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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$34.21 +0.17 (+0.50%)
As of 04:10 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)
662
Total
Institutional Inflows
(last 12 months)
$949.17M
Number of
Institutional Sellers
(last 12 months)
552
Total
Institutional Outflows
(last 12 months)
$665.05M
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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
9/2/2026 Range Advisory LLC89,337$3.23M0.4%+19.6%0.013%
9/2/2026 Capital & Planning LLC13,261$479K0.2%+8.6%0.002%
8/28/2026 NWM Advisors LLC207,566$7.50M5.9%+5.6%0.030%
8/27/2026 Corient Private Wealth LP1,241,583$44.86M0.1%-10.4%0.180%
8/26/2026 Principia Wealth Advisory LLC58,746$2.12M0.5%-0.5%0.009%
8/24/2026 Serenity Investment Advisors75,901$2.63M1.1%-2.0%0.011%
8/23/2026 Ameritas Advisory Services LLC69,656$2.52M0.1%-9.9%0.010%
8/23/2026 Guardian Wealth Advisors LLC NC17,726$640K0.0%-4.6%0.003%
8/23/2026 Wedmont Private Capital62,711$2.19M0.1%+12.4%0.009%
8/23/2026 Aspire Capital Advisors LLC25,071$906K0.2%-25.2%0.004%
8/23/2026 Operose Advisors LLC2,555$92K0.0%-10.4%0.000%
8/23/2026 HB Wealth Management LLC292,233$10.56M0.1%-0.3%0.042%
8/23/2026 Mid American Wealth Advisory Group Inc.88,434$3.20M1.2%+9.5%0.013%
8/23/2026 Nilsine Partners LLC5,981$216K0.0%N/A0.001%
8/23/2026 Asset Allocation Strategies LLC167,546$6.05M0.9%+0.6%0.024%
8/23/2026 Angeles Wealth Management LLC1,527$55K0.0%+37.7%0.000%
8/22/2026 Compass Financial Management LLC16,711$604K0.1%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC10,171$367K0.1%N/A0.001%
8/22/2026 Markowski Investments936$34K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC4,950$179K0.1%+4,242.1%0.001%
8/22/2026 Cooke Wealth Management LLC12,976$469K0.4%+5.1%0.002%
8/22/2026 Cornerstone Advisors Asset Management LLC136,052$4.92M0.6%-1.4%0.020%
8/22/2026 K2 Financial Inc.166,262$5.83M4.1%-4.8%0.024%
8/22/2026 Sapient Capital LLC11,535$417K0.0%+13.1%0.002%
8/22/2026 Concurrent Investment Advisors LLC275,536$9.96M0.1%+331.3%0.040%
8/21/2026 Lowery Thomas LLC22,594$816K0.4%-3.2%0.003%
8/21/2026 Leo H. Evart Inc.67,863$2.45M1.9%-2.8%0.010%
8/21/2026 Fairway Financial LLC17,945$648K0.4%+3.3%0.003%
8/21/2026 Athena Investment Management249,377$9.01M5.3%-16.4%0.036%
8/21/2026 WorthPointe LLC6,267$226K0.1%N/A0.001%
8/21/2026 Beacon Capital Management LLC19,002$687K0.1%-5.0%0.003%
8/21/2026 Greenspring Advisors LLC5,928$214K0.0%N/A0.001%
8/21/2026 Thrive Wealth Management LLC16,688$603K0.1%-5.2%0.002%
8/21/2026 Robbins Farley9,675$350K0.1%+9.4%0.001%
8/21/2026 Firestone Capital Management89,893$3.25M0.6%-0.9%0.013%
8/21/2026 Chesapeake Wealth Management181,371$6.55M1.8%+1.8%0.026%
8/21/2026 Vanguard Capital Wealth Advisors5,680$205K0.1%N/A0.001%
8/21/2026 Acorn Wealth Advisors LLC21,407$773K0.2%+18.8%0.003%
8/21/2026 Investors Research Corp90,715$3.28M0.6%-2.4%0.013%
8/20/2026 Nwam LLC41,835$1.51M0.1%+1.3%0.006%
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8/20/2026 Gill Capital Partners LLC221,813$8.01M2.1%-5.9%0.032%
8/20/2026 CMH Wealth Management LLC85,619$3.09M0.5%+3.6%0.012%
8/20/2026 Denver PWM LLC43,022$1.53M0.4%-2.9%0.006%
8/20/2026 Orgel Wealth Management LLC192,575$6.96M0.1%-2.9%0.028%
8/12/2026 Compass Financial Management LLC16,711$604K0.1%N/A0.002%
8/12/2026 C M Bidwell & Associates Ltd.95,573$3.45M1.4%N/A0.014%
7/12/2026 First Community Trust NA1,885$68K0.0%-46.1%0.000%
7/10/2026 Buska Wealth Management LLC23,153$837K0.3%-6.1%0.003%
7/10/2026 Envision Financial LLC45,562$1.65M0.8%-6.8%0.007%
7/10/2026 Investors Research Corp90,715$3.28M0.6%-2.4%0.013%
7/10/2026 Taylor & Morgan Wealth Management LLC5,939$215K0.1%N/A0.001%
7/10/2026 Canvas Wealth Advisors LLC6,287$227K0.0%N/A0.001%
7/10/2026 William Mack & Associates Inc.28,128$1.02M0.4%+37.9%0.004%
7/10/2026 Ocean Park Asset Management LLC19,872$718K0.0%N/A0.003%
7/10/2026 Charles Schwab Trust Co869,300$31.41M1.8%+6.3%0.126%
7/10/2026 Spinnaker Investment Group LLC56,295$2.03M0.3%+15.6%0.008%
7/10/2026 Carolina Wealth Advisors LLC30,809$1.11M0.4%-6.9%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.14,863$537K0.1%-19.6%0.002%
7/10/2026 Marquette Asset Management LLC252,768$9.13M1.2%-0.6%0.037%
7/10/2026 Wealthcare Advisory Partners LLC72,545$2.62M0.0%-1.1%0.011%
7/10/2026 Warner Financial Inc.29,866$1.08M0.3%+3.6%0.004%
7/9/2026 Revolve Wealth Partners LLC87,893$3.18M0.3%-1.0%0.013%
7/9/2026 Matrix Trust Co553,341$19.99M2.9%+0.8%0.080%
7/9/2026 Financial Advisory Corp6,339$229K0.0%N/A0.001%
7/9/2026 Sapient Capital LLC11,535$417K0.0%+13.1%0.002%
7/9/2026 Focus Financial Network Inc.387,046$13.98M0.4%-6.5%0.056%
7/9/2026 Legacy Wealth Management LLC732,766$26.48M1.4%-10.0%0.106%
7/9/2026 Great Waters Wealth Management40,621$1.47M0.1%-4.1%0.006%
7/9/2026 Tactive Advisors LLC25,012$904K0.2%+5.2%0.004%
7/9/2026 Everhart Financial Group Inc.63,876$2.31M0.1%-10.4%0.009%
7/9/2026 Sax Wealth Advisors LLC18,017$651K0.0%+140.1%0.003%
7/9/2026 Pine Haven Investment Counsel Inc15,961$577K0.4%+1.9%0.002%
7/9/2026 Worth Asset Management LLC16,669$602K0.2%+130.6%0.002%
7/8/2026 3 Factor Indexing LLC17,038$616K0.5%-42.8%0.002%
7/8/2026 Strategic Investment Solutions Inc. IL31,141$1.13M0.3%+1.0%0.005%
7/8/2026 Green Ridge Wealth Planning LLC110,320$3.99M1.7%N/A0.016%
7/8/2026 OFS Enterprise LLC50,700$1.83M0.5%-2.6%0.007%
7/8/2026 Palouse Capital Management Inc.4,112$149K0.1%-38.7%0.001%
7/8/2026 Meriwether Wealth & Planning LLC199,923$7.22M3.6%-2.3%0.029%
7/8/2026 Elmwood Wealth Management Inc.47,687$1.72M0.4%-4.4%0.007%
7/8/2026 Apella Capital LLC51,237$1.77M0.0%-6.7%0.007%
7/8/2026 Westmount Partners LLC44,124$1.59M0.3%-1.3%0.006%
7/8/2026 Clark Asset Management LLC18,221$658K0.1%+121.7%0.003%
7/8/2026 Evanson Financial LLC20,403$737K0.0%N/A0.003%
7/8/2026 Hardin Capital Partners LLC15,968$578K0.3%+8.8%0.002%
7/8/2026 Thrive Wealth Management LLC16,688$603K0.1%-5.2%0.002%
7/8/2026 Chapin Davis Inc.5,728$207K0.0%N/A0.001%
7/7/2026 Fermata Advisors LLC20,419$738K0.1%-1.8%0.003%
7/7/2026 Foster Group Inc.112,096$4.05M0.1%+0.6%0.016%
7/7/2026 Integral Investment Advisors Inc.24,916$900K0.2%+8.7%0.004%
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7/7/2026 Dynamic Advisor Solutions LLC899,273$32.49M0.9%+2.5%0.131%
7/7/2026 GAMMA Investing LLC1,709$62K0.0%+61.2%0.000%
7/7/2026 Grant Private Wealth Management Inc7,200$260K0.1%-14.4%0.001%
7/7/2026 Avior Wealth Management LLC100,460$3.63M0.1%-31.0%0.015%
7/7/2026 Crescent Sterling Ltd.27,893$1.01M0.9%-5.7%0.004%
7/7/2026 CoreCap Advisors LLC1,656,885$59.86M1.8%+3.9%0.241%
7/7/2026 Pacific Excel Wealth Advisors Inc.15,853$573K0.2%N/A0.002%
7/6/2026 Bangor Savings Bank517,818$18.71M1.4%-4.3%0.075%
7/6/2026 Private Client Services LLC8,134$294K0.1%N/A0.001%
7/2/2026 Burkett Financial Services LLC20,154$728K0.2%-3.2%0.003%


SCHA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,364 institutional investors and hedge funds held shares of Schwab US Small-Cap ETF. The most heavily invested institutionals were Empower Advisory Group LLC ($846.11M), Sei Investments Co. ($428.49M), Bank of America Corp DE ($424.21M), Northwestern Mutual Wealth Management Co. ($156.70M), Financial Engines Advisors L.L.C. ($137.88M), Wealth Enhancement Advisory Services LLC ($130.87M), and Creative Planning ($130.53M).Learn more on Schwab US Small-Cap ETF's institutional investors.

Of the 1,327 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), Sei Investments Co. ($7.58M), Envestnet Asset Management Inc. ($4.31M), Corient Private Wealth LLC ($4.19M), Valpey Financial Services LLC ($3.64M), and Wealth Enhancement Advisory Services LLC ($3.37M).

Institutional investors have bought a total of 33,287,072 shares in the last 24 months. This purchase volume represents approximately $949.17M in transactions.

Of the 552 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: Bank of America Corp DE ($4.46M), RMG Wealth Management LLC ($3.58M), Envestnet Asset Management Inc. ($1.43M), HighTower Advisors LLC ($1.16M), Corient Private Wealth LLC ($886.91K), Sei Investments Co. ($814.91K), and Financial Engines Advisors L.L.C. ($642.93K).

Institutional investors have sold a total of 23,345,588 shares in the last 24 months. This volume of shares sold represents approximately $665.05M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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