Schwab US Small-Cap ETFSCHAETF
13F holders, Q4 2024 (December 31)1,169holders +98
77new positions
48sold out
3famous investors
$25.90avg. 13F price*
At the end of Q4 2024, 1,169 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 98 from Q3 2024. 77 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.2B), Empower Advisory Group, LLC ($655.2M) and Sei Investments Co. ($355.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $55.7M |
| Exits | 48 | $48.9M |
All 13F filers, Q3 2024 → Q4 2024: 12,617,126 shares bought and 16,980,816 shares sold, net −4,363,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,169 holders
| Bank of America Corp. | 0.11% | Add +4.7% | 46,334,067 | $1.2B |
| Empower Advisory Group, LLC | 2.21% | Add +3.0% | 25,335,420 | $655.2M |
| Sei Investments Co. | 0.46% | Reduce -6.0% | 13,755,837 | $355.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +58.1% | 6,306,514 | $163.1M |
| Financial Engines Advisors L.L.C. | 0.28% | Reduce -2.9% | 5,099,991 | $131.9M |
| Cerity Partners LLC | 0.26% | Add +2.8% | 4,646,799 | $120.2M |
| Creative Planning | 0.11% | Reduce -3.0% | 4,524,557 | $117.0M |
| Advisory Alpha, LLC | 3.90% | Reduce -2.0% | 4,232,965 | $109.5M |
| UBS Group AG | 0.02% | Add +3.4% | 3,674,882 | $95.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.6% | 3,429,894 | $88.7M |
| Mariner, LLC | 0.13% | Add +1.2% | 2,944,405 | $76.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -45.6% | 2,918,922 | $75.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.5% | 2,854,815 | $73.8M |
| HighTower Advisors, LLC | 0.09% | Add +3.6% | 2,616,584 | $67.7M |
| LPL Financial LLC | 0.03% | Add +6.7% | 2,405,263 | $62.2M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -59.9% | 2,398,866 | $62.0M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 2,295,764 | $59.4M |
| Marcum Wealth, LLC | 4.70% | Reduce -5.4% | 2,092,926 | $54.1M |
| Savant Capital, LLC | 0.38% | Reduce -7.9% | 1,886,204 | $48.8M |
| Steele Capital Management, Inc. | 2.16% | Add +0.4% | 1,607,261 | $41.6M |
| Moneta Group Investment Advisors LLC | 0.52% | Reduce -49.4% | 1,435,140 | $37.1M |
| Sims Investment Management, LLC | 20.67% | — | 1,413,610 | $36.6M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.4% | 1,438,724 | $36.1M |
| Gemmer Asset Management LLC | 3.41% | Reduce -1.1% | 1,341,613 | $34.7M |
| Focus Partners Wealth | 0.09% | Add +15.7% | 1,301,309 | $33.7M |
| Rainey & Randall Wealth Advisors Inc. | 6.39% | Reduce -25.1% | 1,246,176 | $32.2M |
| Klingenstein Fields & Co. LP | 1.26% | Reduce -8.7% | 1,211,020 | $31.3M |
| Corient Private Wealth LP | 0.05% | Reduce -1.3% | 1,169,439 | $30.2M |
| Mokosak Advisory Group, LLC | 8.61% | Add +0.2% | 1,110,523 | $28.7M |
| Summit Financial Strategies, Inc. | 3.12% | Reduce -0.9% | 1,094,246 | $28.3M |
| Legacy Wealth Management, LLC | 1.79% | Reduce -2.0% | 1,079,434 | $27.9M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 1,050,496 | $27.1M |
| Kohmann Bosshard Financial Services, LLC | 3.25% | Add +22.2% | 1,045,716 | $27.0M |
| RKL Wealth Management LLC | 2.34% | Reduce -12.4% | 1,017,671 | $26.3M |
| Foundations Investment Advisors, LLC | 0.47% | Add +3.5% | 946,574 | $24.5M |
| BlueSky Wealth Advisors, LLC | 3.70% | Add +3.3% | 916,130 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 913,328 | $23.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 900,057 | $23.3M |
| First International Bank & Trust | 7.44% | Add +3.6% | 888,471 | $23.0M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -2.5% | 886,128 | $22.9M |
| Noble Family Wealth, LLC | 6.17% | Add +1.8% | 867,146 | $22.4M |
| ForthRight Wealth Management, LLC | 7.08% | Add +1.7% | 821,140 | $21.2M |
| Cetera Investment Advisers | 0.04% | Add +3.4% | 808,231 | $20.9M |
| Jones Financial Companies LLLP | 0.02% | Add +15.4% | 798,230 | $20.6M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -10.8% | 784,539 | $20.3M |
| Marshall Financial Group Inc. | 6.13% | Reduce -1.4% | 775,429 | $20.1M |
| CoreCap Advisors, LLC | 0.91% | Add +13.4% | 769,426 | $19.9M |
| Captrust Financial Advisors | 0.06% | Add +4.2% | 767,559 | $19.8M |
| FIDELIS iM, LLC | 9.70% | Reduce -9.1% | 764,326 | $19.8M |
| Strategic Financial Planning, Inc. | 13.41% | Add +3.2% | 760,942 | $19.7M |
| Raymond James Financial Inc. | 0.01% | — | 728,474 | $18.8M |
| White & Co Financial Planning Inc | 15.30% | — | 697,698 | $18.0M |
| TruNorth Capital Management, LLC | 4.85% | Add +6.6% | 685,790 | $17.7M |
| Charles Schwab Trust Co | 1.49% | Add +1.7% | 670,493 | $17.3M |
| Joule Financial, LLC | 6.10% | Add +8.2% | 667,432 | $17.3M |
| Sage Financial Group Inc. | 1.38% | Reduce -2.5% | 664,526 | $17.2M |
| Riversedge Advisors, LLC | 3.77% | Reduce -0.8% | 645,618 | $16.7M |
| MML Investors Services, LLC | 0.06% | Reduce -0.3% | 643,183 | $16.6M |
| Bangor Savings Bank | 1.54% | No change | 635,493 | $16.4M |
| Waterford Advisors, LLC | 8.25% | New | 626,777 | $16.2M |
| Visionary Wealth Advisors | 0.94% | Reduce -10.3% | 621,660 | $16.1M |
| Old National Bancorp | 0.38% | Reduce -2.1% | 617,950 | $16.0M |
| Johnson Investment Counsel Inc. | 0.15% | Add +1.1% | 615,010 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.4% | 609,961 | $15.8M |
| Ascension Capital Advisors, Inc. | 6.85% | Add +3.1% | 608,112 | $15.7M |
| Burt Wealth Advisors | 3.89% | Add +0.4% | 592,315 | $15.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.73% | Add +0.4% | 590,903 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.7% | 585,883 | $15.2M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -60.4% | 558,501 | $15.1M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.6% | 572,459 | $14.8M |
| Tradewinds Capital Management, LLC | 3.79% | Add +437.7% | 554,960 | $14.4M |
| Curi Capital, LLC | 0.33% | Add +1.8% | 550,366 | $14.2M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -3.5% | 548,859 | $14.2M |
| Clearwater Capital Advisors, LLC | 1.37% | Add +2.4% | 542,868 | $14.0M |
| Matrix Trust Co | 2.39% | No change | 532,878 | $13.8M |
| ZynergyRetirementPlanningLLC | 9.64% | Reduce -50.0% | 265,573 | $13.7M |
| Main Street Financial Solutions, LLC | 1.34% | Add +4.4% | 524,465 | $13.6M |
| First National Corp. /Ma/ | 3.07% | Add +4.4% | 524,178 | $13.6M |
| Chicago Partners Investment Group LLC | 0.42% | Reduce -46.5% | 488,433 | $12.7M |
| Buckingham Capital Management, Inc. | 1.45% | Reduce -3.6% | 490,214 | $12.7M |
| Meridian Management Co. | 3.30% | Reduce -14.3% | 484,640 | $12.5M |
| Tiller Private Wealth, Inc. | 5.08% | Add +2.5% | 463,201 | $12.0M |
| US Bancorp \de | 0.02% | Add +1.0% | 455,027 | $11.8M |
| North Star Asset Management Inc. | 0.52% | Reduce -0.1% | 454,963 | $11.8M |
| IMA Advisory Services, Inc. | 1.41% | Add +1.5% | 454,218 | $11.7M |
| MAI Capital Management | 0.09% | Add +114.5% | 445,902 | $11.5M |
| HHM Wealth Advisors, LLC | 1.56% | Add +1.7% | 444,827 | $11.5M |
| Betterment LLC | 0.03% | Add +49.4% | 443,404 | $11.5M |
| Tradition Wealth Management, LLC | 0.99% | No change | 435,482 | $11.3M |
| Appleton Partners Inc. | 0.83% | Add +1.2% | 432,409 | $11.2M |
| Christensen, King & Associates Investment Services, Inc. | 5.22% | Add +1.4% | 424,716 | $11.1M |
| St. Johns Investment Management Company, LLC | 5.16% | No change | 428,941 | $11.1M |
| Souders Financial Advisors | 1.52% | Reduce -5.9% | 421,280 | $10.9M |
| New York Life Investment Management LLC | 0.11% | Reduce -16.0% | 420,188 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +0.8% | 419,022 | $10.8M |
| Focus Financial Network, Inc. | 0.43% | Reduce -1.4% | 414,602 | $10.7M |
| Essex LLC | 2.22% | Reduce -2.2% | 408,079 | $10.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -1.7% | 402,867 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.1% | 378,178 | $10.3M |
| Alliance Wealth Management Group | 2.73% | Reduce -2.7% | 394,651 | $10.2M |
"% 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.