SCHA Institutional Ownership & Shareholders
SCHWAB US SMALL-CAP ETF (SCHA) is currently held by 1,325 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.41B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Empower Advisory Group, Llc is currently the largest disclosed institutional shareholder of SCHA tracked by InsiderSet, reporting ownership valued at approximately $1.36B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.24B, representing an estimated loss of -8.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed SCHA value among the investors covered in this analysis. Major shareholders include Empower Advisory Group, Llc, Sei Investments Co, Bank Of America Corp, and several other long-term asset managers with concentrated positions in SCHWAB US SMALL-CAP ETF (SCHA).
This page ranks the largest institutional SCHA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,325
Total Reported Value
$8.41B
Largest Holder
Empower Advisory Group, Llc
Largest Position
$1.36B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Empower Advisory Group, Llc | 3.25% | 37,697,754 | $1,362,019,848 | $1,243,648,904 | -$118,370,944 | -8.69% | |
| Sei Investments Co | 0.44% | 13,908,960 | $502,529,930 | $458,856,590 | -$43,673,340 | -8.69% | |
| Bank Of America Corp | 0.03% | 13,753,548 | $496,915,690 | $453,729,549 | -$43,186,141 | -8.69% | |
| Ubs Group Ag | 0.03% | 5,171,149 | $186,833,613 | $170,596,206 | -$16,237,407 | -8.69% | |
| Financial Engines Advisors L.L.C. | 0.27% | 4,190,988 | $151,420,381 | $138,260,694 | -$13,159,687 | -8.69% | |
| Advisory Alpha, Llc | 3.36% | 3,796,240 | $137,159,847 | $125,237,958 | -$11,921,889 | -8.69% | |
| Cerity Partners Llc | 0.17% | 4,000,364 | $136,167,560 | $131,972,008 | -$4,195,552 | -3.08% | |
| Mariner, Llc | 0.12% | 3,288,410 | $118,810,120 | $108,484,646 | -$10,325,474 | -8.69% | |
| Lpl Financial Llc | 0.02% | 2,640,354 | $95,395,981 | $87,105,278 | -$8,290,703 | -8.69% | |
| Savant Capital, Llc | 0.28% | 2,917,095 | $95,031,896 | $96,234,964 | +$1,203,068 | +1.27% | |
| Wealth Enhancement Advisory Services, Llc | 0.14% | 2,816,617 | $91,990,715 | $92,920,195 | +$929,480 | +1.01% | |
| Steele Capital Management, Inc. | 3.03% | 2,273,743 | $82,205,926 | $75,010,782 | -$7,195,144 | -8.75% | |
| Moneta Group Investment Advisors Llc | 0.56% | 2,090,236 | $75,520,221 | $68,956,886 | -$6,563,335 | -8.69% | |
| Jones Financial Companies Lllp | 0.03% | 2,113,728 | $75,173,516 | $69,731,887 | -$5,441,629 | -7.24% | |
| Mercer Global Advisors Inc | 0.09% | 2,030,619 | $73,366,277 | $66,990,121 | -$6,376,156 | -8.69% | |
| Osaic Holdings, Inc. | 0.08% | 1,900,593 | $68,663,749 | $62,700,563 | -$5,963,186 | -8.68% | |
| Betterment Llc | 0.11% | 1,753,579 | $63,357,000 | $57,850,571 | -$5,506,429 | -8.69% | |
| New York Life Investment Management Llc | 0.43% | 1,694,799 | $61,233,087 | $55,911,419 | -$5,321,668 | -8.69% | |
| Vantagepoint Investment Advisers Llc | 0.46% | 1,874,222 | $61,155,864 | $61,830,584 | +$674,720 | +1.10% | |
| Envestnet Asset Management Inc | 0.01% | 1,675,695 | $60,540,155 | $55,281,178 | -$5,258,977 | -8.69% | |
| Focus Partners Wealth | 0.06% | 1,667,957 | $60,262,804 | $55,025,901 | -$5,236,903 | -8.69% | |
| Morgan Stanley | 0.00% | 1,598,877 | $57,767,461 | $52,746,952 | -$5,020,509 | -8.69% | |
| Sims Investment Management, Llc | 17.68% | 1,735,410 | $56,626,434 | $57,251,176 | +$624,742 | +1.10% | |
| Golden Reserve Retirement Llc | 8.69% | 1,526,535 | $55,153,692 | $50,360,390 | -$4,793,302 | -8.69% | |
| Kohmann Bosshard Financial Services, Llc | 4.42% | 1,442,916 | $52,132,573 | $47,601,799 | -$4,530,774 | -8.69% | |
| Rmg Wealth Management Llc | 5.19% | 1,542,187 | $50,223,180 | $50,876,749 | +$653,569 | +1.30% | |
| Gemmer Asset Management Llc | 3.25% | 1,529,297 | $49,900,974 | $50,451,508 | +$550,534 | +1.10% | |
| 93 Financial Group, Llc | 20.33% | 1,507,200 | $49,179,921 | $49,722,528 | +$542,607 | +1.10% | |
| Cetera Investment Advisers | 0.04% | 1,329,913 | $48,049,791 | $43,873,830 | -$4,175,961 | -8.69% | |
| State Farm Mutual Automobile Insurance Co | 0.03% | 1,313,111 | $47,442,714 | $43,319,532 | -$4,123,182 | -8.69% | |
| Corient Private Wealth Llc | 0.06% | 1,241,583 | $44,858,464 | $40,959,823 | -$3,898,641 | -8.69% | |
| Corecap Advisors, Llc | 1.23% | 1,313,505 | $42,859,696 | $43,332,530 | +$472,834 | +1.10% | |
| Captrust Financial Advisors | 0.06% | 1,142,727 | $41,286,738 | $37,698,564 | -$3,588,174 | -8.69% | |
| Johnson Investment Counsel Inc | 0.30% | 1,133,550 | $40,955,158 | $37,395,815 | -$3,559,344 | -8.69% | |
| Mokosak Advisory Group, Llc | 8.59% | 1,195,380 | $39,005,252 | $39,435,586 | +$430,334 | +1.10% | |
| Rainey & Randall Wealth Advisors Inc. | 5.50% | 1,176,632 | $38,393,487 | $38,817,090 | +$423,603 | +1.10% | |
| Kestra Advisory Services, Llc | 0.12% | 1,018,703 | $36,805,732 | $33,607,012 | -$3,198,720 | -8.69% | |
| Bluesky Wealth Advisors, Llc | 4.23% | 1,119,656 | $36,534,388 | $36,937,451 | +$403,063 | +1.10% | |
| Beacon Pointe Advisors, Llc | 0.17% | 997,223 | $36,029,683 | $32,898,387 | -$3,131,296 | -8.69% | |
| Klingenstein Fields & Co Lp | 1.25% | 991,435 | $35,820,546 | $32,707,441 | -$3,113,105 | -8.69% | |
| Forthright Wealth Management, Llc | 8.71% | 942,364 | $34,047,593 | $31,088,588 | -$2,959,005 | -8.69% | |
| Raymond James Financial Inc | 0.01% | 935,401 | $33,796,038 | $30,858,879 | -$2,937,159 | -8.69% | |
| Noble Family Wealth, Llc | 5.80% | 989,075 | $32,273,517 | $32,629,584 | +$356,067 | +1.10% | |
| Merit Financial Group, Llc | 0.20% | 874,953 | $31,612,046 | $28,864,699 | -$2,747,347 | -8.69% | |
| Trunorth Capital Management, Llc | 4.93% | 968,733 | $31,609,763 | $31,958,502 | +$348,739 | +1.10% | |
| Wells Fargo & Company/Mn | 0.01% | 869,757 | $31,424,309 | $28,693,283 | -$2,731,026 | -8.69% | |
| Exchange Traded Concepts, Llc | 0.14% | 957,735 | $31,250,893 | $31,595,678 | +$344,785 | +1.10% | |
| Charles Schwab Trust Co | 1.77% | 938,873 | $30,635,435 | $30,973,420 | +$337,985 | +1.10% | |
| Chicago Partners Investment Group Llc | 0.56% | 930,881 | $30,281,566 | $30,709,764 | +$428,198 | +1.41% | |
| Goldman Sachs Group Inc | 0.00% | 830,684 | $30,012,597 | $27,404,265 | -$2,608,332 | -8.69% |
Frequently asked questions about SCHA
Who are the largest institutional holders of SCHA?
The largest institutional holders of SCHA reported in the latest SEC Form 13F filings include Empower Advisory Group, Llc, Sei Investments Co, Bank Of America Corp, Ubs Group Ag, and Financial Engines Advisors L.L.C.. InsiderSet ranks institutional holders by their latest reported SCHA position.
What is SCHA institutional ownership?
This page tracks SCHA positions reported by institutional investment managers through SEC Form 13F. SCHWAB US SMALL-CAP ETF (SCHA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHA?
InsiderSet currently tracks 1,325 institutional managers reporting SCHA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHA shareholders.
How much SCHA stock do institutions own?
Institutional investment managers disclosed approximately $8.41B in SCHA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHA institutional ownership last updated?
The latest SCHA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHA position after the reporting date.
Are institutions buying or selling SCHA?
Institutional buying and selling can be analyzed by comparing SCHA positions across consecutive 13F reporting periods. InsiderSet's SCHA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHA ownership changes.
How has SCHA institutional ownership changed over time?
InsiderSet tracks SCHA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.