Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad) Free SCHA Stock Alerts

Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$25.29 -0.46 (-1.79%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$25.33 +0.04 (+0.15%)
As of 08/1/2025 07:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
1087
Total
Institutional Inflows
(last 12 months)
$3.97B
Number of
Institutional Sellers
(last 12 months)
471
Total
Institutional Outflows
(last 12 months)
$440.84M
Get SCHA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Oarsman Capital Inc.33,341$844K0.1%-10.2%0.005%
8/1/2025Paradigm Strategies in Wealth Management LLC31,602$800K0.5%-1.5%0.005%
8/1/2025Planning Directions Inc.13,865$351K0.2%-31.8%0.002%
8/1/2025Zhang Financial LLC21,809$552K0.0%-6.8%0.003%
8/1/2025New York Life Investment Management LLC537,089$13.59M0.1%+20.7%0.079%
8/1/2025Clark Asset Management LLC14,987$379K0.1%N/A0.002%
8/1/2025Petra Financial Advisors Inc.19,408$491K0.3%+14.4%0.003%
8/1/2025Advisory Alpha LLC3,676,968$93.03M2.9%-3.2%0.540%
8/1/2025SYM FINANCIAL Corp1,098$28K0.0%N/A0.000%
8/1/2025Facet Wealth Inc.25,739$663K0.0%+2.4%0.004%
8/1/2025Y Intercept Hong Kong Ltd49,729$1.26M0.0%N/A0.007%
8/1/2025Cobblestone Capital Advisors LLC NY104,271$2.64M0.1%+5.9%0.015%
8/1/2025MilWealth Group LLC49,198$1.25M0.3%+13.0%0.007%
8/1/2025Ashton Thomas Private Wealth LLC69,085$1.75M0.1%+0.8%0.010%
8/1/2025Envestnet Asset Management Inc.2,976,874$75.32M0.0%-14.7%0.437%
7/31/2025 Wealthfront Advisers LLC152,013$3.85M0.0%-10.6%0.022%
7/31/2025 Optimum Investment Advisors9,104$230K0.1%+20.3%0.001%
7/31/2025 Ballast Advisors LLC186,387$4.72M1.4%-2.7%0.027%
7/31/2025 Whipplewood Advisors LLC10,198$258K0.1%-84.5%0.001%
7/31/2025 Schneider Downs Wealth Management Advisors LP48,002$1.21M0.2%-2.8%0.007%
7/31/2025 Heirloom Wealth Management9,778$247K0.1%-4.2%0.001%
7/31/2025 Cabot Wealth Management Inc.14,137$358K0.0%-8.3%0.002%
7/31/2025 Brighton Jones LLC56,873$1.44M0.0%+6.7%0.008%
7/31/2025 Leavell Investment Management Inc.110,309$2.79M0.1%+2.3%0.016%
7/31/2025 CVA Family Office LLC28,853$730K0.1%+7.0%0.004%
7/31/2025 Guardian Financial Partners LLC92,061$2.33M1.0%+11.6%0.014%
7/31/2025 BIP Wealth LLC14,932$378K0.0%-10.7%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC80,801$2.04M0.0%+8.5%0.012%
7/31/2025 Curio Wealth LLC10,996$278K0.1%+366,433.3%0.002%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC27,604$719K0.3%-4.1%0.004%
7/31/2025 Kathleen S. Wright Associates Inc.8,273$209K0.1%-8.7%0.001%
7/31/2025 Blue Sky Capital Consultants Group Inc.27,781$703K0.4%-4.4%0.004%
7/31/2025 Opus Capital Group LLC180,301$4.56M0.5%+244.4%0.026%
7/31/2025 Carnegie Investment Counsel8,778$222K0.0%N/A0.001%
7/31/2025 CAP Partners LLC22,962$581K0.4%-11.4%0.003%
7/31/2025 Avion Wealth4,077$103K0.0%+56.3%0.001%
7/31/2025 FSM Wealth Advisors LLC100,197$2.58M0.4%+86.3%0.015%
7/31/2025 Gill Capital Partners LLC247,663$6.27M2.0%+1.7%0.036%
7/30/2025 Bleakley Financial Group LLC272,046$6.88M0.2%+9.2%0.040%
7/30/2025 Black Diamond Financial LLC257,390$6.51M1.0%-4.9%0.038%
Market Crash Warning: How to Protect Your Wealth Before August 12th (Ad)

China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alternative Assets reveals 3 urgent moves to protect your portfolio, plus the #1 asset class thriving during crises (hint: it’s not stocks or bonds).

Get your FREE Tariff Crash Escape Plan now
7/30/2025 Brookstone Capital Management29,465$745K0.0%+82.3%0.004%
7/30/2025 Phillips Financial Management LLC116,583$2.95M0.2%+2.2%0.017%
7/30/2025 Retirement Planning Group LLC17,970$455K0.0%+2.4%0.003%
7/30/2025 D.A. Davidson & CO.10,966$277K0.0%+8.7%0.002%
7/30/2025 St. Johns Investment Management Company LLC418,282$10.58M4.9%+3.2%0.061%
7/30/2025 Smith Thornton Advisors LLC101,946$2.58M1.5%+2.1%0.015%
7/30/2025 Pacific Sun Financial Corp23,673$599K0.3%-4.7%0.003%
7/30/2025 Advantage Trust Co8,820$223K0.1%+175.6%0.001%
7/30/2025 Whittier Trust Co. of Nevada Inc.281,682$7.12M0.2%-3.4%0.041%
7/30/2025 Whittier Trust Co.316,464$8.00M0.1%+2.5%0.046%
7/30/2025 Pittenger & Anderson Inc.144,660$3.66M0.1%-1.0%0.021%
7/30/2025 Avidian Wealth Enterprises LLC77,734$1.97M0.1%-64.8%0.011%
7/30/2025 Bogart Wealth LLC42,870$1.09M0.0%+5.3%0.006%
7/30/2025 Evermay Wealth Management LLC21,012$532K0.1%-21.2%0.003%
7/30/2025 WBH Advisory Inc.145,569$3.68M0.3%-10.8%0.021%
7/29/2025 Salomon & Ludwin LLC2,302$60K0.0%+59.4%0.000%
7/29/2025 Chicago Partners Investment Group LLC623,632$16.55M0.5%+7.3%0.092%
7/29/2025 Sigma Investment Counselors Inc.35,478$898K0.0%+88.6%0.005%
7/29/2025 Sims Investment Management LLC1,838,196$46.51M18.7%+1.5%0.270%
7/29/2025 Planned Solutions Inc.46,536$1.18M0.4%-17.3%0.007%
7/29/2025 Financial Synergies Wealth Advisors Inc.24,039$608K0.1%+3.7%0.004%
7/29/2025 Kelman Lazarov Inc.63,901$1.62M0.3%+278.6%0.009%
7/29/2025 Ballast Inc.87,844$2.22M0.9%N/A0.013%
7/29/2025 Signature Estate & Investment Advisors LLC111,184$2.81M0.1%-2.9%0.016%
7/29/2025 Quotient Wealth Partners LLC10,306$261K0.0%N/A0.002%
7/29/2025 May Barnhard Investments LLC196,417$4.97M2.3%-6.0%0.029%
7/29/2025 Koshinski Asset Management Inc.157,258$3.98M0.3%-3.1%0.023%
7/29/2025 Tradewinds Capital Management LLC120,375$3.05M0.8%+8.9%0.018%
7/29/2025 Curbstone Financial Management Corp317,292$8.03M1.6%-8.1%0.047%
7/29/2025 Lutz Financial Services LLC416,181$10.53M0.8%+25.3%0.061%
7/29/2025 Foster & Motley Inc.10,218$259K0.0%-5.7%0.002%
7/29/2025 Chevy Chase Trust Holdings LLC19,025$481K0.0%-12.1%0.003%
7/29/2025 Stratos Wealth Partners LTD.26,764$677K0.0%-60.0%0.004%
7/29/2025 Stratos Wealth Advisors LLC315,848$7.99M0.4%+328.0%0.046%
7/29/2025 Smithbridge Asset Management Inc. DE40,645$1.03M0.2%-61.4%0.006%
7/29/2025 Harbor Asset Planning Inc.2,167$55K0.1%N/A0.000%
7/29/2025 Clearview Wealth Advisors LLC33,432$846K0.6%+3.7%0.005%
7/28/2025 Evernest Financial Advisors LLC16,673$422K0.1%+3.5%0.002%
7/28/2025 Compass Advisory Group LLC76,396$1.93M0.6%+18.9%0.011%
7/28/2025 ForthRight Wealth Management LLC916,117$23.18M7.2%+9.2%0.135%
7/28/2025 WealthPlan Investment Management LLC26,796$678K0.0%-2.3%0.004%
7/28/2025 Patten & Patten Inc. TN125,314$3.17M0.2%-2.5%0.018%
7/28/2025 Duncker Streett & Co. Inc.62,047$1.57M0.3%-8.0%0.009%
7/28/2025 Chesapeake Wealth Management166,817$4.22M1.4%+1.6%0.024%
7/28/2025 Morris Financial Concepts Inc.291,408$7.37M2.9%-1.1%0.043%
7/28/2025 Essex LLC383,537$9.70M1.9%+0.2%0.056%
7/28/2025 Ritholtz Wealth Management13,385$339K0.0%N/A0.002%
7/28/2025 Triton Wealth Management PLLC14,725$386K0.2%N/A0.002%
7/28/2025 Harbour Investments Inc.36,709$938K0.0%+3.2%0.005%
7/28/2025 Cutler Investment Counsel LLC182,741$4.62M0.5%+11.6%0.027%
Your blueprint for crypto wealth (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
7/28/2025 Revolve Wealth Partners LLC88,818$2.25M0.3%-9.8%0.013%
7/28/2025 Cornerstone Wealth Group LLC169,359$4.29M0.3%-6.8%0.025%
7/28/2025 Elmwood Wealth Management Inc.50,874$1.29M0.5%-2.9%0.007%
7/25/2025 Community Bank N.A.127,064$3.21M0.4%-6.5%0.019%
7/25/2025 Northwest Capital Management Inc23,589$597K0.3%-52.1%0.003%
7/25/2025 NorthRock Partners LLC38,915$985K0.0%-4.1%0.006%
7/25/2025 Verdence Capital Advisors LLC8,036$203K0.0%N/A0.001%
7/25/2025 Atria Wealth Solutions Inc.30,017$772K0.0%-1.7%0.004%
7/25/2025 Wealth Architects LLC143,570$3.63M0.4%-22.8%0.021%
7/25/2025 FIDELIS iM LLC734,894$18.59M8.3%+0.8%0.108%
(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, 1,253 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 1,219 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 155,481,387 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

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

Of the 469 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. ($3.33M), Advisory Alpha LLC ($2.75M), Foundations Investment Advisors LLC ($913.51K), Kestra Advisory Services LLC ($673.77K), Mercer Global Advisors Inc. ADV ($593.46K), Prime Capital Investment Advisors LLC ($582.38K), and Riversedge Advisors LLC ($447.39K).

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

Institutional investors have sold a total of 18,308,775 shares in the last 24 months. This volume of shares sold represents approximately $440.84M in transactions.


Related Companies

This page (NYSEARCA:SCHA) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Why Elon put $51 million into this
A single U.S. company has started producing a “miracle metal” once locked in research labs. Now? They’re qu...
True Market Insiders | Sponsored
Market Crash Warning: How to Protect Your Wealth Before August 12th
China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alter...
American Alternative | Sponsored
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored
Trump’s crypto advisor may have revealed the next big crypto opportunity
While investors chase Bitcoin toward $100K, D.C. insiders are quietly loading up on something else. One of Tru...
Weiss Ratings | Sponsored