Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / US SML CAP ETF
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Number of holders
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1135
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Total 13F shares, excl. options
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239M
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Shares change
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+3.62M
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Total reported value, excl. options
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$6.66B
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Value change
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+$105M
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Number of buys
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484
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Number of sells
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-500
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Price
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$27.90
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q3 2025
1,172 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q3 2025.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 239M shares
.
Largest 10 shareholders include Empower Advisory Group, LLC (34.2M shares), BANK OF AMERICA CORP /DE/ (17.3M shares), SEI INVESTMENTS CO (14.7M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (5.24M shares), Financial Engines Advisors L.L.C. (5M shares), Creative Planning (4.68M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.55M shares), UBS Group AG (4.1M shares), Advisory Alpha, LLC (4.02M shares), and Cerity Partners LLC (3.78M shares).
This table shows the top 1135 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.