Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
1130
-
Total shares
-
255M
-
Shares change
-
+123M
-
Total reported value, excl. options
-
$6.59B
-
Value change
-
+$3.15B
-
Put/Call ratio
-
0.01
-
Number of buys
-
1006
-
Number of sells
-
-61
-
Price
-
$25.86
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q4 2024
1,182 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q4 2024.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,130 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 255M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (46.3M shares), Empower Advisory Group, LLC (25.3M shares), SEI INVESTMENTS CO (13.8M shares), ENVESTNET ASSET MANAGEMENT INC (6.31M shares), Financial Engines Advisors L.L.C. (5.1M shares), Cerity Partners LLC (4.65M shares), Creative Planning (4.52M shares), Advisory Alpha, LLC (4.23M shares), UBS Group AG (3.67M shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (3.43M shares).
This table shows the top 1130 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.