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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$26.00 +0.27 (+1.05%)
(As of 12/20/2024 05:40 PM ET)
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Institutional Ownership Changes (13F Filings) for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Number of
Institutional Buyers
(last 12 months)
622
Total
Institutional Inflows
(last 12 months)
$943.30M
Number of
Institutional Sellers
(last 12 months)
467
Total
Institutional Outflows
(last 12 months)
$192.67M
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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
12/19/2024 Independent Solutions Wealth Management LLC40,560$2.09M0.5%-4.9%0.012%
12/13/2024 B. Riley Wealth Advisors Inc.51,450$2.63M0.1%-2.6%0.015%
12/3/2024 Garde Capital Inc.118,296$6.09M0.4%-7.6%0.034%
12/3/2024 Denver PWM LLC42,879$2.21M0.8%-78.2%0.012%
11/26/2024 Peapack Gladstone Financial Corp37,842$1.95M0.0%-18.9%0.011%
11/25/2024 Synovus Financial Corp25,170$1.30M0.0%+80.7%0.007%
11/25/2024 Tidal Investments LLC17,629$908K0.0%N/A0.005%
11/25/2024 Destination Wealth Management67,054$3.45M0.1%-2.1%0.019%
11/25/2024 Wilmington Savings Fund Society FSB2,500$129K0.0%N/A0.001%
11/25/2024 Broadview Financial Management LLC3,945$203K0.1%N/A0.001%
11/25/2024 World Investment Advisors LLC18,666$961K0.0%+20.3%0.005%
11/25/2024 Sanctuary Advisors LLC705,754$36.35M0.2%+225.6%0.202%
11/25/2024 Pine Valley Investments Ltd Liability Co6,199$319K0.0%+7.4%0.002%
11/22/2024 Sculati Wealth Management LLC116,663$5.74M2.4%+107.9%0.033%
11/22/2024 Fulcrum Equity Management19,115$984K0.8%+8.9%0.005%
11/21/2024 Anchor Investment Management LLC82,438$4.25M0.4%-0.6%0.024%
11/20/2024 Westside Investment Management Inc.1,124$58K0.0%+186.7%0.000%
11/18/2024 Virtue Capital Management LLC17,570$905K0.2%-4.0%0.005%
11/18/2024 Asset Allocation Strategies LLC29,916$1.54M0.4%+491.8%0.009%
11/18/2024 Sunbelt Securities Inc.154,133$7.94M0.8%+1.3%0.044%
11/18/2024 Wilson & Boucher Capital Management LLC23,505$1.21M0.8%-4.5%0.007%
11/18/2024 Coldstream Capital Management Inc.34,771$1.79M0.0%-12.6%0.010%
11/15/2024 Executive Wealth Management LLC5,401$278K0.0%N/A0.002%
11/15/2024 Continuum Advisory LLC8,379$432K0.1%+60.5%0.002%
11/15/2024 Y Intercept Hong Kong Ltd11,873$611K0.0%N/A0.003%
11/15/2024 Glass Jacobson Investment Advisors llc15,513$799K0.3%+3.5%0.004%
11/15/2024 MML Investors Services LLC322,672$16.62M0.1%+1.3%0.093%
11/15/2024 Orion Portfolio Solutions LLC39,338$2.03M0.0%+3.8%0.011%
11/15/2024 EP Wealth Advisors LLC58,917$3.03M0.0%+8.6%0.017%
11/15/2024 Jane Street Group LLC27,481$1.42M0.0%+366.4%0.008%
11/15/2024 Kovitz Investment Group Partners LLC11,106$572K0.0%+52.2%0.003%
11/15/2024 Stifel Financial Corp134,071$6.91M0.0%+1.6%0.038%
11/15/2024 IHT Wealth Management LLC104,841$5.37M0.2%+65.0%0.030%
11/15/2024 Integrated Wealth Concepts LLC189,316$9.75M0.1%+1.5%0.054%
11/15/2024 HighTower Advisors LLC1,262,250$65.05M0.1%-8.4%0.362%
11/15/2024 Coastwise Capital Group LLC17,419$897K0.7%+6.0%0.005%
11/15/2024 Community Bank N.A.67,771$3.49M0.4%-2.9%0.019%
11/15/2024 Benjamin Edwards Inc.10,631$548K0.0%N/A0.003%
11/14/2024 Cobblestone Capital Advisors LLC NY51,076$2.63M0.1%-1.1%0.015%
11/14/2024 Tradition Wealth Management LLC217,682$11.21M1.0%-0.2%0.062%
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11/14/2024 Flow Traders U.S. LLC24,016$1.24M0.1%N/A0.007%
11/14/2024 Captrust Financial Advisors368,282$18.97M0.1%+2.0%0.106%
11/14/2024 Rockefeller Capital Management L.P.98,238$5.06M0.0%-2.0%0.028%
11/14/2024 Bell Investment Advisors Inc127,879$6.59M1.2%+8.8%0.037%
11/14/2024 CreativeOne Wealth LLC6,923$357K0.0%+44.7%0.002%
11/13/2024 Townsquare Capital LLC129,778$6.68M0.1%+6.9%0.037%
11/13/2024 Baldwin Investment Management LLC12,420$640K0.1%-7.9%0.004%
11/13/2024 FMR LLC108,598$5.59M0.0%+19.0%0.031%
11/13/2024 D.A. Davidson & CO.4,785$246K0.0%N/A0.001%
11/13/2024 Summit Financial Wealth Advisors LLC14,726$758K0.1%+127.9%0.004%
11/13/2024 Bank of Montreal Can46,297$2.38M0.0%-0.8%0.013%
11/13/2024 Diversified LLC3,928$202K0.0%-10.5%0.001%
11/13/2024 Alliance Wealth Management Group202,881$10.45M2.7%+4.8%0.058%
11/13/2024 Independent Advisor Alliance3,927$202K0.0%-44.0%0.001%
11/13/2024Fisher Asset Management LLC6,581$339K0.0%-31.3%0.002%
11/12/2024Von Berge Wealth Management Group LLC76,472$3.94M2.0%+57.8%0.022%
11/12/2024 Capital Investment Counsel LLC8,952$461K0.1%-95.2%0.003%
11/12/2024Larson Financial Group LLC53,818$2.77M0.2%-4.8%0.015%
11/12/2024 Towercrest Capital Management202,881$10.45M1.7%+4.8%0.058%
11/12/2024 Kingsview Wealth Management LLC19,461$1.00M0.0%+10.2%0.006%
11/12/2024 Cerity Partners LLC2,260,557$116.42M0.3%+16.6%0.648%
11/12/2024 Great Valley Advisor Group Inc.7,542$388K0.0%-16.7%0.002%
11/12/2024 Nwam LLC16,746$862K0.1%N/A0.005%
11/12/2024 Meridian Wealth Management LLC217,567$11.21M0.6%N/A0.062%
11/12/2024 Allen Capital Group LLC30,117$1.55M0.2%+5.1%0.009%
11/12/2024 Asset Management Group Inc.133,710$6.89M1.2%-5.4%0.038%
11/12/2024 Biltmore Family Office LLC4,074$210K0.0%N/A0.001%
11/12/2024 Planning Alternatives Ltd. ADV7,675$395K0.1%-5.3%0.002%
11/12/2024 Wrenne Financial Planning LLC5,796$298K0.2%+33.8%0.002%
11/8/2024 Steele Capital Management Inc.800,413$41.27M2.2%+11.5%0.230%
11/8/2024 Citizens Financial Group Inc. RI52,312$2.69M0.1%+5.6%0.015%
11/8/2024 Cedar Wealth Management LLC29,540$1.52M0.5%+4.9%0.008%
11/8/2024 Roger Wittlin Investment Advisory LLC8,455$435K0.3%-30.9%0.002%
11/8/2024 Avior Wealth Management LLC27,042$1.39M0.1%-9.7%0.008%
11/8/2024 PNC Financial Services Group Inc.20,229$1.04M0.0%+2.7%0.006%
11/8/2024 BIP Wealth LLC8,041$414K0.0%-6.9%0.002%
11/8/2024 Prospera Financial Services Inc5,150$265K0.0%N/A0.001%
11/7/2024 Chesapeake Wealth Management81,813$4.21M1.4%+1.4%0.023%
11/7/2024 Joseph Group Capital Management26,811$1.38M0.5%-1.4%0.008%
11/7/2024 Meeder Advisory Services Inc.91,984$4.74M0.3%+7.0%0.026%
11/7/2024 Elm Partners Management LLC44,317$2.28M0.2%+53.9%0.013%
11/7/2024 CAP Partners LLC13,944$718K0.5%-5.1%0.004%
11/7/2024 Mendel Capital Management LLC21,431$1.10M0.7%+8.4%0.006%
11/7/2024 ETF Store Inc.5,817$300K0.3%-12.3%0.002%
11/7/2024 MAI Capital Management103,938$5.35M0.1%-3.2%0.030%
11/7/2024 Phillips Financial Management LLC58,393$3.01M0.2%+3.0%0.017%
11/7/2024 Planning Directions Inc.10,097$520K0.3%+4.5%0.003%
11/7/2024 Thrivent Financial for Lutherans186,955$9.63M0.0%-44.7%0.054%
11/7/2024 Claro Advisors LLC20,784$1.07M0.1%+2.2%0.006%
11/6/2024 Sawgrass Asset Management LLC10,443$538K0.1%+58.9%0.003%
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11/6/2024 Spinnaker Investment Group LLC30,674$1.58M0.4%-1.6%0.009%
11/6/2024 Veery Capital LLC47,506$2.45M0.9%-66.3%0.014%
11/6/2024 Schneider Downs Wealth Management Advisors LP25,092$1.29M0.3%-3.5%0.007%
11/6/2024 Cutler Investment Counsel LLC78,572$4.05M0.5%-1.8%0.023%
11/6/2024 Natixis Advisors LLC15,645$806K0.0%+10.9%0.004%
11/6/2024 Northeast Financial Group Inc.55,046$2.84M1.1%+33.4%0.016%
11/6/2024 Vishria Bird Financial Group LLC7,747$399K0.2%N/A0.002%
11/6/2024 Sheaff Brock Investment Advisors LLC13,410$691K0.1%-10.4%0.004%
11/6/2024 Signature Estate & Investment Advisors LLC55,870$2.88M0.1%+3.3%0.016%
11/6/2024 Black Diamond Financial LLC141,075$7.27M1.2%-2.7%0.040%
(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, 1,059 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), Empower Advisory Group LLC ($633.36M), Charles Schwab Investment Management Inc. ($430.52M), Personal Capital Advisors Corp ($426.14M), Bank of America Corp DE ($353.31M), Sei Investments Co. ($349.21M), and Goldman Sachs Group Inc. ($173.89M).Learn more on SCHA's institutional investors.

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

Of the 916 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: Cerity Partners LLC ($15.47M), Empower Advisory Group LLC ($11.51M), Charles Schwab Investment Advisory Inc. ($5.92M), International Assets Investment Management LLC ($2.79M), Strategic Financial Concepts LLC ($2.23M), Charles Schwab Investment Management Inc. ($1.86M), and Osaic Holdings Inc. ($1.10M).

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

Institutional investors have bought a total of 73,952,367 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

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

Of the 676 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), Wealth Enhancement Advisory Services LLC ($2.31M), Mercer Global Advisors Inc. ADV ($1.63M), Envestnet Asset Management Inc. ($1.28M), Financial Advisors LLC ($952.13K), Empower Advisory Group LLC ($940.99K), and Sei Investments Co. ($809.02K).

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

Institutional investors have sold a total of 27,218,602 shares in the last 24 months. This volume of shares sold represents approximately $600.14M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 12/22/2024 by MarketBeat.com Staff
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