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. 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 2021Sequoia Financial AdvisorsSell-34,388147,576$14,709
Q1 2021Renaissance Technologies LLCBuy17,10032,900$3,279
Q4 2020Sequoia Financial AdvisorsSell-3,829181,964$16,195
Q3 2020Sequoia Financial AdvisorsBuy185,793185,793$12,693
Q3 2020Renaissance Technologies LLCBuy9,50015,800$1,079
Q2 2020Sequoia Financial AdvisorsSell-112,0480$12,406
Q1 2020Sequoia Financial AdvisorsBuy11,599112,048$5,773
Q1 2020Renaissance Technologies LLCSell-3,3006,300$325
Q4 2019Sequoia Financial AdvisorsBuy3,158100,449$7,598
Q3 2019Sequoia Financial AdvisorsBuy11,08797,291$6,784
Q3 2019Renaissance Technologies LLCBuy6,6009,600$669
Q2 2019Sequoia Financial AdvisorsBuy12,02686,204$6,162
Q2 2019Renaissance Technologies LLCSell-7,2003,000$214
Q1 2019Sequoia Financial AdvisorsBuy15,14174,178$5,187
Q1 2019Renaissance Technologies LLCBuy7,10010,200$713
Q4 2018Sequoia Financial AdvisorsBuy2,62159,037$3,582
Q3 2018Renaissance Technologies LLCSell-13,0003,100$236
Q3 2018Sequoia Financial AdvisorsBuy26056,416$4,297
Q2 2018Sequoia Financial AdvisorsBuy1,91856,156$4,131
Q1 2018Renaissance Technologies LLCBuy16,10016,100$1,113
Q1 2018Sequoia Financial AdvisorsSell-1,07954,238$3,749
Q4 2017Sequoia Financial AdvisorsBuy45055,317$3,858
Q3 2017Sequoia Financial AdvisorsSell-14,81054,867$3,696
Q2 2017Sequoia Financial AdvisorsBuy15769,677$4,453
Q1 2017Sequoia Financial AdvisorsBuy18,44369,520$4,378
Q4 2016Sequoia Financial AdvisorsBuy6,98051,077$3,140
Q3 2016Sequoia Financial AdvisorsBuy9,93844,097$2,538
Q2 2016Sequoia Financial AdvisorsBuy32,41734,159$1,846
Q1 2016Sequoia Financial AdvisorsSell-27,8351,742$33,472
Q3 2015Sequoia Financial AdvisorsBuy1,96329,577$1,502

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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