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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
1077
Total
Institutional Inflows
(last 12 months)
$3.86B
Number of
Institutional Sellers
(last 12 months)
459
Total
Institutional Outflows
(last 12 months)
$387.34M
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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
7/10/2025Oldfather Financial Services LLC60,966$1.54M0.5%+36.8%0.009%
7/10/2025Voisard Asset Management Group Inc.26,749$677K0.2%-1.5%0.004%
7/10/2025Hurlow Wealth Management Group Inc.39,442$998K0.3%-43.0%0.006%
7/10/2025YHB Investment Advisors Inc.32,449$821K0.1%+7.4%0.005%
7/10/2025Redhawk Wealth Advisors Inc.61,349$1.55M0.2%+2.6%0.009%
7/10/2025Mogy Joel R Investment Counsel Inc.3,402$86K0.0%N/A0.000%
7/10/2025Envision Financial LLC56,138$1.42M0.9%-1.1%0.008%
7/10/2025Family Legacy Financial Solutions LLC190,269$4.81M4.1%N/A0.028%
7/10/2025Wealth Enhancement Advisory Services LLC4,652,197$121.33M0.2%+67.2%0.684%
7/10/2025Moller Wealth Partners72,068$1.82M0.4%-4.1%0.011%
7/10/2025Wedmont Private Capital42,316$1.11M0.0%+10.0%0.006%
7/10/2025American Financial Advisors LLC378,799$9.58M1.3%+0.8%0.056%
7/10/2025Signal Advisors Wealth LLC17,039$431K0.0%-83.7%0.003%
7/10/2025Focus Financial Network Inc.431,489$10.92M0.4%+5.2%0.063%
7/9/2025Breakwater Investment Management1,404$36K0.0%-77.0%0.000%
7/9/2025Dynamic Advisor Solutions LLC1,002,784$25.37M0.8%+6.3%0.147%
7/9/2025Lincoln Capital Corp8,464$214K0.1%N/A0.001%
7/9/2025Archer Investment Management LLC42,746$1.08M0.8%-28.3%0.006%
7/9/2025Chesley Taft & Associates LLC17,114$433K0.0%+13.7%0.003%
7/9/2025Sapient Capital LLC10,202$258K0.0%-8.3%0.001%
7/9/2025Thrive Wealth Management LLC17,600$445K0.1%+10.8%0.003%
7/9/2025Alesco Advisors LLC8,408$213K0.0%N/A0.001%
7/9/2025Burt Wealth Advisors601,692$15.22M3.5%+0.4%0.088%
7/9/2025Krilogy Financial LLC54,933$1.39M0.1%-12.0%0.008%
7/9/2025Fiduciary Alliance LLC22,439$568K0.0%+29.6%0.003%
7/9/2025Bank of New Hampshire4,174$106K0.0%N/A0.001%
7/9/2025Boyum Wealth Architects LLC15,612$395K0.3%N/A0.002%
7/9/2025Brand Asset Management Group Inc.216,428$5.48M2.0%-2.2%0.032%
7/9/2025Riversedge Advisors LLC198,224$5.02M1.0%-32.4%0.029%
7/8/2025 First National Corp MA ADV575,874$14.57M2.9%+5.1%0.085%
7/8/2025 FF Advisors LLC144,123$3.65M1.9%+1.2%0.021%
7/8/2025 Elevation Wealth Partners LLC37,915$959K0.4%+1.8%0.006%
7/8/2025 Juncture Wealth Strategies LLC85,408$2.16M0.8%-40.5%0.013%
7/8/2025 RMR Wealth Builders13,317$337K0.0%N/A0.002%
7/8/2025 First International Bank & Trust122,760$3.11M1.1%-28.5%0.018%
7/8/2025 Boltwood Capital Management110,065$2.79M0.8%+15.0%0.016%
7/8/2025 Heartwood Wealth Advisors LLC40,190$1.02M0.1%+295.5%0.006%
7/8/2025 Legacy Private Trust Co.8,696$220K0.0%N/A0.001%
7/8/2025 Twele Capital Management Inc.31,989$809K0.2%+2.7%0.005%
7/8/2025 Parallel Advisors LLC49,078$1.24M0.0%+1.7%0.007%
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7/8/2025 Madison Park Capital Advisors LLC64,890$1.64M1.4%-1.4%0.010%
7/7/2025 Upper Left Wealth Management LLC177,791$4.50M3.0%-3.7%0.026%
7/7/2025 Investors Research Corp95,297$2.41M0.5%-0.4%0.014%
7/7/2025 Veery Capital LLC9,933$251K0.1%-18.9%0.001%
7/7/2025 Accelerate Investment Advisors LLC91,941$2.33M1.7%+6.7%0.013%
7/7/2025 Whitaker Myers Wealth Managers LTD.35,068$887K0.2%-10.6%0.005%
7/7/2025 First Community Trust NA3,500$89K0.1%-12.5%0.001%
7/7/2025 Bangor Savings Bank627,780$15.88M1.4%-0.3%0.092%
7/7/2025 Salem Investment Counselors Inc.290,580$7.35M0.2%-8.8%0.043%
7/7/2025 Peterson Wealth Advisors LLC43,871$1.11M0.2%+3.4%0.006%
7/7/2025 Wilson & Boucher Capital Management LLC41,327$1.05M0.7%-0.9%0.006%
7/3/2025 Garde Capital Inc.213,264$5.40M0.3%-5.2%0.031%
7/3/2025 Collective Family Office LLC40,824$1.03M0.3%+1.1%0.006%
7/1/2025 Burkett Financial Services LLC25,057$634K0.2%-3.6%0.004%
6/17/2025Howe & Rusling Inc.22,791$534K0.0%+3.8%0.003%
6/10/2025Compass Financial Services Inc1,578$37K0.0%N/A0.000%
5/28/2025Addison Capital Co18,470$433K0.2%-7.4%0.003%
5/27/2025SWS Partners69,366$1.63M0.5%-2.6%0.010%
5/21/2025McAdam LLC85,706$2.01M0.1%-14.0%0.012%
5/21/2025Geneos Wealth Management Inc.200,566$4.70M0.2%-24.1%0.029%
5/20/2025Belpointe Asset Management LLC16,360$383K0.0%-41.6%0.002%
5/20/2025Blue Rock Wealth Management LLC11,537$270K0.2%-37.9%0.002%
5/20/2025Fortis Capital Advisors LLC16,360$383K0.1%N/A0.002%
5/20/2025Focus Partners Wealth1,313,246$30.77M0.1%+100.6%0.191%
5/20/2025Anchor Investment Management LLC163,863$3.84M0.4%+1.4%0.024%
5/19/2025Jane Street Group LLC36,992$867K0.0%N/A0.005%
5/19/2025Advisory Alpha LLC3,799,951$88.99M3.0%-10.2%0.551%
5/19/2025Game Plan Financial Advisors LLC175,208$4.11M2.0%-0.3%0.025%
5/19/2025SCS Capital Management LLC18,585$435K0.0%N/A0.003%
5/16/2025 Wilson & Boucher Capital Management LLC41,723$978K0.7%-8.1%0.006%
5/16/2025Signature Estate & Investment Advisors LLC114,452$2.68M0.1%-2.0%0.017%
5/16/2025Ashton Thomas Private Wealth LLC68,533$1.61M0.1%+3.4%0.010%
5/16/2025Goldman Sachs Group Inc.2,842,325$66.60M0.0%-2.6%0.416%
5/16/2025Cape Investment Advisory Inc.55,760$1.31M0.5%-5.5%0.008%
5/16/2025Jones Financial Companies Lllp2,549,130$59.73M0.1%+219.3%0.370%
5/16/2025Coordinated Financial Services Inc. CO8,703$204K0.2%N/A0.001%
5/16/2025Ruggaard & Associates LLC16,326$383K0.2%-3.4%0.002%
5/16/2025Plancorp LLC47,766$1.12M0.0%+22.9%0.007%
5/16/2025NewEdge Advisors LLC195,528$4.58M0.0%-7.4%0.028%
5/16/2025Integrated Wealth Concepts LLC355,926$8.34M0.1%-5.8%0.052%
5/16/2025Greenline Partners LLC1,249$29K0.0%-59.7%0.000%
5/16/2025Curi RMB Capital LLC379,238$8.89M0.2%-31.1%0.055%
5/16/2025AQR Capital Management LLC109,798$2.57M0.0%+7.7%0.016%
5/16/2025Ancora Advisors LLC7,220$169K0.0%+61.2%0.001%
5/15/2025EP Wealth Advisors LLC133,900$3.14M0.0%+9.8%0.019%
5/15/2025Capital Investment Counsel LLC13,626$319K0.1%+30.5%0.002%
5/15/2025Focus Partners Advisor Solutions LLC74,443$1.74M0.0%+223.8%0.011%
5/15/2025Royal Bank of Canada314,680$7.37M0.0%+10.9%0.046%
5/15/2025Betterment LLC1,246,030$29.19M0.1%+181.0%0.181%
5/15/2025MAI Capital Management449,422$10.53M0.1%+0.8%0.065%
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5/15/2025Calton & Associates Inc.32,380$759K0.2%N/A0.005%
5/15/2025Connecticut Wealth Management LLC8,904$209K0.0%N/A0.001%
5/15/2025Certior Financial Group LLC131,948$3.09M2.5%+62.4%0.019%
5/15/2025Baird Financial Group Inc.24,504$574K0.0%+29.3%0.004%
5/15/2025Evergreen Capital Management LLC183,614$4.30M0.1%-1.6%0.027%
5/15/2025WPG Advisers LLC9,180$215K0.2%N/A0.001%
5/15/2025Tortoise Investment Management LLC226,248$5.30M0.6%+12.9%0.033%
5/15/2025Trexquant Investment LP9,639$226K0.0%N/A0.001%
5/15/2025Mission Creek Capital Partners Inc.15,505$363K0.1%-11.4%0.002%
5/15/2025Oarsman Capital Inc.37,114$870K0.2%-5.7%0.005%
(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, 1,254 institutional investors and hedge funds held shares of Schwab US Small-Cap ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($3.76B), Bank of America Corp DE ($1.20B), Empower Advisory Group LLC ($618.39M), Charles Schwab Investment Management Inc. ($430.52M), Sei Investments Co. ($355.73M), International Assets Investment Management LLC ($136.65M), and Wealth Enhancement Advisory Services LLC ($121.33M).Learn more on Schwab US Small-Cap ETF's institutional investors.

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

Of the 1,211 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 ($24.20M), Cerity Partners LLC ($17.98M), Empower Advisory Group LLC ($14.44M), Sei Investments Co. ($6.89M), Charles Schwab Investment Advisory Inc. ($5.31M), Strategic Financial Concepts LLC ($4.46M), and Envestnet Asset Management Inc. ($4.33M).

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

Institutional investors have bought a total of 151,150,319 shares in the last 24 months. This purchase volume represents approximately $3.86B in transactions.

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

Of the 459 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: Envestnet Asset Management Inc. ($2.82M), Advisory Alpha LLC ($2.63M), Foundations Investment Advisors LLC ($913.51K), Kestra Advisory Services LLC ($673.77K), Mercer Global Advisors Inc. ADV ($593.46K), Riversedge Advisors LLC ($454.22K), and Tradewinds Capital Management LLC ($444.45K).

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

Institutional investors have sold a total of 16,230,681 shares in the last 24 months. This volume of shares sold represents approximately $387.34M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 7/10/2025 by MarketBeat.com Staff
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