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 |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,796
shares
|
$174,521
0.11% of portfolio
|
Q3 2023
Added 2.57%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
6,782
shares
|
$174,161
0.1% of portfolio
|
Q1 2025
Reduced 24.99%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
6,764
shares
|
$173,699
0.12% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$167,048
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,287
shares
|
$161,450
0.0% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$160,474
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$159,447
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,182
shares
|
$158,753
0.02% of portfolio
|
Q4 2024
Added 131.45%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,160
shares
|
$158,188
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$155,286
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
6,006
shares
|
$154,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
5,933
shares
|
$152,359
0.02% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$145,143
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
5,602
shares
|
$143,859
0.05% of portfolio
|
Q1 2025
Reduced 98.32%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
5,563
shares
|
$142,857
0.02% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,524
shares
|
$141,856
0.49% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
5,504
shares
|
$141,342
0.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$140,161
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
5,404
shares
|
$138,774
0.05% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,343
shares
|
$137,208
0.01% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
5,197
shares
|
$133,458
0.03% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,037
shares
|
$129,350
0.03% of portfolio
|
Q1 2025
Added 949.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,000
shares
|
$128,400
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$121,877
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,577
shares
|
$117,537
0.01% of portfolio
|
Q1 2025
Added 13.26%
|