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SCHA · Schwab U.S. Small-Cap ETF ETF

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$34.55 +0.34 (+0.99%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 9
Total Value: $59,749,079
Total Shares: 1,653,725

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 9 13F filers · Δ vs Mar 31, 2026
Top Holder
75.1%
Mar 2022 → Jun 2026 · range 0.0% – 100.0%
+38.1 pts
Top 5
98.2%
Mar 2022 → Jun 2026 · range 0.0% – 100.0%
−1.8 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
5,840
Mar 2022 → Jun 2026 · range 0 – 10,000
Highly concentrated+2,573

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
1
Sold Out
1
Unchanged
1
Holder count: +5
Institutional value: +918.5%
Shares held: +719.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +14,643 89,337

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Principia Wealth Advisory, LLC −320 58,746

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 1,241,583 $44,858,393
NWM ADVISORS, LLC 207,566 $7,499,359
CITADEL ADVISORS LLC 26,200 $946,606
Parkside Financial Bank & Trust 19,127 $691,058
Strategic Financial Services, Inc. 7,864 $284,126

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 64,948 $1,888,687
Filter: New 6 Increased 1 Reduced 1 Sold out 1 Unchanged 1
Showing 9 of 9
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SCHA $44,858,393 75.08% 1,241,583
NWM ADVISORS, LLC SCHA $7,499,359 12.55% 207,566
Range Advisory, LLC SCHA $3,227,745 5.40% 89,337
Principia Wealth Advisory, LLC SCHA $2,122,492 3.55% 58,746
CITADEL ADVISORS LLC SCHA $946,606 1.58% 26,200
Parkside Financial Bank & Trust SCHA $691,058 1.16% 19,127
Strategic Financial Services, Inc. SCHA $284,126 0.48% 7,864
TUCKER ASSET MANAGEMENT LLC SCHA $109,184 0.18% 3,022
BROWN, LISLE/CUMMINGS, INC. SCHA $10,116 0.02% 280