Schwab US Small-Cap ETFSCHAETF
13F holders, Q3 2024 (September 30)1,071holders +19
76new positions
59sold out
3famous investors
$50.04avg. 13F price*
At the end of Q3 2024, 1,071 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 19 from Q2 2024. 76 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($1.1B), Empower Advisory Group, LLC ($633.4M) and Sei Investments Co. ($377.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $68.5M |
| Exits | 59 | $4.2B |
All 13F filers, Q2 2024 → Q3 2024: 8,474,438 shares bought and 95,110,205 shares sold, net −86,635,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,071 holders
| Bank of America Corp. | 0.10% | Add +0.1% | 22,130,398 | $1.1B |
| Empower Advisory Group, LLC | 2.14% | Add +2.9% | 12,298,227 | $633.4M |
| Sei Investments Co. | 0.49% | Reduce -0.5% | 7,320,867 | $377.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.8% | 2,683,418 | $138.2M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +1.5% | 2,626,011 | $133.7M |
| Creative Planning | 0.12% | Reduce -1.4% | 2,333,310 | $120.2M |
| Cerity Partners LLC | 0.26% | Add +16.6% | 2,260,557 | $116.4M |
| Advisory Alpha, LLC | 3.95% | Add +3.3% | 2,159,419 | $111.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.4% | 1,993,825 | $102.7M |
| UBS Group AG | 0.03% | Add +2.5% | 1,776,518 | $91.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.4% | 1,578,689 | $81.3M |
| Mercer Global Advisors Inc. | 0.18% | Add +105.1% | 2,992,324 | $76.4M |
| Mariner, LLC | 0.13% | Add +0.6% | 1,454,287 | $74.9M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +0.2% | 1,406,613 | $72.4M |
| HighTower Advisors, LLC | 0.10% | Reduce -8.4% | 1,262,250 | $65.1M |
| Morgan Stanley | 0.00% | Add +0.3% | 1,156,039 | $59.5M |
| LPL Financial LLC | 0.03% | Reduce -4.4% | 1,127,132 | $58.0M |
| Marcum Wealth, LLC | 5.30% | Reduce -1.8% | 1,106,494 | $57.0M |
| Savant Capital, LLC | 0.44% | Reduce -7.6% | 1,024,416 | $52.8M |
| Rainey & Randall Wealth Advisors Inc. | 9.20% | Reduce -2.7% | 832,280 | $42.9M |
| Steele Capital Management, Inc. | 2.16% | Add +11.5% | 800,413 | $41.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -59.4% | 722,139 | $37.2M |
| Moneta Group Investment Advisors LLC | 0.53% | Add +105.2% | 1,417,477 | $36.5M |
| Gemmer Asset Management LLC | 3.50% | Add +1.2% | 678,464 | $34.9M |
| Klingenstein Fields & Co. LP | 1.36% | Reduce -4.5% | 663,482 | $34.2M |
| Corient Private Wealth LP | 0.05% | Add +5.7% | 592,191 | $30.3M |
| RKL Wealth Management LLC | 2.71% | Reduce -2.9% | 581,175 | $29.9M |
| Focus Partners Wealth | 0.09% | Add +283.6% | 562,589 | $29.0M |
| Mokosak Advisory Group, LLC | 8.56% | Add +4.5% | 553,921 | $28.5M |
| Summit Financial Strategies, Inc. | 3.20% | Add +6.1% | 552,016 | $28.4M |
| Legacy Wealth Management, LLC | 1.84% | Reduce -1.3% | 550,598 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Add +3.7% | 523,318 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 470,419 | $24.2M |
| Foundations Investment Advisors, LLC | 0.49% | Add +7.7% | 457,446 | $23.6M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -6.3% | 454,470 | $23.4M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 451,539 | $23.3M |
| BlueSky Wealth Advisors, LLC | 3.55% | Add +5.8% | 443,653 | $22.8M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -3.8% | 440,003 | $22.7M |
| First International Bank & Trust | 7.08% | Reduce -0.8% | 428,713 | $22.1M |
| Kohmann Bosshard Financial Services, LLC | 2.74% | Add +8.7% | 427,902 | $22.0M |
| Noble Family Wealth, LLC | 5.90% | Add +0.9% | 425,920 | $21.9M |
| FIDELIS iM, LLC | 9.82% | Add +3.9% | 420,297 | $21.6M |
| ForthRight Wealth Management, LLC | 6.92% | Add +2.8% | 403,530 | $20.8M |
| Marshall Financial Group Inc. | 6.11% | Reduce -1.2% | 393,032 | $20.2M |
| Cetera Investment Advisers | 0.04% | Add +3.1% | 390,907 | $20.1M |
| Sanctuary Advisors, LLC | 0.12% | Add +225.6% | 705,754 | $19.7M |
| Dynamic Advisor Solutions LLC | 0.59% | Reduce -6.1% | 380,556 | $19.6M |
| Strategic Financial Planning, Inc. | 12.55% | Reduce -3.0% | 368,690 | $19.0M |
| Captrust Financial Advisors | 0.06% | Add +2.0% | 368,282 | $19.0M |
| Visionary Wealth Advisors | 1.09% | Reduce -4.2% | 346,554 | $17.8M |
| Jones Financial Companies LLLP | 0.02% | Add +4.8% | 345,774 | $17.8M |
| Sage Financial Group Inc. | 1.43% | Add +0.2% | 340,620 | $17.5M |
| CoreCap Advisors, LLC | 0.82% | New | 339,384 | $17.5M |
| Charles Schwab Trust Co | 1.47% | Add +13.2% | 329,592 | $17.0M |
| Riversedge Advisors, LLC | 3.80% | Add +1.7% | 325,384 | $16.8M |
| MML Investors Services, LLC | 0.06% | Add +1.3% | 322,672 | $16.6M |
| TruNorth Capital Management, LLC | 4.91% | Add +3.4% | 321,601 | $16.6M |
| Bangor Savings Bank | 1.54% | Reduce -0.6% | 317,864 | $16.4M |
| Old National Bancorp | 0.38% | Add +15.9% | 315,491 | $16.2M |
| Joule Financial, LLC | 5.78% | Add +0.9% | 308,534 | $15.9M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.8% | 304,127 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.2% | 300,912 | $15.5M |
| Ascension Capital Advisors, Inc. | 7.09% | Add +6.8% | 295,027 | $15.2M |
| Burt Wealth Advisors | 3.74% | Reduce -1.8% | 294,942 | $15.2M |
| Summit Wealth & Retirement Planning, Inc. | 4.84% | Add +2.5% | 294,282 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.9% | 290,938 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.7% | 285,186 | $14.7M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -3.8% | 284,262 | $14.6M |
| Meridian Management Co. | 3.70% | Reduce -3.8% | 282,760 | $14.6M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -1.1% | 281,858 | $14.5M |
| Curi Capital, LLC | 0.32% | Reduce -1.4% | 270,273 | $13.9M |
| Matrix Trust Co | 2.57% | Add +43.5% | 266,525 | $13.7M |
| ZynergyRetirementPlanningLLC | 9.64% | Add +0.2% | 265,573 | $13.7M |
| Clearwater Capital Advisors, LLC | 1.33% | Add +2.5% | 265,107 | $13.7M |
| Buckingham Capital Management, Inc. | 1.50% | Reduce -0.1% | 254,172 | $13.1M |
| Main Street Financial Solutions, LLC | 1.19% | Add +1.3% | 251,154 | $12.9M |
| First National Corp. /Ma/ | 2.88% | Add +5.0% | 251,094 | $12.9M |
| New York Life Investment Management LLC | 0.13% | Reduce -21.1% | 250,127 | $12.9M |
| North Star Asset Management Inc. | 0.53% | Add +0.4% | 227,723 | $11.7M |
| Chicago Partners Investment Group LLC | 0.42% | Add +112.2% | 456,738 | $11.7M |
| Tiller Private Wealth, Inc. | 4.82% | Add +3.2% | 225,838 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -1.4% | 225,229 | $11.6M |
| Souders Financial Advisors | 1.61% | Add +3.0% | 223,805 | $11.5M |
| IMA Advisory Services, Inc. | 2.51% | New | 223,728 | $11.5M |
| HHM Wealth Advisors, LLC | 1.60% | Reduce -4.6% | 218,773 | $11.3M |
| Tradition Wealth Management, LLC | 1.00% | Reduce -0.2% | 217,682 | $11.2M |
| Meridian Wealth Management, LLC | 0.55% | New | 217,567 | $11.2M |
| Northwest Investment Counselors, LLC | 2.52% | Reduce -0.1% | 216,223 | $11.1M |
| St. Johns Investment Management Company, LLC | 5.19% | Reduce -1.1% | 214,563 | $11.0M |
| Appleton Partners Inc. | 0.81% | Add +0.7% | 213,677 | $11.0M |
| Focus Financial Network, Inc. | 0.44% | Reduce -2.2% | 210,306 | $10.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.08% | Reduce -2.2% | 209,486 | $10.8M |
| Essex LLC | 2.20% | Add +8.2% | 208,557 | $10.7M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +4.5% | 207,758 | $10.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.30% | Add +0.5% | 204,918 | $10.6M |
| Alliance Wealth Management Group | 2.78% | Add +4.8% | 202,881 | $10.4M |
| Towercrest Capital Management | 1.68% | Add +4.8% | 202,881 | $10.4M |
| American Financial Advisors, LLC | 1.33% | Reduce -1.8% | 189,448 | $9.8M |
| Integrated Wealth Concepts LLC | 0.12% | Add +1.5% | 189,316 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -44.7% | 186,955 | $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.