Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
1133
-
Total 13F shares, excl. options
-
256,105,352
-
Shares change
-
+123,401,082
-
Total reported value, excl. options
-
$6,624,360,826
-
Value change
-
+$3,168,537,739
-
Put/Call ratio
-
0.93%
-
Number of buys
-
1,008
-
Number of sells
-
-61
-
Price
-
$25.86
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q4 2024
1,185 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q4 2024.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 256,105,352 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (46,334,067 shares), Empower Advisory Group, LLC (25,335,420 shares), SEI INVESTMENTS CO (13,755,837 shares), ENVESTNET ASSET MANAGEMENT INC (6,306,514 shares), Financial Engines Advisors L.L.C. (5,099,991 shares), Cerity Partners LLC (4,646,799 shares), Creative Planning (4,524,557 shares), Advisory Alpha, LLC (4,232,965 shares), UBS Group AG (3,674,882 shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (3,429,894 shares).
This table shows the top 1133 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.