Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SML CAP ETF
-
Total 13F shares
-
33,867,344
-
Share change
-
-450,153
-
Total reported value
-
$970,254,499
-
Price per share
-
$28.48
-
Number of holders
-
296
-
Value change
-
-$12,802,909
-
Number of buys
-
137
-
Number of sells
-
128
Institutional Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) was held by
296 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,867,344 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SIMS INVESTMENT MANAGEMENT, LLC, CoreCap Advisors, LLC, Noble Family Wealth, LLC, ForthRight Wealth Management, LLC, Dynamic Advisor Solutions LLC, Legacy Wealth Management, Inc, Joule Financial, LLC, Charles Schwab Trust Co, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.
This page lists
296
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.