Schwab US Small-Cap ETFSCHAETF
13F holders, Q2 2025 (June 30)1,139holders
82new positions
82sold out
4famous investors
$25.39avg. 13F price*
At the end of Q2 2025, 1,139 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, unchanged from Q1 2025. 82 opened new positions and 82 sold out. The largest holders were Empower Advisory Group, LLC ($846.1M), Bank of America Corp. ($481.2M) and Sei Investments Co. ($391.7M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $46.9M |
| Exits | 82 | $51.8M |
All 13F filers, Q1 2025 → Q2 2025: 23,442,626 shares bought and 15,055,646 shares sold, net +8,386,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| Empower Advisory Group, LLC | 2.53% | Add +26.7% | 33,442,998 | $846.1M |
| Bank of America Corp. | 0.04% | Add +5.3% | 19,019,095 | $481.2M |
| Sei Investments Co. | 0.45% | Add +8.0% | 15,481,401 | $391.7M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +7.6% | 5,484,059 | $138.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +21.1% | 4,944,338 | $125.1M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +67.2% | 4,652,197 | $121.3M |
| Creative Planning | 0.10% | Add +3.1% | 4,689,773 | $118.7M |
| Cerity Partners LLC | 0.18% | Reduce -18.7% | 3,890,531 | $98.4M |
| UBS Group AG | 0.02% | Reduce -1.2% | 3,825,354 | $96.8M |
| Advisory Alpha, LLC | 2.90% | Reduce -3.2% | 3,676,968 | $93.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.7% | 2,976,874 | $75.3M |
| HighTower Advisors, LLC | 0.09% | Add +3.9% | 2,888,753 | $73.1M |
| Mariner, LLC | 0.10% | Reduce -3.5% | 2,838,326 | $71.8M |
| LPL Financial LLC | 0.02% | Add +1.9% | 2,425,130 | $61.4M |
| Steele Capital Management, Inc. | 2.77% | Add +40.4% | 2,279,747 | $57.7M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -4.8% | 2,203,032 | $55.7M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 1,912,202 | $48.4M |
| Moneta Group Investment Advisors LLC | 0.58% | Add +26.7% | 1,909,449 | $48.3M |
| Sims Investment Management, LLC | 18.70% | Add +1.5% | 1,838,196 | $46.5M |
| Savant Capital, LLC | 0.29% | Reduce -7.7% | 1,567,810 | $39.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -44.9% | 1,567,085 | $39.6M |
| Betterment LLC | 0.08% | Add +24.5% | 1,551,114 | $39.2M |
| RMG Wealth Management LLC | 5.54% | — | 1,378,321 | $36.0M |
| CoreCap Advisors, LLC | 1.43% | Add +10.1% | 1,401,590 | $35.5M |
| Gemmer Asset Management LLC | 2.94% | Reduce -1.7% | 1,311,482 | $33.2M |
| Focus Partners Wealth | 0.07% | Reduce -1.8% | 1,289,071 | $32.6M |
| Kohmann Bosshard Financial Services, LLC | 3.60% | Add +4.7% | 1,273,785 | $32.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.66% | Reduce -1.7% | 1,222,162 | $30.9M |
| Jones Financial Companies LLLP | 0.02% | Add +23.2% | 1,213,909 | $30.7M |
| Mokosak Advisory Group, LLC | 8.40% | Add +3.5% | 1,173,734 | $29.7M |
| Klingenstein Fields & Co. LP | 1.15% | Reduce -4.5% | 1,144,969 | $29.0M |
| Golden Reserve Retirement LLC | 9.29% | Add +13.1% | 1,144,529 | $28.9M |
| Legacy Wealth Management, LLC | 1.78% | Add +1.8% | 1,129,803 | $28.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -2.4% | 1,109,465 | $28.1M |
| Summit Financial Strategies, Inc. | 2.41% | Reduce -2.6% | 1,030,250 | $26.1M |
| Dynamic Advisor Solutions LLC | 0.78% | Add +6.3% | 1,002,784 | $25.4M |
| Cetera Investment Advisers | 0.04% | Add +9.1% | 997,761 | $25.2M |
| BlueSky Wealth Advisors, LLC | 3.61% | Add +3.6% | 982,950 | $24.9M |
| Captrust Financial Advisors | 0.05% | Add +2.5% | 964,881 | $24.4M |
| Noble Family Wealth, LLC | 5.95% | Add +6.2% | 962,531 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 939,529 | $23.8M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 938,079 | $23.7M |
| ForthRight Wealth Management, LLC | 7.23% | Add +9.2% | 916,117 | $23.2M |
| TruNorth Capital Management, LLC | 4.85% | Add +17.7% | 862,366 | $21.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Add +311.5% | 827,634 | $20.9M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -4.3% | 818,622 | $20.7M |
| Joule Financial, LLC | 6.69% | Add +23.5% | 814,902 | $20.6M |
| Strategic Financial Planning, Inc. | 12.02% | Add +0.2% | 762,757 | $19.3M |
| White & Co Financial Planning Inc | 15.10% | Add +8.5% | 747,217 | $18.9M |
| FIDELIS iM, LLC | 8.27% | Add +0.8% | 734,894 | $18.6M |
| Marshall Financial Group Inc. | 5.52% | Reduce -2.3% | 729,019 | $18.4M |
| Visionary Wealth Advisors | 0.94% | Add +18.1% | 727,304 | $18.4M |
| Old National Bancorp | 0.32% | Add +12.0% | 709,035 | $17.9M |
| Charles Schwab Trust Co | 1.32% | Add +1.3% | 697,105 | $17.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.0% | 691,657 | $17.5M |
| Sage Financial Group Inc. | 1.29% | Add +1.4% | 690,750 | $17.5M |
| Johnson Investment Counsel Inc. | 0.16% | Add +3.0% | 682,705 | $17.3M |
| Waterford Advisors, LLC | 6.25% | Reduce -93.6% | 40,803 | $16.9M |
| Chicago Partners Investment Group LLC | 0.48% | Add +7.3% | 623,632 | $16.5M |
| Bangor Savings Bank | 1.42% | Reduce -0.3% | 627,780 | $15.9M |
| Ascension Capital Advisors, Inc. | 6.56% | Add +0.9% | 620,787 | $15.7M |
| Burt Wealth Advisors | 3.48% | Add +0.5% | 601,692 | $15.2M |
| Clearwater Capital Advisors, LLC | 1.39% | Add +6.5% | 600,161 | $15.2M |
| Summit Wealth & Retirement Planning, Inc. | 4.07% | Reduce -2.6% | 599,619 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +6.8% | 597,667 | $15.1M |
| RKL Wealth Management LLC | 1.32% | Reduce -9.4% | 594,508 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.3% | 585,917 | $14.8M |
| Main Street Financial Solutions, LLC | 1.07% | Add +4.9% | 583,102 | $14.8M |
| Tower Research Capital LLC (TRC) | 0.39% | Add +481.6% | 576,440 | $14.6M |
| First National Corp. /Ma/ | 2.94% | Add +5.1% | 575,874 | $14.6M |
| ZynergyRetirementPlanningLLC | 9.62% | Add +6.7% | 566,783 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +76.4% | 555,189 | $14.0M |
| Waverly Advisors, LLC | 0.15% | Reduce -8.2% | 553,255 | $14.0M |
| Matrix Trust Co | 2.17% | Add +1.3% | 539,098 | $13.6M |
| New York Life Investment Management LLC | 0.13% | Add +20.7% | 537,089 | $13.6M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -28.1% | 536,870 | $13.6M |
| Tidal Investments LLC | 0.08% | New | 489,345 | $12.4M |
| HHM Wealth Advisors, LLC | 1.45% | Add +9.9% | 482,914 | $12.2M |
| St. Louis Trust Co | 1.62% | Add +26.9% | 480,606 | $12.2M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -13.1% | 473,626 | $12.0M |
| IMA Advisory Services, Inc. | 1.28% | Add +1.1% | 471,014 | $11.9M |
| MML Investors Services, LLC | 0.03% | Reduce -15.9% | 461,740 | $11.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +5.9% | 455,753 | $11.5M |
| North Star Asset Management Inc. | 0.48% | Reduce -1.9% | 447,720 | $11.3M |
| Tiller Private Wealth, Inc. | 4.29% | Reduce -3.3% | 445,992 | $11.3M |
| Appleton Partners Inc. | 0.79% | Reduce -1.6% | 441,378 | $11.2M |
| MAI Capital Management | 0.08% | Reduce -2.6% | 437,763 | $11.1M |
| Focus Financial Network, Inc. | 0.43% | Add +5.2% | 431,489 | $10.9M |
| US Bancorp \de | 0.01% | Reduce -3.8% | 431,299 | $10.9M |
| Alliance Wealth Management Group | 2.73% | Add +10.9% | 423,636 | $10.7M |
| Towercrest Capital Management | 1.91% | Add +10.9% | 423,636 | $10.7M |
| Christensen, King & Associates Investment Services, Inc. | 4.87% | Reduce -1.1% | 420,054 | $10.6M |
| St. Johns Investment Management Company, LLC | 4.86% | Add +3.2% | 418,282 | $10.6M |
| Tradition Wealth Management, LLC | 0.84% | Reduce -3.8% | 416,828 | $10.5M |
| Lutz Financial Services LLC | 0.82% | Add +25.3% | 416,181 | $10.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -6.9% | 407,961 | $10.3M |
| Seneca Financial Advisors LLC | 3.96% | Add +1.9% | 406,343 | $10.3M |
| Merit Financial Group, LLC | 0.11% | Add +188.7% | 394,720 | $10.0M |
| Missouri Trust & Investment Co | 3.25% | Add +0.9% | 393,084 | $9.9M |
| Sightline Wealth Advisors, LLC | 4.74% | Add +2.1% | 388,420 | $9.8M |
"% 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.