Schwab US Small-Cap ETFSCHAETF
13F holders, Q3 2025 (September 30)1,168holders +29
79new positions
36sold out
4famous investors
$27.96avg. 13F price*
At the end of Q3 2025, 1,168 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 29 from Q2 2025. 79 opened new positions and 36 sold out. The largest holders were Empower Advisory Group, LLC ($954.3M), Bank of America Corp. ($482.1M) and Sei Investments Co. ($409.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $137.4M |
| Exits | 36 | $43.7M |
All 13F filers, Q2 2025 → Q3 2025: 15,423,368 shares bought and 12,407,348 shares sold, net +3,016,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,168 holders
| Empower Advisory Group, LLC | 2.65% | Add +2.3% | 34,204,530 | $954.3M |
| Bank of America Corp. | 0.04% | Reduce -9.1% | 17,280,769 | $482.1M |
| Sei Investments Co. | 0.44% | Reduce -5.1% | 14,690,812 | $409.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +6.0% | 5,241,527 | $146.2M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -8.9% | 4,996,465 | $139.4M |
| Creative Planning | 0.10% | Reduce -0.2% | 4,678,377 | $130.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -2.2% | 4,549,282 | $127.3M |
| UBS Group AG | 0.02% | Add +7.1% | 4,096,983 | $114.3M |
| Advisory Alpha, LLC | 3.15% | Add +9.4% | 4,023,752 | $113.0M |
| Cerity Partners LLC | 0.17% | Reduce -2.9% | 3,776,607 | $105.4M |
| HighTower Advisors, LLC | 0.10% | Add +4.0% | 3,005,236 | $83.8M |
| Mariner, LLC | 0.10% | Add +0.2% | 2,843,740 | $79.3M |
| LPL Financial LLC | 0.02% | Add +1.4% | 2,459,417 | $68.6M |
| Steele Capital Management, Inc. | 2.80% | Reduce -0.9% | 2,258,420 | $63.1M |
| Vantagepoint Investment Advisers LLC | 0.48% | New | 2,092,621 | $58.4M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -6.4% | 2,061,344 | $57.5M |
| Moneta Group Investment Advisors LLC | 0.43% | Add +2.5% | 1,958,128 | $54.6M |
| Morgan Stanley | 0.00% | Add +0.7% | 1,924,985 | $53.7M |
| Sims Investment Management, LLC | 18.76% | Add +1.1% | 1,857,955 | $51.8M |
| Savant Capital, LLC | 0.27% | Add +3.2% | 1,618,372 | $45.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -47.9% | 1,551,588 | $43.3M |
| Betterment LLC | 0.08% | Reduce -1.2% | 1,533,125 | $42.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.3% | 1,500,406 | $41.9M |
| CoreCap Advisors, LLC | 1.50% | Add +5.6% | 1,479,664 | $41.3M |
| Osaic Holdings, Inc. | 0.06% | Add +30.8% | 1,451,279 | $40.3M |
| RMG Wealth Management LLC | 5.62% | Add +3.4% | 1,425,037 | $39.9M |
| Corient Private Wealth LP | 0.06% | Add +359.7% | 1,363,869 | $38.1M |
| New York Life Investment Management LLC | 0.33% | Add +151.5% | 1,350,769 | $37.7M |
| Golden Reserve Retirement LLC | 9.67% | Add +16.6% | 1,334,794 | $37.3M |
| Jones Financial Companies LLLP | 0.03% | Add +9.6% | 1,330,351 | $37.1M |
| Gemmer Asset Management LLC | 2.97% | Add +0.6% | 1,319,841 | $36.8M |
| Kohmann Bosshard Financial Services, LLC | 3.77% | Add +3.2% | 1,314,841 | $36.7M |
| Focus Partners Wealth | 0.06% | Add +0.2% | 1,292,091 | $36.0M |
| Rainey & Randall Wealth Advisors Inc. | 5.62% | Reduce -1.3% | 1,206,558 | $33.7M |
| Mokosak Advisory Group, LLC | 8.67% | Add +1.2% | 1,187,656 | $33.1M |
| Cetera Investment Advisers | 0.04% | Add +14.0% | 1,137,777 | $31.7M |
| Klingenstein Fields & Co. LP | 1.18% | Reduce -2.2% | 1,119,571 | $31.2M |
| Summit Financial Strategies, Inc. | 2.39% | Reduce -3.0% | 998,798 | $27.9M |
| BlueSky Wealth Advisors, LLC | 3.71% | Add +0.2% | 984,833 | $27.5M |
| Captrust Financial Advisors | 0.06% | Add +1.9% | 983,263 | $27.4M |
| Noble Family Wealth, LLC | 6.01% | Add +1.4% | 976,436 | $27.2M |
| Dynamic Advisor Solutions LLC | 0.78% | Reduce -4.0% | 962,142 | $26.8M |
| ForthRight Wealth Management, LLC | 7.63% | Add +2.8% | 941,457 | $26.3M |
| TruNorth Capital Management, LLC | 5.07% | Add +6.5% | 918,203 | $25.6M |
| Legacy Wealth Management, LLC | 1.46% | Reduce -21.2% | 890,688 | $24.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +1046.6% | 868,965 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 846,317 | $23.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.9% | 835,948 | $23.3M |
| Beacon Pointe Advisors, LLC | 0.20% | Add +1.1% | 827,952 | $23.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +0.0% | 827,667 | $23.1M |
| Joule Financial, LLC | 6.92% | Add +1.5% | 827,440 | $23.1M |
| Charles Schwab Trust Co | 1.41% | Add +7.0% | 746,017 | $20.8M |
| Strategic Financial Planning, Inc. | 11.99% | Reduce -2.8% | 741,711 | $20.7M |
| White & Co Financial Planning Inc | 15.48% | Reduce -1.4% | 737,124 | $20.6M |
| Marshall Financial Group Inc. | 5.53% | Reduce -1.1% | 721,038 | $20.1M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 717,985 | $20.0M |
| Visionary Wealth Advisors | 0.93% | Reduce -2.2% | 711,136 | $19.8M |
| Chicago Partners Investment Group LLC | 0.52% | Add +11.2% | 693,471 | $19.8M |
| Johnson Investment Counsel Inc. | 0.16% | Add +3.3% | 705,013 | $19.7M |
| Old National Bancorp | 0.33% | Reduce -1.0% | 701,798 | $19.6M |
| Sage Financial Group Inc. | 1.32% | Add +1.0% | 697,967 | $19.5M |
| Waterford Advisors, LLC | 6.61% | Add +1578.7% | 684,943 | $19.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +100.1% | 681,884 | $19.0M |
| Exchange Traded Concepts, LLC | 0.17% | Add +10737.6% | 650,909 | $18.2M |
| Wellington Management Group LLP | 0.00% | New | 646,019 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.7% | 625,686 | $17.5M |
| Bangor Savings Bank | 1.45% | Reduce -0.9% | 622,143 | $17.4M |
| Ascension Capital Advisors, Inc. | 6.71% | Reduce -0.5% | 617,415 | $17.2M |
| Clearwater Capital Advisors, LLC | 1.45% | Add +1.3% | 608,198 | $17.0M |
| Burt Wealth Advisors | 4.14% | Add +0.4% | 604,103 | $16.9M |
| Main Street Financial Solutions, LLC | 1.08% | Add +3.5% | 603,359 | $16.8M |
| First National Corp. /Ma/ | 3.13% | Add +2.7% | 591,472 | $16.5M |
| FIDELIS iM, LLC | 10.03% | Reduce -78.0% | 161,460 | $16.2M |
| Summit Wealth & Retirement Planning, Inc. | 3.96% | Reduce -3.7% | 577,395 | $16.1M |
| ZynergyRetirementPlanningLLC | 10.06% | Add +0.9% | 571,869 | $16.0M |
| Modern Wealth Management, LLC | 0.31% | New | 569,122 | $15.9M |
| Matrix Trust Co | 2.37% | Add +0.5% | 541,906 | $15.1M |
| RKL Wealth Management LLC | 1.28% | Reduce -9.3% | 539,057 | $15.0M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -2.9% | 521,308 | $14.5M |
| Waverly Advisors, LLC | 0.14% | Reduce -5.9% | 520,454 | $14.5M |
| St. Louis Trust Co | 1.73% | Add +3.6% | 497,824 | $13.9M |
| IMA Advisory Services, Inc. | 1.31% | Reduce -1.4% | 464,329 | $13.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +1.4% | 461,940 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -21.7% | 458,997 | $12.8M |
| North Star Asset Management Inc. | 0.51% | Add +0.5% | 450,016 | $12.6M |
| Lido Advisors, LLC | 0.05% | Add +70.7% | 445,747 | $12.4M |
| Appleton Partners Inc. | 0.83% | Add +0.0% | 441,543 | $12.3M |
| Seneca Financial Advisors LLC | 3.98% | Add +7.5% | 436,597 | $12.2M |
| Merit Financial Group, LLC | 0.11% | Add +10.5% | 436,287 | $12.2M |
| MML Investors Services, LLC | 0.03% | Reduce -5.5% | 436,267 | $12.2M |
| Tiller Private Wealth, Inc. | 4.33% | Reduce -2.2% | 436,104 | $12.2M |
| MAI Capital Management | 0.08% | Reduce -0.9% | 433,643 | $12.1M |
| Focus Financial Network, Inc. | 0.43% | Add +0.3% | 432,896 | $12.1M |
| St. Johns Investment Management Company, LLC | 5.12% | Add +3.3% | 432,043 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -23.7% | 423,497 | $11.8M |
| US Bancorp \de | 0.01% | Reduce -3.0% | 418,375 | $11.7M |
| Christensen, King & Associates Investment Services, Inc. | 5.00% | Reduce -0.7% | 417,100 | $11.6M |
| HHM Wealth Advisors, LLC | 1.34% | Reduce -14.3% | 413,659 | $11.5M |
| Lutz Financial Services LLC | 0.83% | Reduce -0.8% | 412,847 | $11.5M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -1.1% | 403,383 | $11.3M |
"% 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.