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 1,262 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
3,024
shares
|
$77,656
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,000
shares
|
$77,040
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,990
shares
|
$76,783
0.0% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,983
shares
|
$76,603
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,947
shares
|
$75,678
0.03% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,790
shares
|
$71,647
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,754
shares
|
$70,722
0.0% of portfolio
|
Q1 2025
Reduced 82.31%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,734
shares
|
$70,209
0.01% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,700
shares
|
$69,336
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,676
shares
|
$68,719
0.01% of portfolio
|
Q2 2025
Added 45.99%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,662
shares
|
$68,360
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,648
shares
|
$68,000
0.03% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,608
shares
|
$66,973
0.02% of portfolio
|
Q4 2024
Added 96.53%
|
|
|
Umb Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,600
shares
|
$66,768
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,589
shares
|
$66,485
0.0% of portfolio
|
Q1 2025
Added 61.61%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,512
shares
|
$64,508
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$63,686
0.02% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$62,813
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,430
shares
|
$62,402
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,412
shares
|
$61,940
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,348
shares
|
$60,296
0.01% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,335
shares
|
$59,962
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,324
shares
|
$59,680
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,284
shares
|
$58,653
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|