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
231,612
shares
|
$5.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
221,188
shares
|
$5.7 Million
1.74% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
220,297
shares
|
$5.68 Million
2.47% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
217,150
shares
|
$5.6 Million
2.55% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
216,933
shares
|
$5.59 Million
2.75% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
216,428
shares
|
$5.58 Million
2.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
216,223
shares
|
$5.57 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
213,841
shares
|
$5.51 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
213,419
shares
|
$5.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
213,264
shares
|
$5.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
208,804
shares
|
$5.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
207,605
shares
|
$5.35 Million
0.39% of portfolio
|
Q1 2025
Added 4.57%
|