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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
16,627
shares
|
$426,981
0.22% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
16,562
shares
|
$425,312
0.06% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
16,481
shares
|
$423,232
0.36% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
16,360
shares
|
$420,124
0.02% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
16,360
shares
|
$420,124
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
16,326
shares
|
$419,251
0.17% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
16,320
shares
|
$419,097
0.33% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$417,325
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
16,240
shares
|
$417,043
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
16,238
shares
|
$416,991
0.07% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
16,167
shares
|
$415,168
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,159
shares
|
$414,963
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$414,706
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
16,107
shares
|
$413,627
0.15% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
15,983
shares
|
$410,443
0.34% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
15,975
shares
|
$410,238
0.32% of portfolio
|
Q4 2024
Added 99.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15,955
shares
|
$409,724
0.05% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
15,908
shares
|
$408,517
0.37% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
15,856
shares
|
$407,182
0.15% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
15,824
shares
|
$406,360
0.18% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
15,656
shares
|
$402,046
0.05% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
15,612
shares
|
$400,916
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
15,542
shares
|
$399,118
0.13% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
15,505
shares
|
$398,168
0.08% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,494
shares
|
$397,885
0.15% of portfolio
|
Q4 2024
Added 100.0%
|