Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
1120
-
Total 13F shares, excl. options
-
237M
-
Shares change
-
+8.69M
-
Total reported value, excl. options
-
$6B
-
Value change
-
+$225M
-
Put/Call ratio
-
0
-
Number of buys
-
524
-
Number of sells
-
-502
-
Price
-
$25.30
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q2 2025
1,207 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q2 2025.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 237M shares
.
Largest 10 shareholders include Empower Advisory Group, LLC (33.4M shares), BANK OF AMERICA CORP /DE/ (19M shares), SEI INVESTMENTS CO (15.5M shares), Financial Engines Advisors L.L.C. (5.48M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (4.94M shares), Creative Planning (4.69M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.65M shares), Cerity Partners LLC (3.89M shares), UBS Group AG (3.83M shares), and Advisory Alpha, LLC (3.68M shares).
This table shows the top 1120 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.