Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
1115
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Total 13F shares, excl. options
-
229M
-
Shares change
-
-27.9M
-
Total reported value, excl. options
-
$5.36B
-
Value change
-
-$657M
-
Put/Call ratio
-
0.05
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Number of buys
-
497
-
Number of sells
-
-516
-
Price
-
$23.43
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2025
1,190 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 229M shares
.
Largest 10 shareholders include Empower Advisory Group, LLC (26.4M shares), BANK OF AMERICA CORP /DE/ (18.1M shares), SEI INVESTMENTS CO (14.3M shares), Financial Engines Advisors L.L.C. (5.1M shares), Cerity Partners LLC (4.78M shares), Creative Planning (4.55M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (4.08M shares), UBS Group AG (3.87M shares), Advisory Alpha, LLC (3.8M shares), and ENVESTNET ASSET MANAGEMENT INC (3.49M shares).
This table shows the top 1115 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.