SCHWAB US SMALL-CAP ETF (SCHA) Institutional Shareholders
SCHWAB US SMALL-CAP ETF (SCHA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.51B in SCHA holdings during the latest filing period.
Empower Advisory Group, Llc is currently the largest disclosed institutional shareholder of SCHA tracked by InsiderSet, reporting ownership valued at approximately $1.07B in its March 31, 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 gain of +15.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% 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
1,301
Total Reported Value
$7.51B
Largest Holder
Empower Advisory Group, Llc
Largest Position
$1.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | 2.79% | 36,903,750 | $1,073,161,046 | $1,238,489,850 | +$165,328,804 | +15.41% | |
| Sei Investments Co | 0.40% | 14,734,817 | $428,490,510 | $494,500,459 | +$66,009,949 | +15.41% | |
| Bank Of America Corp | 0.03% | 14,587,526 | $424,205,257 | $489,557,373 | +$65,352,116 | +15.41% | |
| Creative Planning | 0.12% | 5,992,974 | $174,275,686 | $201,124,207 | +$26,848,521 | +15.41% | |
| Northwestern Mutual Wealth Management Co | 0.10% | 5,804,013 | $168,780,717 | $194,782,676 | +$26,001,959 | +15.41% | |
| Ubs Group Ag | 0.03% | 5,129,724 | $149,172,374 | $172,153,537 | +$22,981,163 | +15.41% | |
| Financial Engines Advisors L.L.C. | 0.27% | 4,583,359 | $133,284,086 | $153,817,528 | +$20,533,442 | +15.41% | |
| Advisory Alpha, Llc | 3.09% | 3,881,816 | $112,884,648 | $130,273,745 | +$17,389,097 | +15.40% | |
| Cerity Partners Llc | 0.16% | 3,844,244 | $111,979,755 | $129,012,829 | +$17,033,074 | +15.21% | |
| Mariner, Llc | 0.11% | 3,386,087 | $98,465,824 | $113,637,080 | +$15,171,256 | +15.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.16% | 2,788,801 | $97,357,048 | $93,592,162 | -$3,764,886 | -3.87% | |
| Steele Capital Management, Inc. | 3.03% | 2,273,743 | $82,205,926 | $76,306,815 | -$5,899,111 | -7.18% | |
| Lpl Financial Llc | 0.02% | 2,697,192 | $78,434,349 | $90,517,764 | +$12,083,415 | +15.41% | |
| Sims Investment Management, Llc | 19.38% | 1,734,453 | $62,665,784 | $58,208,243 | -$4,457,541 | -7.11% | |
| Envestnet Asset Management Inc | 0.01% | 1,675,695 | $60,540,155 | $56,236,324 | -$4,303,831 | -7.11% | |
| Corecap Advisors, Llc | 1.77% | 1,656,885 | $59,863,249 | $55,605,061 | -$4,258,188 | -7.11% | |
| Vantagepoint Investment Advisers Llc | 0.50% | 2,027,244 | $58,952,256 | $68,034,309 | +$9,082,053 | +15.41% | |
| Moneta Group Investment Advisors Llc | 0.44% | 2,025,667 | $58,906,391 | $67,981,385 | +$9,074,994 | +15.41% | |
| Mercer Global Advisors Inc | 0.09% | 2,008,641 | $58,411,294 | $67,409,992 | +$8,998,698 | +15.41% | |
| Gemmer Asset Management Llc | 3.68% | 1,517,147 | $54,814,517 | $50,915,453 | -$3,899,064 | -7.11% | |
| 93 Financial Group, Llc | 21.52% | 1,508,904 | $54,516,706 | $50,638,818 | -$3,877,888 | -7.11% | |
| Osaic Holdings, Inc. | 0.08% | 1,842,691 | $53,522,115 | $61,840,710 | +$8,318,595 | +15.54% | |
| Jones Financial Companies Lllp | 0.03% | 1,869,605 | $53,364,013 | $62,743,944 | +$9,379,931 | +17.58% | |
| Kohmann Bosshard Financial Services, Llc | 4.42% | 1,442,916 | $52,132,573 | $48,424,261 | -$3,708,312 | -7.11% | |
| Hightower Advisors, Llc | 0.06% | 1,782,550 | $51,836,726 | $59,822,378 | +$7,985,652 | +15.41% | |
| New York Life Investment Management Llc | 0.44% | 1,771,690 | $51,520,745 | $59,457,916 | +$7,937,171 | +15.41% | |
| Rmg Wealth Management Llc | 5.79% | 1,500,409 | $50,203,699 | $50,353,726 | +$150,027 | +0.30% | |
| Morgan Stanley | 0.00% | 1,601,927 | $46,584,064 | $53,760,670 | +$7,176,606 | +15.41% | |
| Golden Reserve Retirement Llc | 9.00% | 1,500,790 | $43,642,967 | $50,366,512 | +$6,723,545 | +15.41% | |
| Mokosak Advisory Group, Llc | 9.26% | 1,183,905 | $42,774,476 | $39,731,852 | -$3,042,624 | -7.11% | |
| Savant Capital, Llc | 0.21% | 1,464,613 | $42,590,940 | $49,152,412 | +$6,561,472 | +15.41% | |
| Rainey & Randall Wealth Advisors Inc. | 6.08% | 1,176,951 | $42,523,244 | $39,498,476 | -$3,024,768 | -7.11% | |
| Johnson Investment Counsel Inc | 0.30% | 1,133,550 | $40,955,158 | $38,041,938 | -$2,913,220 | -7.11% | |
| Goldman Sachs Group Inc | 0.01% | 1,400,172 | $40,716,998 | $46,989,772 | +$6,272,774 | +15.41% | |
| Corient Private Wealth Llc | 0.06% | 1,384,923 | $40,142,474 | $46,478,016 | +$6,335,542 | +15.78% | |
| Bluesky Wealth Advisors, Llc | 4.59% | 1,096,973 | $39,633,618 | $36,814,414 | -$2,819,204 | -7.11% | |
| Focus Partners Wealth | 0.04% | 1,313,049 | $38,237,885 | $44,065,924 | +$5,828,039 | +15.24% | |
| Cetera Investment Advisers | 0.04% | 1,271,774 | $36,983,176 | $42,680,735 | +$5,697,559 | +15.41% | |
| Kestra Advisory Services, Llc | 0.12% | 1,018,703 | $36,805,732 | $34,187,673 | -$2,618,059 | -7.11% | |
| Trunorth Capital Management, Llc | 5.50% | 947,282 | $34,225,309 | $31,790,784 | -$2,434,525 | -7.11% | |
| Dynamic Advisor Solutions Llc | 0.92% | 899,273 | $32,490,736 | $30,179,602 | -$2,311,134 | -7.11% | |
| Exchange Traded Concepts, Llc | 0.16% | 892,690 | $32,252,889 | $29,958,676 | -$2,294,213 | -7.11% | |
| Captrust Financial Advisors | 0.06% | 1,106,106 | $32,164,150 | $37,120,917 | +$4,956,767 | +15.41% | |
| Merit Financial Group, Llc | 0.20% | 874,953 | $31,612,046 | $29,363,423 | -$2,248,623 | -7.11% | |
| Charles Schwab Trust Co | 1.75% | 869,300 | $31,407,819 | $29,173,708 | -$2,234,111 | -7.11% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.41% | 858,257 | $31,008,820 | $28,803,105 | -$2,205,715 | -7.11% | |
| Fidelis Im, Llc | 10.36% | 840,682 | $30,373,841 | $28,213,288 | -$2,160,553 | -7.11% | |
| Beacon Pointe Advisors, Llc | 0.16% | 1,044,296 | $30,368,132 | $35,046,574 | +$4,678,442 | +15.41% | |
| Old National Bancorp | 0.60% | 838,856 | $30,307,866 | $28,152,007 | -$2,155,859 | -7.11% | |
| Klingenstein Fields & Co Lp | 1.18% | 1,028,297 | $29,902,876 | $34,509,647 | +$4,606,771 | +15.41% |
Frequently asked questions about SCHA
Who owns the most SCHA stock?
The largest holders of SCHA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US SMALL-CAP ETF (SCHA).
Is SCHA widely held by superinvestors?
Many widely followed stocks like SCHA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.