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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
657
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
502
Total
Institutional Outflows
(last 12 months)
$757.43M
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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
4/26/2024Chicago Partners Investment Group LLC191,247$8.93M0.4%+9.1%0.055%
4/26/2024Patrick M Sweeney & Associates Inc.4,638$228K0.2%+9.5%0.001%
4/26/2024MONECO Advisors LLC12,655$623K0.1%-10.4%0.004%
4/26/2024Sigma Investment Counselors Inc.18,127$893K0.0%+3.2%0.005%
4/26/2024Triton Wealth Management PLLC10,259$477K0.3%+45.1%0.003%
4/26/2024Tritonpoint Wealth LLC10,850$534K0.1%+31.5%0.003%
4/26/2024Bogart Wealth LLC40,729$2.01M0.1%-3.6%0.012%
4/25/2024Values Added Financial LLC40,224$1.98M1.5%+5.8%0.012%
4/25/2024Lodestar Private Asset Management LLC73,853$3.64M0.5%+3.5%0.021%
4/25/2024Capital Investment Advisory Services LLC2,076$102K0.0%-17.7%0.001%
4/25/2024Oldfather Financial Services LLC22,650$1.12M0.5%-1.9%0.007%
4/25/2024Armor Investment Advisors LLC27,191$1.34M0.6%-2.1%0.008%
4/25/2024 Valeo Financial Advisors LLC9,451$440K0.0%-16.7%0.003%
4/25/2024Cascade Investment Advisors Inc.6,466$318K0.2%N/A0.002%
4/25/2024 Summit Financial LLC7,871$388K0.0%-23.5%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.264,151$13.01M0.1%-0.5%0.076%
4/25/2024 Gordian Advisors LLC95,337$4.69M4.3%-7.7%0.027%
4/25/2024 Heirloom Wealth Management4,648$229K0.1%-10.9%0.001%
4/24/2024 Krilogy Financial LLC36,568$1.80M0.1%-2.5%0.011%
4/24/2024 Zhang Financial LLC6,739$332K0.0%-59.9%0.002%
4/24/2024 Fulcrum Equity Management8,180$403K0.5%N/A0.002%
4/24/2024 Blue Bell Private Wealth Management LLC96,252$4.74M1.0%-8.5%0.028%
4/24/2024 Sightline Wealth Advisors LLC165,196$8.13M5.4%+4.5%0.048%
4/24/2024 Dakota Wealth Management47,526$2.34M0.1%+6.0%0.014%
4/24/2024 Smith Anglin Financial LLC11,573$570K0.1%+19.1%0.003%
4/24/2024 Simplicity Wealth LLC144,908$7.14M0.2%N/A0.042%
4/24/2024 NBT Bank N A NY71,188$3.51M0.3%-3.9%0.021%
4/24/2024 Spire Wealth Management26,803$1.32M0.1%+6.2%0.008%
4/24/2024 Gemmer Asset Management LLC669,044$32.94M3.8%-5.5%0.193%
4/24/2024 Capasso Planning Partners LLC4,309$212K0.1%N/A0.001%
4/24/2024 Dechtman Wealth Management LLC11,272$555K0.1%-29.3%0.003%
4/23/2024 James J. Burns & Company LLC54,518$2.61M0.9%-38.8%0.016%
4/23/2024 Global Retirement Partners LLC30,163$1.49M0.1%-10.0%0.009%
4/23/2024 Sweet Financial Partners LLC4,144$204K0.0%N/A0.001%
4/23/2024 Sage Mountain Advisors LLC2,182$107K0.0%+4,445.8%0.001%
4/23/2024 Asset Planning Services Inc. LA ADV13,622$671K0.4%-5.5%0.004%
4/23/2024 Gradient Investments LLC635$31K0.0%+215.9%0.000%
4/23/2024 Fifth Third Bancorp691$34K0.0%-72.0%0.000%
4/23/2024 McAdam LLC50,196$2.47M0.2%-5.1%0.014%
4/23/2024 Leverty Financial Group LLC10,792$531K0.3%+5.3%0.003%
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4/23/2024 Warner Financial Inc.10,339$509K0.3%+4.6%0.003%
4/23/2024 Petra Financial Advisors Inc.61,525$3.01M2.2%-1.2%0.018%
4/23/2024 Strategic Blueprint LLC5,293$261K0.0%-49.2%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.272,192$13.40M0.0%+6.5%0.079%
4/23/2024 Crescent Sterling Ltd.27,522$1.36M1.2%+3.2%0.008%
4/22/2024 Pacific Sage Partners LLC133,419$6.57M1.7%+0.2%0.038%
4/22/2024 Strategic Financial Concepts LLC68,147$3.36M0.8%+84.8%0.020%
4/22/2024 American Financial Advisors LLC189,220$9.32M1.3%+2.3%0.055%
4/22/2024 PFG Investments LLC4,293$211K0.0%N/A0.001%
4/22/2024 Provident Wealth Management LLC99,877$4.92M1.8%+0.7%0.029%
4/22/2024 Family Investment Center Inc.25,932$1.28M0.4%-39.7%0.007%
4/22/2024 Donaldson Capital Management LLC18,526$912K0.0%+10.6%0.005%
4/22/2024 Aurora Private Wealth Inc.7,489$365K0.3%-11.9%0.002%
4/22/2024 Rainey & Randall Investment Management Inc.845,371$41.63M9.7%+1.5%0.244%
4/22/2024 Strategic Financial Planning Inc.351,508$17.31M13.0%+4.0%0.101%
4/19/2024 FORVIS Wealth Advisors LLC15,258$751K0.0%+10.1%0.004%
4/19/2024 Whelan Financial37,986$1.87M0.9%-2.3%0.011%
4/19/2024 Retirement Guys Formula LLC145,262$7.15M3.5%+4.2%0.042%
4/19/2024 Powers Advisory Group LLC79,014$3.89M2.2%+3.7%0.023%
4/19/2024 ZRC Wealth Management LLC19,078$939K0.5%-8.4%0.006%
4/19/2024 Veery Capital LLC144,521$7.12M2.9%+5.6%0.042%
4/19/2024 Valley National Advisers Inc.79,902$3.93M0.6%+11.9%0.023%
4/19/2024 Leeward Financial Partners LLC8,527$420K0.2%-12.5%0.002%
4/19/2024 Tradewinds Capital Management LLC41,518$2.04M0.6%+6.2%0.012%
4/19/2024 Kiley Juergens Wealth Management LLC20,417$1.01M0.3%-1.2%0.006%
4/18/2024 SeaCrest Wealth Management LLC51,965$2.56M0.3%-0.8%0.015%
4/18/2024 Myecfo LLC9,871$486K0.3%+25.9%0.003%
4/18/2024 West Oak Capital LLC9,610$473K0.2%+3.0%0.003%
4/18/2024 Capital Advisors Ltd. LLC6,647$327K0.0%+14.9%0.002%
4/18/2024 Exchange Capital Management Inc.78,643$3.87M0.6%-16.4%0.023%
4/18/2024 Panoramic Investment Advisors LLC25,577$1.26M0.9%+1.9%0.007%
4/18/2024 Steele Capital Management Inc.720,160$35.46M2.0%-0.8%0.208%
4/18/2024 Congress Wealth Management LLC DE 143,323$7.06M0.1%+0.6%0.041%
4/18/2024 Hexagon Capital Partners LLC5,205$256K0.1%+42.4%0.002%
4/18/2024 Claro Advisors LLC19,196$945K0.2%+5.5%0.006%
4/18/2024 Morris Financial Concepts Inc.151,190$7.45M3.8%-8.9%0.044%
4/18/2024 Miracle Mile Advisors LLC7,467$368K0.0%-6.3%0.002%
4/18/2024 Fifth Third Securities Inc.88,369$4.35M0.4%+2.0%0.025%
4/18/2024 Skyline Advisors Inc.7,662$377K0.2%-2.9%0.002%
4/18/2024 Mirador Capital Partners LP8,322$410K0.1%+23.2%0.002%
4/18/2024 Omega Financial Group LLC27,916$1.38M0.6%-3.7%0.008%
4/18/2024 LVW Advisors LLC127,002$6.25M1.1%+10.2%0.037%
4/18/2024 Roberts Wealth Advisors LLC18,518$851K0.3%-10.0%0.005%
4/17/2024 Fiduciary Alliance LLC6,570$321K0.1%+46.6%0.002%
4/17/2024 D.B. Root & Company LLC4,520$223K0.1%-17.7%0.001%
4/17/2024 Gradient Capital Advisors LLC22,501$1.11M0.4%-1.7%0.006%
4/17/2024 Cornerstone Wealth Group LLC96,566$4.76M0.4%N/A0.028%
4/17/2024 Richardson Capital Management LLC5,832$287K0.2%+31.2%0.002%
4/17/2024 FIDELIS iM LLC397,259$19.56M9.8%+1.4%0.115%
4/17/2024 Alpha Omega Wealth Management LLC51,639$2.54M0.5%+0.5%0.015%
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4/17/2024 Grimes & Company Inc.26,867$1.32M0.0%+13.5%0.008%
4/16/2024 Noble Family Wealth LLC404,691$19.93M5.7%-2.2%0.117%
4/16/2024 Moisand Fitzgerald Tamayo LLC42,345$2.09M0.3%-3.4%0.012%
4/16/2024 OneAscent Financial Services LLC21,909$1.08M0.1%-9.1%0.006%
4/16/2024 Capital Insight Partners LLC67,993$3.35M0.6%+5.2%0.020%
4/16/2024 Capital Asset Advisory Services LLC4,215$202K0.0%-6.2%0.001%
4/16/2024 Hengehold Capital Management LLC23,872$1.18M0.1%-1.7%0.007%
4/16/2024 Courage Miller Partners LLC165,823$8.17M2.8%+2.6%0.048%
4/16/2024 Transform Wealth LLC40,751$2.01M0.2%+9.5%0.012%
4/16/2024 Harbor Group Inc.62,601$3.08M0.8%-0.7%0.018%
(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, 1,087 institutional investors and hedge funds held shares of Schwab US Small-Cap ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($3.53B), Cerity Partners LLC ($791.76M), Empower Advisory Group LLC ($448.50M), Charles Schwab Investment Management Inc. ($430.52M), Personal Capital Advisors Corp ($426.14M), Sei Investments Co. ($372.78M), and Bank of America Corp DE ($353.31M).Learn more on SCHA's institutional investors.

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

Of the 1,012 institutional investors that purchased Schwab US Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($15.21M), Empower Advisory Group LLC ($11.16M), Bank of America Corp DE ($8.78M), Personal Capital Advisors Corp ($6.39M), CFS Investment Advisory Services LLC ($5.36M), Sei Investments Co. ($4.58M), and Charles Schwab Investment Advisory Inc. ($4.18M).

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

Institutional investors have bought a total of 120,836,156 shares in the last 24 months. This purchase volume represents approximately $5.41B in transactions.

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

Of the 655 institutional investors that sold Schwab US Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($2.70M), Wealth Enhancement Advisory Services LLC ($2.19M), Mercer Global Advisors Inc. ADV ($1.63M), Envestnet Asset Management Inc. ($1.28M), Financial Advisors LLC ($952.13K), Empower Advisory Group LLC ($940.99K), and Tradewinds Capital Management LLC ($777.30K).

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

Institutional investors have sold a total of 27,930,819 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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This page (NYSEARCA:SCHA) was last updated on 4/26/2024 by MarketBeat.com Staff

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