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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$33.93 -0.33 (-0.96%)
As of 07/24/2026 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)
726
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
596
Total
Institutional Outflows
(last 12 months)
$776.78M
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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
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%
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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%
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%
7/2/2026 Frisco Financial Planning LLC133,851$4.84M3.6%-1.5%0.019%
7/2/2026 Collective Family Office LLC35,963$1.30M0.3%-8.6%0.005%
7/1/2026 Global Wealth Strategies & Associates320,503$11.58M2.2%+12.1%0.047%
6/23/2026Ballast Advisors LLC195,171$5.68M1.6%+5.6%0.028%
6/18/2026Western Wealth Management LLC16,095$468K0.0%+58.8%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co43,174$1.26M0.1%-8.0%0.006%
6/3/2026 Wealthquest Corp8,696$253K0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC165,989$4.83M0.0%-1.8%0.024%
6/1/2026 Financial Solutions Advisory Group Inc.66,433$1.93M0.3%N/A0.010%
6/1/2026Keel Point LLC20,624$600K0.0%+11.9%0.003%
5/29/2026Asset Dedication LLC261,648$7.61M0.5%+4.3%0.038%
5/28/2026Cozad Asset Management Inc.37,040$1.08M0.1%-2.5%0.005%
5/27/2026Tenret Co LLC58,188$1.69M0.8%-0.7%0.008%
5/27/2026Allen Capital Group LLC83,521$2.43M0.2%+4.8%0.012%
5/26/2026Serenity Investment Advisors77,488$2.25M0.9%-6.8%0.011%
5/26/2026Glenmede Trust Co. NA19,467$566K0.0%-7.0%0.003%
5/26/2026 Summit Financial Wealth Advisors LLC67,927$1.98M0.3%-2.9%0.010%
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%
5/21/2026Essential Partners LLC34,391$1M0.3%+3.7%0.005%
5/21/2026J. Derek Lewis & Associates Inc.148,376$4.32M1.0%+2.9%0.022%
5/19/2026Western Wealth Management LLC16,095$468K0.0%+58.8%0.002%
5/19/2026Orographic Financial Advisors LLC9,847$286K0.2%N/A0.001%
5/19/2026NewEdge Advisors LLC164,816$4.79M0.1%-2.5%0.024%
5/19/2026Bank of America Corp DE14,587,526$424.21M0.0%-15.7%2.119%
5/19/2026Wilson & Boucher Capital Management LLC39,740$1.16M0.8%-1.5%0.006%
5/19/2026Chesapeake Wealth Management178,183$5.18M1.6%+0.3%0.026%
5/19/2026Cassady Wealth & Retirement Planning LLC21,190$616K0.3%-4.2%0.003%
5/19/2026Arkadios Wealth Advisors15,687$456K0.0%+74.4%0.002%
5/18/2026Sunbelt Securities Inc.329,819$9.59M0.6%+3.8%0.048%
5/18/2026EverSource Wealth Advisors LLC40,791$1.19M0.0%-9.4%0.006%
5/18/2026Royal Bank of Canada287,780$8.37M0.0%-20.7%0.042%
5/18/2026Eley Financial Management Inc38,375$1.12M0.4%+8.8%0.006%
5/16/2026Quantinno Capital Management LP159,774$4.65M0.0%+9.3%0.023%
5/15/2026Northeast Financial Group Inc.94,042$2.74M0.7%+3.9%0.014%
5/15/2026Quadcap Wealth Management LLC16,356$476K0.1%+4.5%0.002%
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5/15/2026Everest Financial Group LLC9,710$282K0.0%N/A0.001%
5/15/2026FreeGulliver LLC9,740$283K0.1%+13.4%0.001%
5/15/2026Windsor Advisory Group LLC44,085$1.28M1.1%N/A0.006%
5/15/2026Waverly Advisors LLC408,316$11.87M0.1%-6.4%0.059%
5/15/2026Asset Management Group Inc.242,408$7.05M1.1%-1.1%0.035%
5/15/2026St. Louis Trust Co473,953$13.78M1.6%-4.0%0.069%
5/14/2026Rockbridge Investment Management LCC11,932$347K0.0%+47.9%0.002%
5/14/2026 GC Wealth Management RIA LLC14,323$417K0.0%N/A0.002%
5/14/2026FCA Corp TX9,166$267K0.1%-5.8%0.001%
5/14/2026Compound Planning Inc.174,965$5.09M0.2%-6.6%0.025%


SCHA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,361 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 1,324 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 49,602,243 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Of the 592 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 27,869,247 shares in the last 24 months. This volume of shares sold represents approximately $776.78M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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