Schwab U.S. Small-Cap ETF (SCHA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SCHA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Schwab U.S. Small-Cap ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SCHA?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Schwab U.S. Small-Cap ETF.

Is institutional money flowing into SCHA?

125 institutional investors hold Schwab U.S. Small-Cap ETF (SCHA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SCHA?

Track institutional sentiment and conviction scores for Schwab U.S. Small-Cap ETF (SCHA) including Smart Money Verdict and position changes on HoldingsIntel.

Schwab U.S. Small-Cap ETF

SCHA·808524607·US·etf·Unknown - Unknown

US SML CAP ETF

SCHA (Schwab U.S. Small-Cap ETF) is held by 125 institutional investors as of Q4 2025. Largest holders: Empower Advisory Group, LLC ($969M), BANK OF AMERICA CORP /DE/ ($493.1M), SEI INVESTMENTS CO ($420.3M). Net institutional sentiment: Mixed.

125

Holders

Avg rating(16 Elite)

$4.1B

Total Value

59% (135)

Fund Consensus

78 buying - 55 selling

Smart Money VerdictView all

64Mixed MomentumSingle Source

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See how SCHA's score breaks down across 4 SEC sources

Held by 125 funds

16 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Empower Advisory Group, LLC	Decreased	34M(-0.5%)	$969M	2.6%	+28.21%	0
BANK OF AMERICA CORP /DE/	Increased	17.3M(+0.2%)	$493.1M	0.0%	+18.42%	31
SEI INVESTMENTS CO	Increased	14.8M(+0.5%)	$420.3M	0.4%	+34.81%	37
Creative Planning	Increased	6.8M(+45.1%)	$193.3M	0.1%	+23.63%	50
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5.5M(+5.0%)	$156.7M	0.1%	+25.36%	32
Financial Engines Advisors L.L.C.	Decreased	4.8M(-3.1%)	$137.9M	0.3%	+33.38%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	4.4M(-3.1%)	$130.9M	0.2%	+27.49%	0
UBS Group AG	Decreased	4M(-1.8%)	$114.6M	0.0%	+31.59%	0
Cerity Partners LLC	Decreased	3.8M(-0.5%)	$107M	0.2%	+24.36%	0
Mariner, LLC	Increased	2.9M(+2.4%)	$82.9M	0.1%	+32.97%	30
LPL Financial LLC	Increased	2.6M(+7.7%)	$75.4M	0.0%	+29.47%	32
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	2.2M(+3.3%)	$61.6M	0.5%	+8.67%	36
MERCER GLOBAL ADVISORS INC /ADV	Increased	2.1M(+3.0%)	$61.1M	0.1%	+30.59%	30
MONETA GROUP INVESTMENT ADVISORS LLC	Decreased	2M(-0.1%)	$55.7M	0.4%	+28.19%	0
HighTower Advisors, LLC	Decreased	1.8M(-38.6%)	$52.5M	0.1%	+28.10%	0
MORGAN STANLEY	Decreased	1.8M(-9.0%)	$49.9M	0.0%	+23.88%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	1.7M(+28.1%)	$49.3M	0.4%	+12.92%	44
OSAIC HOLDINGS, INC.	Increased	1.6M(+8.3%)	$44.8M	0.1%	+23.18%	32
GOLDMAN SACHS GROUP INC	Increased	1.6M(+4.3%)	$44.6M	0.0%	+17.73%	30
Savant Capital, LLC	Decreased	1.5M(-7.6%)	$43.2M	0.2%	+28.60%	0
JONES FINANCIAL COMPANIES LLLP	Increased	1.5M(+10.6%)	$41.9M	0.0%	+23.15%	32
Corient Private Wealth LLC	Increased	3.6M(+164.9%)	$41.7M	0.1%	+12.14%	47
Focus Partners Wealth	Increased	1.4M(+9.3%)	$40.2M	0.0%	+18.56%	32
Cetera Investment Advisers	Increased	1.2M(+4.0%)	$33.7M	0.0%	+20.79%	30
CAPTRUST FINANCIAL ADVISORS	Increased	1.1M(+10.3%)	$30.9M	0.1%	+24.98%	32
WELLS FARGO & COMPANY/MN	Increased	984,253(+17.7%)	$28M	0.0%	+26.49%	34
Kestra Advisory Services, LLC	Increased	971,658(+11.8%)	$27.7M	0.1%	+9.52%	38
ENVESTNET ASSET MANAGEMENT INC	Decreased	960,590(-38.1%)	$27.4M	0.0%	+25.46%	0
JPMORGAN CHASE & CO	Increased	865,931(+2.3%)	$24.7M	0.0%	+18.18%	29
Beacon Pointe Advisors, LLC	Increased	853,528(+3.1%)	$24.3M	0.2%	+27.73%	35
JOHNSON INVESTMENT COUNSEL INC	Increased	761,887(+8.1%)	$21.7M	0.2%	+25.91%	37
RAYMOND JAMES FINANCIAL INC	Increased	728,641(+1.5%)	$20.8M	0.0%	+17.76%	29
EXCHANGE TRADED CONCEPTS, LLC	Increased	717,103(+10.2%)	$20.4M	0.2%	+8.53%	37
Merit Financial Group, LLC	Increased	636,337(+45.9%)	$18.1M	0.1%	+16.07%	46
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	Increased	597,919(+105.6%)	$17M	0.0%	+8.04%	46
MAI Capital Management	Increased	454,010(+4.7%)	$12.9M	0.1%	+20.59%	29
Lido Advisors, LLC	Increased	450,761(+1.1%)	$12.8M	0.0%	+15.59%	28
Waverly Advisors, LLC	Decreased	436,454(-16.1%)	$12.4M	0.1%	+28.99%	0
MML INVESTORS SERVICES, LLC	Decreased	434,554(-0.4%)	$12.4M	0.0%	+29.56%	0
Tidal Investments LLC	New	420,894	$12M	0.0%	+5.05%	39
US BANCORP \DE\	Increased	420,148(+0.4%)	$12M	0.0%	+34.05%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	402,624(-12.3%)	$11.5M	0.0%	+29.30%	0
OneDigital Investment Advisors LLC	Decreased	393,300(-2.5%)	$11.2M	0.1%	+37.57%	0
ROYAL BANK OF CANADA	Decreased	362,723(-14.3%)	$10.3M	0.0%	+19.81%	0
TRUIST FINANCIAL CORP	Decreased	348,894(-1.8%)	$9.9M	0.0%	+30.74%	0
Wealthspire Advisors, LLC	Decreased	336,115(-50.7%)	$9.6M	0.1%	+17.59%	0
WHITTIER TRUST CO	Decreased	319,994(-0.7%)	$9.5M	0.1%	+25.64%	0
FMR LLC	Increased	313,816(+10.0%)	$8.9M	0.0%	+16.76%	30
Sequoia Financial Advisors, LLC	Decreased	296,514(-0.5%)	$8.4M	0.0%	+25.49%	0
HB Wealth Management, LLC	Increased	288,149(+0.1%)	$8.2M	0.1%	+29.01%	27
Baird Financial Group, Inc.	Increased	287,178(+944.5%)	$8.2M	0.0%	+6.91%	44
MARSHALL WACE, LLP	New	257,239	$7.3M	0.0%	+5.05%	38
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	254,538(-7.8%)	$7.2M	0.0%	+35.28%	0
AMERIPRISE FINANCIAL INC	Decreased	236,127(-1.7%)	$6.7M	0.0%	+33.72%	0
Allworth Financial LP	Increased	233,450(+3.2%)	$6.6M	0.0%	+26.58%	28
MATHER GROUP, LLC.	Increased	230,882(+0.0%)	$6.6M	0.1%	+30.44%	27
EP Wealth Advisors, LLC	Increased	213,232(+24.1%)	$6.1M	0.0%	+22.05%	33
Rockefeller Capital Management L.P.	Increased	212,190(+2.3%)	$6M	0.0%	+32.19%	28
Private Advisor Group, LLC	Increased	190,979(+61.6%)	$5.4M	0.0%	+20.08%	39
Cresset Asset Management, LLC	Increased	179,483(+1.8%)	$5.1M	0.0%	+29.38%	27
Wealthfront Advisers LLC	Decreased	171,185(-3.4%)	$4.9M	0.0%	+23.56%	0
NewEdge Advisors, LLC	Decreased	169,055(-6.9%)	$4.8M	0.0%	+21.19%	0
Farther Finance Advisors, LLC	Increased	168,794(+106.3%)	$4.8M	0.1%	+12.40%	43
STIFEL FINANCIAL CORP	Decreased	166,046(-32.3%)	$4.7M	0.0%	+30.08%	0
RWA WEALTH PARTNERS, LLC	Increased	161,143(+22.0%)	$4.6M	0.1%	+24.46%	32
AQR CAPITAL MANAGEMENT LLC	Increased	154,959(+8.8%)	$4.4M	0.0%	+20.10%	29
Integrated Wealth Concepts LLC	Decreased	148,381(-54.3%)	$4.2M	0.1%	+29.53%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	148,189(+1.1%)	$4.2M	0.0%	+22.79%	27
Quantinno Capital Management LP	Increased	146,147(+87.2%)	$4.2M	0.0%	+10.93%	42
Sanctuary Advisors, LLC	Increased	141,544(+22.0%)	$4M	0.0%	+19.15%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	125,816(+38.2%)	$3.6M	0.0%	+7.73%	35
Aptus Capital Advisors, LLC	Decreased	118,494(-1.4%)	$3.4M	0.0%	+20.59%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	108,159	$3.1M	0.0%	+5.05%	37
PNC FINANCIAL SERVICES GROUP, INC.	Increased	102,103(+174.7%)	$2.9M	0.0%	+12.20%	42
BlackRock, Inc.	Increased	99,025(+28.3%)	$2.8M	0.0%	+10.71%	22
IEQ CAPITAL, LLC	Increased	89,057(+6.6%)	$2.5M	0.0%	+19.50%	28
COMERICA BANK	Increased	88,022(+0.9%)	$2.5M	0.0%	+31.67%	26
Equitable Holdings, Inc.	Decreased	87,055(-1.6%)	$2.5M	0.0%	+27.77%	0
BLAIR WILLIAM & CO/IL	Decreased	86,748(-38.3%)	$2.5M	0.0%	+25.98%	0
Empowered Funds, LLC	New	84,113	$2.4M	0.0%	+5.05%	36
Orion Porfolio Solutions, LLC	Decreased	80,959(-0.8%)	$2.3M	0.0%	+28.36%	0
BANK OF MONTREAL /CAN/	Decreased	75,733(-0.4%)	$2.2M	0.0%	+18.43%	0
CIBC Private Wealth Group LLC	Decreased	68,144(-2.9%)	$1.9M	0.0%	+23.50%	0
AMERICAN CENTURY COMPANIES INC	Decreased	63,371(-31.0%)	$1.8M	0.0%	+15.95%	0
CITIGROUP INC	Increased	47,826(+11.6%)	$1.4M	0.0%	+11.69%	28
&PARTNERS	Increased	45,242(+6.6%)	$1.3M	0.0%	+14.99%	27
TIAA TRUST, NATIONAL ASSOCIATION	Increased	39,340(+1.9%)	$1.1M	0.0%	+24.34%	26
AE Wealth Management LLC	Increased	37,669(+11.3%)	$1.1M	0.0%	+20.05%	28
VANGUARD GROUP INC	Increased	32,983(+24.7%)	$939,359	0.0%	+15.98%	21
Vanguard Personalized Indexing Management, LLC	Decreased	29,838(-41.1%)	$849,786	0.0%	+31.62%	0
D. E. Shaw & Co., Inc.	New	27,527	$783,969	0.0%	+5.05%	34
Pinnacle Financial Partners, Inc.	New	26,498	$754,866	0.0%	+5.05%	34
Russell Investments Group, Ltd.	Increased	21,593(+6.6%)	$614,968	0.0%	+20.78%	26
GLENMEDE TRUST CO NA	Decreased	20,936(-7.2%)	$596,257	0.0%	+20.15%	0
Haverford Trust Co	Increased	18,820(+10.0%)	$535,994	0.0%	+22.11%	27
Envestnet Portfolio Solutions, Inc.	Decreased	17,590(-0.2%)	$500,969	0.0%	+25.02%	0
BROWN ADVISORY INC	Increased	17,032(+64.3%)	$485,071	0.0%	+13.79%	35
CITADEL ADVISORS LLC	Decreased	16,304(-84.5%)	$464,338	0.0%	+17.09%	0
D.A. DAVIDSON & CO.	Increased	15,888(+2.1%)	$452,490	0.0%	+15.98%	24
BENJAMIN EDWARDS INC	Decreased	15,407(-9.7%)	$438,834	0.0%	+19.08%	0
Steward Partners Investment Advisory, LLC	Increased	14,804(+68.7%)	$421,630	0.0%	+14.68%	35
NORTHERN TRUST CORP	Decreased	14,574(-21.6%)	$415,068	0.0%	+22.29%	0
Fisher Asset Management, LLC	Increased	13,535(+8.3%)	$385,478	0.0%	+21.40%	26
Neuberger Berman Group LLC	New	13,447	$382,971	0.0%	+5.05%	33
COMMERCE BANK	Increased	13,025(+4.2%)	$370,952	0.0%	+8.64%	25
Bank of New York Mellon Corp	Decreased	12,291(-10.8%)	$350,061	0.0%	+26.20%	0
Chevy Chase Trust Holdings, LLC	Decreased	11,967(-36.3%)	$340,820	0.0%	+43.59%	0
NewEdge Wealth, LLC	Unchanged	11,618	$330,881	0.0%	+20.33%	0
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	10,006(-1.9%)	$284,972	0.0%	+21.56%	0
Gotham Asset Management, LLC	New	8,996	$256,206	0.0%	+5.05%	32
BROWN BROTHERS HARRIMAN & CO	Increased	8,520(+82.7%)	$242,650	0.0%	+12.90%	36
QRG CAPITAL MANAGEMENT, INC.	Decreased	8,480(-4.3%)	$241,510	0.0%	+21.80%	0
Vident Advisory, LLC	New	7,980	$227,270	0.0%	+5.05%	32
Williams Jones Wealth Management, LLC.	New	7,868	$224,081	0.0%	+5.05%	32
HUNTINGTON NATIONAL BANK	Increased	7,836(+102.2%)	$223,169	0.0%	+12.19%	37
AXXCESS WEALTH MANAGEMENT, LLC	New	7,140	$203,347	0.0%	+5.05%	32
ASSETMARK, INC	Increased	6,913(+6.4%)	$196,882	0.0%	+18.22%	24
FIFTH THIRD BANCORP	Increased	3,794(+198.0%)	$108,053	0.0%	+9.91%	35
First Command Advisory Services, Inc.	Increased	2,494(+299.7%)	$71,029	0.0%	+8.85%	34
CULLEN/FROST BANKERS, INC.	Decreased	2,309(-25.6%)	$65,751	0.0%	+15.70%	0
FRANKLIN RESOURCES INC	Increased	2,078(+180.1%)	$59,181	0.0%	+11.23%	23
SIMPLEX TRADING, LLC	Decreased	339(-34.8%)	$9,654	0.0%	+8.80%	0
Qube Research & Technologies Ltd	Decreased	144(-83.4%)	$4,101	0.0%	+21.41%	0
HRT FINANCIAL LP	Increased	16,618(+19.1%)	$473	0.0%	+17.59%	13
BARCLAYS PLC	Exited	0(-100.0%)	$29,909	0.0%	+17.16%	0
XTX Topco Ltd	Exited	0(-100.0%)	$360,580	0.0%	+14.55%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$759,410	0.0%	+11.91%	0
BNP PARIBAS FINANCIAL MARKETS	Exited	0(-100.0%)	$1,256	0.0%	+14.55%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$2.9M	0.0%	+14.39%	0
Pathstone Holdings, LLC	Exited	0(-100.0%)	$226,681	0.0%	+3.57%	0
GROUP ONE TRADING LLC	Exited	0(-100.0%)	$2,790	0.0%	+3.57%	0
MILLENNIUM MANAGEMENT LLC	Exited	0(-100.0%)	$1.2M	0.0%	+3.57%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$569,160	0.0%	+3.57%	0
WELLINGTON MANAGEMENT GROUP LLP	Exited	0(-100.0%)	$18M	0.0%	+3.57%	0
NOMURA ASSET MANAGEMENT CO LTD	Unchanged	0	$0	0.0%	+45.10%	0

Schwab U.S. Small-Cap ETF

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