Who Owns SCHA?
Schwab U.S. Small-Cap ETF — Institutional Ownership & 13F Holdings
$32.37
+0.14 (+0.43%)
Market Cap
$21.0B
Shares Outstanding
613,627,636
Institutional Holders
1,113
Total Inst. Value
$4.6B
% of Float Held
—
QoQ Holder Change
+516
Institutional data as of Q1 2025
New Positions
332
Closed Positions
84
Increased
335
Decreased
334
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $618.4M | 26,393,000 |
| 2 | BANK OF AMERICA CORP /DE/ | $423.1M | 18,056,833 |
| 3 | SEI INVESTMENTS CO | $335.9M | 14,336,581 |
| 4 | Financial Engines Advisors L.L.C. | $119.5M | 5,098,334 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $95.7M | 4,082,538 |
| 6 | UBS Group AG | $90.8M | 3,873,486 |
| 7 | JONES FINANCIAL COMPANIES LLLP | $68.4M | 2,549,130 |
| 8 | GOLDMAN SACHS GROUP INC | $66.6M | 2,842,325 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $65.2M | 2,782,555 |
| 10 | HighTower Advisors, LLC | $65.2M | 2,781,634 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Empower Advisory Group, LLC | +1.1M | $618.4M |
| SEI INVESTMENTS CO | +581K | $335.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +653K | $95.7M |
| UBS Group AG | +199K | $90.8M |
| JONES FINANCIAL COMPANIES LLLP | +1.8M | $68.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -28.3M | $423.1M |
| Advisory Alpha, LLC | -2.2M | $47.8M |
| Strategic Financial Concepts, LLC | -2.1M | $2.7M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -914K | $775K |
| Tradewinds Capital Management, LLC | -444K | $2.6M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SCHA?
As of Q1 2025, 1113 institutional investors report holding SCHA (Schwab U.S. Small-Cap ETF) in their 13F filings.
Which hedge fund owns the most SCHA?
The largest institutional holder of SCHA is Empower Advisory Group, LLC with $618.4M in shares.
Are institutions buying or selling SCHA?
This quarter, 332 institutions opened new positions in SCHA and 84 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.