Schwab US Small-Cap ETFSCHAETF
13F holders, Q4 2025 (December 31)1,244holders +76
68new positions
55sold out
5famous investors
$28.62avg. 13F price*
At the end of Q4 2025, 1,244 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 76 from Q3 2025. 68 opened new positions and 55 sold out. The largest holders were Empower Advisory Group, LLC ($969.0M), Bank of America Corp. ($493.1M) and Sei Investments Co. ($420.3M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $55.3M |
| Exits | 55 | $54.7M |
All 13F filers, Q3 2025 → Q4 2025: 15,207,364 shares bought and 8,743,081 shares sold, net +6,464,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,244 holders
| Empower Advisory Group, LLC | 2.62% | Reduce -0.5% | 34,024,368 | $969.0M |
| Bank of America Corp. | 0.04% | Add +0.2% | 17,314,071 | $493.1M |
| Sei Investments Co. | 0.41% | Add +0.5% | 14,759,141 | $420.3M |
| Creative Planning | 0.14% | Add +45.1% | 6,787,631 | $193.3M |
| RMG Wealth Management LLC | 21.10% | Add +256.3% | 5,077,410 | $162.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +5.0% | 5,502,072 | $156.7M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -3.1% | 4,841,126 | $137.9M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -3.1% | 4,406,361 | $130.9M |
| UBS Group AG | 0.02% | Reduce -1.8% | 4,023,443 | $114.6M |
| Advisory Alpha, LLC | 3.08% | Reduce -1.2% | 3,976,304 | $113.2M |
| Cerity Partners LLC | 0.16% | Reduce -0.5% | 3,757,082 | $107.0M |
| Mariner, LLC | 0.10% | Add +2.4% | 2,911,311 | $82.9M |
| LPL Financial LLC | 0.02% | Add +7.7% | 2,648,617 | $75.4M |
| Steele Capital Management, Inc. | 2.78% | Add +0.7% | 2,273,570 | $64.8M |
| Vantagepoint Investment Advisers LLC | 0.50% | Add +3.3% | 2,161,373 | $61.6M |
| Mercer Global Advisors Inc. | 0.09% | Add +3.0% | 2,123,561 | $61.1M |
| Moneta Group Investment Advisors LLC | 0.42% | Reduce -0.1% | 1,955,282 | $55.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -38.6% | 1,844,907 | $52.5M |
| Sims Investment Management, LLC | 18.43% | Reduce -1.4% | 1,831,359 | $52.2M |
| Morgan Stanley | 0.00% | Reduce -9.0% | 1,752,530 | $49.9M |
| New York Life Investment Management LLC | 0.42% | Add +28.1% | 1,730,408 | $49.3M |
| Betterment LLC | 0.09% | Add +10.7% | 1,696,751 | $48.3M |
| 93 Financial Group, LLC | 20.69% | — | 1,668,160 | $47.5M |
| CoreCap Advisors, LLC | 1.58% | Add +7.3% | 1,587,331 | $45.2M |
| Golden Reserve Retirement LLC | 8.28% | Add +17.9% | 1,574,202 | $44.8M |
| Osaic Holdings, Inc. | 0.07% | Add +8.3% | 1,571,713 | $44.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.3% | 1,565,726 | $44.6M |
| Savant Capital, LLC | 0.25% | Reduce -6.3% | 1,516,700 | $43.2M |
| Gemmer Asset Management LLC | 3.31% | Add +14.5% | 1,511,541 | $43.0M |
| Corient Private Wealth LP | 0.06% | Add +9.0% | 1,486,191 | $42.3M |
| Jones Financial Companies LLLP | 0.03% | Add +10.6% | 1,471,739 | $41.9M |
| Focus Partners Wealth | 0.05% | Add +9.3% | 1,412,043 | $40.2M |
| Kohmann Bosshard Financial Services, LLC | 3.53% | Add +3.3% | 1,358,196 | $38.7M |
| Mokosak Advisory Group, LLC | 8.70% | Add +2.5% | 1,217,796 | $34.7M |
| Rainey & Randall Wealth Advisors Inc. | 5.53% | Reduce -1.4% | 1,189,818 | $33.9M |
| Cetera Investment Advisers | 0.04% | Add +4.0% | 1,183,339 | $33.7M |
| Klingenstein Fields & Co. LP | 1.18% | Reduce -1.2% | 1,105,981 | $31.5M |
| Captrust Financial Advisors | 0.06% | Add +10.3% | 1,084,009 | $30.9M |
| BlueSky Wealth Advisors, LLC | 3.75% | Add +1.3% | 997,412 | $28.4M |
| Wells Fargo & Company | 0.01% | Add +17.7% | 984,253 | $28.0M |
| Noble Family Wealth, LLC | 5.88% | Add +0.3% | 979,845 | $27.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +11.8% | 971,658 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.1% | 960,590 | $27.4M |
| ForthRight Wealth Management, LLC | 7.79% | Add +1.0% | 951,024 | $27.1M |
| TruNorth Capital Management, LLC | 5.04% | Add +1.5% | 931,742 | $26.5M |
| Summit Financial Strategies, Inc. | 2.14% | Reduce -8.6% | 912,824 | $26.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 865,931 | $24.7M |
| Dynamic Advisor Solutions LLC | 0.79% | Reduce -10.0% | 865,516 | $24.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +3.1% | 853,528 | $24.3M |
| Legacy Wealth Management, LLC | 1.39% | Reduce -5.0% | 846,199 | $24.1M |
| FIDELIS iM, LLC | 9.10% | Add +409.7% | 822,969 | $23.4M |
| Chicago Partners Investment Group LLC | 0.58% | Add +10.2% | 764,320 | $23.3M |
| Joule Financial, LLC | 6.85% | Reduce -3.0% | 802,607 | $22.9M |
| Charles Schwab Trust Co | 1.47% | Add +4.9% | 782,784 | $22.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -7.8% | 762,910 | $21.7M |
| Johnson Investment Counsel Inc. | 0.18% | Add +8.1% | 761,887 | $21.7M |
| White & Co Financial Planning Inc | 15.69% | Reduce -0.0% | 736,798 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 728,641 | $20.8M |
| Visionary Wealth Advisors | 0.93% | Add +1.8% | 724,003 | $20.6M |
| Old National Bancorp | 0.34% | Add +2.3% | 717,991 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +14.7% | 717,410 | $20.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +10.2% | 717,103 | $20.4M |
| Strategic Financial Planning, Inc. | 11.41% | Reduce -5.1% | 704,165 | $20.1M |
| Ascension Capital Advisors, Inc. | 6.84% | Add +13.4% | 700,423 | $19.9M |
| Sage Financial Group Inc. | 1.31% | Reduce -0.5% | 694,510 | $19.8M |
| Waterford Advisors, LLC | 7.51% | Reduce -1.5% | 674,601 | $19.2M |
| Merit Financial Group, LLC | 0.15% | Add +45.9% | 636,337 | $18.1M |
| Bangor Savings Bank | 1.42% | Reduce -0.5% | 619,041 | $17.6M |
| Clearwater Capital Advisors, LLC | 1.45% | Add +0.7% | 612,302 | $17.4M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +105.6% | 597,919 | $17.0M |
| ZynergyRetirementPlanningLLC | 10.24% | Add +1.8% | 582,311 | $16.6M |
| Summit Wealth & Retirement Planning, Inc. | 3.89% | Add +0.5% | 580,460 | $16.5M |
| Main Street Financial Solutions, LLC | 1.22% | Reduce -5.3% | 571,325 | $16.3M |
| Modern Wealth Management, LLC | 0.29% | Reduce -1.3% | 561,987 | $16.0M |
| Matrix Trust Co | 2.59% | Add +1.5% | 549,934 | $15.7M |
| RKL Wealth Management LLC | 1.25% | Reduce -0.8% | 534,449 | $15.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +11.1% | 513,395 | $14.6M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -4.4% | 498,581 | $14.2M |
| St. Louis Trust Co | 1.61% | Reduce -0.8% | 493,923 | $14.1M |
| Seneca Financial Advisors LLC | 4.12% | Add +8.8% | 475,187 | $13.5M |
| IMA Advisory Services, Inc. | 1.28% | Add +1.1% | 469,627 | $13.4M |
| MAI Capital Management | 0.07% | Add +4.7% | 454,010 | $12.9M |
| North Star Asset Management Inc. | 0.52% | Add +0.4% | 451,992 | $12.9M |
| Lido Advisors, LLC | 0.05% | Add +1.1% | 450,761 | $12.8M |
| HHM Wealth Advisors, LLC | 1.50% | Add +7.8% | 445,699 | $12.7M |
| Appleton Partners Inc. | 0.82% | Reduce -0.8% | 438,247 | $12.5M |
| Waverly Advisors, LLC | 0.10% | Reduce -16.1% | 436,454 | $12.4M |
| MML Investors Services, LLC | 0.03% | Reduce -0.4% | 434,554 | $12.4M |
| St. Johns Investment Management Company, LLC | 5.15% | Add +0.3% | 433,344 | $12.3M |
| Focus Financial Network, Inc. | 0.42% | Reduce -1.2% | 427,775 | $12.2M |
| Tidal Investments LLC | 0.05% | New | 420,894 | $12.0M |
| US Bancorp \de | 0.01% | Add +0.4% | 420,148 | $12.0M |
| Christensen, King & Associates Investment Services, Inc. | 5.07% | Add +0.1% | 417,570 | $11.9M |
| Strategic Family Wealth Counselors, L.L.C. | 2.63% | Add +3.6% | 388,298 | $11.7M |
| Lutz Financial Services LLC | 0.79% | Reduce -1.1% | 408,365 | $11.6M |
| Tiller Private Wealth, Inc. | 4.08% | Reduce -7.6% | 403,024 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.3% | 402,624 | $11.5M |
| Tradition Wealth Management, LLC | 0.81% | Reduce -1.3% | 397,930 | $11.3M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -2.5% | 393,300 | $11.2M |
| American Financial Advisors, LLC | 1.44% | Add +5.5% | 392,503 | $11.2M |
"% 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.