Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US SML CAP ETF
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Number of holders
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799
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Total shares
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130M
-
Shares change
-
-2.28M
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Total reported value, excl. options
-
$3.04B
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Value change
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-$55.7M
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Number of buys
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344
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Number of sells
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-372
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Price
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$23.43
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2025
845 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 799 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 130M shares
.
Largest 10 shareholders include Empower Advisory Group, LLC (26.4M shares), Cerity Partners LLC (4.78M shares), ENVESTNET ASSET MANAGEMENT INC (3.49M shares), GOLDMAN SACHS GROUP INC (2.84M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.78M shares), NATIXIS ADVISORS, LLC (2.43M shares), LPL Financial LLC (2.38M shares), Marcum Wealth, LLC (2.07M shares), Advisory Alpha, LLC (2.04M shares), and SIMS INVESTMENT MANAGEMENT, LLC (1.81M shares).
This table shows the top 799 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.