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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$27.04 +0.49 (+1.85%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
676
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
445
Total
Institutional Outflows
(last 12 months)
$178.15M
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SCHA Institutional Buying and Selling by Quarter

Schwab US Small-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Sachetta LLC12,042$311K0.1%+98.2%0.003%
1/21/2025Patriot Investment Management Group Inc.327,097$8.46M0.6%+98.5%0.094%
1/21/2025St. Johns Investment Management Company LLC428,941$11.09M5.2%+99.9%0.123%
1/21/2025Sound Income Strategies LLC2,856$74K0.0%+246.6%0.001%
1/21/2025Brighton Jones LLC57,719$1.49M0.0%+182.3%0.017%
1/21/2025Hengehold Capital Management LLC44,913$1.16M0.1%+99.8%0.013%
1/21/2025Seneca House Advisors8,753$226K0.1%N/A0.003%
1/17/2025 High Probability Advisors LLC8,840$229K0.0%+100.0%0.003%
1/17/2025 Spinnaker Investment Group LLC59,341$1.54M0.4%+93.5%0.017%
1/17/2025 Red Door Wealth Management LLC16,895$437K0.1%+78.3%0.005%
1/17/2025 Market Street Wealth Management Advisors LLC36,703$949K0.2%+94.2%0.011%
1/17/2025 Avior Wealth Management LLC53,561$1.39M0.1%+98.1%0.015%
1/17/2025 Raleigh Capital Management Inc.3,156$82K0.0%+101.1%0.001%
1/17/2025 D.B. Root & Company LLC9,790$253K0.1%+99.1%0.003%
1/17/2025 Mutual Advisors LLC25,402$671K0.0%-8.2%0.007%
1/17/2025 Asset Planning Services Inc. LA ADV30,622$792K0.4%+103.7%0.009%
1/17/2025 Janney Montgomery Scott LLC71,560$1.85M0.0%+102.7%0.021%
1/17/2025 Bartlett & CO. Wealth Management LLC109,898$2.84M0.0%+99.8%0.032%
1/17/2025 Kelleher Financial Advisors23,848$617K0.2%+100.0%0.007%
1/17/2025 Westside Investment Management Inc.2,248$58K0.0%+100.0%0.001%
1/17/2025 Madison Park Capital Advisors LLC67,342$1.74M1.4%+100.4%0.019%
1/17/2025 ForthRight Wealth Management LLC821,140$21.24M7.1%+103.5%0.236%
1/17/2025 Advisory Alpha LLC4,232,965$109.47M3.9%+96.0%1.214%
1/17/2025 Missouri Trust & Investment Co380,829$9.85M3.5%+105.6%0.109%
1/17/2025 Dakota Wealth Management84,599$2.19M0.1%+103.4%0.024%
1/17/2025 Davis Capital Management172,116$4.45M3.6%+100.1%0.049%
1/17/2025 Simon Quick Advisors LLC8,300$215K0.0%+100.8%0.002%
1/17/2025 Sheets Smith Wealth Management45,328$1.17M0.1%+102.0%0.013%
1/17/2025 Beaumont Financial Advisors LLC22,925$593K0.0%+121.5%0.007%
1/17/2025 MCF Advisors LLC9,934$257K0.0%+99.4%0.003%
1/17/2025 Roberts Wealth Advisors LLC37,136$977K0.3%+100.5%0.011%
1/17/2025 Enclave Advisors LLC49,083$1.27M0.2%+87.5%0.014%
1/17/2025 Planned Solutions Inc.56,845$1.47M0.6%-51.5%0.016%
1/17/2025 Atomi Financial Group Inc.211,947$5.48M0.3%+107.4%0.061%
1/17/2025 Signature Resources Capital Management LLC15,975$413K0.4%+99.7%0.005%
1/17/2025 Great Waters Wealth Management48,229$1.25M0.2%+94.8%0.014%
1/17/2025 LifePlan Financial LLC27,215$704K0.6%+87.2%0.008%
1/17/2025 Transform Wealth LLC94,033$2.43M0.1%+97.8%0.027%
1/17/2025 Courage Miller Partners LLC333,401$8.62M3.0%+100.6%0.096%
1/16/2025 Charles Schwab Trust Co670,493$17.34M1.5%+103.4%0.192%
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1/16/2025 Kiley Juergens Wealth Management LLC45,037$1.17M0.3%+97.9%0.013%
1/16/2025 Chesapeake Wealth Management162,440$4.20M1.4%+98.6%0.047%
1/16/2025 Pure Financial Advisors LLC14,519$375K0.0%+99.9%0.004%
1/16/2025 Koshinski Asset Management Inc.166,385$4.30M0.0%+76.4%0.048%
1/16/2025 Breakwater Investment Management7,094$183K0.1%+349.3%0.002%
1/16/2025 Harbor Investment Advisory LLC4,160$108K0.0%+100.0%0.001%
1/16/2025 Gemmer Asset Management LLC1,341,613$34.69M3.4%+97.7%0.385%
1/16/2025 Zhang Financial LLC20,994$543K0.0%+89.3%0.006%
1/16/2025 MassMutual Private Wealth & Trust FSB1,154$30K0.0%+95.6%0.000%
1/16/2025 FLC Capital Advisors15,352$397K0.1%+85.1%0.004%
1/16/2025 Bridgewater Advisors Inc.18,458$477K0.0%-4.8%0.005%
1/16/2025 Flower City Capital8,734$226K0.1%+58.9%0.003%
1/16/2025 UMB Bank n.a.2,600$67K0.0%+100.0%0.001%
1/16/2025 BlueSky Wealth Advisors LLC916,130$23.69M3.7%+106.5%0.263%
1/16/2025 Access Financial Services Inc.11,193$289K0.1%N/A0.003%
1/16/2025 Oldfather Financial Services LLC41,842$1.08M0.4%+101.2%0.012%
1/16/2025 Wooster Corthell Wealth Management Inc.28,346$733K0.2%+85.0%0.008%
1/16/2025 Thrive Wealth Management LLC19,830$513K0.1%+164.7%0.006%
1/16/2025 Ironwood Financial llc48,635$1.26M0.3%+135.1%0.014%
1/16/2025 Diversify Advisory Services LLC64,400$1.64M0.1%+44.5%0.018%
1/16/2025 Pine Haven Investment Counsel Inc17,040$441K0.4%+100.0%0.005%
1/16/2025 Diversify Wealth Management LLC294,719$7.50M0.6%+0.9%0.085%
1/16/2025 LVW Advisors LLC137,284$3.55M0.4%+96.5%0.039%
1/16/2025 Evanson Asset Management LLC19,950$516K0.0%+101.0%0.006%
1/16/2025 Client 1ST Advisory Group LLC11,070$286K0.1%N/A0.003%
1/16/2025 Cambridge Advisors Inc.55,519$1.44M0.3%+102.2%0.016%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.45,448$1.18M0.7%+99.2%0.013%
1/16/2025 Lbmc Investment Advisors LLC19,951$516K0.0%+100.1%0.006%
1/16/2025 Arbor Trust Wealth Advisors LLC242,918$6.28M2.9%+108.0%0.070%
1/15/2025 J2 Capital Management Inc11,724$303K0.3%N/A0.003%
1/15/2025 Joule Financial LLC667,432$17.26M6.1%+116.3%0.191%
1/15/2025 Whitaker Myers Wealth Managers LTD.40,360$1.04M0.3%+85.0%0.012%
1/15/2025 BNC Wealth Management LLC116,641$3.02M1.0%+110.5%0.033%
1/15/2025 Bowman & Co S.C.12,383$320K0.2%+106.2%0.004%
1/15/2025 Riversedge Advisors LLC645,618$16.70M3.8%+98.4%0.185%
1/15/2025 Financial Advisors LLC62,792$1.62M0.3%+100.1%0.018%
1/15/2025 Veery Capital LLC17,702$458K0.2%-62.7%0.005%
1/15/2025 Orgel Wealth Management LLC225,271$5.83M0.2%+94.6%0.065%
1/15/2025 Triangle Securities Wealth Management101,761$2.63M0.7%+106.3%0.029%
1/15/2025 Krilogy Financial LLC54,051$1.40M0.1%+58.9%0.016%
1/15/2025 Hanseatic Management Services Inc.67,228$1.74M2.2%+95.0%0.019%
1/15/2025 TruWealth Advisors LLC8,248$214K0.0%N/A0.002%
1/15/2025 Ameritas Advisory Services LLC83,610$2.16M0.1%+109.9%0.024%
1/15/2025 HB Wealth Management LLC298,629$7.72M0.1%+95.2%0.086%
1/15/2025 Gill Capital Partners LLC250,115$6.47M2.3%+101.0%0.072%
1/15/2025 Selective Wealth Management Inc.11,330$293K0.1%+88.2%0.003%
1/15/2025 Brand Asset Management Group Inc.217,659$5.63M2.3%+100.6%0.062%
1/15/2025 Grant GrossMendelsohn LLC9,743$252K0.1%N/A0.003%
1/15/2025 First National Bank of Mount Dora Trust Investment Services15,200$393K0.1%+100.0%0.004%
1/15/2025 Wealthcare Advisory Partners LLC81,991$2.12M0.1%+78.3%0.024%
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1/15/2025 FF Advisors LLC135,410$3.68M2.5%-5.8%0.039%
1/15/2025 First Pacific Financial5,491$142K0.0%+101.2%0.002%
1/15/2025 Capital Planning LLC19,392$501K0.1%N/A0.006%
1/15/2025 Greenhouse Wealth Management LLC58,914$1.52M1.0%+100.8%0.017%
1/15/2025 Harbor Group Inc.112,778$2.92M0.7%+98.3%0.032%
1/15/2025 Fermata Advisors LLC16,982$439K0.1%N/A0.005%
1/15/2025 Capital Advisors Wealth Management LLC26,080$674K0.1%N/A0.007%
1/15/2025 Omega Financial Group LLC49,481$1.28M0.5%+97.5%0.014%
1/15/2025 Carnegie Investment Counsel8,165$211K0.0%+100.2%0.002%
1/15/2025 Mirador Capital Partners LP14,518$375K0.1%+81.1%0.004%
(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, 1,076 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 955 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), Advisory Alpha LLC ($2.56M), Strategic Financial Concepts LLC ($2.23M), and Charles Schwab Investment Management Inc. ($1.86M).

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

Institutional investors have bought a total of 87,710,766 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

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

Of the 671 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 27,032,777 shares in the last 24 months. This volume of shares sold represents approximately $596.95M in transactions.



This page (NYSEARCA:SCHA) was last updated on 1/21/2025 by MarketBeat.com Staff
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