SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHA
CUSIP
808524607
Type / Class
Equity / US SML CAP ETF
All holders as of December 31, 2024
Q4 2024
13F shares, excl. options
255M
Holdings value
$6.59B
% of all portfolios
0.062%
Grand Portfolio weight change
+0.006%
Number of holders
1130
Number of buys
1006
Number of sells
-61
Average Value change %
+0.03%
Average buys %
+0.032%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 130M $3.04B -$55.7M $23.43 799
2024 Q4 255M $6.59B +$3.15B $25.86 1,130
2024 Q3 122M $6.26B -$4.19B $51.50 1,021
2024 Q2 214M $10.1B +$4.87M $47.45 1,032
2024 Q1 210M $10.3B +$434M $49.24 1,036
2023 Q4 198M $9.33B +$139M $47.24 1,023
2023 Q3 195M $8.08B +$182M $41.42 927
2023 Q2 191M $8.38B -$41.7M $43.80 938
2023 Q1 193M $8.08B -$176M $41.93 910
2022 Q4 196M $7.96B +$184M $40.51 915
2022 Q3 191M $7.21B -$270M $37.80 835
2022 Q2 198M $7.72B -$576M $38.99 846
2022 Q1 210M $9.95B +$5.17B $47.36 905
2021 Q4 102M $10.4B +$226M $102.40 924
2021 Q3 98.6M $9.88B +$199M $100.10 815
2021 Q2 96.5M $10B +$284M $104.18 816
2021 Q1 94M $9.33B +$559M $99.67 797
2020 Q4 88.6M $7.89B +$276M $89.00 731
2020 Q3 81.7M $5.6B +$37.6M $68.32 614
2020 Q2 84.1M $5.5B +$1.17B $65.34 615
2020 Q1 65.7M $3.4B +$280M $51.52 608
2019 Q4 60.4M $4.57B +$144M $75.64 687
2019 Q3 56.4M $3.93B +$186M $69.73 583
2019 Q2 53.7M $3.84B +$229M $71.48 580
2019 Q1 51.4M $3.59B +$213M $69.93 566
2018 Q4 47.1M $2.87B -$144M $60.68 532
2018 Q3 48.3M $3.67B +$215M $76.17 501
2018 Q2 45.3M $3.33B +$258M $73.57 472
2018 Q1 41.9M $2.9B +$243M $69.13 435
2017 Q4 38.6M $2.69B +$250M $69.74 422
2017 Q3 33.2M $2.24B +$220M $67.37 353
2017 Q2 30.1M $1.92B +$13.1M $63.91 325
2017 Q1 29.9M $1.88B +$299M $62.98 308
2016 Q4 25M $1.53B +$239M $61.48 285
2016 Q3 20.4M $1.17B +$103M $57.55 254
2016 Q2 18.6M $1B +$59.4M $54.03 236
2016 Q1 17.4M $907M +$135M $52.04 233
2015 Q4 14.7M $765M +$53.8M $52.08 222
2015 Q3 13M $661M +$63M $50.79 212
2015 Q2 11.7M $671M +$148M $57.48 208
2015 Q1 9.1M $523M +$65.6M $57.58 192
2014 Q4 7.73M $426M +$40.7M $55.12 182
2014 Q3 6.31M $324M +$6.6M $51.40 153
2014 Q2 6.14M $337M -$71.7M $54.81 153
2014 Q1 7.4M $398M -$5.27M $53.60 147