Who owns Schwab U.S. Small-Cap ETF?
Institutional ownership of SCHA from SEC Form 13F filings across 590 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
590
13F holders
$6.18B
value, 2026 filers
24.5%
of shares outstanding (176.6M sh)
72
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SCHA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 37.7M | $1.36B | 3.2% | 5.2% | +2.2% |
| 2 | SEI INVESTMENTS CO | 13.9M | $502.5M | 0.4% | 1.9% | -5.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 13.8M | $496.9M | 0.0% | 1.9% | -5.7% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.1M | $220.4M | 0.1% | 0.8% | +5.1% |
| 5 | Creative Planning | 5.9M | $212.2M | 0.1% | 0.8% | -2.0% |
| 6 | UBS Group AG | 5.2M | $186.8M | 0.0% | 0.7% | +0.8% |
| 7 | Cerity Partners LLC | 4.0M | $136.2M | 0.2% | 0.6% | +4.1% |
| 8 | Advisory Alpha, LLC | 3.8M | $137.2M | 3.4% | 0.5% | -2.2% |
| 9 | Mariner, LLC | 3.3M | $118.8M | 0.1% | 0.5% | -2.9% |
| 10 | Savant Capital, LLC | 2.9M | $95.0M | 0.3% | 0.4% | +99.2% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.8M | $97.4M | 0.2% | 0.4% | +3.7% |
| 12 | LPL Financial LLC | 2.6M | $95.4M | 0.0% | 0.4% | -2.1% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 2.1M | $75.2M | 0.0% | 0.3% | +13.1% |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | 2.1M | $75.5M | 0.6% | 0.3% | +3.2% |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 2.0M | $73.3M | 0.1% | 0.3% | +1.1% |
| 16 | OSAIC HOLDINGS, INC. | 1.9M | $68.7M | 0.1% | 0.3% | +3.1% |
| 17 | EXCHANGE TRADED CONCEPTS, LLC | 1.8M | $64.5M | 0.3% | 0.2% | +139.0% |
| 18 | Betterment LLC | 1.8M | $63,357 | 0.1% | 0.2% | -4.7% |
| 19 | Merit Financial Group, LLC | 1.7M | $63.2M | 0.4% | 0.2% | +150.6% |
| 20 | SIMS INVESTMENT MANAGEMENT, LLC | 1.7M | $62.7M | 19.4% | 0.2% | 0.0% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $60.5M | 0.0% | 0.2% | +1.6% |
| 22 | Focus Partners Wealth | 1.7M | $60.3M | 0.1% | 0.2% | +27.0% |
| 23 | HighTower Advisors, LLC | 1.6M | $58.6M | 0.1% | 0.2% | -9.0% |
| 24 | MORGAN STANLEY | 1.6M | $57.8M | 0.0% | 0.2% | -0.2% |
| 25 | Cambridge Investment Research Advisors, Inc. | 1.6M | $56,842 | 0.1% | 0.2% | +102.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.