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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Serenity Investment Advisors, Beacon Pointe Advisors, Llc, Envestnet Asset Management Inc, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sage Financial Group IncBuy+7,302+1.0%711,360$25.70MQ2 2026Oct 27, 2026
Neuberger Berman Group LlcSell-378-2.8%13,069$472.18KQ2 2026Oct 27, 2026
Elm Partners Management LlcBuy+1,728+2.5%71,857$2.60MQ2 2026Oct 07, 2026
Allie Family Office LlcBuy+6,463—6,463$233.51KQ2 2026Oct 02, 2026
Envestnet Asset Management IncBuy+25,621+1.6%1,675,695$60.54MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+6,719—6,719$242.74KQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+996+9.8%11,188$404.22KQ2 2026Sep 23, 2026
Anchor Investment Management, LlcSell-3,959-2.4%164,031$5.93MQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+547+26.6%2,606$94.17KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+10,088+3.2%322,849$11.66MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+10+0.1%19,127$691.07KQ2 2026Sep 04, 2026
Nwm Advisors, LlcBuy+11,088+5.6%207,566$7.50MQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-143,340-10.4%1,241,583$44.86MQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+75,901—75,901$2.63MQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Buy+2,427+1.1%221,529$8.00MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcSell-13,905-5.9%221,813$8.01MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+21,978+1.1%2,030,619$73.37MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+8,451+21.7%47,423$1.71MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-1,996-5.0%37,744$1.36MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.3%393$14.21KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-47,073-4.5%997,223$36.03MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+13,535+2.9%473,999$17.13MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Sell-1,975-2.8%67,863$2.45MQ2 2026Aug 18, 2026
Denver Pwm, LlcSell-1,304-2.9%43,022$1.53MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,069—1,069$38.62KQ2 2026Aug 18, 2026
Ruggaard & Associates LlcBuy+14,706—14,706$531.33KQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+9,243+22.6%50,093$1.81MQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+7,792+12.0%72,854$2.63MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-7,759-3.3%224,430$8.11MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+4,836+4242.1%4,950$178.86KQ2 2026Aug 17, 2026
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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.