Schwab US Small-Cap ETFSCHAETF
13F holders, Q2 2024 (June 30)1,052holders +4
55new positions
58sold out
6famous investors
$46.98avg. 13F price*
At the end of Q2 2024, 1,052 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 4 from Q1 2024. 55 opened new positions and 58 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.1B), Bank of America Corp. ($1.0B) and Empower Advisory Group, LLC ($567.0M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $39.9M |
| Exits | 58 | $39.8M |
All 13F filers, Q1 2024 → Q2 2024: 86,065,384 shares bought and 4,500,648 shares sold, net +81,564,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,052 holders
| Charles Schwab Investment Management Inc. | 0.79% | Add +911.2% | 87,060,710 | $4.1B |
| Bank of America Corp. | 0.10% | Add +3.6% | 22,098,687 | $1.0B |
| Empower Advisory Group, LLC | 2.10% | Add +1.4% | 11,949,232 | $567.0M |
| Sei Investments Co. | 0.49% | Reduce -0.2% | 7,359,458 | $349.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -24.2% | 2,661,109 | $126.3M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -0.9% | 2,587,713 | $123.2M |
| Creative Planning | 0.12% | Reduce -2.2% | 2,365,513 | $112.2M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.7% | 2,226,251 | $105.6M |
| Advisory Alpha, LLC | 3.91% | Add +3.4% | 2,091,432 | $99.2M |
| Cerity Partners LLC | 0.25% | Add +1.4% | 1,939,391 | $92.0M |
| Osaic Holdings, Inc. | 0.20% | Add +0.0% | 1,776,517 | $84.3M |
| UBS Group AG | 0.03% | Add +2.6% | 1,732,321 | $82.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +9.5% | 1,526,979 | $72.5M |
| Mercer Global Advisors Inc. | 0.19% | Add +0.2% | 1,458,686 | $69.2M |
| Mariner, LLC | 0.13% | Add +2.0% | 1,445,227 | $68.6M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -8.0% | 1,403,917 | $66.6M |
| HighTower Advisors, LLC | 0.10% | Add +0.3% | 1,377,910 | $65.3M |
| LPL Financial LLC | 0.03% | Reduce -3.4% | 1,179,383 | $56.0M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 1,152,938 | $54.7M |
| Marcum Wealth, LLC | 5.36% | Reduce -3.0% | 1,126,707 | $53.5M |
| Savant Capital, LLC | 0.53% | Reduce -4.0% | 1,108,278 | $52.6M |
| Rainey & Randall Wealth Advisors Inc. | 9.61% | Add +1.2% | 855,552 | $40.7M |
| Steele Capital Management, Inc. | 1.91% | Reduce -0.3% | 718,047 | $34.2M |
| Klingenstein Fields & Co. LP | 1.37% | Reduce -2.0% | 695,008 | $33.0M |
| Moneta Group Investment Advisors LLC | 0.52% | Add +0.8% | 690,673 | $32.8M |
| Gemmer Asset Management LLC | 3.40% | Add +0.2% | 670,550 | $31.8M |
| Tradewinds Capital Management, LLC | 8.63% | Add +1384.9% | 616,492 | $29.3M |
| RKL Wealth Management LLC | 2.74% | Add +0.4% | 598,771 | $28.4M |
| Corient Private Wealth LP | 0.05% | Add +0.7% | 560,428 | $26.6M |
| Legacy Wealth Management, LLC | 1.92% | Reduce -0.5% | 557,856 | $26.5M |
| Mokosak Advisory Group, LLC | 8.31% | Add +1.5% | 530,032 | $25.2M |
| Summit Financial Strategies, Inc. | 3.07% | Add +4.8% | 520,301 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 504,499 | $23.9M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -1.8% | 485,171 | $23.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +730.9% | 457,576 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 444,608 | $21.1M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 440,501 | $20.9M |
| First International Bank & Trust | 7.05% | Add +0.9% | 431,959 | $20.5M |
| Foundations Investment Advisors, LLC | 0.49% | Add +9.2% | 424,691 | $20.2M |
| Noble Family Wealth, LLC | 5.77% | Add +4.3% | 422,157 | $20.0M |
| BlueSky Wealth Advisors, LLC | 3.35% | New | 419,469 | $19.9M |
| Dynamic Advisor Solutions LLC | 0.61% | Add +4.0% | 405,193 | $19.2M |
| FIDELIS iM, LLC | 9.42% | Add +1.8% | 404,458 | $19.2M |
| Marshall Financial Group Inc. | 6.13% | Add +1.2% | 397,983 | $18.9M |
| Kohmann Bosshard Financial Services, LLC | 2.52% | Add +72.3% | 393,777 | $18.7M |
| ForthRight Wealth Management, LLC | 6.70% | Add +7.3% | 392,674 | $18.6M |
| Strategic Financial Planning, Inc. | 13.00% | Add +8.1% | 380,031 | $18.0M |
| Cetera Investment Advisers | 0.04% | Add +4.0% | 379,209 | $18.0M |
| Visionary Wealth Advisors | 1.12% | Reduce -8.4% | 361,746 | $17.2M |
| Captrust Financial Advisors | 0.06% | Reduce -0.9% | 361,124 | $17.1M |
| Sage Financial Group Inc. | 1.40% | Add +2.4% | 340,051 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -0.6% | 337,879 | $16.0M |
| Jones Financial Companies LLLP | 0.02% | Add +37.0% | 329,798 | $15.6M |
| Riversedge Advisors, LLC | 3.70% | Reduce -2.1% | 320,057 | $15.2M |
| Bangor Savings Bank | 1.52% | Add +1.9% | 319,608 | $15.2M |
| MML Investors Services, LLC | 0.06% | Add +0.8% | 318,583 | $15.1M |
| New York Life Investment Management LLC | 0.15% | Add +20.5% | 316,858 | $15.0M |
| TruNorth Capital Management, LLC | 4.79% | Add +4.0% | 311,178 | $14.8M |
| Joule Financial, LLC | 5.92% | Add +2.8% | 305,864 | $14.6M |
| Burt Wealth Advisors | 3.76% | Reduce -7.5% | 300,318 | $14.3M |
| Waterford Advisors, LLC | 5.95% | Add +0.9% | 299,281 | $14.2M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.9% | 295,907 | $14.0M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -55.0% | 295,355 | $14.0M |
| Meridian Management Co. | 3.83% | Reduce -8.1% | 293,969 | $13.9M |
| Charles Schwab Trust Co | 1.28% | Add +3.2% | 291,131 | $13.8M |
| Summit Wealth & Retirement Planning, Inc. | 4.64% | Add +3.2% | 287,082 | $13.6M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.2% | 285,004 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 280,620 | $13.3M |
| Ascension Capital Advisors, Inc. | 6.96% | Add +4.1% | 276,105 | $13.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.9% | 274,616 | $13.0M |
| Curi Capital, LLC | 0.31% | Add +1.1% | 274,236 | $13.0M |
| Old National Bancorp | 0.30% | Add +5.3% | 272,251 | $12.9M |
| Berger Financial Group, Inc | 1.01% | Add +16.5% | 267,798 | $12.7M |
| ZynergyRetirementPlanningLLC | 9.62% | — | 264,951 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -0.6% | 262,475 | $12.5M |
| Clearwater Capital Advisors, LLC | 1.30% | Reduce -0.6% | 258,689 | $12.3M |
| Buckingham Capital Management, Inc. | 1.44% | Add +2.4% | 254,387 | $12.1M |
| Hoylecohen, LLC | 0.90% | Add +1.0% | 250,461 | $11.9M |
| Main Street Financial Solutions, LLC | 1.11% | Add +6.1% | 247,837 | $11.8M |
| Buckingham Strategic Wealth, LLC | 0.12% | Reduce -2.6% | 242,582 | $11.5M |
| First National Corp. /Ma/ | 2.70% | Reduce -11.9% | 239,190 | $11.3M |
| Chicago Partners Investment Group LLC | 0.43% | Add +12.6% | 215,253 | $11.0M |
| Focus Financial Network, Inc. | 0.47% | Add +0.5% | 215,104 | $11.0M |
| HHM Wealth Advisors, LLC | 1.64% | Reduce -2.3% | 229,326 | $10.9M |
| US Bancorp \de | 0.01% | Reduce -0.5% | 228,449 | $10.8M |
| North Star Asset Management Inc. | 0.51% | Reduce -0.5% | 226,733 | $10.8M |
| Tiller Private Wealth, Inc. | 4.56% | Reduce -0.0% | 218,896 | $10.4M |
| Tradition Wealth Management, LLC | 1.00% | Reduce -2.4% | 218,067 | $10.3M |
| Souders Financial Advisors | 1.55% | Add +3.8% | 217,175 | $10.3M |
| St. Johns Investment Management Company, LLC | 4.89% | Reduce -1.2% | 216,869 | $10.3M |
| Northwest Investment Counselors, LLC | 2.57% | Add +0.2% | 216,475 | $10.3M |
| Christensen, King & Associates Investment Services, Inc. | 5.01% | Add +2.2% | 214,185 | $10.2M |
| Sanctuary Advisors, LLC | 0.07% | — | 216,785 | $10.1M |
| Appleton Partners Inc. | 0.78% | Reduce -2.1% | 212,228 | $10.1M |
| VCI Wealth Management LLC | 4.97% | Add +42.5% | 211,853 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 211,820 | $10.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Reduce -0.3% | 203,979 | $9.7M |
| Moneywise, Inc. | 5.03% | Reduce -21.7% | 200,201 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -9.7% | 198,718 | $9.4M |
| Denver PWM, LLC | 3.73% | Add +9.3% | 196,789 | $9.3M |
"% 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.