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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$32.56 -0.10 (-0.31%)
Closing price 04:10 PM Eastern
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$32.58 +0.02 (+0.06%)
As of 08:00 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)
661
Total
Institutional Inflows
(last 12 months)
$990.30M
Number of
Institutional Sellers
(last 12 months)
556
Total
Institutional Outflows
(last 12 months)
$938.66M
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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
10/13/2026Twele Capital Management Inc.29,787$972K0.2%-89.6%0.004%
10/13/2026Forvis Mazars Wealth Advisors LLC17,743$579K0.0%-99.8%0.003%
10/13/2026Contravisory Investment Management Inc.2,730$89K0.0%N/A0.000%
10/13/2026Downshift Financial LLC81,463$2.66M1.2%-15.5%0.012%
10/13/2026Lincoln Capital Corp8,485$277K0.1%-98.4%0.001%
10/13/2026Koesten Hirschmann & Crabtree INC.116,665$3.81M1.6%-0.6%0.017%
10/13/2026Compass Financial Group INC SD331,348$10.81M1.2%+6.6%0.048%
10/13/2026Sax Wealth Advisors LLC18,327$598K0.0%+1.7%0.003%
10/13/2026Fermata Advisors LLC21,081$688K0.1%+3.2%0.003%
10/13/2026Avior Wealth Management LLC95,807$3.13M0.1%N/A0.014%
10/10/2026Councilor Wealth LLC136,432$4.45M1.8%-6.1%0.020%
10/10/2026Armstrong Advisory Group Inc.2,049$67K0.0%+399.8%0.000%
10/10/2026Marquette Asset Management LLC249,947$8.16M1.1%N/A0.036%
10/10/2026Gilpin Wealth Management LLC20,720$676K0.5%+11.3%0.003%
10/9/2026Mirador Capital Partners LP15,405$503K0.1%-2.0%0.002%
10/9/2026Kaizen Financial Strategies17,232$562K0.2%+13.5%0.003%
10/9/2026Sprinkle Financial Consultants LLC48,020$1.57M0.6%-2.9%0.007%
10/9/2026Bullock Wealth Management Group20,951$687K0.3%+7.3%0.003%
10/9/2026Wedmont Private Capital79,393$2.59M0.1%+26.6%0.012%
10/9/2026Chapin Davis Inc.6,440$210K0.0%-93.4%0.001%
10/9/2026Market Street Wealth Management Advisors LLC35,127$1.15M0.2%-3.5%0.005%
10/9/2026Diversified Management Inc.16,005$522K0.1%-82.7%0.002%
10/9/2026Green Ridge Wealth Planning LLC88,904$2.90M1.2%-19.4%0.013%
10/9/2026Acropolis Investment Management LLC24,546$801K0.0%N/A0.004%
10/9/2026Galvin Gaustad & Stein LLC10,744$351K0.0%-6.2%0.002%
10/9/2026Dorato Capital Management80,904$2.64M1.8%+2.0%0.012%
10/8/2026ZynergyRetirementPlanningLLC569,965$18.60M9.9%+0.7%0.083%
10/8/2026Davis Capital Management196,961$6.43M3.9%-0.5%0.029%
10/8/2026Farther Finance Advisors LLC307,073$10.02M0.1%+40.2%0.045%
10/8/2026CoreCap Advisors LLC1,313,505$42.86M1.2%-20.7%0.191%
10/8/2026Dickmeyer Boyce Financial Management Inc.34,978$1.14M0.5%+2.5%0.005%
10/8/2026YHB Investment Advisors Inc.20,752$677K0.0%N/A0.003%
10/8/2026Apella Capital LLC325,965$10.63M0.1%+536.2%0.047%
10/8/2026Everhart Financial Group Inc.62,982$2.06M0.1%-1.4%0.009%
10/8/2026Avidian Wealth Enterprises LLC64,461$2.10M0.1%N/A0.009%
10/8/2026Valeo Financial Advisors LLC64,150$2.09M0.0%-4.0%0.009%
10/8/2026Leverty Financial Group LLC16,711$545K0.1%-2.3%0.002%
10/8/2026Tactive Advisors LLC26,964$880K0.2%+7.8%0.004%
10/8/2026Peterson Wealth Advisors LLC27,964$912K0.1%-7.5%0.004%
10/8/2026Buska Wealth Management LLC7,555$247K0.1%-67.4%0.001%
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10/7/2026Elevation Wealth Partners LLC39,160$1.28M0.4%+3.0%0.006%
10/7/2026Family Legacy Financial Solutions LLC232,715$7.59M4.5%+2.5%0.034%
10/7/2026Wealth Enhancement Trust Services Inc.94,259$3.08M0.3%+2.2%0.014%
10/7/2026Wealth Group Ltd73,919$2.44M0.5%-1.0%0.011%
10/6/2026Juncture Wealth Strategies LLC52,882$1.73M0.4%-7.3%0.008%
10/6/2026Bangor Savings Bank455,687$14.87M1.1%N/A0.066%
10/6/2026Legacy Private Trust Co.8,798$287K0.0%N/A0.001%
10/5/2026Frisco Financial Planning LLC131,028$4.28M3.5%-2.1%0.019%
10/5/2026Horizons Wealth Management8,410$274K0.2%N/A0.001%
10/5/2026Tompkins Financial Corp1,671$55K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.13,328$435K0.0%-89.4%0.002%
10/5/2026Heartwood Wealth Advisors LLC54,392$1.78M0.1%-0.7%0.008%
10/5/2026Collective Family Office LLC36,762$1.20M0.3%+2.2%0.005%
10/2/2026 Boltwood Capital Management117,680$3.84M0.9%N/A0.017%
10/2/2026 Private Client Services LLC8,155$266K0.1%N/A0.001%
10/2/2026 Global Wealth Strategies & Associates337,202$11.00M2.0%+5.2%0.049%
10/1/2026 Burkett Financial Services LLC19,361$632K0.2%-3.9%0.003%
9/23/2026QRG Capital Management Inc.11,188$404K0.0%+9.8%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.6,719$243K0.0%N/A0.001%
9/15/2026Anchor Investment Management LLC164,031$5.93M0.4%-2.4%0.024%
9/15/2026Cherry Tree Wealth Management LLC2,606$94K0.0%+26.6%0.000%
9/9/2026Bouchey Financial Group Ltd.55,387$2.00M0.1%-7.0%0.008%
9/9/2026Tortoise Investment Management LLC249,627$9.02M0.7%-1.8%0.036%
9/9/2026Sequoia Financial Advisors LLC276,893$10.00M0.0%-7.0%0.040%
9/9/2026Tidal Investments LLC105,005$3.79M0.0%N/A0.015%
9/9/2026Cahill Financial Advisors Inc.113,089$4.09M0.4%-3.9%0.016%
9/9/2026Gemmer Asset Management LLC1,517,147$54.82M3.7%-0.3%0.220%
9/9/2026Capital Analysts LLC117,399$4.24M0.1%+1.0%0.017%
9/9/2026Summit Financial Strategies Inc.634,987$22.94M1.6%-14.3%0.092%
9/9/2026Pinnacle Wealth Management Advisory Group LLC36,463$1.32M0.1%-18.7%0.005%
9/9/2026NorthRock Partners LLC37,258$1.35M0.0%-21.3%0.005%
9/9/2026Integrated Wealth Concepts LLC322,849$11.67M0.1%+3.2%0.047%
9/9/2026RFG Advisory LLC25,704$929K0.0%-5.6%0.004%
9/9/2026NewEdge Advisors LLC163,063$5.89M0.0%-1.8%0.024%
9/9/2026IFP Advisors Inc194,779$7.04M0.1%+2.9%0.028%
9/9/2026Baird Financial Group Inc.34,306$1.24M0.0%-5.4%0.005%
9/9/2026XY Planning Network Inc.48,907$1.77M0.2%+1.2%0.007%
9/8/2026Allworth Financial LP220,085$7.95M0.0%-4.7%0.032%
9/8/2026Waverly Advisors LLC382,496$13.82M0.1%-6.3%0.056%
9/2/2026Range Advisory LLC89,337$3.23M0.4%+19.6%0.013%
9/2/2026Capital & Planning LLC13,261$479K0.2%+8.6%0.002%
8/28/2026NWM Advisors LLC207,566$7.50M5.9%+5.6%0.030%
8/27/2026Corient Private Wealth LP1,241,583$44.86M0.1%-10.4%0.180%
8/26/2026Principia Wealth Advisory LLC58,746$2.12M0.5%-0.5%0.009%
8/24/2026Serenity Investment Advisors75,901$2.63M1.1%-2.0%0.011%
8/23/2026Ameritas Advisory Services LLC69,656$2.52M0.1%-9.9%0.010%
8/23/2026Guardian Wealth Advisors LLC NC17,726$640K0.0%-4.6%0.003%
8/23/2026Wedmont Private Capital62,711$2.19M0.1%+12.4%0.009%
8/23/2026Aspire Capital Advisors LLC25,071$906K0.2%-25.2%0.004%
8/23/2026Operose Advisors LLC2,555$92K0.0%-10.4%0.000%
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8/23/2026HB Wealth Management LLC292,233$10.56M0.1%-0.3%0.042%
8/23/2026Mid American Wealth Advisory Group Inc.88,434$3.20M1.2%+9.5%0.013%
8/23/2026Nilsine Partners LLC5,981$216K0.0%N/A0.001%
8/23/2026Asset Allocation Strategies LLC167,546$6.05M0.9%+0.6%0.024%
8/23/2026Angeles Wealth Management LLC1,527$55K0.0%+37.7%0.000%
8/22/2026Compass Financial Management LLC16,711$604K0.1%N/A0.002%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC10,171$367K0.1%N/A0.001%
8/22/2026Markowski Investments936$34K0.0%N/A0.000%
8/22/2026Strive Financial Group LLC4,950$179K0.1%+4,242.1%0.001%
8/22/2026Cooke Wealth Management LLC12,976$469K0.4%+5.1%0.002%


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 1,325 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 34,458,628 shares in the last 24 months. This purchase volume represents approximately $990.30M 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: Forvis Mazars Wealth Advisors LLC ($7.92M), Bank of America Corp DE ($4.46M), RMG Wealth Management LLC ($3.58M), Envestnet Asset Management Inc. ($1.43M), HighTower Advisors LLC ($1.16M), Sei Investments Co. ($814.91K), and Financial Engines Advisors L.L.C. ($642.93K).

Institutional investors have sold a total of 31,413,449 shares in the last 24 months. This volume of shares sold represents approximately $938.66M in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
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