Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SML CAP ETF
-
Total 13F shares
-
11,612,738
-
Share change
-
-201,131
-
Total reported value
-
$335,804,587
-
Price per share
-
$28.48
-
Number of holders
-
80
-
Value change
-
-$5,838,083
-
Number of buys
-
39
-
Number of sells
-
34
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) had 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,612,738 shares of stock of the company.
Largest 10 holders included WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Noble Family Wealth, LLC, Dynamic Advisor Solutions LLC, Charles Schwab Trust Co, ZynergyRetirementPlanningLLC, APPLETON PARTNERS INC/MA, Focus Financial Network, Inc., SALEM INVESTMENT COUNSELORS INC, HORIZON FINANCIAL SERVICES, LLC, and Cambridge Financial Group, LLC.
This table shows 83 institutional shareholders of the security as of 31 Dec 2025.
| 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.