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 Q1 2026
Institutions Reporting
1,240
Shares (Excl. Options)
246,610,663
Price
$29.08
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- Type / Class
- Equity / US SML CAP ETF
- Symbol
- SCHA
- Price per share
- $33.09
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 246,610,663
- Total reported value
- $7,185,426,274
- % of total 13F portfolios
- 0.07%
- Share change
- -1,374,477
- Value change
- -$56,131,917
- Number of holders
- 1,240
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF is tracked under CUSIP 808524607.
- 1240 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,231 to 1,240 between Q4 2025 and Q1 2026.
- Reported value moved from $7,138,550,043 to $7,185,426,274.
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 1240 institutions filings for Q1 2026.
Security key
808524607
Latest holder period
Q1 2026
13F holders
1,240
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, 1,240 institutional investors reported holding 246,610,663 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
49
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 246,610,663 | $7,185,426,274 | -$56,131,917 | $29.08 | 1,240 |
| 2025 Q4 | 249,580,143 | $7,138,550,043 | +$182,467,251 | $28.48 | 1,231 |
| 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 |
| 2020 Q1 | 66,374,276 | $3,434,033,529 | +$280,275,094 | $51.52 | 619 |
| 2019 Q4 | 60,543,517 | $4,578,202,816 | +$145,369,122 | $75.64 | 697 |
| 2019 Q3 | 56,437,699 | $3,934,061,842 | +$182,742,512 | $69.73 | 587 |
| 2019 Q2 | 53,783,693 | $3,845,809,834 | +$229,256,366 | $71.48 | 584 |
| 2019 Q1 | 51,449,414 | $3,600,611,444 | +$215,504,809 | $69.93 | 570 |
| 2018 Q4 | 48,024,841 | $2,922,401,585 | -$100,576,995 | $60.68 | 539 |
| 2018 Q3 | 48,379,089 | $3,672,983,437 | +$224,135,630 | $76.17 | 505 |
| 2018 Q2 | 45,318,250 | $3,338,210,199 | +$258,033,223 | $73.57 | 474 |
| 2018 Q1 | 41,924,742 | $2,899,743,175 | +$241,469,748 | $69.13 | 439 |
| 2017 Q4 | 38,651,282 | $2,698,279,888 | +$250,635,692 | $69.74 | 424 |
| 2017 Q3 | 33,219,831 | $2,239,053,994 | +$219,918,835 | $67.37 | 353 |
| 2017 Q2 | 30,067,241 | $1,919,489,342 | +$13,385,734 | $63.91 | 326 |
| 2017 Q1 | 29,935,216 | $1,884,932,233 | +$318,313,877 | $62.98 | 308 |
| 2016 Q4 | 24,960,531 | $1,534,612,793 | +$239,251,787 | $61.48 | 285 |
| 2016 Q3 | 20,368,932 | $1,171,923,571 | +$102,507,145 | $57.55 | 254 |
| 2016 Q2 | 18,562,072 | $1,003,070,574 | +$59,362,253 | $54.03 | 236 |
| 2016 Q1 | 17,437,130 | $907,247,854 | +$134,647,997 | $52.04 | 234 |
| 2015 Q4 | 14,712,942 | $765,502,790 | +$53,778,659 | $52.08 | 223 |
| 2015 Q3 | 12,978,239 | $661,251,384 | +$62,552,638 | $50.79 | 212 |
| 2015 Q2 | 11,692,253 | $671,934,920 | +$148,727,243 | $57.48 | 209 |
| 2015 Q1 | 9,097,499 | $523,295,259 | +$65,724,636 | $57.58 | 192 |
| 2014 Q4 | 7,732,552 | $425,950,386 | +$40,671,796 | $55.12 | 182 |
| 2014 Q3 | 6,307,673 | $324,166,966 | +$7,216,939 | $51.40 | 153 |
| 2014 Q2 | 6,156,102 | $337,408,732 | -$71,773,200 | $54.81 | 155 |
| 2014 Q1 | 7,424,937 | $398,619,077 | -$4,953,007 | $53.60 | 148 |