Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) Institutional Ownership
CUSIP: 808524607
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
1,251
Shares (Excl. Options)
246,989,064
Price
$29.08
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- Security type / class
- Equity / US SML CAP ETF
- Symbol
- SCHA
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 246,989,064
- Total 13F value
- $7,196,429,726
- Portfolio coverage rank
- 0.07%
- Share change
- -1,368,125
- Value change
- -$55,947,219
- Number of holders
- 1,251
- SEC-reported price per share
- $36.13
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF is tracked under CUSIP 808524607.
- 1251 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,251 to 271 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $7,196,429,726 to $1,058,098,333.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1251 institutions filings for Q1 2026.
Security key
808524607
Latest holder period
Q1 2026
13F holders
1,251
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524607:
As of 31 Mar 2026, 1,251 institutional investors reported holding 246,989,064 shares of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 29,494,682 | $1,058,098,333 | +$12,258,792 | $36.13 | 271 |
| 2026 Q1 | 246,989,064 | $7,196,429,726 | -$55,947,219 | $29.08 | 1,251 |
| 2025 Q4 | 249,595,928 | $7,138,999,676 | +$182,467,251 | $28.48 | 1,234 |
| 2025 Q3 | 239,250,825 | $6,675,803,886 | +$93,594,253 | $27.90 | 1,151 |
| 2025 Q2 | 236,882,585 | $5,999,344,464 | +$225,130,389 | $25.30 | 1,120 |
| 2025 Q1 | 228,883,160 | $5,363,599,243 | -$657,304,671 | $23.43 | 1,118 |
| 2024 Q4 | 257,159,971 | $6,651,632,990 | +$3,185,307,040 | $25.86 | 1,146 |
| 2024 Q3 | 122,029,346 | $6,281,420,661 | -$4,192,271,888 | $51.50 | 1,031 |
| 2024 Q2 | 214,107,404 | $10,163,112,258 | +$4,149,317 | $47.45 | 1,045 |
| 2024 Q1 | 210,378,278 | $10,358,529,560 | +$434,216,769 | $49.24 | 1,040 |
| 2023 Q4 | 200,031,354 | $9,444,867,450 | +$150,405,375 | $47.24 | 1,051 |
| 2023 Q3 | 195,794,527 | $8,112,393,483 | +$223,486,333 | $41.42 | 943 |
| 2023 Q2 | 192,963,447 | $8,450,587,942 | -$29,790,075 | $43.80 | 953 |
| 2023 Q1 | 193,145,321 | $8,096,186,467 | -$176,150,119 | $41.93 | 922 |
| 2022 Q4 | 196,612,069 | $7,978,152,061 | +$185,434,519 | $40.51 | 930 |
| 2022 Q3 | 191,070,766 | $7,228,905,735 | -$270,827,215 | $37.80 | 849 |
| 2022 Q2 | 198,239,861 | $7,736,303,152 | -$580,673,196 | $38.99 | 861 |
| 2022 Q1 | 212,382,185 | $10,057,857,699 | +$5,222,239,273 | $47.36 | 922 |
| 2021 Q4 | 102,319,029 | $10,463,272,458 | +$229,397,529 | $102.40 | 935 |
| 2021 Q3 | 98,802,883 | $9,899,266,471 | +$199,043,029 | $100.10 | 824 |
| 2021 Q2 | 96,699,847 | $10,066,875,202 | +$280,236,574 | $104.18 | 828 |
| 2021 Q1 | 94,251,034 | $9,357,705,992 | +$558,988,068 | $99.67 | 807 |
| 2020 Q4 | 88,889,404 | $7,919,398,827 | +$264,532,360 | $89.00 | 739 |
| 2020 Q3 | 84,825,970 | $5,812,804,159 | +$66,118,335 | $68.32 | 623 |
| 2020 Q2 | 84,248,048 | $5,511,080,074 | +$1,179,497,498 | $65.34 | 621 |