Schwab US Small-Cap ETFSCHAETF
13F holders, Q1 2025 (March 31)1,139holders −30
63new positions
78sold out
4famous investors
$23.43avg. 13F price*
At the end of Q1 2025, 1,139 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, down 30 from Q4 2024. 63 opened new positions and 78 sold out. The largest holders were Empower Advisory Group, LLC ($618.4M), Bank of America Corp. ($423.1M) and Sei Investments Co. ($335.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $50.3M |
| Exits | 78 | $35.3M |
All 13F filers, Q4 2024 → Q1 2025: 14,051,648 shares bought and 41,774,806 shares sold, net −27,723,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| Empower Advisory Group, LLC | 2.02% | Add +4.2% | 26,393,000 | $618.4M |
| Bank of America Corp. | 0.04% | Reduce -61.0% | 18,056,833 | $423.1M |
| Sei Investments Co. | 0.43% | Add +4.2% | 14,336,581 | $335.9M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -0.0% | 5,098,334 | $119.5M |
| Cerity Partners LLC | 0.23% | Add +3.0% | 4,783,873 | $112.1M |
| Creative Planning | 0.10% | Add +0.6% | 4,549,705 | $106.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +19.0% | 4,082,538 | $95.7M |
| UBS Group AG | 0.02% | Add +5.4% | 3,873,486 | $90.8M |
| Advisory Alpha, LLC | 3.03% | Reduce -10.2% | 3,799,951 | $89.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -44.7% | 3,488,801 | $81.7M |
| Mariner, LLC | 0.11% | Reduce -0.1% | 2,940,431 | $68.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.6% | 2,842,325 | $66.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -2.5% | 2,782,555 | $65.2M |
| HighTower Advisors, LLC | 0.09% | Add +6.3% | 2,781,634 | $65.2M |
| Natixis Advisors, LLC | 0.11% | Add +1165.9% | 2,428,826 | $56.9M |
| LPL Financial LLC | 0.02% | Reduce -1.1% | 2,379,704 | $55.8M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -3.6% | 2,313,118 | $54.2M |
| Marcum Wealth, LLC | 4.20% | Reduce -1.0% | 2,072,513 | $48.6M |
| Morgan Stanley | 0.00% | Reduce -15.7% | 1,934,964 | $45.3M |
| Sims Investment Management, LLC | 18.97% | Add +28.2% | 1,811,711 | $42.4M |
| Savant Capital, LLC | 0.34% | Reduce -10.0% | 1,697,716 | $39.8M |
| Steele Capital Management, Inc. | 1.98% | Add +1.0% | 1,623,361 | $38.1M |
| Moneta Group Investment Advisors LLC | 0.49% | Add +5.0% | 1,507,532 | $35.3M |
| Gemmer Asset Management LLC | 3.12% | Reduce -0.6% | 1,334,111 | $31.3M |
| Focus Partners Wealth | 0.08% | Add +0.9% | 1,313,246 | $30.8M |
| CoreCap Advisors, LLC | 1.31% | Add +65.5% | 1,273,004 | $29.8M |
| Betterment LLC | 0.07% | Add +181.0% | 1,246,030 | $29.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.70% | Reduce -0.2% | 1,243,442 | $29.1M |
| Kohmann Bosshard Financial Services, LLC | 3.35% | Add +16.3% | 1,216,608 | $28.4M |
| Klingenstein Fields & Co. LP | 1.20% | Reduce -0.9% | 1,199,566 | $28.1M |
| Corient Private Wealth LP | 0.05% | Add +1.2% | 1,183,618 | $27.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -21.0% | 1,136,757 | $26.6M |
| Mokosak Advisory Group, LLC | 8.21% | Add +2.2% | 1,134,492 | $26.6M |
| Legacy Wealth Management, LLC | 1.73% | Add +2.8% | 1,109,511 | $26.0M |
| Summit Financial Strategies, Inc. | 2.50% | Reduce -3.4% | 1,057,514 | $24.8M |
| Golden Reserve Retirement LLC | 9.43% | — | 1,012,047 | $23.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 1,010,340 | $23.7M |
| Jones Financial Companies LLLP | 0.02% | Add +23.4% | 984,998 | $23.1M |
| BlueSky Wealth Advisors, LLC | 3.45% | Add +3.6% | 949,083 | $22.2M |
| Dynamic Advisor Solutions LLC | 0.73% | New | 943,056 | $22.1M |
| Captrust Financial Advisors | 0.06% | Add +22.6% | 941,078 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 925,623 | $21.7M |
| Cetera Investment Advisers | 0.04% | Add +13.2% | 914,666 | $21.4M |
| Noble Family Wealth, LLC | 5.85% | Add +4.5% | 906,377 | $21.2M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 903,752 | $21.2M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.4% | 855,785 | $20.1M |
| ForthRight Wealth Management, LLC | 6.58% | Add +2.1% | 838,818 | $19.7M |
| Strategic Financial Planning, Inc. | 12.30% | Add +0.1% | 761,450 | $17.8M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +36.0% | 746,525 | $17.5M |
| Marshall Financial Group Inc. | 5.50% | Reduce -3.7% | 746,505 | $17.5M |
| TruNorth Capital Management, LLC | 4.27% | Add +6.8% | 732,525 | $17.2M |
| FIDELIS iM, LLC | 7.91% | Reduce -4.6% | 728,939 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Reduce 0.0% | 728,453 | $17.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +100.6% | 698,188 | $16.4M |
| White & Co Financial Planning Inc | 13.94% | Reduce -1.3% | 688,800 | $16.2M |
| Charles Schwab Trust Co | 1.35% | Add +2.6% | 687,855 | $16.1M |
| Sage Financial Group Inc. | 1.29% | Add +2.5% | 681,411 | $16.0M |
| Johnson Investment Counsel Inc. | 0.15% | Add +7.8% | 662,863 | $15.5M |
| Joule Financial, LLC | 5.42% | Reduce -1.2% | 659,619 | $15.5M |
| RKL Wealth Management LLC | 1.45% | Reduce -35.5% | 656,074 | $15.4M |
| Waterford Advisors, LLC | 6.20% | Add +1.8% | 638,087 | $15.0M |
| Old National Bancorp | 0.39% | Add +2.5% | 633,126 | $14.8M |
| Bangor Savings Bank | 1.39% | Reduce -0.9% | 629,681 | $14.8M |
| Visionary Wealth Advisors | 0.87% | Reduce -0.9% | 615,787 | $14.4M |
| Summit Wealth & Retirement Planning, Inc. | 4.42% | Add +4.2% | 615,552 | $14.4M |
| Ascension Capital Advisors, Inc. | 6.58% | Add +1.2% | 615,272 | $14.4M |
| Waverly Advisors, LLC | 0.17% | Add +630.6% | 602,610 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.7% | 599,499 | $14.0M |
| Burt Wealth Advisors | 3.52% | Add +1.1% | 599,009 | $14.0M |
| ZynergyRetirementPlanningLLC | 9.74% | Add +100.0% | 531,114 | $13.7M |
| Chicago Partners Investment Group LLC | 0.45% | Add +19.0% | 581,232 | $13.5M |
| Clearwater Capital Advisors, LLC | 1.28% | Add +3.8% | 563,441 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.5% | 559,360 | $13.1M |
| Main Street Financial Solutions, LLC | 1.13% | Add +6.0% | 555,687 | $13.0M |
| MML Investors Services, LLC | 0.04% | Reduce -14.6% | 549,223 | $12.9M |
| First National Corp. /Ma/ | 2.83% | Add +4.5% | 547,808 | $12.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.4% | 544,960 | $12.8M |
| Matrix Trust Co | 2.10% | Reduce -0.1% | 532,238 | $12.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +19.9% | 453,554 | $11.7M |
| IMA Advisory Services, Inc. | 1.30% | Add +2.6% | 465,890 | $10.9M |
| Tiller Private Wealth, Inc. | 4.50% | Reduce -0.5% | 461,121 | $10.8M |
| North Star Asset Management Inc. | 0.49% | Add +0.3% | 456,521 | $10.7M |
| MAI Capital Management | 0.08% | Add +0.8% | 449,422 | $10.5M |
| Appleton Partners Inc. | 0.81% | Add +3.7% | 448,597 | $10.5M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 448,149 | $10.5M |
| New York Life Investment Management LLC | 0.11% | Add +5.9% | 445,006 | $10.4M |
| Christensen, King & Associates Investment Services, Inc. | 4.92% | Add +0.0% | 424,723 | $10.4M |
| HHM Wealth Advisors, LLC | 1.39% | Reduce -1.2% | 439,415 | $10.3M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -23.4% | 438,332 | $10.3M |
| Meridian Management Co. | 3.15% | Reduce -10.4% | 434,175 | $10.2M |
| Tradition Wealth Management, LLC | 0.89% | Reduce -0.5% | 433,479 | $10.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +6.9% | 430,514 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +1.0% | 423,335 | $9.9M |
| Focus Financial Network, Inc. | 0.39% | Reduce -1.1% | 410,221 | $9.6M |
| St. Johns Investment Management Company, LLC | 4.70% | Reduce -5.5% | 405,310 | $9.5M |
| Seneca Financial Advisors LLC | 4.53% | Add +11.9% | 398,980 | $9.3M |
| Missouri Trust & Investment Co | 3.20% | Add +2.3% | 389,493 | $9.1M |
| Essex LLC | 1.94% | Reduce -6.2% | 382,705 | $9.0M |
| Alliance Wealth Management Group | 2.41% | Reduce -3.2% | 381,997 | $9.0M |
| Towercrest Capital Management | 1.70% | Reduce -3.2% | 381,997 | $9.0M |
"% 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.