Free Trial

Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$24.93 -0.07 (-0.28%)
As of 06/12/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Number of
Institutional Buyers
(last 12 months)
1068
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
460
Total
Institutional Outflows
(last 12 months)
$378.10M
Get SCHA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2025 Compass Financial Services Inc1,578$37K0.0%N/A0.000%
5/28/2025 Addison Capital Co18,470$433K0.2%-7.4%0.003%
5/27/2025 SWS Partners69,366$1.63M0.5%-2.6%0.010%
5/21/2025 McAdam LLC85,706$2.01M0.1%-14.0%0.012%
5/21/2025 Geneos Wealth Management Inc.200,566$4.70M0.2%-24.1%0.029%
5/20/2025 Belpointe Asset Management LLC16,360$383K0.0%-41.6%0.002%
5/20/2025 Blue Rock Wealth Management LLC11,537$270K0.2%-37.9%0.002%
5/20/2025 Fortis Capital Advisors LLC16,360$383K0.1%N/A0.002%
5/20/2025 Focus Partners Wealth1,313,246$30.77M0.1%+100.6%0.191%
5/20/2025 Anchor Investment Management LLC163,863$3.84M0.4%+1.4%0.024%
5/19/2025 Jane Street Group LLC36,992$867K0.0%N/A0.005%
5/19/2025 Advisory Alpha LLC3,799,951$88.99M3.0%-10.2%0.551%
5/19/2025 Game Plan Financial Advisors LLC175,208$4.11M2.0%-0.3%0.025%
5/19/2025 SCS Capital Management LLC18,585$435K0.0%N/A0.003%
5/16/2025 Wilson & Boucher Capital Management LLC41,723$978K0.7%-8.1%0.006%
5/16/2025 Signature Estate & Investment Advisors LLC114,452$2.68M0.1%-2.0%0.017%
5/16/2025 Ashton Thomas Private Wealth LLC68,533$1.61M0.1%+3.4%0.010%
5/16/2025 Goldman Sachs Group Inc.2,842,325$66.60M0.0%-2.6%0.412%
5/16/2025 Cape Investment Advisory Inc.55,760$1.31M0.5%-5.5%0.008%
5/16/2025 Jones Financial Companies Lllp2,549,130$59.73M0.1%+219.3%0.370%
5/16/2025 Coordinated Financial Services Inc. CO8,703$204K0.2%N/A0.001%
5/16/2025 Ruggaard & Associates LLC16,326$383K0.2%-3.4%0.002%
5/16/2025 Plancorp LLC47,766$1.12M0.0%+22.9%0.007%
5/16/2025 NewEdge Advisors LLC195,528$4.58M0.0%-7.4%0.028%
5/16/2025 Integrated Wealth Concepts LLC355,926$8.34M0.1%-5.8%0.052%
5/16/2025 Greenline Partners LLC1,249$29K0.0%-59.7%0.000%
5/16/2025 Curi RMB Capital LLC379,238$8.89M0.2%-31.1%0.055%
5/16/2025 AQR Capital Management LLC109,798$2.57M0.0%+7.7%0.016%
5/16/2025 Ancora Advisors LLC7,220$169K0.0%+61.2%0.001%
5/15/2025 EP Wealth Advisors LLC133,900$3.14M0.0%+9.8%0.019%
5/15/2025 Capital Investment Counsel LLC13,626$319K0.1%+30.5%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC74,443$1.74M0.0%+223.8%0.011%
5/15/2025 Royal Bank of Canada314,680$7.37M0.0%+10.9%0.046%
5/15/2025 Betterment LLC1,246,030$29.19M0.1%+181.0%0.181%
5/15/2025 MAI Capital Management449,422$10.53M0.1%+0.8%0.065%
5/15/2025 Calton & Associates Inc.32,380$759K0.2%N/A0.005%
5/15/2025 Connecticut Wealth Management LLC8,904$209K0.0%N/A0.001%
5/15/2025 Certior Financial Group LLC131,948$3.09M2.5%+62.4%0.019%
5/15/2025 Baird Financial Group Inc.24,504$574K0.0%+29.3%0.004%
5/15/2025 Evergreen Capital Management LLC183,614$4.30M0.1%-1.6%0.027%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/15/2025 WPG Advisers LLC9,180$215K0.2%N/A0.001%
5/15/2025 Tortoise Investment Management LLC226,248$5.30M0.6%+12.9%0.033%
5/15/2025 Trexquant Investment LP9,639$226K0.0%N/A0.001%
5/15/2025 Mission Creek Capital Partners Inc.15,505$363K0.1%-11.4%0.002%
5/15/2025 Oarsman Capital Inc.37,114$870K0.2%-5.7%0.005%
5/14/2025 Delta Investment Management LLC10,973$257K0.1%-55.8%0.002%
5/14/2025 Paces Ferry Wealth Advisors LLC119,704$2.81M1.4%-1.0%0.017%
5/14/2025 CreativeOne Wealth LLC14,895$349K0.0%+3.8%0.002%
5/14/2025 Ieq Capital LLC61,038$1.43M0.0%-7.9%0.009%
5/14/2025 Warwick Investment Management Inc.52,838$1.24M0.3%+14.3%0.008%
5/14/2025 Quadcap Wealth Management LLC15,656$367K0.1%-37.1%0.002%
5/14/2025 Per Stirling Capital Management LLC.54,377$1.27M0.2%+1.3%0.008%
5/14/2025 Comerica Bank86,937$2.04M0.0%-0.8%0.013%
5/14/2025 Broadleaf Partners LLC120,149$2.82M0.7%+1.3%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.4,082,538$95.65M0.1%+19.0%0.592%
5/14/2025 Haverford Trust Co17,660$414K0.0%+3.9%0.003%
5/14/2025 Van Hulzen Asset Management LLC10,962$257K0.0%-13.5%0.002%
5/14/2025 Kestra Advisory Services LLC110,774$2.60M0.0%-85.9%0.016%
5/14/2025 Strategic Financial Planning Inc.761,450$17.84M12.3%+0.1%0.110%
5/14/2025 Rede Wealth LLC43,852$1.03M0.4%+4.8%0.006%
5/14/2025 Compound Planning Inc.198,728$4.66M0.2%-6.2%0.029%
5/14/2025 CW Advisors LLC306,041$7.18M0.1%+3.7%0.044%
5/14/2025 Summit Financial LLC69,313$1.62M0.0%+1.5%0.010%
5/14/2025 Joseph P. Lucia & Associates LLC93,964$2.20M1.0%-1.7%0.014%
5/14/2025 Breed s Hill Capital LLC87,742$2.06M1.1%+13.6%0.013%
5/14/2025 Capital Analysts LLC57,312$1.34M0.1%-5.9%0.008%
5/14/2025 Tradition Wealth Management LLC433,479$10.16M0.9%-0.5%0.063%
5/14/2025 Venture Visionary Partners LLC70,816$1.66M0.1%+2.0%0.010%
5/14/2025 Berkshire Asset Management LLC PA95,022$2.25M0.1%+3.8%0.014%
5/14/2025 HC Advisors LLC102,214$2.40M1.8%+1.6%0.015%
5/14/2025 Lee Financial Co100,042$2.34M0.4%+7.4%0.015%
5/14/2025 RWA Wealth Partners LLC135,718$3.18M0.0%-1.7%0.020%
5/14/2025 Sensible Money LLC118,818$2.78M1.2%+0.5%0.017%
5/14/2025 Voisard Asset Management Group Inc.27,169$637K0.2%-3.2%0.004%
5/13/2025 Aptus Capital Advisors LLC122,624$2.87M0.0%-6.7%0.018%
5/13/2025 Freestone Capital Holdings LLC18,650$437K0.0%-15.8%0.003%
5/13/2025 Compass Financial Group INC SD255,797$5.99M1.1%+6.9%0.037%
5/13/2025 Seek First Inc.52,231$1.22M1.1%N/A0.008%
5/13/2025 CacheTech Inc.161,992$3.80M0.7%+8.9%0.024%
5/13/2025 Somerset Group LLC12,154$285K0.3%-3.7%0.002%
5/13/2025 Cresset Asset Management LLC284,483$6.67M0.0%+39.3%0.041%
5/13/2025 Schneider Downs Wealth Management Advisors LP49,378$1.16M0.2%+2.9%0.007%
5/13/2025 American Investment Services Inc.78,142$1.83M0.3%+3.5%0.011%
5/13/2025 American Century Companies Inc.48,362$1.13M0.0%-38.7%0.007%
5/13/2025 State Farm Mutual Automobile Insurance Co.21,372$501K0.0%+563.1%0.003%
5/13/2025 FCA Corp TX18,836$441K0.1%-2.9%0.003%
5/13/2025 Long Island Wealth Management Inc.26,923$631K0.4%+22.8%0.004%
5/13/2025 Kovitz Investment Group Partners LLC19,500$457K0.0%-16.9%0.003%
5/13/2025 Holderness Investments Co.26,117$612K0.1%-41.7%0.004%
5/13/2025 NFP Retirement Inc.207,605$4.86M0.4%+4.6%0.030%
Gold is soaring. Here’s how to get paid from it (Ad)

Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.

Click here to discover the income ETF behind it all.
5/13/2025 Russell Investments Group Ltd.9,647$226K0.0%+2,196.9%0.001%
5/13/2025 Finer Wealth Management Inc.39,275$920K0.6%-9.4%0.006%
5/13/2025 Anfield Capital Management LLC5,602$131K0.0%-98.3%0.001%
5/13/2025 HighTower Advisors LLC2,781,634$65.17M0.1%+6.3%0.404%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management33,834$794K0.4%-1.4%0.005%
5/12/2025 Kohmann Bosshard Financial Services LLC1,216,608$28.41M3.4%+16.3%0.177%
5/12/2025 Financial Engines Advisors L.L.C.5,098,334$119.45M0.3%0.0%0.740%
5/12/2025 WP Advisors LLC24,008$563K0.2%N/A0.003%
5/12/2025 Meridian Wealth Management LLC277,791$6.51M0.3%-27.7%0.040%
5/12/2025 Independent Advisor Alliance9,188$215K0.0%-93.6%0.001%
(Data available from 1/1/2016 forward)

SCHA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHA shares?

During the previous two years, 1,247 institutional investors and hedge funds held shares of Schwab US Small-Cap ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($3.76B), Bank of America Corp DE ($1.20B), Empower Advisory Group LLC ($618.39M), Charles Schwab Investment Management Inc. ($430.52M), Sei Investments Co. ($355.73M), International Assets Investment Management LLC ($136.65M), and Creative Planning ($120.17M).Learn more on SCHA's institutional investors.

Which institutional investors have been buying Schwab US Small-Cap ETF stock?

Of the 1,204 institutional investors that purchased Schwab US Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($24.20M), Cerity Partners LLC ($17.98M), Empower Advisory Group LLC ($14.44M), Sei Investments Co. ($6.89M), Charles Schwab Investment Advisory Inc. ($5.31M), Strategic Financial Concepts LLC ($4.46M), and Envestnet Asset Management Inc. ($4.33M).

How much institutional buying is happening at Schwab US Small-Cap ETF?

Institutional investors have bought a total of 188,411,799 shares in the last 24 months. This purchase volume represents approximately $4.71B in transactions.

Which Schwab US Small-Cap ETF major shareholders have been selling company stock?

Of the 704 institutional investors that sold Schwab US Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.01M), Advisory Alpha LLC ($2.70M), Mercer Global Advisors Inc. ADV ($2.12M), Financial Advisors LLC ($952.13K), Empower Advisory Group LLC ($940.99K), Foundations Investment Advisors LLC ($913.51K), and Wealth Enhancement Advisory Services LLC ($812.24K).

How much institutional selling is happening at Schwab US Small-Cap ETF?

Institutional investors have sold a total of 29,431,934 shares in the last 24 months. This volume of shares sold represents approximately $682.14M in transactions.



This page (NYSEARCA:SCHA) was last updated on 6/13/2025 by MarketBeat.com Staff
From Our Partners