NYSEARCA:SCHA

Schwab US Small-Cap ETF Institutional Ownership

$99.79
-1.04 (-1.03 %)
(As of 04/13/2021 01:03 PM ET)
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Today's Range
$99.66
Now: $99.79▼
$100.87
50-Day Range
$95.84
MA: $100.55▼
$105.25
52-Week Range
$52.13
Now: $99.79▼
$105.27
Volume2,604 shs
Average Volume811,726 shs
Market Capitalization$15.29 billion
P/E RatioN/A
Dividend Yield0.91%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Schwab US Small-Cap ETF (NYSEARCA SCHA) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/13/2021Everhart Financial Group Inc.35,049$3.49M3.1%-8.8%0.023%
4/13/2021Walkner Condon Financial Advisors LLC9,993$1M0.4%+2.7%0.007%
4/12/2021Astoria Strategic Wealth Inc.8,338$0.83M0.4%-6.6%0.005%
4/12/2021Livingston Group Asset Management CO operating as Southport Capital Management27,146$2.71M0.7%+1,060.6%0.018%
4/12/2021Domani Wealth LLC28,498$2.84M0.5%-1.5%0.019%
4/12/2021Kwmg LLC2,170$0.22M0.0%N/A0.001%
4/12/2021Carlson Capital Management4,493$0.45M0.1%-3.1%0.003%
4/12/2021Carnegie Capital Asset Management LLC5,434$0.54M0.0%+3.8%0.004%
4/12/2021Teamwork Financial Advisors LLC6,754$0.67M0.2%-34.8%0.004%
4/12/2021Triangle Securities Wealth Management21,541$2.15M0.8%-0.7%0.014%
4/12/2021Investment Security Group Inc. Co. ADV22,891$2.28M1.1%-4.6%0.015%
4/9/2021Oldfather Financial Services LLC7,169$0.72M0.4%+48.3%0.005%
4/9/2021EWG Elevate Inc.40,225$4.01M1.8%+1.3%0.026%
4/9/2021Fulton Breakefield Broenniman LLC15,666$1.56M0.1%+30.8%0.010%
4/9/2021Foundations Investment Advisors LLC22,973$2.30M0.1%N/A0.015%
4/9/2021Evensky & Katz LLC7,885$0.79M0.1%-17.0%0.005%
4/9/2021Carolina Wealth Advisors LLC52,367$5.22M3.8%-4.2%0.034%
4/9/2021First Hawaiian Bank50,283$5.01M0.2%-4.8%0.033%
4/9/2021Financial Services Advisory Inc30,017$2.99M1.4%-57.1%0.020%
4/8/2021NBT Bank N A NY16,735$1.67M0.2%-10.6%0.011%
4/8/2021John W. Brooker & Co. CPAs34,117$3.40M2.1%-16.5%0.022%
4/8/2021Murphy Middleton Hinkle & Parker Inc.7,501$0.75M0.4%+43.9%0.005%
4/6/2021UMA Financial Services Inc.39,780$4.04M1.3%+5.1%0.026%
4/6/2021Smithbridge Asset Management Inc. DE25,533$2.55M1.1%+13.3%0.017%
4/5/2021Modus Advisors LLC3,648$0.36M0.2%+19.9%0.002%
4/5/2021Curbstone Financial Management Corp95,118$9.48M1.9%+2.1%0.062%
4/5/2021First National Bank of Mount Dora Trust Investment Services3,800$0.38M0.1%+26.7%0.002%
3/31/2021SWS Partners3,300$0.29M0.1%-25.2%0.002%
3/30/2021Koshinski Asset Management Inc.41,753$3.72M0.3%N/A0.027%
3/26/2021Everhart Financial Group Inc.38,437$3.42M3.2%N/A0.025%
3/19/2021Curi Capital44,203$3.93M2.8%N/A0.029%
3/11/2021Robbins Farley LLC1,768$0.16M0.2%N/A0.001%
3/5/2021Paces Ferry Wealth Advisors LLC31,081$2.77M2.5%-0.5%0.020%
3/5/2021Pacific Edge Advisors LLC126,445$11.25M5.9%-3.5%0.083%
3/4/2021Rockbridge Investment Management LCC14,779$1.32M0.3%+12.3%0.010%
3/4/2021FCA Corp TX20,045$1.78M0.6%-1.9%0.013%
3/4/2021Eaton Vance Management3,070$0.27M0.0%N/A0.002%
3/4/2021Robbins Farley LLC1,768$0.16M0.2%N/A0.001%
3/3/2021Laurel Wealth Advisors Inc.19,184$1.71M0.3%-3.0%0.013%
3/2/2021FormulaFolio Investments LLC17,403$1.55M0.0%-14.8%0.011%
3/1/2021Phocas Financial Corp.8,427$0.75M0.1%-12.5%0.006%
3/1/2021Main Street Financial Solutions LLC56,735$5.05M1.0%N/A0.037%
2/26/2021Garde Capital Inc.78,849$7.02M0.9%-0.6%0.052%
2/25/2021Patton Albertson Miller Group LLC14,449$1.47M0.3%-3.6%0.009%
2/25/2021Front Row Advisors LLC3,924$0.35M0.2%-3.9%0.003%
2/24/2021Fort Pitt Capital Group LLC3,008$0.27M0.0%N/A0.002%
2/22/2021Retirement Group LLC2,122$0.16M0.1%N/A0.001%
2/22/2021Kozak & Associates Inc.2,076$0.21M0.2%N/A0.001%
2/19/2021UMA Financial Services Inc.37,848$3.75M1.3%+445.6%0.025%
2/19/2021Berman Capital Advisors LLC493$43K0.0%-24.2%0.000%
2/19/2021Albion Financial Group UT309$28K0.0%N/A0.000%
2/18/2021EP Wealth Advisors LLC14,135$1.26M0.0%+41.5%0.009%
2/18/2021Outfitter Financial LLC26,605$2.37M2.3%N/A0.017%
2/18/2021Truist Financial Corp108,885$9.69M0.0%-0.5%0.071%
2/17/2021Jacobsen Capital Management2,840$0.25M0.1%-5.2%0.002%
2/17/2021Salem Investment Counselors Inc.79,407$7.07M0.5%+1.7%0.052%
2/17/2021Financial Architects Inc7,435$0.66M0.1%-1.8%0.005%
2/17/2021Ascension Capital Advisors Inc.107,425$9.56M6.7%+4.3%0.071%
2/17/2021Hoese & Co LLP1,000$89K0.1%N/A0.001%
2/17/2021United Capital Financial Advisers LLC469,792$41.81M0.3%-0.8%0.308%
2/17/2021Freedman Financial Associates Inc.778$69K0.1%N/A0.001%
2/17/2021Cahill Financial Advisors Inc.64,298$5.72M1.4%+149.3%0.042%
2/17/2021Cetera Investment Advisers48,667$4.33M0.1%+667.4%0.032%
2/17/2021Cetera Advisors LLC3,446$0.31M0.0%N/A0.002%
2/17/2021Cetera Advisor Networks LLC24,380$2.17M0.1%+17.1%0.016%
2/17/2021Capital Advantage Inc.6,426$0.57M0.2%-2.8%0.004%
2/16/2021Strategic Family Wealth Counselors L.L.C.62,833$5.59M2.9%+6.2%0.041%
2/16/2021AJ Wealth Strategies LLC546,420$48.63M4.2%+6.6%0.359%
2/16/2021Glenmede Trust Co. NA494$43K0.0%+154.6%0.000%
2/16/2021Morgan Stanley324,365$28.87M0.0%+9.8%0.213%
2/16/2021Mariner LLC543,957$48.42M0.4%+2.1%0.357%
2/16/2021Ameritas Investment Company LLC3,107$0.28M0.1%N/A0.002%
2/16/2021Corepath Wealth Partners LLC27,742$2.47M1.9%N/A0.018%
2/16/2021Toroso Investments LLC844,918$75.20M5.2%N/A0.555%
2/16/2021Captrust Financial Advisors91,384$8.15M0.1%+4.3%0.060%
2/16/2021Vivaldi Capital Management LLC17,102$1.52M0.3%+2.0%0.011%
2/16/2021Colony Group LLC14,153$1.26M0.0%+5.3%0.009%
2/16/2021Edge Capital Group LLC2,482$0.22M0.0%N/A0.002%
2/16/2021Capstone Financial Advisors Inc.2,445$0.22M0.0%N/A0.002%
2/16/2021Phillips Financial Management LLC14,251$1.27M0.2%-1.3%0.009%
2/16/2021Southern Wealth Management LLP55,328$4.92M1.9%+1.1%0.036%
2/16/2021Laidlaw Wealth Management LLC13,601$1.21M0.3%N/A0.009%
2/16/2021Kathmere Capital Management LLC2,827$0.25M0.1%-17.8%0.002%
2/16/2021Evermay Wealth Management LLC11,547$1.03M0.2%-3.2%0.008%
2/16/2021Baldwin Investment Management LLC2,432$0.22M0.0%N/A0.002%
2/16/2021Charles Schwab Investment Management Inc.2,811,330$250.21M0.1%-5.6%1.845%
2/16/2021Providence Wealth Advisors LLC34,833$3.11M2.6%+0.9%0.023%
2/13/2021Tompkins Financial Corp14,943$0.77M0.1%N/A0.010%
2/13/2021Reby Advisors LLC164,588$14.65M3.8%N/A0.108%
2/13/2021Wealthsource Partners LLC3,808$0.34M0.0%-49.6%0.002%
2/13/2021Portfolio Solutions LLC74,342$6.62M0.9%-7.1%0.049%
2/12/2021Stifel Financial Corp46,285$4.12M0.0%+32.4%0.030%
2/12/2021F3Logic LLC3,675$0.33M0.0%-3.2%0.002%
2/12/2021Beacon Pointe Advisors LLC51,359$4.57M0.3%-6.3%0.034%
2/12/2021Sequoia Financial Advisors LLC181,964$16.20M0.7%-2.1%0.119%
2/12/2021Inspire Advisors LLC393$35K0.0%N/A0.000%
2/12/2021Towercrest Capital Management96,898$8.62M1.9%+2.7%0.063%
2/12/2021Raymond James Financial Services Advisors Inc.114,114$10.16M0.0%-48.3%0.075%
2/12/2021Financial Advocates Investment Management9,794$0.79M0.1%+20.5%0.006%
2/12/2021LPL Financial LLC389,044$34.63M0.0%-0.4%0.255%
(Data available from 1/1/2016 forward)

This page was last updated on 4/13/2021 by MarketBeat.com Staff

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