Schwab US Small-Cap ETFSCHAETF
13F holders, Q1 2026 (March 31)1,261holders +17
63new positions
50sold out
5famous investors
$29.14avg. 13F price*
At the end of Q1 2026, 1,261 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 17 from Q4 2025. 63 opened new positions and 50 sold out. The largest holders were Empower Advisory Group, LLC ($1.1B), Sei Investments Co. ($428.5M) and Bank of America Corp. ($424.2M). 5 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $35.2M |
| Exits | 50 | $58.7M |
All 13F filers, Q4 2025 → Q1 2026: 13,715,574 shares bought and 15,637,750 shares sold, net −1,922,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,261 holders
| Empower Advisory Group, LLC | 2.79% | Add +8.5% | 36,903,750 | $1.1B |
| Sei Investments Co. | 0.40% | Reduce -0.2% | 14,734,817 | $428.5M |
| Bank of America Corp. | 0.03% | Reduce -15.8% | 14,587,526 | $424.2M |
| Creative Planning | 0.12% | Reduce -11.7% | 5,992,974 | $174.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +5.5% | 5,804,013 | $168.8M |
| UBS Group AG | 0.03% | Add +27.5% | 5,129,724 | $149.2M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -5.3% | 4,583,359 | $133.3M |
| Advisory Alpha, LLC | 3.09% | Reduce -2.4% | 3,881,816 | $112.9M |
| Cerity Partners LLC | 0.16% | Add +2.3% | 3,844,244 | $112.0M |
| Mariner, LLC | 0.12% | Add +16.3% | 3,386,087 | $98.5M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -39.0% | 2,688,510 | $79.4M |
| LPL Financial LLC | 0.02% | Add +1.8% | 2,697,192 | $78.4M |
| Steele Capital Management, Inc. | 2.73% | Reduce -0.5% | 2,262,086 | $65.8M |
| Vantagepoint Investment Advisers LLC | 0.50% | Reduce -6.2% | 2,027,244 | $59.0M |
| Moneta Group Investment Advisors LLC | 0.44% | Add +3.6% | 2,025,667 | $58.9M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -5.4% | 2,008,641 | $58.4M |
| Osaic Holdings, Inc. | 0.08% | Add +17.2% | 1,842,691 | $53.5M |
| Betterment LLC | 0.10% | Add +8.4% | 1,839,896 | $53.5M |
| Jones Financial Companies LLLP | 0.03% | Add +27.0% | 1,869,605 | $53.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.4% | 1,782,550 | $51.8M |
| New York Life Investment Management LLC | 0.44% | Add +2.4% | 1,771,690 | $51.5M |
| Sims Investment Management, LLC | 18.54% | Reduce -5.3% | 1,734,769 | $50.4M |
| RMG Wealth Management LLC | 5.80% | Reduce -70.5% | 1,500,409 | $50.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +71.8% | 1,650,074 | $48.0M |
| 93 Financial Group, LLC | 20.86% | Reduce -3.6% | 1,608,645 | $46.8M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 1,601,927 | $46.6M |
| CoreCap Advisors, LLC | 1.58% | Add +0.5% | 1,594,940 | $46.4M |
| Gemmer Asset Management LLC | 3.50% | Add +0.7% | 1,521,296 | $44.2M |
| Golden Reserve Retirement LLC | 9.00% | Reduce -4.7% | 1,500,790 | $43.6M |
| Savant Capital, LLC | 0.21% | Reduce -3.4% | 1,464,613 | $42.6M |
| Kohmann Bosshard Financial Services, LLC | 3.98% | Add +3.5% | 1,406,465 | $40.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.6% | 1,400,172 | $40.7M |
| Corient Private Wealth LP | 0.06% | Reduce -6.8% | 1,384,923 | $40.1M |
| Focus Partners Wealth | 0.04% | Reduce -7.0% | 1,313,049 | $38.2M |
| Cetera Investment Advisers | 0.04% | Add +7.5% | 1,271,774 | $37.0M |
| Mokosak Advisory Group, LLC | 8.71% | Reduce -1.7% | 1,196,865 | $34.8M |
| Rainey & Randall Wealth Advisors Inc. | 5.58% | Reduce -0.7% | 1,181,707 | $34.4M |
| Captrust Financial Advisors | 0.06% | Add +2.0% | 1,106,106 | $32.2M |
| Johnson Investment Counsel Inc. | 0.25% | Add +37.2% | 1,045,004 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +22.4% | 1,044,296 | $30.4M |
| BlueSky Wealth Advisors, LLC | 3.89% | Add +4.2% | 1,039,134 | $30.2M |
| Klingenstein Fields & Co. LP | 1.18% | Reduce -7.0% | 1,028,297 | $29.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +1.9% | 989,759 | $28.8M |
| Noble Family Wealth, LLC | 5.92% | Add +0.7% | 986,306 | $28.7M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +64.8% | 985,135 | $28.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.41% | Add +26.6% | 966,196 | $28.1M |
| ForthRight Wealth Management, LLC | 7.87% | Add +0.4% | 954,561 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Add +29.2% | 941,688 | $27.4M |
| TruNorth Capital Management, LLC | 5.10% | Reduce -1.7% | 915,652 | $26.6M |
| Chicago Partners Investment Group LLC | 0.59% | Add +7.4% | 821,213 | $26.5M |
| Dynamic Advisor Solutions LLC | 0.80% | Add +1.4% | 877,551 | $25.5M |
| Old National Bancorp | 0.42% | Add +21.1% | 869,249 | $25.3M |
| Wells Fargo & Company | 0.00% | Reduce -13.8% | 848,452 | $24.7M |
| FIDELIS iM, LLC | 9.33% | Add +3.1% | 848,134 | $24.7M |
| Charles Schwab Trust Co | 1.54% | Add +4.4% | 817,522 | $23.8M |
| Legacy Wealth Management, LLC | 1.38% | Reduce -3.8% | 814,448 | $23.7M |
| Joule Financial, LLC | 6.75% | Reduce -0.7% | 796,701 | $23.2M |
| Visionary Wealth Advisors | 1.01% | Add +8.6% | 786,564 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +8.1% | 775,194 | $22.5M |
| Exchange Traded Concepts, LLC | 0.17% | Add +4.2% | 746,866 | $21.7M |
| Summit Financial Strategies, Inc. | 1.70% | Reduce -18.9% | 740,763 | $21.5M |
| White & Co Financial Planning Inc | 14.89% | Reduce -1.1% | 728,443 | $21.2M |
| Ascension Capital Advisors, Inc. | 6.50% | Add +1.5% | 710,716 | $20.7M |
| Sage Financial Group Inc. | 1.33% | Add +1.4% | 704,058 | $20.5M |
| Merit Financial Group, LLC | 0.15% | Add +9.7% | 698,182 | $20.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.9% | 693,924 | $19.5M |
| Waterford Advisors, LLC | 6.10% | Add +1.5% | 684,686 | $19.2M |
| Seneca Financial Advisors LLC | 5.39% | Add +33.2% | 632,949 | $18.4M |
| Clearwater Capital Advisors, LLC | 1.46% | Add +1.9% | 624,063 | $18.1M |
| Summit Wealth & Retirement Planning, Inc. | 4.12% | Add +2.3% | 593,940 | $17.3M |
| Main Street Financial Solutions, LLC | 1.24% | Add +2.4% | 585,190 | $17.0M |
| ZynergyRetirementPlanningLLC | 10.05% | Reduce -1.8% | 571,593 | $16.6M |
| Modern Wealth Management, LLC | 0.28% | Add +0.2% | 562,920 | $16.5M |
| Matrix Trust Co | 2.65% | Reduce -0.1% | 549,098 | $16.0M |
| Bangor Savings Bank | 1.26% | Reduce -12.6% | 541,218 | $15.7M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -2.2% | 487,631 | $14.2M |
| RKL Wealth Management LLC | 1.27% | Reduce -9.0% | 486,494 | $14.1M |
| IMA Advisory Services, Inc. | 1.37% | Add +3.0% | 483,863 | $14.1M |
| St. Louis Trust Co | 1.61% | Reduce -4.0% | 473,953 | $13.8M |
| HHM Wealth Advisors, LLC | 1.56% | Add +4.4% | 465,370 | $13.5M |
| MAI Capital Management | 0.08% | Add +1.6% | 461,030 | $13.4M |
| North Star Asset Management Inc. | 0.58% | Add +1.9% | 460,464 | $13.4M |
| Missouri Trust & Investment Co | 3.84% | Add +15.9% | 449,823 | $13.1M |
| St. Johns Investment Management Company, LLC | 5.41% | Add +2.0% | 441,971 | $12.9M |
| Appleton Partners Inc. | 0.89% | Add +0.2% | 439,134 | $12.8M |
| Lido Advisors, LLC | 0.05% | Reduce -4.0% | 432,733 | $12.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -16.4% | 429,202 | $12.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.19% | Reduce -0.4% | 415,889 | $12.1M |
| Focus Financial Network, Inc. | 0.43% | Reduce -3.2% | 414,071 | $12.0M |
| US Bancorp \de | 0.01% | Reduce -2.3% | 410,300 | $11.9M |
| Waverly Advisors, LLC | 0.09% | Reduce -6.5% | 408,316 | $11.9M |
| Tradition Wealth Management, LLC | 0.84% | Add +1.8% | 404,904 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.8% | 399,206 | $11.6M |
| Tiller Private Wealth, Inc. | 4.10% | Reduce -1.7% | 396,316 | $11.5M |
| Lutz Financial Services LLC | 0.77% | Reduce -3.0% | 396,280 | $11.5M |
| OneDigital Investment Advisors LLC | 0.11% | Add +0.4% | 394,701 | $11.5M |
| Sightline Wealth Advisors, LLC | 4.83% | Add +3.9% | 392,723 | $11.4M |
| Essex LLC | 2.01% | Add +0.3% | 391,403 | $11.4M |
| American Financial Advisors, LLC | 1.51% | Reduce -0.7% | 389,669 | $11.3M |
| MML Investors Services, LLC | 0.03% | Reduce -12.7% | 379,337 | $11.0M |
"% 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.