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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$24.40 -0.13 (-0.53%)
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Institutional Ownership Changes (13F Filings) for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Number of
Institutional Buyers
(last 12 months)
1028
Total
Institutional Inflows
(last 12 months)
$3.53B
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$141.58M
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SCHA Institutional Buying and Selling by Quarter

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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
3/24/2025Fulcrum Equity Management39,391$1.02M1.0%+106.1%0.006%
3/21/2025Nestegg Advisors Inc.54,564$1.45M1.5%N/A0.008%
3/18/2025Triton Wealth Management PLLC12,150$334K0.2%+99.9%0.002%
3/18/2025CWC Advisors LLC.19,730$510K0.5%+101.5%0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC2,854,815$73.83M0.1%+103.0%0.407%
3/12/2025 Centaurus Financial Inc.11,897$308K0.0%N/A0.002%
3/5/2025 Berkeley Inc21,257$550K0.3%+98.1%0.003%
3/3/2025 American Investment Services Inc.75,526$1.95M0.3%+92.6%0.011%
2/27/2025 Skyline Advisors Inc.13,034$337K0.1%+69.5%0.002%
2/27/2025 Brucke Financial Inc.21,417$572K0.5%N/A0.003%
2/27/2025 Bernard Wealth Management Corp.207,103$5.36M2.5%N/A0.030%
2/27/2025 Carolinas Wealth Consulting LLC14,905$385K0.1%+91.3%0.002%
2/26/2025 Yoffe Investment Management LLC26,537$686K1.0%N/A0.004%
2/26/2025 Capital A Wealth Management LLC3,294$85K0.1%N/A0.000%
2/26/2025 Virtue Capital Management LLC33,670$871K0.2%+91.6%0.005%
2/26/2025 Sculati Wealth Management LLC48,343$1.25M0.5%+90.4%0.007%
2/25/2025 B. Riley Wealth Advisors Inc.106,012$2.74M0.1%+106.0%0.015%
2/25/2025 Integrated Advisors Network LLC271,388$7.02M0.3%+107.4%0.039%
2/25/2025 Garde Capital Inc.228,981$5.92M0.4%+93.6%0.033%
2/24/2025 Wilkins Miller Wealth Management LLC187,892$4.86M5.1%N/A0.027%
2/24/2025 United Advisor Group LLC46,692$1.21M0.2%+533.1%0.007%
2/22/2025 American Trust22,087$571K0.0%N/A0.003%
2/21/2025 Putney Financial Group LLC1,016$26K0.0%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.14,909$386K0.2%N/A0.004%
2/21/2025 AlphaCore Capital LLC27,345$707K0.2%+73.9%0.008%
2/20/2025 Michels Family Financial LLC15,948$412K0.4%N/A0.005%
2/19/2025 ARQ Wealth Advisors LLC8,256$214K0.1%+80.9%0.002%
2/19/2025 Blue Sky Capital Consultants Group Inc.28,945$749K0.4%N/A0.008%
2/19/2025 North Star Asset Management Inc.454,963$11.77M0.5%+99.8%0.131%
2/19/2025 Wilson & Boucher Capital Management LLC45,419$1.18M0.8%+93.2%0.013%
2/19/2025 Pinney & Scofield Inc.1,920$50K0.0%N/A0.001%
2/18/2025 Sunbelt Securities Inc.284,333$7.35M0.6%+84.5%0.082%
2/18/2025 Breed s Hill Capital LLC77,256$2.00M1.0%+100.0%0.022%
2/18/2025 Vise Technologies Inc.51,709$1.34M0.1%+109.3%0.015%
2/18/2025 Pinnacle Wealth Management LLC32,540$841K0.9%+158.6%0.009%
2/18/2025 McIlrath & Eck LLC2,426$63K0.0%+100.8%0.001%
2/18/2025 JDM Financial Group LLC1,129$29K0.0%+351.6%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC22,993$595K0.0%-19.2%0.007%
2/18/2025 Continuum Advisory LLC9,085$235K0.0%+8.4%0.003%
2/18/2025 Delta Investment Management LLC24,806$641K0.1%N/A0.007%
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2/18/2025 Vanguard Capital Wealth Advisors30,614$792K0.9%+129.9%0.009%
2/17/2025 Waverly Advisors LLC82,485$2.13M0.0%+55.1%0.024%
2/17/2025 Whelan Financial74,265$1.92M0.8%+99.2%0.021%
2/17/2025 Windsor Advisory Group LLC33,069$855K1.0%N/A0.009%
2/17/2025 Visionary Wealth Advisors621,660$16.08M0.9%+79.4%0.178%
2/17/2025 Vivaldi Capital Management LP285,649$7.61M1.2%+104.5%0.082%
2/17/2025 Two Sigma Investments LP16,400$424K0.0%N/A0.005%
2/17/2025 Studio Investment Management LLC1,945$50K0.0%+99.9%0.001%
2/17/2025 Silvercrest Asset Management Group LLC8,973$232K0.0%N/A0.003%
2/17/2025 Quadcap Wealth Management LLC24,887$644K0.1%+329.8%0.007%
2/17/2025 Quantinno Capital Management LP9,152$237K0.0%N/A0.003%
2/17/2025 Main Street Group LTD1,000$26K0.0%+101.6%0.000%
2/17/2025 NorthRock Partners LLC47,890$1.24M0.0%+119.7%0.014%
2/17/2025 Obermeyer Wealth Partners8,954$232K0.0%+100.0%0.003%
2/17/2025 MJP Associates Inc. ADV17,143$443K0.1%+103.9%0.005%
2/17/2025 Laird Norton Wetherby Wealth Management LLC10,665$276K0.0%+100.0%0.003%
2/17/2025 Laraway Financial Advisors Inc47,823$1.24M0.9%+99.7%0.014%
2/17/2025 Lionshead Wealth Management LLC12,976$336K0.2%N/A0.004%
2/17/2025 Kaizen Financial Strategies13,962$361K0.2%+105.9%0.004%
2/17/2025 Guardian Wealth Advisors LLC NC18,623$482K0.0%+104.8%0.005%
2/17/2025 Greenline Partners LLC3,103$80K0.0%N/A0.001%
2/17/2025 Focus Partners Wealth654,744$16.93M0.0%+16.4%0.188%
2/17/2025 Ellevest Inc.17,464$452K0.0%+101.5%0.005%
2/17/2025 Evensky & Katz LLC17,373$449K0.0%+100.6%0.005%
2/17/2025 Diligent Investors LLC156,262$4.04M0.9%+100.4%0.045%
2/17/2025 EP Wealth Advisors LLC121,942$3.15M0.0%+107.0%0.035%
2/17/2025 CoreCap Advisors LLC769,426$19.90M0.9%+126.7%0.221%
2/17/2025 Cresset Asset Management LLC204,214$5.28M0.0%+93.5%0.059%
2/17/2025 Capital Advantage Inc.21,359$552K0.1%+86.6%0.006%
2/17/2025 Cetera Investment Advisers808,231$20.90M0.0%+106.8%0.232%
2/17/2025 Bosun Asset Management LLC8,000$207K0.1%+100.0%0.002%
2/17/2025 Cahill Financial Advisors Inc.152,285$3.94M0.5%+94.4%0.044%
2/17/2025 Captrust Financial Advisors767,559$19.85M0.1%+108.4%0.220%
2/17/2025 Cardiff Park Advisors LLC2,469$64K0.0%+100.7%0.001%
2/17/2025 Brown Wealth Management LLC190,062$4.92M1.7%+101.5%0.055%
2/17/2025 Baird Financial Group Inc.18,952$490K0.0%+108.7%0.005%
2/17/2025 Baldwin Investment Management LLC23,907$618K0.1%+92.5%0.007%
2/17/2025 Bank of America Corp DE46,334,067$1.20B0.1%+109.4%13.291%
2/17/2025 Benjamin Edwards Inc.20,571$532K0.0%+93.5%0.006%
2/17/2025 BIP Wealth LLC15,922$412K0.0%+98.0%0.005%
2/17/2025 Ameriprise Financial Inc.1,050,496$27.14M0.0%+100.7%0.301%
2/17/2025 Alteri Wealth LLC13,256$343K0.1%N/A0.004%
2/17/2025 Ancora Advisors LLC4,480$116K0.0%+100.0%0.001%
2/17/2025 Aptus Capital Advisors LLC131,476$3.40M0.0%+74.7%0.038%
2/17/2025 Apex Wealth Management LLC25,476$659K0.6%N/A0.007%
2/17/2025 Arrowroot Family Office LLC27,870$721K0.4%+105.0%0.008%
2/17/2025 Asset Management Group Inc.268,835$6.95M1.2%+101.1%0.077%
2/17/2025 Accredited Wealth Management LLC1,002$26K0.0%N/A0.000%
2/14/2025 Gallagher Fiduciary Advisors LLC29,943$774K0.2%+349.6%0.009%
2/14/2025 West Paces Advisors Inc.58,033$1.50M0.4%+86.9%0.017%
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2/14/2025 Blue Rock Wealth Management LLC18,590$481K0.5%N/A0.005%
2/14/2025 Mercer Global Advisors Inc. ADV2,398,866$62.04M0.2%-19.8%0.688%
2/14/2025 Keel Point LLC20,586$532K0.0%+98.6%0.006%
2/14/2025 FAS Wealth Partners Inc.23,245$601K0.1%+99.1%0.007%
2/14/2025 Westbourne Investments Inc.9,580$248K0.1%N/A0.003%
2/14/2025 Bison Wealth LLC12,578$325K0.1%+97.3%0.004%
2/14/2025 Waterford Advisors LLC626,777$16.21M8.3%N/A0.180%
2/14/2025 Becker Capital Management Inc.8,325$215K0.0%+100.0%0.002%
2/14/2025 Comerica Bank87,674$2.27M0.0%+48.2%0.025%
2/14/2025 Firestone Capital Management85,344$2.21M0.5%+113.5%0.024%
(Data available from 1/1/2016 forward)

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SCHA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHA shares?

During the previous two years, 1,229 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 ($655.17M), Charles Schwab Investment Management Inc. ($430.52M), Sei Investments Co. ($355.73M), Goldman Sachs Group Inc. ($173.89M), and Envestnet Asset Management Inc. ($163.09M).Learn more on SCHA's institutional investors.

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

Of the 1,176 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: Empower Advisory Group LLC ($24.54M), Bank of America Corp DE ($24.20M), Cerity Partners LLC ($17.86M), Sei Investments Co. ($6.93M), 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 187,734,488 shares in the last 24 months. This purchase volume represents approximately $4.66B in transactions.

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

Of the 641 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), Mercer Global Advisors Inc. ADV ($2.12M), Wealth Enhancement Advisory Services LLC ($2.10M), Envestnet Asset Management Inc. ($1.28M), Financial Advisors LLC ($952.13K), Empower Advisory Group LLC ($940.99K), and HighTower Advisors LLC ($723.17K).

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

Institutional investors have sold a total of 25,580,170 shares in the last 24 months. This volume of shares sold represents approximately $571.81M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 3/25/2025 by MarketBeat.com Staff
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