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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
24,008
shares
|
$616,525
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
23,944
shares
|
$614,881
0.35% of portfolio
|
Q4 2024
Added 142.42%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
23,719
shares
|
$609,103
0.27% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
23,693
shares
|
$608,436
0.02% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
23,671
shares
|
$607,871
0.47% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
23,643
shares
|
$607,152
0.08% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
23,401
shares
|
$600,937
0.03% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
23,276
shares
|
$597,727
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
23,260
shares
|
$597,316
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
23,247
shares
|
$596,982
0.73% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
23,176
shares
|
$595,159
0.07% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
22,960
shares
|
$589,612
0.33% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
22,959
shares
|
$589,587
0.04% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
22,929
shares
|
$588,816
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
22,806
shares
|
$585,658
0.0% of portfolio
|
Q1 2025
Added 88.23%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
22,791
shares
|
$585,272
0.05% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
22,784
shares
|
$585,093
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,759
shares
|
$584,451
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
22,582
shares
|
$579,905
0.12% of portfolio
|
Q4 2024
Added 98.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,561
shares
|
$579,366
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
22,534
shares
|
$578,673
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
22,512
shares
|
$578,108
0.11% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
22,439
shares
|
$576,233
0.04% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,278
shares
|
$572,099
0.0% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,202
shares
|
$570,147
0.08% of portfolio
|
Q1 2025
New holding
|