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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$33.33 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
764
Total
Institutional Inflows
(last 12 months)
$1.52B
Number of
Institutional Sellers
(last 12 months)
620
Total
Institutional Outflows
(last 12 months)
$816.87M
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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
5/22/2026 Summitry LLC13,382$389K0.0%N/A0.002%
5/22/2026Coastline Complete Wealth LLC40,369$1.17M0.7%+4.0%0.006%
5/21/2026 Essential Partners LLC34,391$1M0.3%+3.7%0.005%
5/21/2026 J. Derek Lewis & Associates Inc.148,376$4.32M1.0%+2.9%0.022%
5/19/2026 Western Wealth Management LLC16,095$468K0.0%+58.8%0.002%
5/19/2026 Orographic Financial Advisors LLC9,847$286K0.2%N/A0.001%
5/19/2026 NewEdge Advisors LLC164,816$4.79M0.1%-2.5%0.024%
5/19/2026 Bank of America Corp DE14,587,526$424.21M0.0%-15.7%2.119%
5/19/2026 Wilson & Boucher Capital Management LLC39,740$1.16M0.8%-1.5%0.006%
5/19/2026 Chesapeake Wealth Management178,183$5.18M1.6%+0.3%0.026%
5/19/2026 Cassady Wealth & Retirement Planning LLC21,190$616K0.3%-4.2%0.003%
5/19/2026 Arkadios Wealth Advisors15,687$456K0.0%+74.4%0.002%
5/18/2026 Sunbelt Securities Inc.329,819$9.59M0.6%+3.8%0.048%
5/18/2026 EverSource Wealth Advisors LLC40,791$1.19M0.0%-9.4%0.006%
5/18/2026 Royal Bank of Canada287,780$8.37M0.0%-20.7%0.042%
5/18/2026 Eley Financial Management Inc38,375$1.12M0.4%+8.8%0.006%
5/16/2026 Quantinno Capital Management LP159,774$4.65M0.0%+9.3%0.023%
5/15/2026 Northeast Financial Group Inc.94,042$2.74M0.7%+3.9%0.014%
5/15/2026 Quadcap Wealth Management LLC16,356$476K0.1%+4.5%0.002%
5/15/2026 Everest Financial Group LLC9,710$282K0.0%N/A0.001%
5/15/2026 FreeGulliver LLC9,740$283K0.1%+13.4%0.001%
5/15/2026 Windsor Advisory Group LLC44,085$1.28M1.1%N/A0.006%
5/15/2026 Waverly Advisors LLC408,316$11.87M0.1%-6.4%0.059%
5/15/2026 Asset Management Group Inc.242,408$7.05M1.1%-1.1%0.035%
5/15/2026 St. Louis Trust Co473,953$13.78M1.6%-4.0%0.069%
5/14/2026 Rockbridge Investment Management LCC11,932$347K0.0%+47.9%0.002%
5/14/2026 GC Wealth Management RIA LLC14,323$417K0.0%N/A0.002%
5/14/2026 FCA Corp TX9,166$267K0.1%-5.8%0.001%
5/14/2026 Compound Planning Inc.174,965$5.09M0.2%-6.6%0.025%
5/14/2026 Modern Wealth Management LLC562,920$16.52M0.3%+0.2%0.082%
5/14/2026 Aspen Grove Capital LLC46,521$1.35M0.3%-5.1%0.007%
5/14/2026 RMG Wealth Management LLC1,500,409$43.63M5.2%-70.4%0.218%
5/14/2026 Dickmeyer Boyce Financial Management Inc.33,916$986K0.6%N/A0.005%
5/14/2026 American Financial Advisors LLC389,669$11.33M1.5%-0.7%0.057%
5/14/2026 Sei Investments Co.14,734,817$428.49M0.4%-0.2%2.140%
5/14/2026 Ascension Capital Advisors Inc.710,716$20.67M6.5%+1.5%0.103%
5/14/2026 Lido Advisors LLC432,733$12.58M0.0%-4.0%0.063%
5/13/2026 Cetera Investment Advisers1,271,774$36.98M0.0%+7.5%0.185%
5/13/2026 Wealthspire Retirement LLC149,639$4.35M0.3%+2.3%0.022%
5/13/2026 American Investment Services Inc.76,343$2.22M0.5%-2.7%0.011%
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5/13/2026 Clearwater Capital Advisors LLC624,063$18.15M1.5%+1.9%0.091%
5/13/2026 WealthCollab LLC2,340$68K0.0%-53.7%0.000%
5/12/2026 Fortis Capital Management LLC335,415$9.75M1.0%+17.8%0.049%
5/8/2026 Pacific Sun Financial Corp20,928$609K0.3%-3.2%0.003%
5/8/2026 PNC Financial Services Group Inc.139,929$4.07M0.0%+37.0%0.020%
5/8/2026 Summit Asset Management LLC37,141$1.08M0.2%-1.5%0.005%
5/8/2026 Cassaday & Co Wealth Management LLC1,674$49K0.0%N/A0.000%
5/8/2026 JMG Financial Group Ltd.56,404$1.64M0.0%-2.3%0.008%
5/8/2026 Cutler Investment Counsel LLC201,800$5.87M0.6%+10.6%0.029%
5/7/2026 Basepoint Wealth LLC1,592$46K0.0%-51.9%0.000%
5/7/2026 Cornerstone Advisors Asset Management LLC137,921$4.01M0.6%-0.5%0.020%
5/7/2026 Meeder Advisory Services Inc.256,725$7.47M0.3%+3.3%0.037%
5/7/2026 Lowe Brockenbrough & Co. Inc.108,947$3.17M0.2%-2.4%0.016%
5/7/2026 Scarborough Advisors LLC36,007$1.05M0.1%N/A0.005%
5/7/2026 Planning Alternatives Ltd. ADV13,897$404K0.1%-3.9%0.002%
5/7/2026 Koss Olinger Consulting LLC15,008$436K0.0%-9.9%0.002%
5/7/2026 Next Capital Management LLC107,890$3.14M1.0%-9.4%0.016%
5/7/2026 Paradigm Strategies in Wealth Management LLC28,061$816K0.6%-6.9%0.004%
5/7/2026 Hanseatic Management Services Inc.77,684$2.26M2.2%N/A0.011%
5/7/2026 Spartan Wealth Advisory Services LLC50,805$1.48M0.1%N/A0.007%
5/7/2026 White & Co Financial Planning Inc728,443$21.18M14.9%-1.1%0.106%
5/7/2026 Paces Ferry Wealth Advisors LLC110,648$3.22M1.3%-1.2%0.016%
5/6/2026 GatePass Capital LLC17,235$501K0.2%N/A0.003%
5/6/2026 IMA Advisory Services Inc.483,863$14.07M1.4%+3.0%0.070%
5/6/2026 Zhang Financial LLC25,453$740K0.0%+14.8%0.004%
5/6/2026 Modera Wealth Management LLC193,959$5.64M0.1%+3.1%0.028%
5/6/2026 Townsend Asset Management Corp NC ADV16,291$474K0.2%-16.8%0.002%
5/6/2026 Juno Financial Group LLC87,391$2.54M1.0%+2.6%0.013%
5/6/2026 Assetmark Inc.7,604$221K0.0%+10.0%0.001%
5/6/2026 Main Street Group LTD1,138$33K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC1,109$32K0.0%+81.8%0.000%
5/6/2026 Bessemer Group Inc.1,514$44K0.0%N/A0.000%
5/6/2026 Independent Financial Group LLC11,790$343K0.0%N/A0.002%
5/6/2026 Prosperity Consulting Group LLC36,212$1.05M0.0%-4.2%0.005%
5/6/2026 Birchwood Financial Partners Inc.20,925$608K0.6%+3.1%0.003%
5/5/2026 Wealthfront Advisers LLC177,425$5.16M0.0%+3.6%0.026%
5/5/2026 D.A. Davidson & CO.16,452$478K0.0%+3.5%0.002%
5/5/2026 Bank of New York Mellon Corp12,732$370K0.0%+3.6%0.002%
5/5/2026 Milestone Investment Advisors LLC54,372$1.58M0.4%-0.6%0.008%
5/5/2026 Meridian Management Co.196,093$5.70M1.4%-6.7%0.028%
5/5/2026 Sanctuary Advisors LLC144,728$4.21M0.0%+2.2%0.021%
5/5/2026 Nwam LLC41,287$1.20M0.1%+1.3%0.006%
5/5/2026 Avantax Planning Partners Inc.32,928$958K0.0%+2.4%0.005%
5/4/2026 Retirement Planning Group LLC17,785$517K0.0%-2.2%0.003%
5/4/2026 Evernest Financial Advisors LLC21,638$629K0.1%-2.6%0.003%
5/4/2026 NBZ Investment Advisors LLC3,368$98K0.0%-22.8%0.000%
5/4/2026 Lutz Financial Services LLC396,280$11.52M0.8%-3.0%0.058%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management429,202$12.48M0.2%-16.4%0.062%
5/4/2026 Bleakley Financial Group LLC293,619$8.54M0.1%-0.9%0.043%
5/4/2026 WJ Financial Advisors LLC64,221$1.87M1.5%+7.0%0.009%
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5/4/2026 Chicago Partners Investment Group LLC821,213$26.48M0.5%+7.4%0.119%
5/4/2026 Cdkv Holdings LLC76,572$2.23M2.0%+4.5%0.011%
5/4/2026 Procyon Advisors LLC22,521$655K0.0%-3.6%0.003%
5/2/2026 CAP Partners LLC19,645$571K0.3%-8.5%0.003%
5/2/2026 Global Assets Advisory LLC21,982$647K0.2%N/A0.003%
5/2/2026 Anchor Investment Management LLC167,990$4.89M0.4%-0.7%0.024%
5/2/2026 Diversify Wealth Management LLC313,386$9.95M0.2%+1.1%0.046%
5/2/2026 Towercrest Capital Management310,751$9.04M1.4%-1.7%0.045%
5/2/2026 Valmark Advisers Inc.128,712$3.74M0.0%+2.6%0.019%
5/2/2026 Pittenger & Anderson Inc.113,560$3.30M0.1%-4.1%0.016%


SCHA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,353 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 1,322 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), Strategic Financial Concepts LLC ($4.43M), Envestnet Asset Management Inc. ($4.33M), Corient Private Wealth LLC ($4.19M), and Valpey Financial Services LLC ($3.64M).

Institutional investors have bought a total of 56,383,107 shares in the last 24 months. This purchase volume represents approximately $1.52B in transactions.

Of the 620 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. ($1.94M), HighTower Advisors LLC ($1.16M), Cerity Partners LLC ($1.03M), Corient Private Wealth LLC ($886.91K), and Sei Investments Co. ($814.91K).

Institutional investors have sold a total of 29,560,650 shares in the last 24 months. This volume of shares sold represents approximately $816.87M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 5/26/2026 by MarketBeat.com Staff.
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