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 |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
38,375
shares
|
$985,470
0.36% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
38,147
shares
|
$979,614
0.15% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
38,133
shares
|
$979,255
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
38,007
shares
|
$976,019
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
37,941
shares
|
$974,324
0.46% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
37,915
shares
|
$973,657
0.38% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
37,700
shares
|
$968,136
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
37,679
shares
|
$967,596
0.03% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
37,669
shares
|
$967,339
0.77% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$958,377
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$957,401
0.49% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
37,208
shares
|
$955,501
0.24% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
37,131
shares
|
$953,524
0.46% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
37,114
shares
|
$953,087
0.16% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
36,992
shares
|
$949,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
36,703
shares
|
$942,533
0.17% of portfolio
|
Q4 2024
Added 94.2%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
36,588
shares
|
$939,579
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
36,160
shares
|
$928,588
0.28% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
36,008
shares
|
$924,685
0.46% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
35,835
shares
|
$920,242
0.75% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$916,981
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
35,706
shares
|
$916,930
0.07% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
35,600
shares
|
$914,208
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
35,586
shares
|
$913,848
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
35,501
shares
|
$911,665
0.05% of portfolio
|
Q1 2025
Added 16.84%
|