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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
41,874
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
41,646
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
41,327
shares
|
$1.06 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
41,291
shares
|
$1.06 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
41,025
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
40,927
shares
|
$1.05 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
40,824
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
40,736
shares
|
$1.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
40,718
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 50.28%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
40,599
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
40,567
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
40,190
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Added 295.49%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
40,113
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
40,088
shares
|
$1.03 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
39,995
shares
|
$1.03 Million
0.69% of portfolio
|
Q1 2025
Added 214.77%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
39,679
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.02 Million
1.03% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
39,536
shares
|
$1.02 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
39,442
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 43.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
39,438
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
39,275
shares
|
$1.01 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
39,019
shares
|
$1 Million
0.2% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
38,841
shares
|
$997,436
0.11% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
38,705
shares
|
$993,944
1.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$987,627
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|