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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,530
shares
|
$116,330
0.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
4,506
shares
|
$115,714
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
4,492
shares
|
$115,354
0.08% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,488
shares
|
$115,251
0.02% of portfolio
|
Q4 2024
Added 113.71%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,364
shares
|
$112,067
0.01% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
4,360
shares
|
$111,964
0.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,226
shares
|
$108,523
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,174
shares
|
$107,188
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,161
shares
|
$106,854
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,160
shares
|
$106,828
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$100,871
0.02% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,646
shares
|
$93,629
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
3,629
shares
|
$93,192
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3,550
shares
|
$91,164
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,500
shares
|
$89,880
0.07% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,483
shares
|
$89,443
0.02% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$89,443
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$87,928
0.02% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,402
shares
|
$87,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,400
shares
|
$87,312
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
3,333
shares
|
$85,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
3,322
shares
|
$85,308
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,230
shares
|
$82,946
0.03% of portfolio
|
Q1 2025
Added 169.17%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
3,200
shares
|
$82,176
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$78,401
0.09% of portfolio
|
Q3 2024
Added 0.66%
|