Schwab US Small-Cap ETFSCHAETF
13F holders, Q2 2026 (June 30)1,352holders +91
131new positions
37sold out
3famous investors
$35.92avg. 13F price*
At the end of Q2 2026, 1,352 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 91 from Q1 2026. 131 opened new positions and 37 sold out. The largest holders were Empower Advisory Group, LLC ($1.4B), Sei Investments Co. ($502.5M) and Bank of America Corp. ($496.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Small-Cap ETF
- CUSIP
- 808524607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $139.7M |
| Exits | 37 | $35.3M |
All 13F filers, Q1 2026 → Q2 2026: 13,049,957 shares bought and 8,412,036 shares sold, net +4,637,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,352 holders
| Empower Advisory Group, LLC | 3.25% | Add +2.1% | 37,697,754 | $1.4B |
| Sei Investments Co. | 0.44% | Reduce -5.6% | 13,908,960 | $502.5M |
| Bank of America Corp. | 0.03% | Reduce -5.7% | 13,753,548 | $496.9M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +5.1% | 6,100,987 | $220.4M |
| Creative Planning | 0.12% | Reduce -2.0% | 5,873,670 | $212.2M |
| UBS Group AG | 0.03% | Add +0.8% | 5,171,149 | $186.8M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -8.6% | 4,190,988 | $151.4M |
| Advisory Alpha, LLC | 3.36% | Reduce -2.2% | 3,796,240 | $137.2M |
| Cerity Partners LLC | 0.17% | Add +4.1% | 4,000,364 | $136.2M |
| Mariner, LLC | 0.12% | Reduce -2.9% | 3,288,410 | $118.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +3.7% | 2,788,801 | $97.4M |
| LPL Financial LLC | 0.02% | Reduce -2.1% | 2,640,354 | $95.4M |
| Savant Capital, LLC | 0.28% | Add +99.2% | 2,917,095 | $95.0M |
| Steele Capital Management, Inc. | 3.02% | Add +0.5% | 2,273,743 | $82.2M |
| Moneta Group Investment Advisors LLC | 0.56% | Add +3.2% | 2,090,236 | $75.5M |
| Jones Financial Companies LLLP | 0.03% | Add +13.1% | 2,113,728 | $75.2M |
| Mercer Global Advisors Inc. | 0.09% | Add +1.1% | 2,030,619 | $73.4M |
| Vantagepoint Investment Advisers LLC | 0.55% | No change | 2,027,244 | $73.2M |
| Osaic Holdings, Inc. | 0.08% | Add +3.1% | 1,900,593 | $68.7M |
| Betterment LLC | 0.11% | Reduce -4.7% | 1,753,579 | $63.4M |
| Sims Investment Management, LLC | 19.38% | Reduce -0.0% | 1,734,453 | $62.7M |
| New York Life Investment Management LLC | 0.43% | Reduce -4.3% | 1,694,799 | $61.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.6% | 1,675,695 | $60.5M |
| Focus Partners Wealth | 0.06% | Add +27.0% | 1,667,957 | $60.3M |
| CoreCap Advisors, LLC | 1.77% | Add +3.9% | 1,656,885 | $59.9M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.0% | 1,621,568 | $58.6M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 1,598,877 | $57.8M |
| Golden Reserve Retirement LLC | 8.69% | Add +1.7% | 1,526,535 | $55.2M |
| Gemmer Asset Management LLC | 3.68% | Reduce -0.3% | 1,517,147 | $54.8M |
| 93 Financial Group, LLC | 21.52% | Reduce -6.2% | 1,508,904 | $54.5M |
| RMG Wealth Management LLC | 5.44% | Add +0.1% | 1,502,429 | $52.7M |
| Kohmann Bosshard Financial Services, LLC | 4.42% | Add +2.6% | 1,442,916 | $52.1M |
| Cetera Investment Advisers | 0.04% | Add +4.6% | 1,329,913 | $48.0M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | Add +33.3% | 1,313,111 | $47.4M |
| Corient Private Wealth LP | 0.06% | Reduce -10.3% | 1,241,583 | $44.9M |
| Mokosak Advisory Group, LLC | 9.26% | Reduce -1.1% | 1,183,905 | $42.8M |
| Rainey & Randall Wealth Advisors Inc. | 6.08% | Reduce -0.4% | 1,176,951 | $42.5M |
| Captrust Financial Advisors | 0.06% | Add +3.3% | 1,142,727 | $41.3M |
| Johnson Investment Counsel Inc. | 0.30% | Add +8.5% | 1,133,550 | $41.0M |
| BlueSky Wealth Advisors, LLC | 4.59% | Add +5.6% | 1,096,973 | $39.6M |
| Kestra Advisory Services, LLC | 0.12% | Add +2.9% | 1,018,703 | $36.8M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -4.5% | 997,223 | $36.0M |
| Klingenstein Fields & Co. LP | 1.25% | Reduce -3.6% | 991,435 | $35.8M |
| Noble Family Wealth, LLC | 6.39% | Add +0.2% | 988,541 | $35.7M |
| TruNorth Capital Management, LLC | 5.50% | Add +3.5% | 947,282 | $34.2M |
| ForthRight Wealth Management, LLC | 8.71% | Reduce -1.3% | 942,364 | $34.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.7% | 935,401 | $33.8M |
| Dynamic Advisor Solutions LLC | 0.92% | Add +2.5% | 899,273 | $32.5M |
| Exchange Traded Concepts, LLC | 0.16% | Add +19.5% | 892,690 | $32.3M |
| Merit Financial Group, LLC | 0.20% | Add +25.3% | 874,953 | $31.6M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 869,757 | $31.4M |
| Charles Schwab Trust Co | 1.75% | Add +6.3% | 869,300 | $31.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.41% | Reduce -11.2% | 858,257 | $31.0M |
| FIDELIS iM, LLC | 10.36% | Reduce -0.9% | 840,682 | $30.4M |
| Old National Bancorp | 0.60% | Reduce -3.5% | 838,856 | $30.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.7% | 830,684 | $30.0M |
| Chicago Partners Investment Group LLC | 0.59% | Add +4.8% | 860,517 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.5% | 786,628 | $28.4M |
| Susquehanna International Group, LLP | 0.03% | Add +842.4% | 782,025 | $28.3M |
| Joule Financial, LLC | 7.61% | Reduce -2.5% | 776,769 | $28.1M |
| Legacy Wealth Management, LLC | 1.39% | Reduce -10.0% | 732,766 | $26.5M |
| Seneca Financial Advisors LLC | 6.68% | Add +12.6% | 712,389 | $25.7M |
| Sage Financial Group Inc. | 1.42% | Add +1.0% | 711,360 | $25.7M |
| White & Co Financial Planning Inc | 15.83% | Reduce -2.9% | 707,188 | $25.6M |
| Ascension Capital Advisors, Inc. | 7.14% | Reduce -1.0% | 703,738 | $25.4M |
| Waterford Advisors, LLC | 6.93% | Add +2.6% | 702,414 | $25.4M |
| Visionary Wealth Advisors | 0.91% | Reduce -19.2% | 635,327 | $23.0M |
| Summit Financial Strategies, Inc. | 1.61% | Reduce -14.3% | 634,987 | $22.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.70% | Add +3.4% | 614,388 | $22.2M |
| Strategic Financial Planning, Inc. | 11.42% | New | 605,509 | $21.9M |
| Clearwater Capital Advisors, LLC | 1.59% | Reduce -3.5% | 602,201 | $21.8M |
| Main Street Financial Solutions, LLC | 1.39% | Add +2.5% | 600,008 | $21.7M |
| ZynergyRetirementPlanningLLC | 11.08% | Reduce -1.0% | 565,809 | $20.4M |
| Matrix Trust Co | 2.90% | Add +0.8% | 553,341 | $20.0M |
| Two Sigma Investments, LP | 0.02% | New | 546,800 | $19.8M |
| Modern Wealth Management, LLC | 0.23% | Reduce -4.3% | 538,864 | $19.5M |
| Bangor Savings Bank | 1.38% | Reduce -4.3% | 517,818 | $18.7M |
| OneDigital Investment Advisors LLC | 0.16% | Add +29.1% | 509,519 | $18.4M |
| IMA Advisory Services, Inc. | 1.12% | Add +2.6% | 496,630 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.6% | 502,628 | $17.9M |
| MAI Capital Management | 0.07% | Add +5.4% | 486,058 | $17.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +294.8% | 485,665 | $17.5M |
| RKL Wealth Management LLC | 1.39% | Reduce -1.1% | 480,896 | $17.4M |
| HHM Wealth Advisors, LLC | 1.74% | Add +3.1% | 479,778 | $17.3M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -1.7% | 479,299 | $17.3M |
| North Star Asset Management Inc. | 0.67% | Add +2.9% | 473,999 | $17.1M |
| AQR Capital Management | 0.01% | Add +32.0% | 465,595 | $16.8M |
| St. Johns Investment Management Company, LLC | 5.91% | Reduce -2.1% | 432,684 | $15.6M |
| MML Investors Services, LLC | 0.03% | Add +12.9% | 428,306 | $15.5M |
| Appleton Partners Inc. | 0.93% | Reduce -4.8% | 418,124 | $15.1M |
| Lido Advisors, LLC | 0.05% | Reduce -3.8% | 416,410 | $15.0M |
| FMR LLC | 0.00% | Add +10.2% | 415,333 | $15.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -3.5% | 414,348 | $15.0M |
| Sightline Wealth Advisors, LLC | 5.43% | Add +4.7% | 410,967 | $14.8M |
| US Bancorp \de | 0.02% | Add +0.1% | 410,907 | $14.8M |
| Missouri Trust & Investment Co | 4.03% | Reduce -1.7% | 442,107 | $14.8M |
| Royal Bank of Canada | 0.00% | Add +41.8% | 407,942 | $14.7M |
| Christensen, King & Associates Investment Services, Inc. | 5.83% | Reduce -2.3% | 406,286 | $14.7M |
| Tradition Wealth Management, LLC | 0.90% | Add +0.1% | 405,312 | $14.6M |
| Lutz Financial Services LLC | 0.86% | Reduce -1.5% | 390,473 | $14.1M |
"% of holder's portfolio" is SCHA's weight in each manager's 13F, not the share of Schwab US Small-Cap ETF the manager owns.