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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$33.15 +0.63 (+1.94%)
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)
783
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
640
Total
Institutional Outflows
(last 12 months)
$713.91M
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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
5/5/2026Bank of New York Mellon Corp12,732$370K0.0%+3.6%0.002%
5/5/2026Milestone Investment Advisors LLC54,372$1.58M0.4%-0.6%0.008%
5/5/2026Meridian Management Co.196,093$5.70M1.4%-6.7%0.028%
5/5/2026Sanctuary 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%
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%
5/2/2026 Carnegie Investment Counsel21,869$636K0.0%-6.4%0.003%
5/1/2026 Seneca House Advisors9,501$276K0.1%-6.8%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.13,271$386K0.0%N/A0.002%
5/1/2026 Capital Squared Financial LLC53,969$1.57M1.2%+23.2%0.008%
5/1/2026 Citizens Financial Group Inc. RI82,688$2.41M0.0%-17.8%0.012%
5/1/2026 Midwest Trust Co327,824$9.53M0.1%-0.4%0.048%
5/1/2026 Fifth Third Bancorp84,284$2.45M0.0%+2,121.5%0.012%
5/1/2026 American Trust8,397$244K0.0%-31.7%0.001%
5/1/2026 Summit Financial Strategies Inc.740,763$21.54M1.7%-18.8%0.108%
5/1/2026 Oakwell Private Wealth Management LLC67,579$1.97M0.4%+1.0%0.010%
5/1/2026 Sachetta LLC9,547$278K0.2%+5.8%0.001%
5/1/2026 WealthShield Partners LLC98,716$2.87M0.3%-2.6%0.014%
5/1/2026 Triton Wealth Management PLLC8,085$239K0.1%-9.7%0.001%
5/1/2026 Simplicity Wealth LLC16,072$467K0.0%-45.3%0.002%
5/1/2026 Sequoia Financial Advisors LLC297,745$8.66M0.0%+0.4%0.043%
5/1/2026 KLCM Advisors Inc.10,362$301K0.0%+10.7%0.002%
4/30/2026 Whipplewood Advisors LLC3,289$96K0.0%+681.2%0.000%
4/30/2026 Kestra Advisory Services LLC989,759$28.78M0.1%+1.9%0.144%
4/30/2026 Money Concepts Capital Corp44,612$1.30M0.1%+83.9%0.006%
4/30/2026 Integrity Investment Advisors LLC14,876$433K0.2%-6.8%0.002%
4/30/2026 WPG Advisers LLC7,930$231K0.2%-8.4%0.001%
4/30/2026 Capital Planning LLC12,210$355K0.1%N/A0.002%
4/30/2026 Cooksen Wealth LLC19,908$579K0.4%-3.8%0.003%
4/30/2026 Cahaba Wealth Management Inc.10,789$314K0.0%N/A0.002%
4/29/2026 Arbor Trust Wealth Advisors LLC176,628$5.14M2.3%-1.2%0.026%
4/29/2026 Flatrock Wealth Partners LLC20,988$610K0.3%N/A0.003%
4/29/2026 Armor Investment Advisors LLC34,248$996K0.4%-5.4%0.005%
4/29/2026 FIDELIS iM LLC848,134$24.66M9.3%+3.1%0.123%
4/29/2026 Alliance Wealth Management Group310,751$9.04M2.0%-1.7%0.045%
4/29/2026 K2 Financial Inc.174,595$5.63M3.8%+2.1%0.025%
4/29/2026 Global Strategic Investment Solutions LLC137,817$4.01M0.4%-0.4%0.020%
4/29/2026 Downshift Financial LLC114,329$3.65M1.8%-21.3%0.017%
4/29/2026 Integrated Advisors Network LLC154,292$4.49M0.2%-30.7%0.022%
4/29/2026 Kiley Juergens Wealth Management LLC59,750$1.74M0.3%+5.0%0.009%
4/28/2026 Appleton Partners Inc. MA439,134$12.77M0.9%+0.2%0.064%
4/28/2026 Whittier Trust Co. of Nevada Inc.288,105$8.54M0.2%-0.5%0.042%
4/28/2026 Whittier Trust Co.318,634$9.44M0.1%-0.4%0.046%
4/28/2026 Bogart Wealth LLC6,540$190K0.0%+15.9%0.001%
4/28/2026 Ascentis Independent Advisors6,373$185K0.0%N/A0.001%
4/28/2026 Berger Financial Group Inc14,236$414K0.0%-4.7%0.002%
4/28/2026 Steigerwald Gordon & Koch Inc.1,528$44K0.0%-36.3%0.000%
4/28/2026 Pennsylvania Capital Management Inc. ADV18,585$540K0.2%+4.6%0.003%
4/28/2026 Bravias Capital Group LLC57,520$1.67M1.1%-2.7%0.008%
4/28/2026 Mokosak Advisory Group LLC1,196,865$34.81M8.7%-1.7%0.174%
4/28/2026 NBT Bank N A NY103,001$3.00M0.2%+24.6%0.015%
4/28/2026 Howe & Rusling Inc.29,180$849K0.1%-15.5%0.004%
4/28/2026 St. Johns Investment Management Company LLC441,971$12.85M5.4%+2.0%0.064%
4/28/2026 Koshinski Asset Management Inc.130,111$3.78M0.2%-3.7%0.019%
4/28/2026 Meramec Financial Planners LLC118,536$3.45M1.4%-4.7%0.017%
4/28/2026 WBH Advisory Inc.150,183$4.41M0.3%+0.4%0.022%
4/28/2026 QRG Capital Management Inc.10,192$296K0.0%+20.2%0.001%
4/27/2026 HB Wealth Management LLC293,221$8.53M0.1%+1.8%0.043%
4/27/2026 Moran Wealth Management LLC22,751$662K0.0%+8.5%0.003%
4/27/2026 PFG Investments LLC22,777$662K0.0%+9.2%0.003%
4/27/2026 BIP Wealth LLC17,510$509K0.0%+17.3%0.003%
4/27/2026 Baer Investment Advisory LLC12,596$366K0.0%N/A0.002%
4/27/2026 World Investment Advisors149,061$4.34M0.1%+35.9%0.022%
4/27/2026 Lodestar Private Asset Management LLC212,022$6.17M0.6%+2.1%0.031%
4/27/2026 Gordian Advisors LLC140,327$4.08M2.7%-0.3%0.020%
4/27/2026 Private Advisor Group LLC178,590$5.19M0.0%-6.5%0.026%
4/27/2026 Jamison Private Wealth Management Inc.8,539$248K0.0%-5.0%0.001%
4/25/2026 Keybank National Association OH8,169$238K0.0%-18.4%0.001%
4/25/2026 Stevens Capital Partners287,423$8.36M2.0%+14.4%0.042%
4/25/2026 Smithbridge Asset Management Inc. DE35,461$1.03M0.2%-50.9%0.005%
4/25/2026 Vision Capital Management Inc.108,954$3.17M0.4%-0.7%0.016%
4/24/2026 Root Financial Partners LLC28,922$841K0.0%+56.9%0.004%
4/24/2026 RKL Wealth Management LLC486,494$14.15M1.3%-9.0%0.071%
4/24/2026 Squire Investment Management Company LLC6,936$202K0.1%N/A0.001%
4/24/2026 Whelan Financial71,587$2.08M0.6%-1.0%0.010%
4/24/2026 Essex LLC391,403$11.38M2.0%+0.4%0.057%
4/24/2026 Family Investment Center Inc.29,057$845K0.2%-1.9%0.004%
4/24/2026 First Pacific Financial6,173$179K0.0%-9.7%0.001%
4/24/2026 Lighthouse Wealth Management Inc.147,106$4.28M2.9%+3.0%0.021%
4/23/2026 Kohmann Bosshard Financial Services LLC1,375,800$40.06M3.4%+1.3%0.200%
4/23/2026 Mayflower Financial Advisors LLC8,712$253K0.0%N/A0.001%
4/23/2026 SJS Investment Consulting Inc.2,952$86K0.0%-16.8%0.000%
4/23/2026 Forum Financial Management LP12,817$373K0.0%+27.6%0.002%


SCHA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHA shares?

During the previous two years, 1,350 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), Empower Advisory Group LLC ($846.11M), Bank of America Corp DE ($482.13M), Sei Investments Co. ($409.88M), Northwestern Mutual Wealth Management Co. ($156.70M), Financial Engines Advisors L.L.C. ($137.88M), and Wealth Enhancement Advisory Services LLC ($130.87M).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 1,317 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).

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

Institutional investors have bought a total of 65,866,090 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

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

Of the 639 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. ($1.94M), Bank of America Corp DE ($1.74M), HighTower Advisors LLC ($1.16M), Cerity Partners LLC ($1.03M), Foundations Investment Advisors LLC ($913.51K), Corient Private Wealth LLC ($886.91K), and Sei Investments Co. ($790.59K).

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

Institutional investors have sold a total of 26,743,762 shares in the last 24 months. This volume of shares sold represents approximately $713.91M in transactions.


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