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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$34.92 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
765
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
627
Total
Institutional Outflows
(last 12 months)
$817.20M
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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
7/2/2026 Burkett Financial Services LLC20,154$728K0.2%-3.2%0.003%
7/2/2026 Frisco Financial Planning LLC133,851$4.84M3.6%-1.5%0.019%
7/2/2026 Collective Family Office LLC35,963$1.30M0.3%-8.6%0.005%
7/1/2026 Global Wealth Strategies & Associates320,503$11.58M2.2%+12.1%0.047%
6/23/2026Ballast Advisors LLC195,171$5.68M1.6%+5.6%0.028%
6/18/2026Western Wealth Management LLC16,095$468K0.0%+58.8%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co43,174$1.26M0.1%-8.0%0.006%
6/3/2026Wealthquest Corp8,696$253K0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC165,989$4.83M0.0%-1.8%0.024%
6/1/2026Financial Solutions Advisory Group Inc.66,433$1.93M0.3%N/A0.010%
6/1/2026Keel Point LLC20,624$600K0.0%+11.9%0.003%
5/29/2026Asset Dedication LLC261,648$7.61M0.5%+4.3%0.038%
5/28/2026Cozad Asset Management Inc.37,040$1.08M0.1%-2.5%0.005%
5/27/2026Tenret Co LLC58,188$1.69M0.8%-0.7%0.008%
5/27/2026Allen Capital Group LLC83,521$2.43M0.2%+4.8%0.012%
5/26/2026Serenity Investment Advisors77,488$2.25M0.9%-6.8%0.011%
5/26/2026Glenmede Trust Co. NA19,467$566K0.0%-7.0%0.003%
5/26/2026Summit Financial Wealth Advisors LLC67,927$1.98M0.3%-2.9%0.010%
5/22/2026Summitry LLC13,382$389K0.0%N/A0.002%
5/22/2026Coastline Complete Wealth LLC40,369$1.17M0.7%+4.0%0.006%
5/21/2026Essential Partners LLC34,391$1M0.3%+3.7%0.005%
5/21/2026J. Derek Lewis & Associates Inc.148,376$4.32M1.0%+2.9%0.022%
5/19/2026Western Wealth Management LLC16,095$468K0.0%+58.8%0.002%
5/19/2026Orographic Financial Advisors LLC9,847$286K0.2%N/A0.001%
5/19/2026NewEdge Advisors LLC164,816$4.79M0.1%-2.5%0.024%
5/19/2026Bank of America Corp DE14,587,526$424.21M0.0%-15.7%2.119%
5/19/2026Wilson & Boucher Capital Management LLC39,740$1.16M0.8%-1.5%0.006%
5/19/2026Chesapeake Wealth Management178,183$5.18M1.6%+0.3%0.026%
5/19/2026Cassady Wealth & Retirement Planning LLC21,190$616K0.3%-4.2%0.003%
5/19/2026Arkadios Wealth Advisors15,687$456K0.0%+74.4%0.002%
5/18/2026Sunbelt Securities Inc.329,819$9.59M0.6%+3.8%0.048%
5/18/2026EverSource Wealth Advisors LLC40,791$1.19M0.0%-9.4%0.006%
5/18/2026Royal Bank of Canada287,780$8.37M0.0%-20.7%0.042%
5/18/2026Eley Financial Management Inc38,375$1.12M0.4%+8.8%0.006%
5/16/2026Quantinno Capital Management LP159,774$4.65M0.0%+9.3%0.023%
5/15/2026Northeast Financial Group Inc.94,042$2.74M0.7%+3.9%0.014%
5/15/2026Quadcap Wealth Management LLC16,356$476K0.1%+4.5%0.002%
5/15/2026Everest Financial Group LLC9,710$282K0.0%N/A0.001%
5/15/2026FreeGulliver LLC9,740$283K0.1%+13.4%0.001%
5/15/2026Windsor Advisory Group LLC44,085$1.28M1.1%N/A0.006%
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5/15/2026Waverly Advisors LLC408,316$11.87M0.1%-6.4%0.059%
5/15/2026Asset Management Group Inc.242,408$7.05M1.1%-1.1%0.035%
5/15/2026St. Louis Trust Co473,953$13.78M1.6%-4.0%0.069%
5/14/2026Rockbridge Investment Management LCC11,932$347K0.0%+47.9%0.002%
5/14/2026GC Wealth Management RIA LLC14,323$417K0.0%N/A0.002%
5/14/2026FCA Corp TX9,166$267K0.1%-5.8%0.001%
5/14/2026Compound Planning Inc.174,965$5.09M0.2%-6.6%0.025%
5/14/2026Modern Wealth Management LLC562,920$16.52M0.3%+0.2%0.082%
5/14/2026Aspen Grove Capital LLC46,521$1.35M0.3%-5.1%0.007%
5/14/2026RMG Wealth Management LLC1,500,409$43.63M5.2%-70.4%0.218%
5/14/2026Dickmeyer Boyce Financial Management Inc.33,916$986K0.6%N/A0.005%
5/14/2026American Financial Advisors LLC389,669$11.33M1.5%-0.7%0.057%
5/14/2026Sei Investments Co.14,734,817$428.49M0.4%-0.2%2.140%
5/14/2026Ascension Capital Advisors Inc.710,716$20.67M6.5%+1.5%0.103%
5/14/2026Lido Advisors LLC432,733$12.58M0.0%-4.0%0.063%
5/13/2026Cetera Investment Advisers1,271,774$36.98M0.0%+7.5%0.185%
5/13/2026Wealthspire Retirement LLC149,639$4.35M0.3%+2.3%0.022%
5/13/2026American Investment Services Inc.76,343$2.22M0.5%-2.7%0.011%
5/13/2026Clearwater Capital Advisors LLC624,063$18.15M1.5%+1.9%0.091%
5/13/2026WealthCollab LLC2,340$68K0.0%-53.7%0.000%
5/12/2026Fortis Capital Management LLC335,415$9.75M1.0%+17.8%0.049%
5/8/2026Pacific Sun Financial Corp20,928$609K0.3%-3.2%0.003%
5/8/2026PNC Financial Services Group Inc.139,929$4.07M0.0%+37.0%0.020%
5/8/2026Summit Asset Management LLC37,141$1.08M0.2%-1.5%0.005%
5/8/2026Cassaday & Co Wealth Management LLC1,674$49K0.0%N/A0.000%
5/8/2026JMG Financial Group Ltd.56,404$1.64M0.0%-2.3%0.008%
5/8/2026Cutler Investment Counsel LLC201,800$5.87M0.6%+10.6%0.029%
5/7/2026Basepoint Wealth LLC1,592$46K0.0%-51.9%0.000%
5/7/2026Cornerstone Advisors Asset Management LLC137,921$4.01M0.6%-0.5%0.020%
5/7/2026Meeder Advisory Services Inc.256,725$7.47M0.3%+3.3%0.037%
5/7/2026Lowe Brockenbrough & Co. Inc.108,947$3.17M0.2%-2.4%0.016%
5/7/2026Scarborough Advisors LLC36,007$1.05M0.1%N/A0.005%
5/7/2026Planning Alternatives Ltd. ADV13,897$404K0.1%-3.9%0.002%
5/7/2026Koss Olinger Consulting LLC15,008$436K0.0%-9.9%0.002%
5/7/2026Next Capital Management LLC107,890$3.14M1.0%-9.4%0.016%
5/7/2026Paradigm Strategies in Wealth Management LLC28,061$816K0.6%-6.9%0.004%
5/7/2026Hanseatic Management Services Inc.77,684$2.26M2.2%N/A0.011%
5/7/2026Spartan Wealth Advisory Services LLC50,805$1.48M0.1%N/A0.007%
5/7/2026White & Co Financial Planning Inc728,443$21.18M14.9%-1.1%0.106%
5/7/2026Paces Ferry Wealth Advisors LLC110,648$3.22M1.3%-1.2%0.016%
5/6/2026GatePass Capital LLC17,235$501K0.2%N/A0.003%
5/6/2026IMA Advisory Services Inc.483,863$14.07M1.4%+3.0%0.070%
5/6/2026Zhang Financial LLC25,453$740K0.0%+14.8%0.004%
5/6/2026Modera Wealth Management LLC193,959$5.64M0.1%+3.1%0.028%
5/6/2026Townsend Asset Management Corp NC ADV16,291$474K0.2%-16.8%0.002%
5/6/2026Juno Financial Group LLC87,391$2.54M1.0%+2.6%0.013%
5/6/2026Assetmark Inc.7,604$221K0.0%+10.0%0.001%
5/6/2026Main Street Group LTD1,138$33K0.0%N/A0.000%
5/6/2026Angeles Wealth Management LLC1,109$32K0.0%+81.8%0.000%
5/6/2026Bessemer Group Inc.1,514$44K0.0%N/A0.000%
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5/6/2026Independent Financial Group LLC11,790$343K0.0%N/A0.002%
5/6/2026Prosperity Consulting Group LLC36,212$1.05M0.0%-4.2%0.005%
5/6/2026Birchwood Financial Partners Inc.20,925$608K0.6%+3.1%0.003%
5/5/2026Wealthfront Advisers LLC177,425$5.16M0.0%+3.6%0.026%
5/5/2026D.A. Davidson & CO.16,452$478K0.0%+3.5%0.002%
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%
5/5/2026Nwam LLC41,287$1.20M0.1%+1.3%0.006%


SCHA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,357 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 1,323 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).

Institutional investors have bought a total of 56,523,005 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

Of the 627 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. ($1.94M), HighTower Advisors LLC ($1.16M), Cerity Partners LLC ($1.03M), Corient Private Wealth LLC ($886.91K), and Sei Investments Co. ($814.91K).

Institutional investors have sold a total of 29,568,077 shares in the last 24 months. This volume of shares sold represents approximately $817.20M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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