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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

26 quarters

Holder Concentration

Across 9 13F filers · Δ vs Mar 31, 2026
Top Holder
75.1%
Sep 2023 → Jun 2026 · range 0.0% – 75.1%
+60.1 pts
Top 5
98.2%
Sep 2023 → Jun 2026 · range 0.0% – 98.2%
+66.6 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 0.0% – 100.0%
+60.0 pts
HHI
5,840
Sep 2023 → Jun 2026 · range 0 – 5,840
Highly concentrated+5,500

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
3
Decreased
3
Sold Out
1,238
Unchanged
3
Holder count: -1,238
Institutional value: -99.2%
Shares held: -99.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +14,643 89,337
NWM ADVISORS, LLC +11,088 207,566
Parkside Financial Bank & Trust +10 19,127

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −169,756 26,200
Corient Private Wealth LLC −143,340 1,241,583
Principia Wealth Advisory, LLC −320 58,746

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Empower Advisory Group, LLC 36,903,750 $1,073,161,050
SEI INVESTMENTS CO 14,734,817 $428,488,478
BANK OF AMERICA CORP /DE/ 14,587,526 $424,205,254
Creative Planning 5,992,974 $174,275,683
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,804,013 $168,780,698
Filter: New 0 Increased 3 Reduced 3 Sold out 1,238 Unchanged 3
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