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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$27.77 -0.11 (-0.39%)
Closing price 10/17/2025 04:10 PM Eastern
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$27.82 +0.05 (+0.17%)
As of 10/17/2025 07:34 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)
1099
Total
Institutional Inflows
(last 12 months)
$4.30B
Number of
Institutional Sellers
(last 12 months)
512
Total
Institutional Outflows
(last 12 months)
$549.48M
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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
10/17/2025Kavar Capital Partners Group LLC262,115$7.31M1.0%+7.3%0.038%
10/17/2025Coastwise Capital Group LLC40,859$1.14M0.8%+8.5%0.006%
10/17/2025Arcadia Investment Advisors LLC57,968$1.62M0.8%-3.0%0.008%
10/17/2025Valley National Advisers Inc.117,616$3.28M0.5%-6.7%0.017%
10/17/2025Sunburst Financial Group LLC98,662$2.75M0.6%-0.9%0.014%
10/17/2025Perigon Wealth Management LLC130,205$3.63M0.1%-1.5%0.019%
10/17/2025Client 1ST Advisory Group LLC12,058$336K0.1%+18.0%0.002%
10/17/2025Thompson Investment Management Inc.5,674$158K0.0%+26.4%0.001%
10/17/2025Sovereign Financial Group Inc.20,198$564K0.1%-4.5%0.003%
10/17/2025Mayflower Financial Advisors LLC7,268$203K0.0%N/A0.001%
10/17/2025FSM Wealth Advisors LLC98,256$2.74M0.4%-1.9%0.014%
10/17/2025Apella Capital LLC46,572$1.30M0.0%+324.8%0.007%
10/17/2025Valley Forge Investment Consultants Inc. ADV195,654$5.46M1.6%-1.0%0.028%
10/17/2025Apollon Wealth Management LLC171,813$4.79M0.1%+36.2%0.025%
10/16/2025 Columbus Macro LLC76,170$2.13M0.2%-1.6%0.011%
10/16/2025 Townsend Asset Management Corp NC ADV19,587$546K0.2%-2.3%0.003%
10/16/2025 Fulton Breakefield Broenniman LLC46,302$1.29M0.1%-3.4%0.007%
10/16/2025 Stockman Wealth Management Inc.19,837$553K0.1%-5.8%0.003%
10/16/2025 Asset Planning Services Inc. LA ADV29,580$825K0.3%+4.1%0.004%
10/16/2025 Gleason Group Inc.116,860$3.26M0.3%-6.3%0.017%
10/16/2025 SWS Partners71,788$2.00M0.5%+1.1%0.010%
10/16/2025 CRA Financial Services LLC66,487$1.86M0.3%-2.2%0.010%
10/16/2025 LifeSteps Financial Inc.12,356$345K0.2%+4.4%0.002%
10/16/2025 Litman Gregory Wealth Management LLC20,872$582K0.0%-3.5%0.003%
10/16/2025 HBK Sorce Advisory LLC106,349$3.02M0.1%+6.5%0.015%
10/16/2025 25 LLC7,904$221K0.1%N/A0.001%
10/16/2025 Blue Trust Inc.7,120$199K0.0%+18.1%0.001%
10/16/2025 Whitaker Myers Wealth Managers LTD.29,036$810K0.2%-17.2%0.004%
10/16/2025 Twele Capital Management Inc.31,566$881K0.2%-1.3%0.005%
10/15/2025 IFS Advisors LLC52,281$1.46M0.9%+3.8%0.008%
10/15/2025 CWM LLC200,647$5.60M0.0%-3.9%0.029%
10/15/2025 Patriot Investment Management Group Inc.316,540$8.83M0.6%-0.4%0.046%
10/15/2025 Gemmer Asset Management LLC1,319,841$36.82M3.0%+0.6%0.192%
10/15/2025 Robbins Farley3,377$94K0.0%+31.5%0.000%
10/15/2025 Curbstone Financial Management Corp316,502$8.83M1.7%-0.2%0.046%
10/15/2025 World Investment Advisors59,959$1.67M0.0%-11.3%0.009%
10/15/2025 Brookstone Capital Management14,066$392K0.0%-52.3%0.002%
10/15/2025 Triangle Securities Wealth Management115,428$3.22M0.7%+0.6%0.017%
10/15/2025 Friedenthal Financial257,057$7.17M3.7%+2.9%0.037%
10/15/2025 Cornerstone Wealth Advisors Inc.20,297$566K0.1%-2.8%0.003%
10/15/2025 Plancorp LLC175,454$4.90M0.2%-13.2%0.025%
10/15/2025 Crescent Sterling Ltd.33,306$929K1.0%-3.6%0.005%
10/15/2025 Enclave Advisors LLC27,792$775K0.1%-10.7%0.004%
10/15/2025 Revisor Wealth Management LLC15,481$436K0.2%-16.2%0.002%
10/15/2025 MJT & Associates Financial Advisory Group Inc.5,984$167K0.1%-24.3%0.001%
10/15/2025 Veery Capital LLC9,346$261K0.1%-5.9%0.001%
10/14/2025 Tactive Advisors LLC19,787$552K0.2%-5.1%0.003%
10/14/2025 Revolve Wealth Partners LLC89,366$2.49M0.3%+0.6%0.013%
10/14/2025 Voisard Asset Management Group Inc.26,269$733K0.2%-1.8%0.004%
10/14/2025 Great Waters Wealth Management42,196$1.18M0.1%-7.8%0.006%
10/14/2025 OLD National Bancorp IN701,798$19.58M0.3%-1.0%0.102%
10/14/2025 Matrix Trust Co541,906$15.12M2.4%+0.5%0.079%
10/14/2025 Farther Finance Advisors LLC81,826$2.28M0.0%-10.9%0.012%
10/14/2025 Juncture Wealth Strategies LLC72,016$2.01M0.7%-15.7%0.010%
10/14/2025 Elevation Wealth Partners LLC39,108$1.09M0.4%+3.1%0.006%
10/14/2025 Berger Financial Group Inc14,955$417K0.0%-7.0%0.002%
10/14/2025 HBK Sorce Advisory LLC101,318$2.87M0.1%+1.4%0.015%
10/14/2025 Bernard Wealth Management Corp.218,939$6.11M2.6%+0.8%0.032%
10/14/2025 BlueSky Wealth Advisors LLC984,833$27.48M3.7%+0.2%0.143%
10/14/2025 Exchange Traded Concepts LLC650,909$18.16M0.2%+10,737.6%0.095%
10/14/2025 Foster Group Inc.103,713$2.89M0.1%+4.1%0.015%
10/14/2025 Harbor Group Inc.103,412$2.89M0.5%-3.6%0.015%
10/14/2025 Accelerate Investment Advisors LLC100,061$2.79M1.9%+8.8%0.015%
10/14/2025 Capital Insight Partners LLC75,141$2.10M0.3%+12.2%0.011%
10/14/2025 TCI Wealth Advisors Inc.14,872$415K0.0%+4.1%0.002%
10/10/2025 Diversified Enterprises LLC29,223$815K0.1%-10.7%0.004%
10/10/2025 Fifth Third Securities Inc.203,717$5.68M0.4%+1.6%0.030%
10/10/2025 Spinnaker Investment Group LLC58,836$1.64M0.3%+70.4%0.009%
10/10/2025 Charles Schwab Trust Co746,017$20.81M1.4%+7.0%0.108%
10/10/2025 Sound Income Strategies LLC1,376$39K0.0%-50.7%0.000%
10/10/2025 BNC Wealth Management LLC51,299$1.43M0.4%-10.2%0.007%
10/10/2025 Seneca House Advisors12,593$351K0.1%N/A0.002%
10/10/2025 Legacy Wealth Management Inc890,688$24.85M1.5%-21.2%0.129%
10/10/2025 Foster Victor Wealth Advisors LLC139,467$3.94M0.2%N/A0.020%
10/10/2025 Myecfo LLC34,581$965K0.4%-6.9%0.005%
10/10/2025 Red Door Wealth Management LLC28,870$805K0.1%+21.6%0.004%
10/10/2025 Selective Wealth Management Inc.10,221$286K0.1%-3.7%0.001%
10/10/2025 Abound Wealth Management135,142$3.77M0.9%-0.4%0.020%
10/10/2025 Focus Financial Network Inc.432,896$12.08M0.4%+0.3%0.063%
10/10/2025 Signal Advisors Wealth LLC16,022$447K0.0%-6.0%0.002%
10/9/2025 Cascade Investment Advisors Inc.8,618$240K0.1%-30.9%0.001%
10/9/2025 AdvisorNet Financial Inc33,715$941K0.1%+10.0%0.005%
10/9/2025 Sprinkle Financial Consultants LLC49,704$1.39M0.8%+0.8%0.007%
10/9/2025 Newman Dignan & Sheerar Inc.129,408$3.61M0.8%-2.4%0.019%
10/9/2025 U.S. Capital Wealth Advisors LLC15,552$434K0.0%-19.3%0.002%
10/9/2025 Redhawk Wealth Advisors Inc.50,443$1.41M0.2%-17.8%0.007%
10/9/2025 Peak Financial Management Inc.11,079$309K0.1%+12.1%0.002%
10/9/2025 Dynamic Advisor Solutions LLC962,142$26.84M0.8%-4.1%0.140%
10/9/2025 Fermata Advisors LLC21,312$595K0.2%+7.4%0.003%
10/9/2025 Guardian Financial Partners LLC94,438$2.64M1.1%+2.6%0.014%
10/9/2025 Archer Investment Management LLC34,788$971K0.6%-18.6%0.005%
10/9/2025 Embree Financial Group139,916$3.90M0.5%-4.1%0.020%
10/9/2025 Riversedge Advisors LLC157,191$4.39M0.7%-20.7%0.023%
10/9/2025 Peterson Wealth Advisors LLC41,562$1.16M0.2%-5.3%0.006%
10/8/2025 ZynergyRetirementPlanningLLC571,869$15.96M10.1%+0.9%0.083%
10/8/2025 Asset Allocation Strategies LLC156,115$4.36M0.9%+10.8%0.023%
10/8/2025 Fiduciary Alliance LLC21,307$594K0.0%-5.0%0.003%
10/8/2025 Wealth Group Ltd77,448$2.16M0.5%-2.0%0.011%
10/8/2025 Wedmont Private Capital54,789$1.53M0.1%+29.5%0.008%
10/8/2025 Chesley Taft & Associates LLC18,718$522K0.0%+9.4%0.003%
(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, 1,258 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), Empower Advisory Group LLC ($846.11M), Bank of America Corp DE ($481.18M), Charles Schwab Investment Management Inc. ($430.52M), Sei Investments Co. ($391.68M), International Assets Investment Management LLC ($136.65M), and Northwestern Mutual Wealth Management Co. ($125.09M).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 1,216 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 ($25.17M), Empower Advisory Group LLC ($21.49M), Cerity Partners LLC ($17.64M), Sei Investments Co. ($7.91M), Strategic Financial Concepts LLC ($4.46M), Envestnet Asset Management Inc. ($4.33M), and Charles Schwab Investment Advisory Inc. ($4.09M).

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

Institutional investors have bought a total of 168,341,288 shares in the last 24 months. This purchase volume represents approximately $4.30B in transactions.

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

Of the 512 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. ($3.33M), Advisory Alpha LLC ($2.75M), Foundations Investment Advisors LLC ($913.51K), Cerity Partners LLC ($893.34K), Corient Private Wealth LLC ($886.91K), Ameriprise Financial Inc. ($754.52K), and Kestra Advisory Services LLC ($673.77K).

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

Institutional investors have sold a total of 22,486,359 shares in the last 24 months. This volume of shares sold represents approximately $549.48M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 10/20/2025 by MarketBeat.com Staff
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