SCHWAB US SMALL-CAP ETF (SCHA) Institutional Ownership Changes & 13F Activity

SCHWAB US SMALL-CAP ETF (SCHA) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Eagle Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy1,231297,745$8,658,421
Q4 2025Sequoia Financial AdvisorsSell-1,423296,514$8,444,712
Q3 2025Sequoia Financial AdvisorsBuy19,709297,937$8,312,433
Q2 2025Sequoia Financial AdvisorsSell-145,107278,228$7,039,156
Q1 2025Sequoia Financial AdvisorsBuy4,313423,335$9,918,738
Q4 2024Sequoia Financial AdvisorsBuy211,264419,022$10,835,914
Q4 2024Renaissance Technologies LLCBuy45,30062,400$1,613,664
Q3 2024Sequoia Financial AdvisorsBuy9,040207,758$10,699,535
Q2 2024Sequoia Financial AdvisorsSell-21,310198,718$9,429,182
Q2 2024Renaissance Technologies LLCSell-1,60017,100$811,395
Q1 2024Sequoia Financial AdvisorsSell-9,150220,028$10,834,176
Q1 2024Renaissance Technologies LLCSell-2,10018,700$921
Q4 2023Sequoia Financial AdvisorsBuy5,624229,178$10,826,356
Q3 2023Renaissance Technologies LLCBuy15,30020,800$862
Q3 2023Sequoia Financial AdvisorsSell-1,013223,554$9,259,593
Q2 2023Renaissance Technologies LLCSell-9,3005,500$241
Q2 2023Sequoia Financial AdvisorsBuy2,601224,567$9,836,026
Q1 2023Sequoia Financial AdvisorsSell-12,581221,966$9,307,028
Q4 2022Sequoia Financial AdvisorsSell-9,916234,547$9,501,496
Q3 2022Sequoia Financial AdvisorsSell-24,303244,463$9,241
Q3 2022Renaissance Technologies LLCSell-3,40014,800$559
Q2 2022Renaissance Technologies LLCSell-24,90018,200$710
Q2 2022Sequoia Financial AdvisorsSell-18,832268,766$10,479
Q1 2022Sequoia Financial AdvisorsBuy149,744287,598$13,621
Q1 2022Renaissance Technologies LLCBuy22,40043,100$2,041
Q4 2021Sequoia Financial AdvisorsBuy88,632137,854$14,116
Q3 2021Sequoia Financial AdvisorsSell-83,97549,222$4,927
Q3 2021Renaissance Technologies LLCSell-5,40020,700$2,072
Q2 2021Sequoia Financial AdvisorsSell-14,379133,197$13,876
Q2 2021Renaissance Technologies LLCSell-6,80026,100$2,719

Frequently asked questions about SCHA activity

  • Which institutional owners are buying SCHA?

    Institutional owners buying SCHA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHA activity?

    "Buy" means an investor increased their reported position in SCHA compared to the prior reporting period. This reflects growing exposure to SCHWAB US SMALL-CAP ETF (SCHA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHA increasing?

    Institutional interest in SCHA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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