NYSEARCA:SCHA

Schwab US Small-Cap ETF Institutional Ownership

$99.79
-1.04 (-1.03 %)
(As of 04/13/2021 01:03 PM ET)
Add
Today's Range
$99.66
Now: $99.79
$100.87
50-Day Range
$95.84
MA: $100.55
$105.25
52-Week Range
$52.13
Now: $99.79
$105.27
Volume2,604 shs
Average Volume811,726 shs
Market Capitalization$15.29 billion
P/E RatioN/A
Dividend Yield0.91%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Schwab US Small-Cap ETF (NYSEARCA SCHA) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/13/2021Everhart Financial Group Inc.35,049$3.49M3.1%-8.8%0.023%
4/13/2021Walkner Condon Financial Advisors LLC9,993$1M0.4%+2.7%0.007%
4/12/2021Astoria Strategic Wealth Inc.8,338$0.83M0.4%-6.6%0.005%
4/12/2021Livingston Group Asset Management CO operating as Southport Capital Management27,146$2.71M0.7%+1,060.6%0.018%
4/12/2021Domani Wealth LLC28,498$2.84M0.5%-1.5%0.019%
4/12/2021Kwmg LLC2,170$0.22M0.0%N/A0.001%
4/12/2021Carlson Capital Management4,493$0.45M0.1%-3.1%0.003%
4/12/2021Carnegie Capital Asset Management LLC5,434$0.54M0.0%+3.8%0.004%
4/12/2021Teamwork Financial Advisors LLC6,754$0.67M0.2%-34.8%0.004%
4/12/2021Triangle Securities Wealth Management21,541$2.15M0.8%-0.7%0.014%
4/12/2021Investment Security Group Inc. Co. ADV22,891$2.28M1.1%-4.6%0.015%
4/9/2021Oldfather Financial Services LLC7,169$0.72M0.4%+48.3%0.005%
4/9/2021EWG Elevate Inc.40,225$4.01M1.8%+1.3%0.026%
4/9/2021Fulton Breakefield Broenniman LLC15,666$1.56M0.1%+30.8%0.010%
4/9/2021Foundations Investment Advisors LLC22,973$2.30M0.1%N/A0.015%
4/9/2021Evensky & Katz LLC7,885$0.79M0.1%-17.0%0.005%
4/9/2021Carolina Wealth Advisors LLC52,367$5.22M3.8%-4.2%0.034%
4/9/2021First Hawaiian Bank50,283$5.01M0.2%-4.8%0.033%
4/9/2021Financial Services Advisory Inc30,017$2.99M1.4%-57.1%0.020%
4/8/2021NBT Bank N A NY16,735$1.67M0.2%-10.6%0.011%
4/8/2021John W. Brooker & Co. CPAs34,117$3.40M2.1%-16.5%0.022%
4/8/2021Murphy Middleton Hinkle & Parker Inc.7,501$0.75M0.4%+43.9%0.005%
4/6/2021UMA Financial Services Inc.39,780$4.04M1.3%+5.1%0.026%
4/6/2021Smithbridge Asset Management Inc. DE25,533$2.55M1.1%+13.3%0.017%
4/5/2021Modus Advisors LLC3,648$0.36M0.2%+19.9%0.002%
4/5/2021Curbstone Financial Management Corp95,118$9.48M1.9%+2.1%0.062%
4/5/2021First National Bank of Mount Dora Trust Investment Services3,800$0.38M0.1%+26.7%0.002%
3/31/2021SWS Partners3,300$0.29M0.1%-25.2%0.002%
3/30/2021Koshinski Asset Management Inc.41,753$3.72M0.3%N/A0.027%
3/26/2021Everhart Financial Group Inc.38,437$3.42M3.2%N/A0.025%
3/19/2021Curi Capital44,203$3.93M2.8%N/A0.029%
3/11/2021Robbins Farley LLC1,768$0.16M0.2%N/A0.001%
3/5/2021Paces Ferry Wealth Advisors LLC31,081$2.77M2.5%-0.5%0.020%
3/5/2021Pacific Edge Advisors LLC126,445$11.25M5.9%-3.5%0.083%
3/4/2021Rockbridge Investment Management LCC14,779$1.32M0.3%+12.3%0.010%
3/4/2021FCA Corp TX20,045$1.78M0.6%-1.9%0.013%
3/4/2021Eaton Vance Management3,070$0.27M0.0%N/A0.002%
3/4/2021Robbins Farley LLC1,768$0.16M0.2%N/A0.001%
3/3/2021Laurel Wealth Advisors Inc.19,184$1.71M0.3%-3.0%0.013%
3/2/2021FormulaFolio Investments LLC17,403$1.55M0.0%-14.8%0.011%
3/1/2021Phocas Financial Corp.8,427$0.75M0.1%-12.5%0.006%
3/1/2021Main Street Financial Solutions LLC56,735$5.05M1.0%N/A0.037%
2/26/2021Garde Capital Inc.78,849$7.02M0.9%-0.6%0.052%
2/25/2021Patton Albertson Miller Group LLC14,449$1.47M0.3%-3.6%0.009%
2/25/2021Front Row Advisors LLC3,924$0.35M0.2%-3.9%0.003%
2/24/2021Fort Pitt Capital Group LLC3,008$0.27M0.0%N/A0.002%
2/22/2021Retirement Group LLC2,122$0.16M0.1%N/A0.001%
2/22/2021Kozak & Associates Inc.2,076$0.21M0.2%N/A0.001%
2/19/2021UMA Financial Services Inc.37,848$3.75M1.3%+445.6%0.025%
2/19/2021Berman Capital Advisors LLC493$43K0.0%-24.2%0.000%
2/19/2021Albion Financial Group UT309$28K0.0%N/A0.000%
2/18/2021EP Wealth Advisors LLC14,135$1.26M0.0%+41.5%0.009%
2/18/2021Outfitter Financial LLC26,605$2.37M2.3%N/A0.017%
2/18/2021Truist Financial Corp108,885$9.69M0.0%-0.5%0.071%
2/17/2021Jacobsen Capital Management2,840$0.25M0.1%-5.2%0.002%
2/17/2021Salem Investment Counselors Inc.79,407$7.07M0.5%+1.7%0.052%
2/17/2021Financial Architects Inc7,435$0.66M0.1%-1.8%0.005%
2/17/2021Ascension Capital Advisors Inc.107,425$9.56M6.7%+4.3%0.071%
2/17/2021Hoese & Co LLP1,000$89K0.1%N/A0.001%
2/17/2021United Capital Financial Advisers LLC469,792$41.81M0.3%-0.8%0.308%
2/17/2021Freedman Financial Associates Inc.778$69K0.1%N/A0.001%
2/17/2021Cahill Financial Advisors Inc.64,298$5.72M1.4%+149.3%0.042%
2/17/2021Cetera Investment Advisers48,667$4.33M0.1%+667.4%0.032%
2/17/2021Cetera Advisors LLC3,446$0.31M0.0%N/A0.002%
2/17/2021Cetera Advisor Networks LLC24,380$2.17M0.1%+17.1%0.016%
2/17/2021Capital Advantage Inc.6,426$0.57M0.2%-2.8%0.004%
2/16/2021Strategic Family Wealth Counselors L.L.C.62,833$5.59M2.9%+6.2%0.041%
2/16/2021AJ Wealth Strategies LLC546,420$48.63M4.2%+6.6%0.359%
2/16/2021Glenmede Trust Co. NA494$43K0.0%+154.6%0.000%
2/16/2021Morgan Stanley324,365$28.87M0.0%+9.8%0.213%
2/16/2021Mariner LLC543,957$48.42M0.4%+2.1%0.357%
2/16/2021Ameritas Investment Company LLC3,107$0.28M0.1%N/A0.002%
2/16/2021Corepath Wealth Partners LLC27,742$2.47M1.9%N/A0.018%
2/16/2021Toroso Investments LLC844,918$75.20M5.2%N/A0.555%
2/16/2021Captrust Financial Advisors91,384$8.15M0.1%+4.3%0.060%
2/16/2021Vivaldi Capital Management LLC17,102$1.52M0.3%+2.0%0.011%
2/16/2021Colony Group LLC14,153$1.26M0.0%+5.3%0.009%
2/16/2021Edge Capital Group LLC2,482$0.22M0.0%N/A0.002%
2/16/2021Capstone Financial Advisors Inc.2,445$0.22M0.0%N/A0.002%
2/16/2021Phillips Financial Management LLC14,251$1.27M0.2%-1.3%0.009%
2/16/2021Southern Wealth Management LLP55,328$4.92M1.9%+1.1%0.036%
2/16/2021Laidlaw Wealth Management LLC13,601$1.21M0.3%N/A0.009%
2/16/2021Kathmere Capital Management LLC2,827$0.25M0.1%-17.8%0.002%
2/16/2021Evermay Wealth Management LLC11,547$1.03M0.2%-3.2%0.008%
2/16/2021Baldwin Investment Management LLC2,432$0.22M0.0%N/A0.002%
2/16/2021Charles Schwab Investment Management Inc.2,811,330$250.21M0.1%-5.6%1.845%
2/16/2021Providence Wealth Advisors LLC34,833$3.11M2.6%+0.9%0.023%
2/13/2021Tompkins Financial Corp14,943$0.77M0.1%N/A0.010%
2/13/2021Reby Advisors LLC164,588$14.65M3.8%N/A0.108%
2/13/2021Wealthsource Partners LLC3,808$0.34M0.0%-49.6%0.002%
2/13/2021Portfolio Solutions LLC74,342$6.62M0.9%-7.1%0.049%
2/12/2021Stifel Financial Corp46,285$4.12M0.0%+32.4%0.030%
2/12/2021F3Logic LLC3,675$0.33M0.0%-3.2%0.002%
2/12/2021Beacon Pointe Advisors LLC51,359$4.57M0.3%-6.3%0.034%
2/12/2021Sequoia Financial Advisors LLC181,964$16.20M0.7%-2.1%0.119%
2/12/2021Inspire Advisors LLC393$35K0.0%N/A0.000%
2/12/2021Towercrest Capital Management96,898$8.62M1.9%+2.7%0.063%
2/12/2021Raymond James Financial Services Advisors Inc.114,114$10.16M0.0%-48.3%0.075%
2/12/2021Financial Advocates Investment Management9,794$0.79M0.1%+20.5%0.006%
2/12/2021LPL Financial LLC389,044$34.63M0.0%-0.4%0.255%
(Data available from 1/1/2016 forward)

This page was last updated on 4/13/2021 by MarketBeat.com Staff
MarketBeat - Stock Market News and Research Tools logo

MarketBeat empowers individual investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, financials, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock. Learn more.

MarketBeat is accredited by the Better Business Bureau

© American Consumer News, LLC dba MarketBeat® 2010-2021. All rights reserved.
326 E 8th St #105, Sioux Falls, SD 57103 | U.S. Based Support Team at [email protected] | (844) 978-6257
MarketBeat does not provide personalized financial advice and does not issue recommendations or offers to buy stock or sell any security. Learn more.

Our Accessibility Statement | Terms of Service | Do Not Sell My Information

© 2021 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer. Fundamental company data provided by Zacks Investment Research. As a bonus to opt-ing into our email newsletters, you will also get a free subscription to the Liberty Through Wealth e-newsletter. You can opt out at any time.