SCHWAB US SMALL-CAP ETF SCHA
$34.92
-2.0% 52w: $24.26 – $36.13
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data24.2630.1936.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
+11 QoQ
13F value
$7.20B
-0.1% QoQ
Smart-money holders
40
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
calls only
$1.8M calls / — puts
Institutional value by quarter
Number of holders
Who owns SCHA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | Wealth advisor | 36.9M | $1.07B | 2.8% | +8.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 14.7M | $428.5M | 0.4% | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 14.6M | $424.2M | 0.0% | -15.7% |
| Creative Planning | Wealth advisor | 6.0M | $174.3M | 0.1% | -11.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 5.8M | $168.8M | 0.1% | +5.5% |
| UBS Group AG | Bank broker | 5.1M | $149.2M | 0.0% | +27.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 4.6M | $133.3M | 0.3% | -5.3% |
| Advisory Alpha, LLC | Wealth advisor | 3.9M | $112.9M | 3.1% | -2.4% |
| Cerity Partners LLC | Diversified mechanical | 3.8M | $112.0M | 0.2% | +2.3% |
| Mariner, LLC | Diversified mechanical | 3.4M | $98.5M | 0.1% | +16.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.7M | $79.4M | 0.2% | -39.0% |
| LPL Financial LLC | Bank broker | 2.7M | $78.4M | 0.0% | +1.8% |
| Steele Capital Management, Inc. | Wealth advisor | 2.3M | $65.8M | 2.7% | -0.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.0M | $59.0M | 0.5% | -6.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 2.0M | $58.9M | 0.4% | +3.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.0M | $58.4M | 0.1% | -5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8M | $53.5M | 0.1% | +17.2% |
| Betterment LLC | Wealth advisor | 1.8M | $53.5M | 0.1% | +8.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.9M | $53.4M | 0.0% | +27.0% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $51.8M | 0.1% | -3.4% |
| New York Life Investment Management LLC | Insurance | 1.8M | $51.5M | 0.4% | +2.4% |
| SIMS INVESTMENT MANAGEMENT, LLC | Wealth advisor | 1.7M | $50.4M | 18.5% | -5.3% |
| RMG Wealth Management LLC | Wealth advisor | 1.5M | $50.2M | 5.8% | -70.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.7M | $48.0M | 0.0% | +71.8% |
| 93 Financial Group, LLC | Wealth advisor | 1.6M | $46.8M | 20.9% | -3.6% |
| MORGAN STANLEY | Bank broker | 1.6M | $46.6M | 0.0% | -8.6% |
| CoreCap Advisors, LLC | Wealth advisor | 1.6M | $46.4M | 1.6% | +0.5% |
| Gemmer Asset Management LLC | Wealth advisor | 1.5M | $44.2M | 3.5% | +0.6% |
| Golden Reserve Retirement LLC | Wealth advisor | 1.5M | $43.6M | 9.0% | -4.7% |
| Savant Capital, LLC | Wealth advisor | 1.5M | $42.6M | 0.2% | -3.4% |
| Kohmann Bosshard Financial Services, LLC | Wealth advisor | 1.4M | $40.9M | 4.0% | +3.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.4M | $40.7M | 0.0% | -10.6% |
| Corient Private Wealth LLC | Diversified mechanical | 1.4M | $40.1M | 0.1% | -72.8% |
| Focus Partners Wealth | Wealth advisor | 1.3M | $38.2M | 0.0% | -7.0% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $37.0M | 0.0% | +7.5% |
| Mokosak Advisory Group, LLC | Wealth advisor | 1.2M | $34.8M | 8.7% | -1.7% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | Wealth advisor | 1.2M | $34.4M | 5.6% | -0.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.1M | $32.2M | 0.1% | +2.0% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 1.0M | $30.4M | 0.2% | +37.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.0M | $30.4M | 0.2% | +22.4% |
| BlueSky Wealth Advisors, LLC | Wealth advisor | 1.0M | $30.2M | 3.9% | +4.2% |
| KLINGENSTEIN FIELDS & CO LP ★2 | Fundamental diversified | 1.0M | $29.9M | 1.2% | -7.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 989.8K | $28.8M | 0.1% | +1.9% |
| Noble Family Wealth, LLC | Wealth advisor | 986.3K | $28.7M | 5.9% | +0.7% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 985.1K | $28.6M | 0.0% | +64.8% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 966.2K | $28.1M | 0.4% | +26.6% |
| ForthRight Wealth Management, LLC | Wealth advisor | 954.6K | $27.8M | 7.9% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 941.7K | $27.4M | 0.0% | +29.2% |
| TruNorth Capital Management, LLC | Wealth advisor | 915.7K | $26.6M | 5.1% | -1.7% |
| Chicago Partners Investment Group LLC | Wealth advisor | 821.2K | $26.5M | 0.6% | +7.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.