SCHA
ETF

Schwab U.S. Small-Cap ETF

US SML CAP ETF As of Jun 30, 2026 CUSIP 808524607
Institutional Holders
1,347
Total Held Value
$8.81B
Total Exact Shares
250.97M
Largest Holder
Empower Advisory Group
37.70M shares • $1.36B
Reported Holders1,347
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Empower Advisory Group $1.36B 3.2% +2.2% 37.70M Jun 30, 2026
2 SEI Investments $502.5M 0.4% -5.6% 13.91M Jun 30, 2026
3 Bank of America $496.9M <0.1% -5.7% 13.75M Jun 30, 2026
4 Northwestern Mutual Wealth Management $220.4M 0.1% +5.1% 6.10M Jun 30, 2026
5 Creative Planning $212.2M 0.1% -2.0% 5.87M Jun 30, 2026
6 UBS Group $186.8M <0.1% +0.8% 5.17M Jun 30, 2026
7 Financial Engines Advisors $151.4M 0.3% -8.6% 4.19M Jun 30, 2026
8 Advisory Alpha $137.2M 3.4% -2.2% 3.80M Jun 30, 2026
9 Cerity Partners $136.2M 0.2% +4.1% 4.00M Jun 30, 2026
10 Mariner $118.8M 0.1% -2.9% 3.29M Jun 30, 2026
11 LPL Financial $95.4M <0.1% -2.1% 2.64M Jun 30, 2026
12 Savant Capital $95.0M 0.3% +99.2% 2.92M Jun 30, 2026
13 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $92.0M 0.1% +1.0% 2.82M Sep 30, 2026
14 Steele Capital Management $82.2M 3.0% +0.5% 2.27M Jun 30, 2026
15 Moneta Group Investment Advisors $75.5M 0.6% +3.2% 2.09M Jun 30, 2026
16 Jones Financial Companies $75.2M <0.1% +13.1% 2.11M Jun 30, 2026
17 Mercer Global Advisors $73.4M 0.1% +1.1% 2.03M Jun 30, 2026
18 Osaic Holdings $68.7M 0.1% +3.1% 1.90M Jun 30, 2026
19 Betterment $63.4M 0.1% -4.7% 1.75M Jun 30, 2026
20 New York Life Investment Management $61.2M 0.4% -4.3% 1.69M Jun 30, 2026
Exited in Latest Filing57
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.