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 |
|---|---|---|---|---|---|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
12,154
shares
|
$312,114
0.26% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
12,150
shares
|
$312,012
0.17% of portfolio
|
Q4 2024
Added 99.93%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
12,119
shares
|
$311,215
0.04% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
12,062
shares
|
$309,752
0.15% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
12,032
shares
|
$308,981
0.16% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
11,768
shares
|
$302,202
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
11,724
shares
|
$301,072
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,712
shares
|
$300,764
0.05% of portfolio
|
Q1 2025
Reduced 57.79%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
11,707
shares
|
$300,635
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,684
shares
|
$300,045
0.01% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,621
shares
|
$298,427
0.03% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,550
shares
|
$296,604
0.11% of portfolio
|
Q1 2025
Reduced 51.57%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,537
shares
|
$296,270
0.23% of portfolio
|
Q1 2025
Reduced 37.94%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
11,493
shares
|
$295,140
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$293,573
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
11,411
shares
|
$293,034
0.25% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
11,332
shares
|
$291,005
0.33% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
11,324
shares
|
$290,800
0.1% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
11,266
shares
|
$289,310
0.04% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
11,219
shares
|
$288,103
0.11% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
11,200
shares
|
$287,616
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
11,194
shares
|
$287,461
0.16% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$286,845
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
11,100
shares
|
$285,048
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
11,070
shares
|
$284,277
0.1% of portfolio
|
Q3 2024
Reduced 39.31%
|