Who owns SCHA?
Schwab U.S. Small-Cap ETF · Schwab
1,350 institutions reported holding SCHA, worth $9.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | $1.4B | 37,697,754 | +794,004 shares |
| SEI Investments Co | Oaks, PA | $502.5M | 13,908,960 | −825,857 shares |
| Bank of America Corp. | Charlotte, NC | $496.9M | 13,753,548 | −833,978 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $220.4M | 6,100,987 | +296,974 shares |
| Creative Planning | Overland Park, KS | $212.2M | 5,873,670 | −119,304 shares |
| UBS Group AG | Zurich, Switzerland | $186.8M | 5,171,149 | +41,425 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $151.4M | 4,190,988 | −392,371 shares |
| Advisory Alpha, LLC | Holland, MI | $137.2M | 3,796,240 | −85,576 shares |
| Cerity Partners LLC | New York, NY | $136.2M | 4,000,364 | +156,120 shares |
| Mariner, LLC | Overland Park, KS | $118.8M | 3,288,410 | −97,677 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCHA?
1,350 institutional managers reported holding SCHA in Form 13F filings for June 30, 2026, worth $9.1B in total. The largest reported position was held by Empower Advisory Group, LLC, at $1.4B.
Did institutions buy or sell SCHA last quarter?
Reported 13F value rose 26.8% from March 31, 2026, which includes price moves as well as buying and selling. 166 firms reported a new position and 39 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.