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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$26.08 -0.10 (-0.38%)
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Institutional Ownership Changes (13F Filings) for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Number of
Institutional Buyers
(last 12 months)
1084
Total
Institutional Inflows
(last 12 months)
$3.88B
Number of
Institutional Sellers
(last 12 months)
463
Total
Institutional Outflows
(last 12 months)
$394.24M
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SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Naples Global Advisors LLC54,336$1.38M0.1%+5.4%0.008%
7/18/2025Parsons Capital Management Inc. RI34,094$863K0.1%-4.0%0.005%
7/18/2025Pure Financial Advisors LLC13,934$353K0.0%-18.2%0.002%
7/18/2025RKL Wealth Management LLC594,508$15.04M1.3%-9.4%0.087%
7/18/2025Cantor Fitzgerald Investment Advisors L.P.66,277$1.68M0.1%+8.2%0.010%
7/18/2025BSW Wealth Partners9,874$250K0.0%-12.4%0.001%
7/18/2025TPG Advisors LLC45,261$1.15M0.8%-1.8%0.007%
7/18/2025TruNorth Capital Management LLC862,366$21.82M4.8%+17.7%0.127%
7/18/2025Newman Dignan & Sheerar Inc.132,589$3.36M0.8%-14.0%0.019%
7/18/2025Northeast Financial Group Inc.92,257$2.33M0.7%-26.4%0.014%
7/18/2025Client 1ST Advisory Group LLC10,218$259K0.1%-7.7%0.002%
7/18/2025First Pacific Financial6,781$172K0.0%+23.2%0.001%
7/18/2025Bartlett & CO. Wealth Management LLC108,502$2.75M0.0%-11.0%0.016%
7/18/2025Lynx Investment Advisory19,614$496K0.3%+9.6%0.003%
7/18/2025Lowery Thomas LLC17,289$437K0.3%-47.7%0.003%
7/18/2025PFG Investments LLC20,877$528K0.0%+22.8%0.003%
7/18/2025Victrix Investment Advisors220,297$5.57M2.5%-3.2%0.032%
7/18/2025Liberty Capital Management Inc.130,351$3.30M0.7%+3.6%0.019%
7/18/2025Truist Financial Corp356,205$9.01M0.0%+1.5%0.052%
7/18/2025Powers Advisory Group LLC186,476$4.72M2.1%+3.2%0.027%
7/18/2025Pennsylvania Capital Management Inc. ADV16,773$424K0.1%+5.8%0.002%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC254,900$6.45M1.4%+25.3%0.037%
7/17/2025 Greenhouse Wealth Management LLC59,455$1.50M1.0%+4.4%0.009%
7/17/2025 Mokosak Advisory Group LLC1,173,734$29.70M8.4%+3.5%0.172%
7/17/2025 Cornerstone Wealth Advisors Inc.20,890$529K0.1%+5.7%0.003%
7/17/2025 Robbins Farley2,569$65K0.0%+29.3%0.000%
7/17/2025 Legacy Wealth Management Inc1,129,803$28.58M1.8%+1.8%0.166%
7/17/2025 K2 Financial Inc.164,965$4.23M3.7%+3.2%0.024%
7/17/2025 Leverty Financial Group LLC18,844$477K0.1%-42.9%0.003%
7/17/2025 Summit Financial Strategies Inc.1,030,250$26.07M2.4%-2.6%0.151%
7/17/2025 Gleason Group Inc.124,698$3.16M0.3%+12.3%0.018%
7/17/2025 LexAurum Advisors LLC8,578$217K0.0%N/A0.001%
7/17/2025 HB Wealth Management LLC278,250$7.04M0.1%-8.7%0.041%
7/17/2025 Kavar Capital Partners Group LLC244,183$6.18M0.9%+4.9%0.036%
7/17/2025 Janney Montgomery Scott LLC65,242$1.65M0.0%-4.7%0.010%
7/17/2025 Venture Visionary Partners LLC71,510$1.81M0.1%+1.0%0.011%
7/17/2025 Smith Anglin Financial LLC17,487$442K0.0%-10.3%0.003%
7/17/2025 Elser Financial Planning Inc107,945$2.77M0.2%-6.3%0.016%
7/17/2025 Fifth Third Securities Inc.200,471$5.07M0.4%+0.9%0.029%
7/17/2025 SWS Partners71,014$1.80M0.5%+2.4%0.010%
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7/17/2025 Prepared Retirement Institute LLC12,897$326K0.2%-11.4%0.002%
7/17/2025 Enclave Advisors LLC31,108$787K0.1%-18.5%0.005%
7/17/2025 Vermillion Wealth Management Inc.11,643$295K0.1%-11.5%0.002%
7/17/2025 Capital Insight Partners LLC66,967$1.69M0.3%-41.1%0.010%
7/17/2025 Beacon Capital Management LLC1,834$46K0.0%+46.5%0.000%
7/17/2025 Tritonpoint Wealth LLC17,488$442K0.0%-5.8%0.003%
7/17/2025 Stone Summit Wealth LLC20,529$519K0.2%+32.1%0.003%
7/17/2025 Avior Wealth Management LLC46,681$1.18M0.0%-5.1%0.007%
7/17/2025 Clear Point Advisors Inc.34,510$873K0.7%-3.7%0.005%
7/17/2025 XY Planning Network Inc.47,856$1.21M0.4%N/A0.007%
7/17/2025 RBA Wealth Management LLC11,966$303K0.1%+5.7%0.002%
7/17/2025 Charles Schwab Trust Co697,105$17.64M1.3%+1.3%0.102%
7/17/2025 Luminvest Wealth Management LLC25,544$646K0.2%-2.0%0.004%
7/17/2025 Hengehold Capital Management LLC28,895$731K0.1%-18.3%0.004%
7/17/2025 Tiller Private Wealth Inc.445,992$11.28M4.3%-3.3%0.066%
7/17/2025 Blossom Wealth Management51,388$1.30M2.3%+4.7%0.008%
7/17/2025 Tempus Wealth Planning LLC37,587$951K0.2%+6.9%0.006%
7/17/2025 LVW Advisors LLC72,640$1.84M0.2%-24.4%0.011%
7/16/2025 Signature Resources Capital Management LLC12,960$328K0.2%-18.9%0.002%
7/16/2025 Kiley Juergens Wealth Management LLC53,160$1.35M0.3%+10.1%0.008%
7/16/2025 Diversified Enterprises LLC32,712$828K0.1%+17.9%0.005%
7/16/2025 Signaturefd LLC14,989$379K0.0%-12.7%0.002%
7/16/2025 Gradient Capital Advisors LLC43,502$1.10M0.3%+8.4%0.006%
7/16/2025 Moisand Fitzgerald Tamayo LLC74,956$1.90M0.2%-0.8%0.011%
7/16/2025 Kathmere Capital Management LLC11,755$297K0.0%+8.4%0.002%
7/16/2025 Vision Capital Management Inc.114,052$2.89M0.4%-0.5%0.017%
7/16/2025 Crowley Wealth Management Inc.1,200$30K0.0%+50.0%0.000%
7/16/2025 Spinnaker Investment Group LLC34,525$873K0.2%-39.4%0.005%
7/16/2025 Embree Financial Group145,858$3.69M0.6%-5.3%0.021%
7/16/2025 Beaumont Financial Advisors LLC18,718$474K0.0%-5.9%0.003%
7/16/2025 Cambridge Advisors Inc.54,295$1.37M0.3%-2.0%0.008%
7/16/2025 BankPlus Wealth Management LLC30,880$781K0.5%-22.8%0.005%
7/16/2025 TCI Wealth Advisors Inc.14,291$362K0.0%+7.4%0.002%
7/16/2025 Tenret Co LLC58,580$1.48M0.8%N/A0.009%
7/16/2025 Colton Groome Financial Advisors LLC8,311$210K0.1%N/A0.001%
7/16/2025 Wealth Group Ltd79,017$2.00M0.5%-1.2%0.012%
7/16/2025 Dakota Wealth Management68,991$1.75M0.0%-10.5%0.010%
7/16/2025 Perigon Wealth Management LLC132,206$3.35M0.1%+3.9%0.019%
7/16/2025 Plancorp LLC202,093$5.11M0.2%+323.1%0.030%
7/16/2025 Moneywise Inc.136,445$3.45M1.6%-12.0%0.020%
7/15/2025 Sightline Wealth Advisors LLC388,420$9.83M4.7%+2.1%0.057%
7/15/2025 McAdam LLC89,719$2.27M0.1%+4.7%0.013%
7/15/2025 Aspire Capital Advisors LLC26,006$658K0.2%-4.9%0.004%
7/15/2025 Missouri Trust & Investment Co393,084$9.95M3.2%+0.9%0.058%
7/15/2025 TD Private Client Wealth LLC33,853$856K0.0%+341.8%0.005%
7/15/2025 Mather Group LLC.231,661$5.86M0.1%-5.4%0.034%
7/15/2025 Pine Haven Investment Counsel Inc15,920$403K0.3%-2.5%0.002%
7/15/2025 Patriot Investment Management Group Inc.317,695$8.04M0.6%-0.5%0.047%
7/15/2025 EWG Elevate Inc.81,031$2.05M0.6%+8.2%0.012%
7/15/2025 James J. Burns & Company LLC186,232$4.71M0.8%+1.4%0.027%
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7/15/2025 BCS Wealth Management231,865$5.87M1.3%+15.4%0.034%
7/15/2025 Accurate Wealth Management LLC11,357$298K0.0%N/A0.002%
7/15/2025 Sheets Smith Wealth Management43,843$1.11M0.1%-5.2%0.006%
7/15/2025 BNC Wealth Management LLC57,125$1.45M0.4%-7.4%0.008%
7/15/2025 Forte Capital LLC ADV23,768$601K0.1%+4.3%0.003%
7/15/2025 Family Investment Center Inc.32,408$820K0.2%-12.9%0.005%
7/15/2025 Focused Wealth Management Inc12,121$307K0.0%N/A0.002%
7/15/2025 Christensen King & Associates Investment Services Inc.420,054$10.63M4.9%-1.1%0.062%
7/15/2025 Alpha Omega Wealth Management LLC104,383$2.64M0.5%+1.0%0.015%
7/14/2025 Seek First Inc.51,396$1.30M1.1%-1.6%0.008%
(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, 1,257 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), Bank of America Corp DE ($1.20B), Empower Advisory Group LLC ($618.39M), Charles Schwab Investment Management Inc. ($430.52M), Sei Investments Co. ($355.73M), International Assets Investment Management LLC ($136.65M), and Wealth Enhancement Advisory Services LLC ($121.33M).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 1,218 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 ($24.20M), Cerity Partners LLC ($17.98M), Empower Advisory Group LLC ($14.44M), Sei Investments Co. ($6.89M), Charles Schwab Investment Advisory Inc. ($5.31M), Strategic Financial Concepts LLC ($4.46M), and Envestnet Asset Management Inc. ($4.33M).

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

Institutional investors have bought a total of 151,821,436 shares in the last 24 months. This purchase volume represents approximately $3.88B in transactions.

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

Of the 463 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. ($2.82M), Advisory Alpha LLC ($2.63M), Foundations Investment Advisors LLC ($913.51K), Kestra Advisory Services LLC ($673.77K), Mercer Global Advisors Inc. ADV ($593.46K), Riversedge Advisors LLC ($454.22K), and Tradewinds Capital Management LLC ($444.45K).

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

Institutional investors have sold a total of 16,486,225 shares in the last 24 months. This volume of shares sold represents approximately $394.24M in transactions.



This page (NYSEARCA:SCHA) was last updated on 7/18/2025 by MarketBeat.com Staff
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