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Schwab US Small-Cap ETF (SCHA) Institutional Ownership

Schwab US Small-Cap ETF logo
$21.66 -0.22 (-1.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Number of
Institutional Buyers
(last 12 months)
1035
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$199.29M
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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
4/16/2025Greenhouse Wealth Management LLC56,930$1.33M1.0%-3.4%0.008%
4/16/2025CRA Financial Services LLC67,011$1.57M0.3%+6.9%0.010%
4/16/2025Wealth Enhancement Advisory Services LLC2,782,555$65.20M0.1%-2.5%0.405%
4/16/2025Noble Family Wealth LLC906,377$21.24M5.8%+4.5%0.132%
4/16/2025Bernard Wealth Management Corp.229,331$5.37M2.6%+10.7%0.033%
4/16/2025BNC Wealth Management LLC61,668$1.45M0.5%-47.1%0.009%
4/16/2025Steele Capital Management Inc.1,623,361$38.07M2.0%+1.0%0.236%
4/16/2025Powers Advisory Group LLC180,726$4.23M2.0%+3.4%0.026%
4/16/2025Krilogy Financial LLC62,402$1.46M0.1%+15.5%0.009%
4/16/2025Salem Investment Counselors Inc.318,662$7.47M0.3%+1.5%0.046%
4/16/2025Bensler LLC80,443$1.89M0.2%-12.7%0.012%
4/16/2025Smithbridge Asset Management Inc. DE105,184$2.46M0.5%N/A0.015%
4/16/2025Dodds Wealth LLC261,356$6.12M2.0%+7.4%0.038%
4/16/2025Patriot Investment Management Group Inc.319,300$7.48M0.6%-2.4%0.047%
4/16/2025Liberty Capital Management Inc.125,821$2.95M0.7%+12.9%0.019%
4/16/2025May Barnhard Investments LLC208,886$4.89M2.4%-10.6%0.031%
4/15/2025 ForthRight Wealth Management LLC838,818$19.65M6.6%+2.2%0.124%
4/15/2025 Sapient Capital LLC11,126$261K0.0%N/A0.002%
4/15/2025 Capital Advisors Ltd. LLC15,955$374K0.0%+11.3%0.002%
4/15/2025 Zhang Financial LLC23,401$548K0.0%+11.5%0.003%
4/15/2025 Murphy Middleton Hinkle & Parker Inc.44,843$1.05M0.6%-1.3%0.007%
4/15/2025 Skyline Advisors Inc.13,830$324K0.1%+6.1%0.002%
4/15/2025 Alpha Omega Wealth Management LLC103,310$2.42M0.5%+0.6%0.015%
4/15/2025 Transform Wealth LLC86,167$2.02M0.1%-8.4%0.013%
4/15/2025 Ironwood Financial llc48,071$1.13M0.2%-1.2%0.007%
4/15/2025 Focus Financial Network Inc.410,221$9.61M0.4%-1.1%0.061%
4/15/2025 Donaldson Capital Management LLC37,679$883K0.0%+4.0%0.006%
4/15/2025 Curbstone Financial Management Corp345,442$8.09M1.7%-2.1%0.051%
4/15/2025 Strategic Equity Management40,927$959K0.4%-9.3%0.006%
4/15/2025 Orgel Wealth Management LLC226,320$5.30M0.1%+0.5%0.033%
4/15/2025 Parsons Capital Management Inc. RI35,501$832K0.0%+16.8%0.005%
4/15/2025 Sonora Investment Management Group LLC13,502$316K0.0%-6.0%0.002%
4/15/2025 Crescent Sterling Ltd.41,291$967K1.0%-3.5%0.006%
4/15/2025 West Paces Advisors Inc.49,768$1.17M0.3%-14.2%0.007%
4/15/2025 Wealthcare Advisory Partners LLC80,972$1.90M0.1%-1.2%0.012%
4/14/2025 Farther Finance Advisors LLC111,636$2.62M0.1%+14.0%0.017%
4/14/2025 Clarity Capital Advisors LLC14,031$329K0.2%-29.3%0.002%
4/14/2025 Selective Wealth Management Inc.10,660$230K0.1%-5.9%0.002%
4/14/2025 AHL Investment Management Inc.18,164$426K0.3%N/A0.003%
4/14/2025 Abacus Planning Group Inc.16,238$380K0.1%-4.5%0.002%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
4/14/2025 Capital Investment Advisors LLC15,133$355K0.0%+53.6%0.002%
4/14/2025 BCS Wealth Management200,902$4.71M1.2%-7.1%0.030%
4/14/2025 Bangor Savings Bank629,681$14.75M1.4%-0.9%0.093%
4/14/2025 OLD National Bancorp IN633,126$14.83M0.4%+2.5%0.094%
4/14/2025 Barden Capital Management Inc.194,751$4.56M4.1%+2.9%0.029%
4/14/2025 Miracle Mile Advisors LLC9,630$226K0.0%N/A0.001%
4/14/2025 Upper Left Wealth Management LLC184,669$4.33M3.1%-2.7%0.027%
4/14/2025 Revolve Wealth Partners LLC98,477$2.31M0.3%-1.6%0.015%
4/14/2025 Whitaker Myers Wealth Managers LTD.39,215$919K0.3%-2.8%0.006%
4/14/2025 Wedmont Private Capital38,459$831K0.0%+55.3%0.006%
4/14/2025 Sentinel Pension Advisors LLC14,522$340K0.1%-3.3%0.002%
4/14/2025 Gemmer Asset Management LLC1,334,111$31.26M3.1%-0.6%0.197%
4/11/2025 Gleason Group Inc.110,997$2.60M0.5%-7.7%0.016%
4/11/2025 Joule Financial LLC659,619$15.46M5.4%-1.2%0.098%
4/11/2025 Pine Haven Investment Counsel Inc16,320$382K0.3%-4.2%0.002%
4/11/2025 Vanguard Capital Wealth Advisors10,355$243K0.3%-66.2%0.002%
4/11/2025 First National Corp MA ADV547,808$12.84M2.8%+4.5%0.081%
4/11/2025 DHK Financial Advisors Inc.16,627$390K0.2%-9.3%0.002%
4/11/2025 Burkett Financial Services LLC26,003$609K0.2%-4.3%0.004%
4/11/2025 SeaCrest Wealth Management LLC99,889$2.34M0.3%-2.0%0.015%
4/11/2025 Davis Capital Management177,050$4.15M3.3%+2.9%0.026%
4/11/2025 Safeguard Financial LLC184,998$4.33M0.9%+8.7%0.027%
4/11/2025 Signal Advisors Wealth LLC104,522$2.45M0.2%-5.3%0.015%
4/11/2025 Enclave Advisors LLC38,147$894K0.2%-22.3%0.006%
4/11/2025 Harbor Group Inc.110,984$2.60M0.5%-1.6%0.016%
4/11/2025 Foster Group Inc.96,848$2.27M0.1%+1.1%0.014%
4/10/2025 Retirement Planning Group LLC17,542$411K0.0%N/A0.003%
4/10/2025 Charles Schwab Trust Co687,855$16.12M1.3%+2.6%0.102%
4/10/2025 Chesley Taft & Associates LLC15,052$353K0.0%N/A0.002%
4/10/2025 Thrive Wealth Management LLC15,888$372K0.1%-19.9%0.002%
4/10/2025 Boltwood Capital Management95,738$2.24M0.7%+9.5%0.014%
4/10/2025 Diligent Investors LLC141,092$3.31M0.8%-9.7%0.021%
4/10/2025 Fermata Advisors LLC19,526$457K0.1%+15.0%0.003%
4/10/2025 Wealth Group Ltd79,973$1.87M0.5%-1.6%0.012%
4/10/2025 Naples Global Advisors LLC51,550$1.21M0.1%+3.8%0.008%
4/10/2025 Matrix Trust Co532,238$12.47M2.1%-0.1%0.079%
4/10/2025 Leverty Financial Group LLC32,991$773K0.3%-10.3%0.005%
4/10/2025 Brand Asset Management Group Inc.221,206$5.18M2.2%+1.6%0.033%
4/10/2025 IFS Advisors LLC255,019$5.98M4.9%+1.2%0.038%
4/10/2025 Contravisory Investment Management Inc.2,200$52K0.0%+27.9%0.000%
4/10/2025 Apella Capital LLC10,960$245K0.0%-15.0%0.002%
4/10/2025 Triangle Securities Wealth Management104,326$2.44M0.6%+2.5%0.015%
4/10/2025 EWG Elevate Inc.74,879$1.75M0.7%+3.0%0.011%
4/10/2025 Whipplewood Advisors LLC65,913$1.54M0.5%+610.7%0.010%
4/10/2025 Juncture Wealth Strategies LLC143,647$3.37M1.3%-0.6%0.021%
4/9/2025 Planned Solutions Inc.56,262$1.32M0.5%-1.0%0.008%
4/9/2025 ST Germain D J Co. Inc.1,872$44K0.0%+3,800.0%0.000%
4/9/2025 Merit Financial Group LLC136,740$3.20M0.0%N/A0.020%
4/9/2025 Marquette Asset Management LLC255,541$5.99M1.1%-0.6%0.038%
4/9/2025 Archer Investment Management LLC59,646$1.40M1.0%-31.6%0.009%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
4/9/2025 LVW Advisors LLC96,040$2.25M0.3%-30.0%0.014%
4/9/2025 Fiduciary Alliance LLC17,310$406K0.0%+14.9%0.003%
4/9/2025 Moller Wealth Partners75,114$1.76M0.4%-1.3%0.011%
4/9/2025 Bond & Devick Financial Network Inc.31,122$729K0.3%+100.0%0.005%
4/9/2025 Hardin Capital Partners LLC16,213$380K0.2%+19.5%0.002%
4/9/2025 Kaizen Financial Strategies17,604$412K0.2%+26.1%0.003%
4/8/2025 Veery Capital LLC12,252$287K0.1%-30.8%0.002%
4/8/2025 James J. Burns & Company LLC183,683$4.30M0.8%+0.4%0.027%
4/8/2025 Advisory Alpha LLC2,040,619$47.81M3.0%-51.8%0.302%
4/8/2025 Private Client Services LLC9,535$223K0.1%-8.5%0.001%
(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, 1,233 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 1,182 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 188,141,696 shares in the last 24 months. This purchase volume represents approximately $4.67B in transactions.

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

Of the 650 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), Advisory Alpha LLC ($2.43M), Wealth Enhancement Advisory Services LLC ($2.17M), Mercer Global Advisors Inc. ADV ($2.12M), Envestnet Asset Management Inc. ($1.28M), Financial Advisors LLC ($952.13K), and Empower Advisory Group LLC ($940.99K).

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

Institutional investors have sold a total of 27,049,687 shares in the last 24 months. This volume of shares sold represents approximately $609.22M in transactions.


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This page (NYSEARCA:SCHA) was last updated on 4/16/2025 by MarketBeat.com Staff
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