Schwab US Small-Cap ETF (SCHA) Institutional Ownership

$33.16 -0.60 (-1.78%)

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$33.22 +0.06 (+0.19%)

As of 08:00 PM Eastern

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Number of Institutional Buyers (last 12 months): 664
Total Institutional Inflows (last 12 months): $951.48M

Number of Institutional Sellers (last 12 months): 556
Total Institutional Outflows (last 12 months): $671.80M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	QRG Capital Management Inc.	11,188	$404K	0.0%	+9.8%	0.002%
9/23/2026	Envestnet Portfolio Solutions Inc.	6,719	$243K	0.0%	N/A	0.001%
9/15/2026	Anchor Investment Management LLC	164,031	$5.93M	0.4%	-2.4%	0.024%
9/15/2026	Cherry Tree Wealth Management LLC	2,606	$94K	0.0%	+26.6%	0.000%
9/9/2026	Bouchey Financial Group Ltd.	55,387	$2.00M	0.1%	-7.0%	0.008%
9/9/2026	Tortoise Investment Management LLC	249,627	$9.02M	0.7%	-1.8%	0.036%
9/9/2026	Sequoia Financial Advisors LLC	276,893	$10.00M	0.0%	-7.0%	0.040%
9/9/2026	Tidal Investments LLC	105,005	$3.79M	0.0%	N/A	0.015%
9/9/2026	Cahill Financial Advisors Inc.	113,089	$4.09M	0.4%	-3.9%	0.016%
9/9/2026	Gemmer Asset Management LLC	1,517,147	$54.82M	3.7%	-0.3%	0.220%
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9/9/2026	Capital Analysts LLC	117,399	$4.24M	0.1%	+1.0%	0.017%
9/9/2026	Summit Financial Strategies Inc.	634,987	$22.94M	1.6%	-14.3%	0.092%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	36,463	$1.32M	0.1%	-18.7%	0.005%
9/9/2026	NorthRock Partners LLC	37,258	$1.35M	0.0%	-21.3%	0.005%
9/9/2026	Integrated Wealth Concepts LLC	322,849	$11.67M	0.1%	+3.2%	0.047%
9/9/2026	RFG Advisory LLC	25,704	$929K	0.0%	-5.6%	0.004%
9/9/2026	NewEdge Advisors LLC	163,063	$5.89M	0.0%	-1.8%	0.024%
9/9/2026	IFP Advisors Inc	194,779	$7.04M	0.1%	+2.9%	0.028%
9/9/2026	Baird Financial Group Inc.	34,306	$1.24M	0.0%	-5.4%	0.005%
9/9/2026	XY Planning Network Inc.	48,907	$1.77M	0.2%	+1.2%	0.007%
9/8/2026	Allworth Financial LP	220,085	$7.95M	0.0%	-4.7%	0.032%
9/8/2026	Waverly Advisors LLC	382,496	$13.82M	0.1%	-6.3%	0.056%
9/2/2026	Range Advisory LLC	89,337	$3.23M	0.4%	+19.6%	0.013%
9/2/2026	Capital & Planning LLC	13,261	$479K	0.2%	+8.6%	0.002%
8/28/2026	NWM Advisors LLC	207,566	$7.50M	5.9%	+5.6%	0.030%
8/27/2026	Corient Private Wealth LP	1,241,583	$44.86M	0.1%	-10.4%	0.180%
8/26/2026	Principia Wealth Advisory LLC	58,746	$2.12M	0.5%	-0.5%	0.009%
8/24/2026	Serenity Investment Advisors	75,901	$2.63M	1.1%	-2.0%	0.011%
8/23/2026	Ameritas Advisory Services LLC	69,656	$2.52M	0.1%	-9.9%	0.010%
8/23/2026	Guardian Wealth Advisors LLC NC	17,726	$640K	0.0%	-4.6%	0.003%
8/23/2026	Wedmont Private Capital	62,711	$2.19M	0.1%	+12.4%	0.009%
8/23/2026	Aspire Capital Advisors LLC	25,071	$906K	0.2%	-25.2%	0.004%
8/23/2026	Operose Advisors LLC	2,555	$92K	0.0%	-10.4%	0.000%
8/23/2026	HB Wealth Management LLC	292,233	$10.56M	0.1%	-0.3%	0.042%
8/23/2026	Mid American Wealth Advisory Group Inc.	88,434	$3.20M	1.2%	+9.5%	0.013%
8/23/2026	Nilsine Partners LLC	5,981	$216K	0.0%	N/A	0.001%
8/23/2026	Asset Allocation Strategies LLC	167,546	$6.05M	0.9%	+0.6%	0.024%
8/23/2026	Angeles Wealth Management LLC	1,527	$55K	0.0%	+37.7%	0.000%
8/22/2026	Compass Financial Management LLC	16,711	$604K	0.1%	N/A	0.002%
8/22/2026	Maloon Powers Pitre Higgins & Dennehy LLC	10,171	$367K	0.1%	N/A	0.001%
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8/22/2026	Markowski Investments	936	$34K	0.0%	N/A	0.000%
8/22/2026	Strive Financial Group LLC	4,950	$179K	0.1%	+4,242.1%	0.001%
8/22/2026	Cooke Wealth Management LLC	12,976	$469K	0.4%	+5.1%	0.002%
8/22/2026	Cornerstone Advisors Asset Management LLC	136,052	$4.92M	0.6%	-1.4%	0.020%
8/22/2026	K2 Financial Inc.	166,262	$5.83M	4.1%	-4.8%	0.024%
8/22/2026	Sapient Capital LLC	11,535	$417K	0.0%	+13.1%	0.002%
8/22/2026	Concurrent Investment Advisors LLC	275,536	$9.96M	0.1%	+331.3%	0.040%
8/21/2026	Lowery Thomas LLC	22,594	$816K	0.4%	-3.2%	0.003%
8/21/2026	Leo H. Evart Inc.	67,863	$2.45M	1.9%	-2.8%	0.010%
8/21/2026	Fairway Financial LLC	17,945	$648K	0.4%	+3.3%	0.003%
8/21/2026	Athena Investment Management	249,377	$9.01M	5.3%	-16.4%	0.036%
8/21/2026	WorthPointe LLC	6,267	$226K	0.1%	N/A	0.001%
8/21/2026	Beacon Capital Management LLC	19,002	$687K	0.1%	-5.0%	0.003%
8/21/2026	Greenspring Advisors LLC	5,928	$214K	0.0%	N/A	0.001%
8/21/2026	Thrive Wealth Management LLC	16,688	$603K	0.1%	-5.2%	0.002%
8/21/2026	Robbins Farley	9,675	$350K	0.1%	+9.4%	0.001%
8/21/2026	Firestone Capital Management	89,893	$3.25M	0.6%	-0.9%	0.013%
8/21/2026	Chesapeake Wealth Management	181,371	$6.55M	1.8%	+1.8%	0.026%
8/21/2026	Vanguard Capital Wealth Advisors	5,680	$205K	0.1%	N/A	0.001%
8/21/2026	Acorn Wealth Advisors LLC	21,407	$773K	0.2%	+18.8%	0.003%
8/21/2026	Investors Research Corp	90,715	$3.28M	0.6%	-2.4%	0.013%
8/20/2026	Nwam LLC	41,835	$1.51M	0.1%	+1.3%	0.006%
8/20/2026	Gill Capital Partners LLC	221,813	$8.01M	2.1%	-5.9%	0.032%
8/20/2026	CMH Wealth Management LLC	85,619	$3.09M	0.5%	+3.6%	0.012%
8/20/2026	Denver PWM LLC	43,022	$1.53M	0.4%	-2.9%	0.006%
8/20/2026	Orgel Wealth Management LLC	192,575	$6.96M	0.1%	-2.9%	0.028%
8/12/2026	Compass Financial Management LLC	16,711	$604K	0.1%	N/A	0.002%
8/12/2026	C M Bidwell & Associates Ltd.	95,573	$3.45M	1.4%	N/A	0.014%
7/12/2026	First Community Trust NA	1,885	$68K	0.0%	-46.1%	0.000%
7/10/2026	Buska Wealth Management LLC	23,153	$837K	0.3%	-6.1%	0.003%
7/10/2026	Envision Financial LLC	45,562	$1.65M	0.8%	-6.8%	0.007%
7/10/2026	Investors Research Corp	90,715	$3.28M	0.6%	-2.4%	0.013%
7/10/2026	Taylor & Morgan Wealth Management LLC	5,939	$215K	0.1%	N/A	0.001%
7/10/2026	Canvas Wealth Advisors LLC	6,287	$227K	0.0%	N/A	0.001%
7/10/2026	William Mack & Associates Inc.	28,128	$1.02M	0.4%	+37.9%	0.004%
7/10/2026	Ocean Park Asset Management LLC	19,872	$718K	0.0%	N/A	0.003%
7/10/2026	Charles Schwab Trust Co	869,300	$31.41M	1.8%	+6.3%	0.126%
7/10/2026	Spinnaker Investment Group LLC	56,295	$2.03M	0.3%	+15.6%	0.008%
7/10/2026	Carolina Wealth Advisors LLC	30,809	$1.11M	0.4%	-6.9%	0.004%
7/10/2026	Redhawk Wealth Advisors Inc.	14,863	$537K	0.1%	-19.6%	0.002%
7/10/2026	Marquette Asset Management LLC	252,768	$9.13M	1.2%	-0.6%	0.037%
7/10/2026	Wealthcare Advisory Partners LLC	72,545	$2.62M	0.0%	-1.1%	0.011%
7/10/2026	Warner Financial Inc.	29,866	$1.08M	0.3%	+3.6%	0.004%
7/9/2026	Revolve Wealth Partners LLC	87,893	$3.18M	0.3%	-1.0%	0.013%
7/9/2026	Matrix Trust Co	553,341	$19.99M	2.9%	+0.8%	0.080%
7/9/2026	Financial Advisory Corp	6,339	$229K	0.0%	N/A	0.001%
7/9/2026	Sapient Capital LLC	11,535	$417K	0.0%	+13.1%	0.002%
7/9/2026	Focus Financial Network Inc.	387,046	$13.98M	0.4%	-6.5%	0.056%
7/9/2026	Legacy Wealth Management LLC	732,766	$26.48M	1.4%	-10.0%	0.106%
7/9/2026	Great Waters Wealth Management	40,621	$1.47M	0.1%	-4.1%	0.006%
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7/9/2026	Tactive Advisors LLC	25,012	$904K	0.2%	+5.2%	0.004%
7/9/2026	Everhart Financial Group Inc.	63,876	$2.31M	0.1%	-10.4%	0.009%
7/9/2026	Sax Wealth Advisors LLC	18,017	$651K	0.0%	+140.1%	0.003%
7/9/2026	Pine Haven Investment Counsel Inc	15,961	$577K	0.4%	+1.9%	0.002%
7/9/2026	Worth Asset Management LLC	16,669	$602K	0.2%	+130.6%	0.002%
7/8/2026	3 Factor Indexing LLC	17,038	$616K	0.5%	-42.8%	0.002%
7/8/2026	Strategic Investment Solutions Inc. IL	31,141	$1.13M	0.3%	+1.0%	0.005%
7/8/2026	Green Ridge Wealth Planning LLC	110,320	$3.99M	1.7%	N/A	0.016%
7/8/2026	OFS Enterprise LLC	50,700	$1.83M	0.5%	-2.6%	0.007%
7/8/2026	Palouse Capital Management Inc.	4,112	$149K	0.1%	-38.7%	0.001%

SCHA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,365 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 1,327 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), Envestnet Asset Management Inc. ($4.31M), Corient Private Wealth LLC ($4.19M), Valpey Financial Services LLC ($3.64M), and Wealth Enhancement Advisory Services LLC ($3.37M).

Institutional investors have bought a total of 33,315,055 shares in the last 24 months. This purchase volume represents approximately $951.21M in transactions.

Of the 556 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. ($1.43M), HighTower Advisors LLC ($1.16M), Corient Private Wealth LLC ($886.91K), Sei Investments Co. ($814.91K), and Financial Engines Advisors L.L.C. ($642.93K).

Institutional investors have sold a total of 23,522,460 shares in the last 24 months. This volume of shares sold represents approximately $671.80M in transactions.

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Institutional ownership data for NYSEARCA:SCHA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

SCHA Institutional Ownership - Frequently Asked Questions

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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

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

SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

SCHA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHA shares?

Which institutional investors have been buying Schwab US Small-Cap ETF's stock?

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

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

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

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