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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
182,741
shares
|
$4.71 Million
0.53% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
182,064
shares
|
$4.69 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
180,301
shares
|
$4.65 Million
0.55% of portfolio
|
Q2 2025
Added 244.41%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
177,791
shares
|
$4.58 Million
3.17% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
177,050
shares
|
$4.56 Million
3.31% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
175,775
shares
|
$4.53 Million
3.03% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
174,377
shares
|
$4.49 Million
0.15% of portfolio
|
Q2 2025
Added 204.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
171,835
shares
|
$4.43 Million
0.03% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
169,359
shares
|
$4.36 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
168,014
shares
|
$4.33 Million
2.28% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
166,817
shares
|
$4.3 Million
1.42% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
164,989
shares
|
$4.25 Million
0.09% of portfolio
|
Q2 2025
Added 2578.39%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
164,965
shares
|
$4.25 Million
3.73% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
163,863
shares
|
$4.22 Million
0.36% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
161,992
shares
|
$4.17 Million
0.83% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
161,992
shares
|
$4.17 Million
0.74% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
160,034
shares
|
$4.12 Million
1.96% of portfolio
|
Q2 2025
Added 28.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
158,999
shares
|
$4.1 Million
0.17% of portfolio
|
Q3 2022
Added 122.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
157,258
shares
|
$4.05 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
156,807
shares
|
$4.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
153,540
shares
|
$3.96 Million
0.36% of portfolio
|
Q4 2024
Added 120.32%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
152,013
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
149,392
shares
|
$3.85 Million
3.27% of portfolio
|
Q2 2025
Reduced 4.36%
|