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 1,300 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
183,484
shares
|
$5.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
182,788
shares
|
$5.11 Million
3.89% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
182,064
shares
|
$5.09 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
181,732
shares
|
$5.08 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
181,015
shares
|
$5.06 Million
0.57% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
177,210
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
175,775
shares
|
$4.92 Million
3.03% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
175,454
shares
|
$4.91 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
174,377
shares
|
$4.88 Million
0.15% of portfolio
|
Q2 2025
Added 204.26%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
174,102
shares
|
$4.87 Million
1.49% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
171,835
shares
|
$4.81 Million
0.03% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
171,813
shares
|
$4.81 Million
0.09% of portfolio
|
Q3 2025
Added 36.2%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
169,979
shares
|
$4.76 Million
2.11% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
167,046
shares
|
$4.67 Million
0.37% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
165,993
shares
|
$4.64 Million
0.89% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
165,993
shares
|
$4.64 Million
0.77% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
164,989
shares
|
$4.62 Million
0.09% of portfolio
|
Q2 2025
Added 2578.39%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
164,734
shares
|
$4.61 Million
3.72% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
162,817
shares
|
$4.56 Million
3.01% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
161,460
shares
|
$4.52 Million
10.03% of portfolio
|
Q3 2025
Reduced 78.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
158,999
shares
|
$4.45 Million
0.17% of portfolio
|
Q3 2022
Added 122.71%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
158,029
shares
|
$4.42 Million
2.93% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
157,258
shares
|
$4.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
157,191
shares
|
$4.4 Million
0.76% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
156,807
shares
|
$4.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.98%
|