Who Owns Schwab U.S. Small-Cap ETF (SCHA)?Hedge Fund & Institutional Holders

$28.66-0.12 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$20.42$23.08$25.75$28.41$31.07Sep 24Jun 25Mar 26

SCHA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+33K+$491.5B
RMG Wealth Management LLCNew Position+5.1M+$162.9B
SIMS INVESTMENT MANAGEMENT, LLCNew Position+1.8M+$52.2B
CoreCap Advisors, LLCNew Position+1.6M+$45.2B
Golden Reserve Retirement LLCNew Position+1.6M+$44.8B
JONES FINANCIAL COMPANIES LLLPNew Position+1.5M+$41.0B
Mokosak Advisory Group, LLCNew Position+1.2M+$34.7B
Noble Family Wealth, LLCNew Position+980K+$27.9B
TruNorth Capital Management, LLCNew Position+932K+$26.5B
Joule Financial, LLCNew Position+803K+$22.9B
JOHNSON INVESTMENT COUNSEL INCNew Position+762K+$21.0B
White & Co Financial Planning IncNew Position+737K+$21.0B
SUMMIT WEALTH & RETIREMENT PLANNING, INC.New Position+580K+$16.5B
Seneca Financial Advisors LLCNew Position+475K+$13.5B
St. Johns Investment Management Company, LLCNew Position+433K+$12.3B

SCHA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-5.2M-$146.2B
Financial Engines Advisors L.L.C.Decreased-155K-$139.3B
Advisory Alpha, LLCDecreased-47K-$112.9B
HighTower Advisors, LLCDecreased-1.2M-$83.8B
MONETA GROUP INVESTMENT ADVISORS LLCDecreased-3K-$54.6B
Dynamic Advisor Solutions LLCDecreased-97K-$26.8B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-65K-$23.1B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-646K-$18.0B
Waverly Advisors, LLCDecreased-84K-$14.5B
MML INVESTORS SERVICES, LLCDecreased-2K-$12.2B
Wealthspire Advisors, LLCDecreased-346K-$10.0B
Integrated Wealth Concepts LLCDecreased-176K-$9.1B
VSM Wealth Advisory, LLCDecreased-336K-$8.8B
Tower Research Capital LLC (TRC)Decreased-230K-$7.4B
Family Legacy Financial Solutions, LLCClosed Position-216K-$6.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/15,511,557$441.0B32.08%Share
2SEI INVESTMENTS CO14,759,141$420.0B414.57%Share
3RMG Wealth Management LLC5,075,020$162.8B21.08%Share
4UBS Group AG4,019,113$114.5B18.56%Share
5MERCER GLOBAL ADVISORS INC /ADV2,123,561$61.0B92.99%Share
6SIMS INVESTMENT MANAGEMENT, LLC1,831,359$52.2B18.43%Share
7CoreCap Advisors, LLC1,587,331$45.2B1.58%Share
8Golden Reserve Retirement LLC1,574,202$44.8B8.28%Share
9Focus Partners Wealth1,412,043$40.0B45.59%Share
10GOLDMAN SACHS GROUP INC1,412,098$40.0B4.93%Share
11Mokosak Advisory Group, LLC1,217,796$34.7B8.70%Share
12JONES FINANCIAL COMPANIES LLLP1,209,828$34.0B20.73%Share
13BANK OF AMERICA CORP /DE/1,099,995$31.0B2.25%Share
14Noble Family Wealth, LLC979,845$27.9B5.88%Share
15ForthRight Wealth Management, LLC951,024$27.1B7.79%Share
16TruNorth Capital Management, LLC931,742$26.5B5.04%Share
17KLINGENSTEIN FIELDS & CO LP873,324$24.9B0.93%Share
18Legacy Wealth Management, Inc846,199$24.1B1.39%Share
19Joule Financial, LLC802,607$22.9B6.85%Share
20Charles Schwab Trust Co782,784$22.3B1.47%Share
21OSAIC HOLDINGS, INC.772,924$22.0B32.15%Share
22JOHNSON INVESTMENT COUNSEL INC761,887$21.0B171.62%Share
23White & Co Financial Planning Inc736,798$21.0B15.69%Share
24Visionary Wealth Advisors724,003$20.6B0.93%Share
25EXCHANGE TRADED CONCEPTS, LLC717,103$20.4B155.38%Share
26Strategic Financial Planning, Inc.704,165$20.1B11.41%Share
27BANK OF AMERICA CORP /DE/702,421$20.0B1.45%Share
28Ascension Capital Advisors, Inc.700,423$19.9B6.84%Share
29OLD NATIONAL BANCORP /IN/696,246$19.8B329.45%Share
30SAGE FINANCIAL GROUP INC694,510$19.8B1.31%Share
31Waterford Advisors, LLC674,601$19.2B7.51%Share
32JPMORGAN CHASE & CO696,299$19.0B1.19%Share
33Clearwater Capital Advisors, LLC612,302$17.4B1.45%Share
34STATE FARM MUTUAL AUTOMOBILE INSURANCE CO597,919$17.0B13.37%Share
35ZynergyRetirementPlanningLLC582,311$16.6B10.20%Share
36SUMMIT WEALTH & RETIREMENT PLANNING, INC.580,460$16.5B3.89%Share
37Main Street Financial Solutions, LLC571,325$16.3B1.22%Share
38WELLS FARGO & COMPANY/MN578,789$16.0B2.91%Share
39Modern Wealth Management, LLC561,786$16.0B291.73%Share
40RKL Wealth Management LLC534,449$15.2B1.25%Share
41RAYMOND JAMES FINANCIAL INC541,175$15.0B4.67%Share
42Seneca Financial Advisors LLC475,187$13.5B4.12%Share
43St. Johns Investment Management Company, LLC433,344$12.3B5.15%Share
44NORTH STAR ASSET MANAGEMENT INC451,582$12.0B0.48%Share
45Christensen, King & Associates Investment Services, Inc.417,570$11.9B5.07%Share
46Strategic Family Wealth Counselors, L.L.C.388,298$11.7B2.63%Share
47Lutz Financial Services LLC408,365$11.6B0.79%Share
48Tiller Private Wealth, Inc.403,024$11.5B4.08%Share
49US BANCORP \DE\399,075$11.4B13.32%Share
50Tradition Wealth Management, LLC397,930$11.3B0.81%Share

SCHA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20251202$3.3T+592
Q3 2025610$2.9T-446
Q2 20251056$4.1T-62
Q1 20251118$4.0T+252
Q4 2024866$240.8T+248
Q3 2024618$474.6T+13
Q2 2024605$443.0T+5
Q1 2024600$377.0T—

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As of Q4 2025, 50 institutional investors hold SCHA (Schwab U.S. Small-Cap ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $441.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHA?

As of Q4 2025, 50 institutional investors report holding SCHA (Schwab U.S. Small-Cap ETF) in their 13F filings.

Who is the largest institutional holder of SCHA?

The largest institutional holder of SCHA is BANK OF AMERICA CORP /DE/ with $441.0B in shares.

Is institutional ownership of SCHA increasing or decreasing?

This quarter, 14 institutions opened new positions in SCHA and 2 closed their positions.