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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$26.08 +0.18 (+0.69%)
As of 07/3/2025 05:00 PM Eastern
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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)
$3.80B
Number of
Institutional Sellers
(last 12 months)
458
Total
Institutional Outflows
(last 12 months)
$377.34M
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SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Garde Capital Inc.213,264$5.40M0.3%-5.2%0.031%
7/3/2025 Collective Family Office LLC40,824$1.03M0.3%+1.1%0.006%
7/1/2025 Burkett Financial Services LLC25,057$634K0.2%-3.6%0.004%
6/17/2025Howe & Rusling Inc.22,791$534K0.0%+3.8%0.003%
6/10/2025Compass Financial Services Inc1,578$37K0.0%N/A0.000%
5/28/2025Addison Capital Co18,470$433K0.2%-7.4%0.003%
5/27/2025SWS Partners69,366$1.63M0.5%-2.6%0.010%
5/21/2025McAdam LLC85,706$2.01M0.1%-14.0%0.012%
5/21/2025Geneos Wealth Management Inc.200,566$4.70M0.2%-24.1%0.029%
5/20/2025Belpointe Asset Management LLC16,360$383K0.0%-41.6%0.002%
5/20/2025Blue Rock Wealth Management LLC11,537$270K0.2%-37.9%0.002%
5/20/2025Fortis Capital Advisors LLC16,360$383K0.1%N/A0.002%
5/20/2025Focus Partners Wealth1,313,246$30.77M0.1%+100.6%0.191%
5/20/2025Anchor Investment Management LLC163,863$3.84M0.4%+1.4%0.024%
5/19/2025Jane Street Group LLC36,992$867K0.0%N/A0.005%
5/19/2025Advisory Alpha LLC3,799,951$88.99M3.0%-10.2%0.551%
5/19/2025Game Plan Financial Advisors LLC175,208$4.11M2.0%-0.3%0.025%
5/19/2025SCS Capital Management LLC18,585$435K0.0%N/A0.003%
5/16/2025Wilson & Boucher Capital Management LLC41,723$978K0.7%-8.1%0.006%
5/16/2025Signature Estate & Investment Advisors LLC114,452$2.68M0.1%-2.0%0.017%
5/16/2025Ashton Thomas Private Wealth LLC68,533$1.61M0.1%+3.4%0.010%
5/16/2025Goldman Sachs Group Inc.2,842,325$66.60M0.0%-2.6%0.416%
5/16/2025Cape Investment Advisory Inc.55,760$1.31M0.5%-5.5%0.008%
5/16/2025Jones Financial Companies Lllp2,549,130$59.73M0.1%+219.3%0.370%
5/16/2025Coordinated Financial Services Inc. CO8,703$204K0.2%N/A0.001%
5/16/2025Ruggaard & Associates LLC16,326$383K0.2%-3.4%0.002%
5/16/2025Plancorp LLC47,766$1.12M0.0%+22.9%0.007%
5/16/2025NewEdge Advisors LLC195,528$4.58M0.0%-7.4%0.028%
5/16/2025Integrated Wealth Concepts LLC355,926$8.34M0.1%-5.8%0.052%
5/16/2025Greenline Partners LLC1,249$29K0.0%-59.7%0.000%
5/16/2025Curi RMB Capital LLC379,238$8.89M0.2%-31.1%0.055%
5/16/2025AQR Capital Management LLC109,798$2.57M0.0%+7.7%0.016%
5/16/2025Ancora Advisors LLC7,220$169K0.0%+61.2%0.001%
5/15/2025EP Wealth Advisors LLC133,900$3.14M0.0%+9.8%0.019%
5/15/2025Capital Investment Counsel LLC13,626$319K0.1%+30.5%0.002%
5/15/2025Focus Partners Advisor Solutions LLC74,443$1.74M0.0%+223.8%0.011%
5/15/2025Royal Bank of Canada314,680$7.37M0.0%+10.9%0.046%
5/15/2025Betterment LLC1,246,030$29.19M0.1%+181.0%0.181%
5/15/2025MAI Capital Management449,422$10.53M0.1%+0.8%0.065%
5/15/2025Calton & Associates Inc.32,380$759K0.2%N/A0.005%
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5/15/2025Connecticut Wealth Management LLC8,904$209K0.0%N/A0.001%
5/15/2025Certior Financial Group LLC131,948$3.09M2.5%+62.4%0.019%
5/15/2025Baird Financial Group Inc.24,504$574K0.0%+29.3%0.004%
5/15/2025Evergreen Capital Management LLC183,614$4.30M0.1%-1.6%0.027%
5/15/2025WPG Advisers LLC9,180$215K0.2%N/A0.001%
5/15/2025Tortoise Investment Management LLC226,248$5.30M0.6%+12.9%0.033%
5/15/2025Trexquant Investment LP9,639$226K0.0%N/A0.001%
5/15/2025Mission Creek Capital Partners Inc.15,505$363K0.1%-11.4%0.002%
5/15/2025Oarsman Capital Inc.37,114$870K0.2%-5.7%0.005%
5/14/2025Delta Investment Management LLC10,973$257K0.1%-55.8%0.002%
5/14/2025Paces Ferry Wealth Advisors LLC119,704$2.81M1.4%-1.0%0.017%
5/14/2025CreativeOne Wealth LLC14,895$349K0.0%+3.8%0.002%
5/14/2025Ieq Capital LLC61,038$1.43M0.0%-7.9%0.009%
5/14/2025Warwick Investment Management Inc.52,838$1.24M0.3%+14.3%0.008%
5/14/2025Quadcap Wealth Management LLC15,656$367K0.1%-37.1%0.002%
5/14/2025Per Stirling Capital Management LLC.54,377$1.27M0.2%+1.3%0.008%
5/14/2025Comerica Bank86,937$2.04M0.0%-0.8%0.013%
5/14/2025Broadleaf Partners LLC120,149$2.82M0.7%+1.3%0.017%
5/14/2025Northwestern Mutual Wealth Management Co.4,082,538$95.65M0.1%+19.0%0.592%
5/14/2025Haverford Trust Co17,660$414K0.0%+3.9%0.003%
5/14/2025Van Hulzen Asset Management LLC10,962$257K0.0%-13.5%0.002%
5/14/2025Kestra Advisory Services LLC110,774$2.60M0.0%-85.9%0.016%
5/14/2025Strategic Financial Planning Inc.761,450$17.84M12.3%+0.1%0.110%
5/14/2025Rede Wealth LLC43,852$1.03M0.4%+4.8%0.006%
5/14/2025Compound Planning Inc.198,728$4.66M0.2%-6.2%0.029%
5/14/2025CW Advisors LLC306,041$7.18M0.1%+3.7%0.044%
5/14/2025Summit Financial LLC69,313$1.62M0.0%+1.5%0.010%
5/14/2025Joseph P. Lucia & Associates LLC93,964$2.20M1.0%-1.7%0.014%
5/14/2025Breed s Hill Capital LLC87,742$2.06M1.1%+13.6%0.013%
5/14/2025Capital Analysts LLC57,312$1.34M0.1%-5.9%0.008%
5/14/2025Tradition Wealth Management LLC433,479$10.16M0.9%-0.5%0.063%
5/14/2025Venture Visionary Partners LLC70,816$1.66M0.1%+2.0%0.010%
5/14/2025Berkshire Asset Management LLC PA95,022$2.25M0.1%+3.8%0.014%
5/14/2025HC Advisors LLC102,214$2.40M1.8%+1.6%0.015%
5/14/2025Lee Financial Co100,042$2.34M0.4%+7.4%0.015%
5/14/2025RWA Wealth Partners LLC135,718$3.18M0.0%-1.7%0.020%
5/14/2025Sensible Money LLC118,818$2.78M1.2%+0.5%0.017%
5/14/2025Voisard Asset Management Group Inc.27,169$637K0.2%-3.2%0.004%
5/13/2025Aptus Capital Advisors LLC122,624$2.87M0.0%-6.7%0.018%
5/13/2025Freestone Capital Holdings LLC18,650$437K0.0%-15.8%0.003%
5/13/2025Compass Financial Group INC SD255,797$5.99M1.1%+6.9%0.037%
5/13/2025Seek First Inc.52,231$1.22M1.1%N/A0.008%
5/13/2025CacheTech Inc.161,992$3.80M0.7%+8.9%0.024%
5/13/2025Somerset Group LLC12,154$285K0.3%-3.7%0.002%
5/13/2025Cresset Asset Management LLC284,483$6.67M0.0%+39.3%0.041%
5/13/2025Schneider Downs Wealth Management Advisors LP49,378$1.16M0.2%+2.9%0.007%
5/13/2025American Investment Services Inc.78,142$1.83M0.3%+3.5%0.011%
5/13/2025American Century Companies Inc.48,362$1.13M0.0%-38.7%0.007%
5/13/2025State Farm Mutual Automobile Insurance Co.21,372$501K0.0%+563.1%0.003%
5/13/2025FCA Corp TX18,836$441K0.1%-2.9%0.003%
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5/13/2025Long Island Wealth Management Inc.26,923$631K0.4%+22.8%0.004%
5/13/2025Kovitz Investment Group Partners LLC19,500$457K0.0%-16.9%0.003%
5/13/2025Holderness Investments Co.26,117$612K0.1%-41.7%0.004%
5/13/2025NFP Retirement Inc.207,605$4.86M0.4%+4.6%0.030%
5/13/2025Russell Investments Group Ltd.9,647$226K0.0%+2,196.9%0.001%
5/13/2025Finer Wealth Management Inc.39,275$920K0.6%-9.4%0.006%
5/13/2025Anfield Capital Management LLC5,602$131K0.0%-98.3%0.001%
5/13/2025HighTower Advisors LLC2,781,634$65.17M0.1%+6.3%0.404%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management33,834$794K0.4%-1.4%0.005%
5/12/2025Kohmann Bosshard Financial Services LLC1,216,608$28.41M3.4%+16.3%0.177%
(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 Schwab US Small-Cap ETF's institutional investors.

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

Of the 1,203 institutional investors that purchased Schwab US Small-Cap ETF's 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 148,919,746 shares in the last 24 months. This purchase volume represents approximately $3.80B in transactions.

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

Of the 458 institutional investors that sold Schwab US Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.82M), Advisory Alpha LLC ($2.63M), Foundations Investment Advisors LLC ($913.51K), Kestra Advisory Services LLC ($673.77K), Mercer Global Advisors Inc. ADV ($593.46K), Tradewinds Capital Management LLC ($444.45K), and RKL Wealth Management LLC ($379.19K).

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

Institutional investors have sold a total of 15,836,061 shares in the last 24 months. This volume of shares sold represents approximately $377.34M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 7/6/2025 by MarketBeat.com Staff
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