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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
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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)
508
Total
Institutional Outflows
(last 12 months)
$543.74M
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Skip Chart & View Institutional Buying and Selling Data

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
10/7/2025Lbmc Investment Advisors LLC16,070$448K0.0%-18.7%0.002%
10/7/2025Family Legacy Financial Solutions LLC215,663$6.02M4.6%+13.3%0.031%
10/7/2025EWG Elevate Inc.93,616$2.61M0.8%+15.5%0.014%
10/7/2025Grant Private Wealth Management Inc9,312$260K0.2%N/A0.001%
10/7/2025Carolina Wealth Advisors LLC41,578$1.16M0.5%-78.1%0.006%
10/7/2025Salem Investment Counselors Inc.296,286$8.27M0.2%+2.0%0.043%
10/7/2025Sonora Investment Management Group LLC14,832$414K0.0%+9.0%0.002%
10/7/2025Hardin Capital Partners LLC13,491$376K0.2%-16.9%0.002%
10/7/2025Thrive Wealth Management LLC16,861$470K0.1%-4.2%0.002%
10/6/2025Orgel Wealth Management LLC203,613$5.68M0.1%-17.3%0.030%
10/6/2025Heartwood Wealth Advisors LLC45,888$1.28M0.1%+14.2%0.007%
10/6/2025Moller Wealth Partners67,034$1.87M0.4%-7.0%0.010%
10/6/2025Boltwood Capital Management113,375$3.16M0.8%+3.0%0.016%
10/6/2025Cambridge Financial Group LLC191,706$5.35M1.7%-3.0%0.028%
10/3/2025 Summit Financial Wealth Advisors LLC65,960$1.84M0.3%+6.0%0.010%
10/3/2025 West Oak Capital LLC21,084$588K0.2%-25.4%0.003%
10/2/2025 Investors Research Corp94,109$2.63M0.5%-1.2%0.014%
10/2/2025 Global Wealth Strategies & Associates15,407$430K0.1%+521.3%0.002%
9/29/2025 Summit Financial Wealth Advisors LLC62,240$1.58M0.3%+4.1%0.009%
9/26/2025Corient Private Wealth LLC296,705$7.51M0.0%-74.9%0.043%
9/25/2025CacheTech Inc.165,993$4.20M0.8%+2.5%0.024%
9/22/2025Caldwell Trust Co3,523$89K0.0%N/A0.001%
9/12/2025Valeo Financial Advisors LLC63,455$1.61M0.0%+181.6%0.009%
9/11/2025Milestones Private Investment Advisors LLC14,733$373K0.3%N/A0.002%
9/9/2025Cambridge Financial Group LLC197,599$5.00M1.9%-2.6%0.029%
9/4/2025ZynergyRetirementPlanningLLC566,783$14.34M9.6%+6.7%0.082%
9/4/2025Osaic Holdings Inc.1,109,465$28.07M0.0%-2.4%0.161%
9/3/2025American Trust27,507$696K0.1%N/A0.004%
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%
8/27/2025Orion Porfolio Solutions LLC78,560$1.99M0.0%-22.3%0.011%
8/27/2025Seneca Financial Advisors LLC406,343$10.28M4.0%+1.8%0.059%
8/26/2025Thrivent Financial for Lutherans245,022$6.20M0.0%-46.0%0.036%
8/25/2025Silverlake Wealth Management LLC44,290$1.12M0.3%N/A0.006%
8/25/2025Hilltop Partners LLC33,342$844K0.3%-5.1%0.005%
8/22/2025TT Capital Management LLC23,684$560K0.2%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.74,438$1.88M0.1%N/A0.011%
8/19/2025Cape Investment Advisory Inc.55,146$1.40M0.5%-1.1%0.008%
8/19/2025Advisory Services Network LLC188,415$4.85M0.1%+69.9%0.027%
8/19/2025Anchor Investment Management LLC167,046$4.23M0.4%+1.9%0.024%
8/19/2025Asset Dedication LLC256,140$6.48M0.5%-1.2%0.037%
8/18/2025Tactive Advisors LLC20,854$528K0.2%N/A0.003%
8/18/2025Geneos Wealth Management Inc.202,829$5.13M0.1%+1.1%0.029%
8/18/2025Front Row Advisors LLC13,049$330K0.1%-3.5%0.002%
8/15/2025Nikulski Financial Inc.191,864$4.85M1.3%+6.1%0.028%
8/15/2025Tower Research Capital LLC TRC 576,440$14.58M0.4%+481.6%0.084%
8/15/2025Asset Allocation Strategies LLC140,939$3.57M0.7%+13.4%0.020%
8/15/2025Corient Private Wealth LLC2,427,258$61.43M0.1%+105.1%0.353%
8/15/2025Captrust Financial Advisors964,881$24.41M0.1%+2.5%0.140%
8/15/2025Keel Point LLC17,454$442K0.0%-6.4%0.003%
8/15/2025Cooksen Wealth LLC20,630$522K0.4%+54.4%0.003%
8/15/2025Visionary Wealth Advisors727,304$18.40M0.9%+18.1%0.106%
8/15/2025Two Sigma Securities LLC18,943$479K0.1%-14.7%0.003%
8/15/2025Tidal Investments LLC489,345$12.38M0.1%N/A0.071%
8/15/2025Smartleaf Asset Management LLC3,682$93K0.0%+505.6%0.001%
8/15/2025Orion Porfolio Solutions LLC78,560$1.99M0.0%-22.3%0.011%
8/15/2025Paces Ferry Wealth Advisors LLC115,607$2.93M1.3%-3.4%0.017%
8/15/2025MML Investors Services LLC461,740$11.68M0.0%-15.9%0.067%
8/15/2025McIlrath & Eck LLC1,616$41K0.0%-33.5%0.000%
8/15/2025Mendel Capital Management LLC53,884$1.36M0.8%-5.4%0.008%
8/15/2025IHT Wealth Management LLC85,051$2.15M0.1%-16.6%0.012%
8/15/2025Great Valley Advisor Group Inc.15,457$391K0.0%-8.6%0.002%
8/15/2025Gallagher Fiduciary Advisors LLC29,889$756K0.0%-9.9%0.004%
8/15/2025EP Wealth Advisors LLC171,835$4.35M0.0%+28.3%0.025%
8/15/2025Curi Capital LLC337,220$8.53M0.2%-11.1%0.049%
8/15/2025BNP Paribas Financial Markets350,000$8.86M0.0%N/A0.051%
8/15/2025Bank of America Corp DE19,019,095$481.18M0.0%+5.3%2.762%
8/15/2025Ameriprise Financial Inc.255,819$6.47M0.0%-74.7%0.037%
8/14/2025Connecticut Wealth Management LLC15,459$391K0.0%+73.6%0.002%
8/14/2025Vista Capital Partners Inc.64,574$1.63M0.2%+323.0%0.009%
8/14/2025Jane Street Group LLC12,450$315K0.0%-66.3%0.002%
8/14/2025Raymond James Financial Inc.691,657$17.50M0.0%-5.1%0.100%
8/14/2025Keystone Financial Services LLC12,986$329K0.3%+13.0%0.002%
8/14/2025Betterment LLC1,551,114$39.24M0.1%+24.5%0.225%
8/14/2025Quantinno Capital Management LP52,636$1.33M0.0%+274.2%0.008%
8/14/2025Diversify Wealth Management LLC309,945$8.19M0.5%+0.6%0.045%
8/14/2025Diversify Advisory Services LLC21,563$569K0.0%+7.6%0.003%
8/14/2025Peapack Gladstone Financial Corp88,769$2.25M0.0%+22.6%0.013%
8/14/2025Vivaldi Capital Management LP239,964$6.07M0.9%-14.0%0.035%
8/14/2025HUB Investment Partners LLC18,148$459K0.0%-6.6%0.003%
8/14/2025Ieq Capital LLC77,855$1.97M0.0%+27.6%0.011%
8/14/2025Main Street Financial Solutions LLC583,102$14.75M1.1%+4.9%0.085%
8/14/2025FAS Wealth Partners Inc.28,361$718K0.1%+21.9%0.004%
8/14/2025Becker Capital Management Inc.8,325$211K0.0%N/A0.001%
8/14/2025Sei Investments Co.15,481,401$391.68M0.5%+8.0%2.249%
8/14/2025Dearborn Partners LLC18,216$461K0.0%+28.3%0.003%
8/14/2025NewEdge Advisors LLC188,522$4.77M0.0%-3.6%0.027%
8/14/2025Broadleaf Partners LLC130,501$3.30M0.7%+8.6%0.019%
8/14/2025Gerber Kawasaki Wealth & Investment Management8,329$211K0.0%N/A0.001%
8/14/2025Denver PWM LLC81,392$2.06M0.6%-2.8%0.012%
8/14/2025Cary Street Partners Financial LLC11,495$291K0.0%N/A0.002%
8/14/2025Cerity Partners LLC3,890,531$98.43M0.2%-18.7%0.565%
8/13/2025Per Stirling Capital Management LLC.61,085$1.55M0.2%+12.3%0.009%
8/13/2025Hendershot Investments Inc.24,575$622K0.1%+3.9%0.004%
8/13/2025StoneX Group Inc.36,873$933K0.0%+8.6%0.005%
8/13/2025Flow Traders U.S. LLC86,711$2.19M0.1%N/A0.013%
8/13/2025Cresset Asset Management LLC194,413$4.92M0.0%-31.7%0.028%
8/13/2025Strategic Family Wealth Counselors L.L.C.375,000$9.49M2.7%+1.6%0.054%
8/13/2025Finer Wealth Management Inc.35,231$891K0.5%-10.3%0.005%
(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, 1,262 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 1,221 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 167,891,437 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 505 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 22,308,425 shares in the last 24 months. This volume of shares sold represents approximately $543.74M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 10/7/2025 by MarketBeat.com Staff
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