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 1,261 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.64 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
62,876
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
62,809
shares
|
$1.61 Million
0.29% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
61,668
shares
|
$1.58 Million
0.54% of portfolio
|
Q1 2025
Reduced 47.13%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
61,349
shares
|
$1.58 Million
0.21% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
61,271
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
61,038
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
60,966
shares
|
$1.57 Million
0.53% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
60,305
shares
|
$1.55 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
59,868
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
59,781
shares
|
$1.54 Million
0.28% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
58,990
shares
|
$1.51 Million
0.93% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
58,108
shares
|
$1.49 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
57,886
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
57,312
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
56,983
shares
|
$1.46 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
56,959
shares
|
$1.46 Million
0.82% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
56,930
shares
|
$1.46 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
56,878
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
56,262
shares
|
$1.44 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
56,138
shares
|
$1.44 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
55,760
shares
|
$1.43 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
55,574
shares
|
$1.43 Million
0.8% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
55,417
shares
|
$1.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
55,375
shares
|
$1.42 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.1%
|