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 1,269 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 $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
33,442,998
shares
|
$862 Million
2.55% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
19,019,095
shares
|
$490 Million
0.04% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
15,481,401
shares
|
$399 Million
0.47% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$271 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,484,059
shares
|
$141 Million
0.28% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,944,338
shares
|
$127 Million
0.09% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,689,773
shares
|
$121 Million
0.1% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,652,197
shares
|
$120 Million
0.21% of portfolio
|
Q2 2025
Added 67.19%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,890,531
shares
|
$100 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,825,354
shares
|
$98.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,676,968
shares
|
$94.8 Million
2.93% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,976,874
shares
|
$76.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,888,753
shares
|
$74.4 Million
0.1% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,838,326
shares
|
$73.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,427,258
shares
|
$62.6 Million
0.08% of portfolio
|
Q2 2025
Added 105.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,425,130
shares
|
$62.5 Million
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
2,279,747
shares
|
$58.7 Million
2.77% of portfolio
|
Q2 2025
Added 40.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,203,032
shares
|
$56.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,072,513
shares
|
$53.4 Million
4.27% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,912,202
shares
|
$49.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,909,449
shares
|
$49.2 Million
0.59% of portfolio
|
Q2 2025
Added 26.66%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,838,196
shares
|
$47.4 Million
18.7% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,591,541
shares
|
$41 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,567,085
shares
|
$40.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.87%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,551,114
shares
|
$40 Million
0.08% of portfolio
|
Q2 2025
Added 24.48%
|