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 1,325 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
93,616
shares
|
$2.57 Million
0.94% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
93,601
shares
|
$2.57 Million
0.63% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
93,446
shares
|
$2.56 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
92,489
shares
|
$2.54 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
91,792
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 73.27%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
91,342
shares
|
$2.51 Million
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,116
shares
|
$2.5 Million
1.74% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,104
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
91,066
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
90,432
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
90,317
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
90,005
shares
|
$2.47 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
90,000
shares
|
$2.47 Million
0.78% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
89,366
shares
|
$2.45 Million
0.31% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
88,802
shares
|
$2.44 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
88,601
shares
|
$2.43 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
88,566
shares
|
$2.43 Million
1.13% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
88,480
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
87,768
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
87,742
shares
|
$2.41 Million
1.07% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
87,646
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
87,226
shares
|
$2.39 Million
1.86% of portfolio
|
Q3 2025
Added 108.17%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
87,216
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
86,167
shares
|
$2.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
85,382
shares
|
$2.34 Million
0.42% of portfolio
|
Q3 2025
Added 2.33%
|
|