Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$27.31 -0.17 (-0.62%)
Closing price 04:10 PM Eastern
Extended Trading
$27.31 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
1105
Total
Institutional Inflows
(last 12 months)
$4.29B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$515.59M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025Centaurus Financial Inc.34,153$864K0.1%+62.0%0.005%
8/28/2025Stark Wealth Management LLC40,194$1.02M1.4%N/A0.006%
8/28/2025Midwestern Financial LLC IA44,517$1.13M1.1%N/A0.006%
8/27/2025 Orion Porfolio Solutions LLC78,560$1.99M0.0%-22.3%0.011%
8/27/2025 Seneca Financial Advisors LLC406,343$10.28M4.0%+1.8%0.059%
8/26/2025 Thrivent Financial for Lutherans245,022$6.20M0.0%-46.0%0.036%
8/25/2025 Silverlake Wealth Management LLC44,290$1.12M0.3%N/A0.006%
8/25/2025 Hilltop Partners LLC33,342$844K0.3%-5.1%0.005%
8/22/2025 TT Capital Management LLC23,684$560K0.2%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.74,438$1.88M0.1%N/A0.011%
8/19/2025 Cape Investment Advisory Inc.55,146$1.40M0.5%-1.1%0.008%
8/19/2025 Advisory Services Network LLC188,415$4.85M0.1%+69.9%0.027%
8/19/2025 Anchor Investment Management LLC167,046$4.23M0.4%+1.9%0.024%
8/19/2025 Asset Dedication LLC256,140$6.48M0.5%-1.2%0.037%
8/18/2025 Tactive Advisors LLC20,854$528K0.2%N/A0.003%
8/18/2025 Geneos Wealth Management Inc.202,829$5.13M0.1%+1.1%0.029%
8/18/2025 Front Row Advisors LLC13,049$330K0.1%-3.5%0.002%
8/15/2025 Nikulski Financial Inc.191,864$4.85M1.3%+6.1%0.028%
8/15/2025 Tower Research Capital LLC TRC 576,440$14.58M0.4%+481.6%0.084%
8/15/2025 Asset Allocation Strategies LLC140,939$3.57M0.7%+13.4%0.020%
8/15/2025 Corient Private Wealth LLC2,427,258$61.43M0.1%+105.1%0.353%
8/15/2025 Captrust Financial Advisors964,881$24.41M0.1%+2.5%0.140%
8/15/2025 Keel Point LLC17,454$442K0.0%-6.4%0.003%
8/15/2025 Cooksen Wealth LLC20,630$522K0.4%+54.4%0.003%
8/15/2025 Visionary Wealth Advisors727,304$18.40M0.9%+18.1%0.106%
8/15/2025 Two Sigma Securities LLC18,943$479K0.1%-14.7%0.003%
8/15/2025 Tidal Investments LLC489,345$12.38M0.1%N/A0.071%
8/15/2025 Smartleaf Asset Management LLC3,682$93K0.0%+505.6%0.001%
8/15/2025 Orion Porfolio Solutions LLC78,560$1.99M0.0%-22.3%0.011%
8/15/2025 Paces Ferry Wealth Advisors LLC115,607$2.93M1.3%-3.4%0.017%
8/15/2025 MML Investors Services LLC461,740$11.68M0.0%-15.9%0.067%
8/15/2025 McIlrath & Eck LLC1,616$41K0.0%-33.5%0.000%
8/15/2025 Mendel Capital Management LLC53,884$1.36M0.8%-5.4%0.008%
8/15/2025 IHT Wealth Management LLC85,051$2.15M0.1%-16.6%0.012%
8/15/2025 Great Valley Advisor Group Inc.15,457$391K0.0%-8.6%0.002%
8/15/2025 Gallagher Fiduciary Advisors LLC29,889$756K0.0%-9.9%0.004%
8/15/2025 EP Wealth Advisors LLC171,835$4.35M0.0%+28.3%0.025%
8/15/2025 Curi Capital LLC337,220$8.53M0.2%-11.1%0.049%
8/15/2025 BNP Paribas Financial Markets350,000$8.86M0.0%N/A0.051%
8/15/2025 Bank of America Corp DE19,019,095$481.18M0.0%+5.3%2.762%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.tc pixel

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
8/15/2025 Ameriprise Financial Inc.255,819$6.47M0.0%-74.7%0.037%
8/14/2025 Connecticut Wealth Management LLC15,459$391K0.0%+73.6%0.002%
8/14/2025 Vista Capital Partners Inc.64,574$1.63M0.2%+323.0%0.009%
8/14/2025 Jane Street Group LLC12,450$315K0.0%-66.3%0.002%
8/14/2025 Raymond James Financial Inc.691,657$17.50M0.0%-5.1%0.100%
8/14/2025 Keystone Financial Services LLC12,986$329K0.3%+13.0%0.002%
8/14/2025 Betterment LLC1,551,114$39.24M0.1%+24.5%0.225%
8/14/2025 Quantinno Capital Management LP52,636$1.33M0.0%+274.2%0.008%
8/14/2025 Diversify Wealth Management LLC309,945$8.19M0.5%+0.6%0.045%
8/14/2025 Diversify Advisory Services LLC21,563$569K0.0%+7.6%0.003%
8/14/2025 Peapack Gladstone Financial Corp88,769$2.25M0.0%+22.6%0.013%
8/14/2025 Vivaldi Capital Management LP239,964$6.07M0.9%-14.0%0.035%
8/14/2025 HUB Investment Partners LLC18,148$459K0.0%-6.6%0.003%
8/14/2025 Ieq Capital LLC77,855$1.97M0.0%+27.6%0.011%
8/14/2025 Main Street Financial Solutions LLC583,102$14.75M1.1%+4.9%0.085%
8/14/2025 FAS Wealth Partners Inc.28,361$718K0.1%+21.9%0.004%
8/14/2025 Becker Capital Management Inc.8,325$211K0.0%N/A0.001%
8/14/2025 Sei Investments Co.15,481,401$391.68M0.5%+8.0%2.249%
8/14/2025 Dearborn Partners LLC18,216$461K0.0%+28.3%0.003%
8/14/2025 NewEdge Advisors LLC188,522$4.77M0.0%-3.6%0.027%
8/14/2025 Broadleaf Partners LLC130,501$3.30M0.7%+8.6%0.019%
8/14/2025 Gerber Kawasaki Wealth & Investment Management8,329$211K0.0%N/A0.001%
8/14/2025 Denver PWM LLC81,392$2.06M0.6%-2.8%0.012%
8/14/2025 Cary Street Partners Financial LLC11,495$291K0.0%N/A0.002%
8/14/2025 Cerity Partners LLC3,890,531$98.43M0.2%-18.7%0.565%
8/13/2025 Per Stirling Capital Management LLC.61,085$1.55M0.2%+12.3%0.009%
8/13/2025 Hendershot Investments Inc.24,575$622K0.1%+3.9%0.004%
8/13/2025 StoneX Group Inc.36,873$933K0.0%+8.6%0.005%
8/13/2025 Flow Traders U.S. LLC86,711$2.19M0.1%N/A0.013%
8/13/2025 Cresset Asset Management LLC194,413$4.92M0.0%-31.7%0.028%
8/13/2025 Strategic Family Wealth Counselors L.L.C.375,000$9.49M2.7%+1.6%0.054%
8/13/2025 Finer Wealth Management Inc.35,231$891K0.5%-10.3%0.005%
8/13/2025 Brown Advisory Inc.10,277$260K0.0%N/A0.001%
8/13/2025 Milestone Investment Advisors LLC55,772$1.41M0.4%-13.2%0.008%
8/13/2025 Baird Financial Group Inc.30,671$776K0.0%+25.2%0.004%
8/13/2025 EverSource Wealth Advisors LLC9,978$252K0.0%+1,476.3%0.001%
8/13/2025 CW Advisors LLC321,415$8.13M0.1%+5.0%0.047%
8/13/2025 Elios Financial Group Inc.8,911$225K0.1%N/A0.001%
8/13/2025 Strategic Financial Planning Inc.762,757$19.30M12.0%+0.2%0.111%
8/13/2025 Beacon Pointe Advisors LLC818,622$20.71M0.2%-4.3%0.119%
8/13/2025 Van Hulzen Asset Management LLC11,489$291K0.0%+4.8%0.002%
8/13/2025 Fisher Asset Management LLC10,603$268K0.0%-27.4%0.002%
8/13/2025 Smith Moore & CO.8,577$217K0.0%N/A0.001%
8/13/2025 Everstar Asset Management LLC20,629$522K0.3%-10.2%0.003%
8/13/2025 Lido Advisors LLC261,078$6.61M0.0%+75.6%0.038%
8/13/2025 Meridian Wealth Partners LLC17,160$434K0.1%+3.6%0.002%
8/13/2025 Rinkey Investments147,477$3.73M1.1%+70.8%0.021%
8/13/2025 Virtue Capital Management LLC41,407$1.05M0.2%+6.6%0.006%
8/13/2025 Level Four Advisory Services LLC26,163$662K0.0%+19.3%0.004%
8/13/2025 Patrick M Sweeney & Associates Inc.13,107$342K0.2%-4.0%0.002%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.tc pixel

See Altucher’s Trump crypto prediction here
8/13/2025 Northwestern Mutual Wealth Management Co.4,944,338$125.09M0.1%+21.1%0.718%
8/13/2025 Johnson Financial Group Inc.4,058$103K0.0%-11.3%0.001%
8/13/2025 Stevens Capital Partners204,578$5.29M1.9%+7.5%0.030%
8/13/2025 Mayfair Advisory Group LLC9,493$245K0.1%-10.1%0.001%
8/13/2025 Quadrant Capital Group LLC42,601$1.08M0.0%-13.1%0.006%
8/13/2025 Farnam Financial LLC15,445$391K0.4%+12.9%0.002%
8/13/2025 Choreo LLC49,756$1.26M0.0%+118.6%0.007%
8/13/2025 Russell Investments Group Ltd.16,460$416K0.0%+70.6%0.002%
8/12/2025 J.W. Cole Advisors Inc.25,949$657K0.0%+20.4%0.004%
8/12/2025 North Star Asset Management Inc.447,720$11.33M0.5%-1.9%0.065%
(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, 1,259 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 1,219 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 168,108,710 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.

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

Of the 506 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), Ameriprise Financial Inc. ($754.52K), Kestra Advisory Services LLC ($673.77K), and Mercer Global Advisors Inc. ADV ($593.46K).

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

Institutional investors have sold a total of 21,217,508 shares in the last 24 months. This volume of shares sold represents approximately $515.59M in transactions.


Related Companies

This page (NYSEARCA:SCHA) was last updated on 8/29/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel