# SCHWAB STRATEGIC TR (SCHA) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524607
Page URL: https://superinvestorclub.com/stock/SCHA
Last updated: 2026-07-27T03:04:09.277Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHA) is held by 1 tracked superinvestors with an aggregate position value of $216,879 representing 07458 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 7458 | $216,879 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $203,841 aggregate, 04315 shares
- 2024-03-31: 1 holders, $212,471 aggregate, 04315 shares
- 2024-06-30: 1 holders, $204,747 aggregate, 04315 shares
- 2024-09-30: 1 holders, $230,566 aggregate, 04477 shares
- 2024-12-31: 1 holders, $231,550 aggregate, 08954 shares
- 2025-03-31: 1 holders, $209,792 aggregate, 08954 shares
- 2025-12-31: 1 holders, $215,138 aggregate, 07554 shares
- 2026-03-31: 1 holders, $216,879 aggregate, 07458 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SCHWAB STRATEGIC TR (SCHA) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SCHA), aggregating SEC 13F, Form 4, and congressional disclosures."