SCHA

SCHWAB US SMALL-CAP ETF
USCUSIP 808524607
Institutional Owners
264
+14 QoQ
13F Value Held
$2.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)52 adding · 47 trimming
Insider net (180d)+$0
Price history not yet available for SCHA.

Top institutional holders

264 13F filers
#FundPosition valueSharesLast moveAs of
1Empower Advisory Group, LLC
$1.1B
36.90MAddedQ1 2026
2Financial Engines Advisors L.L.C.
$133.3M
4.58MReducedQ1 2026
3Advisory Alpha, LLC
$112.9M
3.88MReducedQ1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$79.4M
2.69MReducedQ1 2026
5NEW YORK LIFE INVESTMENT MANAGEMENT LLC
$51.5M
1.77MAddedQ1 2026
6Savant Capital, LLC
$42.6M
1.46MReducedQ1 2026
7JOHNSON INVESTMENT COUNSEL INC
$30.4M
1.05MAddedQ1 2026
8Beacon Pointe Advisors, LLC
$30.4M
1.04MAddedQ1 2026
9Kestra Advisory Services, LLC
$28.8M
989.8KAddedQ1 2026
10CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$28.1M
966.2KAddedQ1 2026
11Chicago Partners Investment Group LLC
$26.5M
821.2KNewQ1 2026
12Dynamic Advisor Solutions LLC
$25.5M
877.6KAddedQ1 2026
13KLINGENSTEIN FIELDS & CO LP
$24.1M
827.3KReducedQ1 2026
14Legacy Wealth Management, LLC
$23.7M
814.4KReducedQ1 2026
15Visionary Wealth Advisors
$22.9M
786.6KAddedQ1 2026
16EXCHANGE TRADED CONCEPTS, LLC
$21.7M
746.9KAddedQ1 2026
17Merit Financial Group, LLC
$20.3M
698.2KAddedQ1 2026
18Modern Wealth Management, LLC
$16.0M
561.8KNewQ4 2025
19Prime Capital Investment Advisors, LLC
$14.2M
487.6KReducedQ1 2026
20MAI Capital Management
$13.4M
461.0KAddedQ1 2026
21Lido Advisors, LLC
$12.6M
432.7KReducedQ1 2026
22Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$12.1M
414.7KReducedQ1 2026
23Waverly Advisors, LLC
$11.9M
408.3KReducedQ1 2026
24MML INVESTORS SERVICES, LLC
$11.0M
379.3KReducedQ1 2026
25Texas Yale Capital Corp.
$10.4M
356.5KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
7
funds
Added
45
funds
Reduced
47
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

253 funds+251 since Q2 2025
0127253Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $2.3B

Funds that own SCHA also own

CompanyCo-held byCombined value
Microsoft CorpMSFT263 funds$41.3B
Apple Inc.AAPL262 funds$56.1B
Nvidia Corp ComNVDA262 funds$49.6B
GOOGLE INCGOOGL262 funds$27.1B
Jpmorgan Chase & CoJPM262 funds$18.6B
Johnson & JohnsonJNJ262 funds$11.2B
TATE STR SPDR S&P 500 ETF TSPY261 funds$33.3B
LPHABET INCGOOG261 funds$19.5B
Exxon Mobil CorporationXOM261 funds$10.9B
Meta Platforms, Inc.META260 funds$16.8B
Walmart Inc.WMT260 funds$9.6B
Chevron CorporationCVX260 funds$7.9B

Ranked by how many of SCHA's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.