Schwab US Small-Cap ETFSCHAETF
13F holders, Q1 2024 (March 31)1,048holders
4famous investors
$49.23avg. 13F price*
At the end of Q1 2024, 1,048 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($3.8B), Bank of America Corp. ($1.1B) and Empower Advisory Group, LLC ($580.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $32.9M |
| Exits | 64 | $144.0M |
Ownership 1,048 holders
| Charles Schwab Investment Advisory, Inc. | 5.17% | Add +2.3% | 76,381,367 | $3.8B |
| Bank of America Corp. | 0.10% | Add +117.8% | 21,329,867 | $1.1B |
| Empower Advisory Group, LLC | 2.17% | Reduce -3.8% | 11,786,207 | $580.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -5.5% | 8,609,629 | $423.9M |
| Sei Investments Co. | 0.53% | Reduce -6.6% | 7,373,640 | $363.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.6% | 3,512,301 | $172.9M |
| Financial Engines Advisors L.L.C. | 0.29% | Reduce -1.6% | 2,610,072 | $128.5M |
| Creative Planning | 0.13% | Reduce -3.7% | 2,419,539 | $119.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.8% | 2,210,392 | $108.8M |
| Advisory Alpha, LLC | 4.09% | Reduce -3.6% | 2,022,618 | $99.6M |
| Cerity Partners LLC | 0.25% | Reduce -88.6% | 1,911,857 | $94.1M |
| Osaic Holdings, Inc. | 0.20% | Add +0.4% | 1,776,047 | $87.5M |
| UBS Group AG | 0.03% | Reduce -4.0% | 1,688,398 | $83.1M |
| Mercer Global Advisors Inc. | 0.22% | Reduce -2.5% | 1,456,041 | $76.1M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +3.1% | 1,526,643 | $75.2M |
| Mariner, LLC | 0.14% | Reduce -4.8% | 1,417,348 | $69.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.1% | 1,394,441 | $68.7M |
| HighTower Advisors, LLC | 0.11% | Add +3.9% | 1,374,291 | $67.6M |
| LPL Financial LLC | 0.03% | Add +5.7% | 1,220,574 | $60.1M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 1,193,150 | $58.8M |
| Marcum Wealth, LLC | 5.80% | Reduce -2.2% | 1,161,010 | $57.2M |
| Savant Capital, LLC | 0.65% | Reduce -2.1% | 1,154,820 | $56.9M |
| Rainey & Randall Wealth Advisors Inc. | 9.73% | Add +1.5% | 845,371 | $41.6M |
| Steele Capital Management, Inc. | 2.04% | Reduce -0.8% | 720,160 | $35.5M |
| Klingenstein Fields & Co. LP | 1.45% | Reduce -2.7% | 709,144 | $34.9M |
| Moneta Group Investment Advisors LLC | 0.55% | Add +16.6% | 685,134 | $33.7M |
| Gemmer Asset Management LLC | 3.82% | Reduce -5.5% | 669,044 | $32.9M |
| Prime Capital Investment Advisors, LLC | 0.45% | Add +5.1% | 656,983 | $32.3M |
| RKL Wealth Management LLC | 2.91% | Add +0.1% | 596,218 | $29.4M |
| Legacy Wealth Management, LLC | 2.03% | Reduce -1.1% | 560,586 | $27.6M |
| Corient Private Wealth LP | 0.05% | Reduce -1.5% | 556,449 | $27.4M |
| Mokosak Advisory Group, LLC | 8.49% | Add +2.5% | 522,388 | $25.7M |
| Summit Financial Strategies, Inc. | 3.41% | Add +3.5% | 496,326 | $24.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.8% | 496,149 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -1.6% | 494,218 | $24.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 439,021 | $21.6M |
| First International Bank & Trust | 7.27% | Add +174.6% | 427,919 | $21.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 426,754 | $21.0M |
| Noble Family Wealth, LLC | 5.67% | Reduce -2.2% | 404,691 | $19.9M |
| Integrated Wealth Concepts LLC | 0.29% | Add +35.8% | 404,267 | $19.9M |
| FIDELIS iM, LLC | 9.82% | Add +1.4% | 397,259 | $19.6M |
| Visionary Wealth Advisors | 1.31% | Reduce -24.9% | 394,973 | $19.4M |
| Marshall Financial Group Inc. | 6.38% | Add +1.6% | 393,283 | $19.4M |
| Dynamic Advisor Solutions LLC | 0.65% | Add +5.8% | 389,461 | $19.2M |
| Foundations Investment Advisors, LLC | 0.50% | Add +11.4% | 389,100 | $19.2M |
| Janiczek Wealth Management, LLC | 3.84% | Add +4.2% | 366,380 | $18.0M |
| ForthRight Wealth Management, LLC | 6.47% | Add +1.9% | 365,981 | $18.0M |
| Cetera Investment Advisers | 0.04% | Add +479.7% | 364,808 | $18.0M |
| Captrust Financial Advisors | 0.07% | Reduce -18.7% | 364,395 | $17.9M |
| Strategic Financial Planning, Inc. | 12.95% | Add +4.0% | 351,508 | $17.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -9.7% | 339,765 | $16.7M |
| Sage Financial Group Inc. | 1.47% | Add +0.9% | 332,141 | $16.4M |
| Riversedge Advisors, LLC | 3.97% | Reduce -3.0% | 326,886 | $16.1M |
| Burt Wealth Advisors | 4.05% | Add +7.1% | 324,543 | $16.0M |
| Meridian Management Co. | 4.30% | Reduce -1.3% | 319,811 | $15.7M |
| MML Investors Services, LLC | 0.06% | Reduce -2.4% | 315,936 | $15.6M |
| Bangor Savings Bank | 1.58% | Reduce -1.7% | 313,776 | $15.5M |
| CoreCap Advisors, LLC | 0.78% | Add +8.7% | 300,479 | $14.8M |
| TruNorth Capital Management, LLC | 5.08% | — | 299,361 | $14.7M |
| Joule Financial, LLC | 6.04% | Add +13.5% | 297,610 | $14.7M |
| Waterford Advisors, LLC | 6.20% | Add +4.0% | 296,624 | $14.6M |
| Johnson Investment Counsel Inc. | 0.15% | Add +8.9% | 287,577 | $14.2M |
| Charles Schwab Trust Co | 1.31% | Add +16.1% | 282,063 | $13.9M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -1.0% | 281,729 | $13.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.88% | Add +8.8% | 278,074 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +19.7% | 277,237 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.5% | 272,192 | $13.4M |
| Curi Capital, LLC | 0.31% | Add +4415.1% | 271,131 | $13.4M |
| Ascension Capital Advisors, Inc. | 7.26% | Add +1.4% | 265,321 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -0.5% | 264,151 | $13.0M |
| New York Life Investment Management LLC | 0.13% | Add +4.0% | 263,041 | $13.0M |
| First National Corp. /Ma/ | 3.15% | Reduce -0.5% | 271,425 | $12.8M |
| Clearwater Capital Advisors, LLC | 1.37% | Add +1.6% | 260,146 | $12.8M |
| Old National Bancorp | 0.30% | Add +14.5% | 258,618 | $12.7M |
| Moneywise, Inc. | 6.84% | Reduce -18.3% | 255,630 | $12.6M |
| Buckingham Strategic Wealth, LLC | 0.13% | Reduce -0.6% | 249,094 | $12.3M |
| Buckingham Capital Management, Inc. | 1.50% | Add +1.6% | 248,374 | $12.2M |
| Hoylecohen, LLC | 0.93% | Add +17.2% | 247,921 | $12.2M |
| Jones Financial Companies LLLP | 0.02% | Add +27.8% | 240,801 | $11.9M |
| HHM Wealth Advisors, LLC | 1.90% | Reduce -1.2% | 234,724 | $11.6M |
| Main Street Financial Solutions, LLC | 1.23% | Add +1.3% | 233,580 | $11.5M |
| Berger Financial Group, Inc | 0.93% | Add +10.8% | 229,889 | $11.3M |
| US Bancorp \de | 0.02% | Reduce -4.4% | 229,687 | $11.3M |
| Kohmann Bosshard Financial Services, LLC | 1.57% | Add +38.0% | 228,581 | $11.3M |
| North Star Asset Management Inc. | 0.53% | Add +0.8% | 227,761 | $11.2M |
| Tradition Wealth Management, LLC | 1.11% | Reduce -0.3% | 223,457 | $11.0M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -30.9% | 222,210 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -4.0% | 220,028 | $10.8M |
| St. Johns Investment Management Company, LLC | 5.18% | Add +4.7% | 219,447 | $10.8M |
| Tiller Private Wealth, Inc. | 4.81% | Add +4.3% | 218,926 | $10.8M |
| Appleton Partners Inc. | 0.83% | Add +3.7% | 216,811 | $10.7M |
| Northwest Investment Counselors, LLC | 2.59% | Reduce -0.5% | 216,098 | $10.6M |
| Alliance Wealth Management Group | 3.09% | Reduce -4.9% | 213,716 | $10.5M |
| Towercrest Capital Management | 1.78% | Reduce -4.9% | 213,716 | $10.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.16% | Add +1.1% | 209,640 | $10.3M |
| Souders Financial Advisors | 1.63% | Add +3.0% | 209,225 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +96.5% | 208,594 | $10.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -1.8% | 204,636 | $10.1M |
| Focus Financial Network, Inc. | 0.47% | — | 214,054 | $9.7M |
| Essex LLC | 2.20% | Add +4.0% | 194,250 | $9.6M |
"% 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.