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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
204,578
shares
|
$5.27 Million
1.9% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
203,809
shares
|
$5.25 Million
3.4% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
202,093
shares
|
$5.21 Million
0.18% of portfolio
|
Q2 2025
Added 323.09%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
200,566
shares
|
$5.17 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
200,471
shares
|
$5.17 Million
0.39% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
200,424
shares
|
$5.16 Million
0.59% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
198,534
shares
|
$5.12 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
198,224
shares
|
$5.11 Million
1.0% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
197,647
shares
|
$5.09 Million
1.61% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
196,417
shares
|
$5.06 Million
2.32% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
195,324
shares
|
$5.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
195,239
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
194,413
shares
|
$5.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
192,161
shares
|
$4.95 Million
0.11% of portfolio
|
Q2 2025
Added 46.75%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
190,269
shares
|
$4.9 Million
4.08% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
189,532
shares
|
$4.88 Million
2.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
188,522
shares
|
$4.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
187,801
shares
|
$4.84 Million
0.14% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
186,476
shares
|
$4.81 Million
2.09% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
186,387
shares
|
$4.8 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
186,232
shares
|
$4.8 Million
0.77% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
185,560
shares
|
$4.78 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
184,998
shares
|
$4.77 Million
0.96% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
183,783
shares
|
$4.74 Million
0.15% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
183,484
shares
|
$4.73 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.67%
|