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
Q2 2015Sequoia Financial AdvisorsBuy6,98327,614$1,587
Q1 2015Sequoia Financial AdvisorsBuy20,63120,631$1,188
Q3 2014Eagle Capital ManagementSell-15910,175$523
Q2 2014Eagle Capital ManagementBuy4510,334$566
Q1 2014Eagle Capital ManagementSell-14,94810,289$551
Q4 2013Eagle Capital ManagementBuy25,23725,237$1,325

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.

Related SCHA Institutional Insights