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 Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Envestnet Asset Management Inc, Corient Private Wealth Llc, Beacon Pointe Advisors, Llc, and North Star Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Burkett Financial Services, Llc | Sell | -793 | -3.9% | 19,361 | $631.76K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,675,695 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -11,188 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -6,719 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -164,031 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -2,606 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -322,849 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -19,127 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -280 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Nwm Advisors, Llc | Sell | -207,566 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -1,241,583 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Serenity Investment Advisors | Sell | -75,901 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Strategic Financial Services, Inc. | Sell | -7,864 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Sell | -221,529 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Sell | -221,813 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -2,030,619 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -47,423 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Sell | -37,744 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -393 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -997,223 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -473,999 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -67,863 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Sell | -43,022 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -1,069 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -348 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -224,430 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -167,546 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -88,183 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -72,854 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Sell | -50,093 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
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.