Institutional shares held 250 Million
58.5K calls
4.8K puts
Total value of holdings $6.32B
$1.48M calls
$121K puts
# of Institutions 1,275


Latest Institutional Activity in SCHA

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.65M ($120M)
Q2 2025
Rmg Wealth Management LLC Shares Held: 1.38M ($35.6M)
Q2 2025
Steele Capital Management, Inc. Shares Held: 2.28M ($58.9M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 651K ($16.8M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 828K ($21.4M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 2.98M ($76.9M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 537K ($13.9M)
Q2 2025
Ifs Advisors, LLC Shares Held: 50.4K ($1.3M)
Q2 2025
Meridian Management CO Shares Held: 240K ($6.21M)
Q2 2025
Sequoia Financial Advisors, LLC Shares Held: 278K ($7.19M)

About SCHA

Track Institutional and Insider Activities on SCHA

Follow SCHWAB STRATEGIC TR US SMALL-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHA shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Small C insider buys or sells SCHA shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US SMALL-C

Track Activities on SCHA