SCHA Institutional Ownership
Schwab U.S. Small-Cap ETF
1W: -0.2%
1M: -2.9%
3M: -5.7%
YTD: +14.8%
1Y: +18.8%
3Y: +66.2%
5Y: +37.6%
$33.05
+0.28 (+0.85%)
Weekly Expected Move ±1.7%
$32
$32
$33
$34
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHA
1,395
Institutional Holders
+77 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
148
New Positions
479
Increased
548
Reduced
39
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1449 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 37,697,754 | 1.2B | +794,004 | +2.2% | 14Q | SEC ↗ |
| 2 | SEI INVESTMENTS CO | 13,908,960 | $460M | -825,857 | -5.6% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 13,753,548 | $455M | -833,978 | -5.7% | 15Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 6,100,987 | $202M | +296,974 | +5.1% | 42Q | SEC ↗ |
| 5 | Creative Planning | 5,873,670 | $194M | -119,304 | -2.0% | 44Q | SEC ↗ |
| 6 | UBS Group AG | 5,171,149 | $171M | +41,425 | +0.8% | 47Q | SEC ↗ |
| 7 | Financial Engines Advisors L.L.C. | 4,190,988 | $139M | -392,371 | -8.6% | 37Q | SEC ↗ |
| 8 | Cerity Partners LLC | 4,000,364 | $132M | +156,120 | +4.1% | 25Q | SEC ↗ |
| 9 | Advisory Alpha, LLC | 3,796,240 | $125M | -85,576 | -2.2% | 38Q | SEC ↗ |
| 10 | Mariner, LLC | 3,288,410 | $109M | -97,677 | -2.9% | 45Q | SEC ↗ |
| 11 | Savant Capital, LLC | 2,917,095 | $96M | +1,452,482 | +99.2% | 47Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 2,788,801 | $92M | +100,291 | +3.7% | 47Q | SEC ↗ |
| 13 | LPL Financial LLC | 2,640,354 | $87M | -56,838 | -2.1% | 54Q | SEC ↗ |
| 14 | Steele Capital Management, Inc. | 2,273,743 | $75M | +11,657 | +0.5% | 11Q | SEC ↗ |
| 15 | JONES FINANCIAL COMPANIES LLLP | 2,113,728 | $70M | +244,123 | +13.1% | 26Q | SEC ↗ |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | 2,090,236 | $69M | +64,569 | +3.2% | 37Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 2,030,619 | $67M | +21,978 | +1.1% | 30Q | SEC ↗ |
| 18 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,027,244 | $67M | — | +0.0% | 4Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 1,900,593 | $63M | +57,902 | +3.1% | 26Q | SEC ↗ |
| 20 | Betterment LLC | 1,753,579 | $58M | -86,317 | -4.7% | 15Q | SEC ↗ |
| 21 | SIMS INVESTMENT MANAGEMENT, LLC | 1,734,453 | $57M | -316 | -0.0% | 7Q | SEC ↗ |
| 22 | New York Life Investment Management LL | 1,694,799 | $56M | -76,891 | -4.3% | 22Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 1,675,695 | $55M | +25,621 | +1.6% | 64Q | SEC ↗ |
| 24 | Focus Partners Wealth | 1,667,957 | $55M | +354,908 | +27.0% | 11Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC | 1,656,885 | $55M | +61,945 | +3.9% | 8Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 1,621,568 | $54M | -160,982 | -9.0% | 47Q | SEC ↗ |
| 27 | MORGAN STANLEY | 1,598,877 | $53M | -3,050 | -0.2% | 53Q | SEC ↗ |
| 28 | Golden Reserve Retirement LLC | 1,526,535 | $50M | +25,745 | +1.7% | 6Q | SEC ↗ |
| 29 | Gemmer Asset Management LLC | 1,517,147 | $50M | -4,149 | -0.3% | 50Q | SEC ↗ |
| 30 | 93 Financial Group, LLC | 1,508,904 | $50M | -99,741 | -6.2% | 3Q | SEC ↗ |
| 31 | RMG Wealth Management LLC | 1,502,429 | $50M | +2,020 | +0.1% | 5Q | SEC ↗ |
| 32 | Kohmann Bosshard Financial Services, L | 1,442,916 | $48M | +36,451 | +2.6% | 36Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 1,329,913 | $44M | +58,139 | +4.6% | 38Q | SEC ↗ |
| 34 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 1,313,111 | $43M | +327,976 | +33.3% | 7Q | SEC ↗ |
| 35 | Corient Private Wealth LP | 1,241,583 | $41M | -143,340 | -10.4% | 15Q | SEC ↗ |
| 36 | Mokosak Advisory Group, LLC | 1,183,905 | $39M | -12,960 | -1.1% | 35Q | SEC ↗ |
| 37 | RAINEY & RANDALL WEALTH ADVISORS INC. | 1,176,951 | $39M | -4,756 | -0.4% | 35Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS | 1,142,727 | $38M | +36,621 | +3.3% | 37Q | SEC ↗ |
| 39 | JOHNSON INVESTMENT COUNSEL INC | 1,133,550 | $37M | +88,546 | +8.5% | 15Q | SEC ↗ |
| 40 | BlueSky Wealth Advisors, LLC | 1,096,973 | $36M | +57,839 | +5.6% | 9Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 1,018,703 | $34M | +28,944 | +2.9% | 24Q | SEC ↗ |
| 42 | Beacon Pointe Advisors, LLC | 997,223 | $33M | -47,073 | -4.5% | 31Q | SEC ↗ |
| 43 | KLINGENSTEIN FIELDS & CO LP | 991,435 | $33M | -36,862 | -3.6% | 27Q | SEC ↗ |
| 44 | Noble Family Wealth, LLC | 988,541 | $33M | +2,235 | +0.2% | 14Q | SEC ↗ |
| 45 | TruNorth Capital Management, LLC | 947,282 | $31M | +31,630 | +3.5% | 10Q | SEC ↗ |
| 46 | ForthRight Wealth Management, LLC | 942,364 | $31M | -12,197 | -1.3% | 19Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC | 935,401 | $31M | -6,287 | -0.7% | 7Q | SEC ↗ |
| 48 | Dynamic Advisor Solutions LLC | 899,273 | $30M | +21,722 | +2.5% | 6Q | SEC ↗ |
| 49 | EXCHANGE TRADED CONCEPTS, LLC | 892,690 | $30M | +145,824 | +19.5% | 5Q | SEC ↗ |
| 50 | Merit Financial Group, LLC | 874,953 | $29M | +176,771 | +25.3% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 605,509 | $20M |
| TWO SIGMA INVESTMENTS, LP | 546,800 | $18M |
| Diversify Advisory Services, LLC | 348,154 | $12M |
| AVALON CAPITAL MANAGEMENT | 343,708 | $11M |
| Curated Wealth Partners LLC | 307,156 | $10M |
| Tower Research Capital LLC (TRC) | 173,869 | $6M |
| FIDUCIARY FINANCIAL ADVISORS | 160,552 | $5M |
| Liberty Capital Management, Inc. | 153,367 | $5M |
| Phillip James Consulting Co. | 145,553 | $5M |
| Green Ridge Wealth Planning LLC | 110,320 | $4M |
| Tidal Investments LLC | 105,005 | $3M |
| McBroom & Associates, LLC | 97,078 | $3M |
| FLOW TRADERS U.S. LLC | 85,752 | $3M |
| Global Retirement Partners, LLC | 84,976 | $3M |
| HRT FINANCIAL LP | 76,927 | $3M |
| Fortune Financial Group, Inc. | 65,479 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 65,341 | $2M |
| Barden Capital Management, Inc. | 56,987 | $2M |
| Pathstone Holdings, LLC | 41,234 | $1M |
| OpenArc Corporate Advisory, LLC | 39,978 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| L2 Asset Management, LLC | 359,851 | $12M |
| MARSHALL WACE, LLP | 257,239 | $9M |
| Victrix Investment Advisors | 247,727 | $8M |
| CITADEL ADVISORS LLC | 174,856 | $6M |
| SYKON CAPITAL LLC | 108,112 | $4M |
| D. E. Shaw & Co., Inc. | 104,145 | $3M |
| WealthShield Partners, LLC | 98,716 | $3M |
| Empowered Funds, LLC | 84,113 | $3M |
| Ameritas Investment Partners, Inc. | 43,695 | $1M |
| TIAA TRUST, NATIONAL ASSOCIATION | 39,340 | $1M |
| Vigilare Wealth Management | 26,029 | $860K |
| Global Assets Advisory, LLC | 21,982 | $727K |
| Archer Investment Management, LLC | 21,790 | $720K |
| EVOKE WEALTH, LLC | 21,707 | $717K |
| GatePass Capital, LLC | 17,235 | $570K |
| Addison Capital Co | 17,180 | $568K |
| Milestones Private Investment Advis | 15,491 | $512K |
| GC Wealth Management RIA, LLC | 14,323 | $473K |
| CacheTech Inc. | 12,705 | $420K |
| Adams Wealth Management | 12,705 | $420K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +1,452,482 | +99.2% | 2,917,095 |
| Empower Advisory Group, LLC | +794,004 | +2.2% | 37,697,754 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +699,041 | +842.4% | 782,025 |
| Janney Montgomery Scott LLC | +362,645 | +294.8% | 485,665 |
| Focus Partners Wealth | +354,908 | +27.0% | 1,667,957 |
| STATE FARM MUTUAL AUTOMOBILE INSURA | +327,976 | +33.3% | 1,313,111 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +296,974 | +5.1% | 6,100,987 |
| JONES FINANCIAL COMPANIES LLLP | +244,123 | +13.1% | 2,113,728 |
| Plancorp, LLC | +213,744 | +133.2% | 374,214 |
| Concurrent Investment Advisors, LLC | +211,652 | +331.3% | 275,536 |
| NORTHERN TRUST CORP | +177,785 | +642.5% | 205,455 |
| Merit Financial Group, LLC | +176,771 | +25.3% | 874,953 |
| Cerity Partners LLC | +156,120 | +4.1% | 4,000,364 |
| EXCHANGE TRADED CONCEPTS, LLC | +145,824 | +19.5% | 892,690 |
| Simplicity Wealth,LLC | +138,250 | +860.2% | 154,322 |
| ROYAL BANK OF CANADA | +120,162 | +41.8% | 407,942 |
| OneDigital Investment Advisors LLC | +114,818 | +29.1% | 509,519 |
| AQR CAPITAL MANAGEMENT LLC | +112,894 | +32.0% | 465,595 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +100,291 | +3.7% | 2,788,801 |
| Quantinno Capital Management LP | +95,720 | +59.9% | 255,494 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -833,978 | -5.7% | 13,753,548 |
| SEI INVESTMENTS CO | -825,857 | -5.6% | 13,908,960 |
| GOLDMAN SACHS GROUP INC | -569,488 | -40.7% | 830,684 |
| Financial Engines Advisors L.L.C. | -392,371 | -8.6% | 4,190,988 |
| UBS AM, a distinct business unit of | -299,044 | -97.7% | 7,081 |
| JPMORGAN CHASE & CO | -191,296 | -27.6% | 502,628 |
| HighTower Advisors, LLC | -160,982 | -9.0% | 1,621,568 |
| Visionary Wealth Advisors | -151,237 | -19.2% | 635,327 |
| Corient Private Wealth LP | -143,340 | -10.4% | 1,241,583 |
| PFG Advisors | -128,509 | -61.7% | 79,899 |
| Creative Planning | -119,304 | -2.0% | 5,873,670 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -107,939 | -11.2% | 858,257 |
| Summit Financial Strategies, Inc. | -105,776 | -14.3% | 634,987 |
| Cynosure Group, LLC | -104,511 | -86.5% | 16,252 |
| Independent Advisor Alliance | -100,406 | -94.4% | 5,944 |
| 93 Financial Group, LLC | -99,741 | -6.2% | 1,508,904 |
| Mariner, LLC | -97,677 | -2.9% | 3,288,410 |
| Betterment LLC | -86,317 | -4.7% | 1,753,579 |
| Advisory Alpha, LLC | -85,576 | -2.2% | 3,796,240 |
| AMERICAN CENTURY COMPANIES INC | -85,263 | -85.9% | 14,001 |