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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
35,368
shares
|
$908,250
0.08% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
35,148
shares
|
$902,600
0.27% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
35,134
shares
|
$902,241
0.28% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
35,068
shares
|
$900,546
0.22% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
34,290
shares
|
$880,567
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
34,185
shares
|
$877,870
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
33,949
shares
|
$871,810
0.05% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
33,834
shares
|
$868,857
0.36% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
33,663
shares
|
$864,465
0.07% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
33,289
shares
|
$854,861
0.03% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
33,259
shares
|
$854,091
0.04% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
33,176
shares
|
$851,959
0.03% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,062
shares
|
$849,032
0.02% of portfolio
|
Q1 2025
Reduced 96.51%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
33,059
shares
|
$848,955
0.54% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
33,033
shares
|
$848,287
0.63% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
32,991
shares
|
$847,208
0.4% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
32,449
shares
|
$833,290
0.07% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
32,380
shares
|
$831,518
0.18% of portfolio
|
Q1 2025
Added 219.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
32,332
shares
|
$830,285
0.07% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
32,253
shares
|
$828,257
0.57% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
32,083
shares
|
$823,891
0.53% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
32,069
shares
|
$823,531
0.22% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
31,989
shares
|
$821,477
0.16% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$808,432
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
31,122
shares
|
$799,212
0.27% of portfolio
|
Q1 2025
Added 100.0%
|