← Every company
Who Owns Schwab U.S. Small-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab U.S. Small-Cap ETF.
Who crossed 5% of SCHA →Managers holding
73
as of 2026-09-30
Reported value
$206M
summed across filings
Shares held
6.3M
Added vs trimmed
23 / 29
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| CoreCap Advisors, LLCETF1.3M shtrimmed | $42.9M |
| ZynergyRetirementPlanningLLCUS SML CAP ETF570K shadded | $18.6M |
| Matrix Trust CoUS SML CAP ETF553.2K shtrimmed | $18.1M |
| Bangor Savings BankUS SML CAP ETF455.7K shtrimmed | $14.9M |
| Apella Capital, LLCUS SML CAP ETF326K shadded | $10.6M |
| Farther Finance Advisors, LLCETF307.1K shadded | $10M |
| Marquette Asset Management, LLCUS SML CAP ETF249.9K shtrimmed | $8.2M |
| Family Legacy Financial Solutions, LLCCOM232.7K shadded | $7.6M |
| Davis Capital ManagementETF197K shtrimmed | $6.4M |
| Cambridge Financial Group, LLCUS SML CAP ETF128.8K shheld | $4.7M |
| Councilor Wealth, LLCUS SML CAP ETF136.4K shtrimmed | $4.5M |
| Frisco Financial Planning LLCExchange Traded Fund131K shtrimmed | $4.3M |
| Sunburst Financial Group, LLCUS SML CAP ETF95.2K shtrimmed | $3.1M |
| Wealth Enhancement Trust Services, Inc.US SML CAP ETF94.3K shtrimmed | $3.1M |
| Investors Research CorpUS SML CAP ETF90.6K shtrimmed | $3M |
| Green Ridge Wealth Planning LLCUS SML CAP ETF88.9K shtrimmed | $2.9M |
| Dorato Capital ManagementUS SML CAP ETF80.9K shadded | $2.6M |
| Wedmont Private CapitalUS SML CAP ETF79.4K shadded | $2.6M |
| Wealth Group LtdUS SML CAP ETF73.9K shtrimmed | $2.4M |
| Venture Visionary Partners LLCUS SML CAP ETF65.5K shtrimmed | $2.1M |
| Avidian Wealth Enterprises, LLCUS SML CAP ETF64.5K shtrimmed | $2.1M |
| Everhart Financial Group, Inc.US SML CAP ETF63K shtrimmed | $2.1M |
| Barden Capital Management, Inc.US SML CAP ETF57.2K shadded | $1.9M |
| Heartwood Wealth Advisors LLCETF54.4K shtrimmed | $1.8M |
| JUNCTURE WEALTH STRATEGIES, LLCUS SML CAP ETF52.9K shtrimmed | $1.7M |
| Valeo Financial Advisors, LLCETF64.2K shtrimmed | $1.6M |
| Sprinkle Financial Consultants LLCUS SML CAP ETF48K shtrimmed | $1.6M |
| Great Waters Wealth ManagementUS SML CAP ETF40.6K shtrimmed | $1.3M |
| ELEVATION WEALTH PARTNERS, LLCUS SML CAP ETF39.2K shadded | $1.3M |
| COLLECTIVE FAMILY OFFICE LLCUS SML CAP ETF36.8K shadded | $1.2M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS SML CAP ETF35.1K shtrimmed | $1.1M |
| Dickmeyer Boyce Financial Management, Inc.US SML CAP ETF35K shadded | $1.1M |
| Peterson Wealth Advisors, LLCUS SML CAP ETF28K shtrimmed | $912.5K |
| Tactive Advisors, LLCUS SML CAP ETF27K shadded | $879.8K |
| Whitaker-Myers Wealth Managers, LTD.US SML CAP ETF25.9K shadded | $845K |
| Acropolis Investment Management, LLCUS SML CAP ETF24.5K shheld | $800.9K |
| Nautilus Advisors LLCUS SML CAP ETF24.5K shheld | $800K |
| DAVIDSON TRUST COEquities24.1K shheld | $786K |
| Bullock Wealth Management GroupETF21K shadded | $686.6K |
| YHB Investment Advisors, Inc.US SML CAP ETF20.8K shtrimmed | $677.1K |
| GILPIN WEALTH MANAGEMENT, LLCUS SML CAP ETF20.7K shadded | $676.1K |
| Kaizen Financial StrategiesUS SML CAP ETF17.2K shadded | $562.3K |
| Leverty Financial Group, LLCUS SML CAP ETF16.7K shtrimmed | $545.3K |
| DIVERSIFIED MANAGEMENT INCUS SML CAP ETF16K shadded | $522.3K |
| Hardin Capital Partners, LLCUS SML CAP ETF16K shadded | $521.4K |
| Mirador Capital Partners LPUS SML CAP ETF15.4K shtrimmed | $502.7K |
| Pathway Financial Advisors LLCUS SML CAP ETF13.4K shheld | $438.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF13.3K shheld | $434.9K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS SML CAP ETF12.7K shtrimmed | $414.8K |
| SAPIENT CAPITAL LLCUS SML CAP ETF11.5K shheld | $376.4K |
| Galvin, Gaustad & Stein, LLCUS SML CAP ETF10.7K shtrimmed | $350.6K |
| FINANCIAL MANAGEMENT NETWORK INCUS SML CAP ETF9.8K shadded | $323.7K |
| Veery Capital, LLCUS SML CAP ETF9.2K shadded | $299.5K |
| Emergent Wealth Advisors, LLCUS SML CAP ETF9.1K shtrimmed | $298.4K |
| Legacy Private Trust Co.US SML CAP ETF8.8K shheld | $287.1K |
| Horizons Wealth ManagementETF8.4K shheld | $274.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLCUS SML CAP ETF8.3K shheld | $271.2K |
| Buska Wealth Management, LLCUS SML CAP ETF7.6K shtrimmed | $246.5K |
| Midwest Financial Partners Investments, Inc.US SML CAP ETF6.7K shheld | $217.3K |
| CHAPIN DAVIS, INC.US SML CAP ETF6.4K shadded | $210.1K |
| MJT & Associates Financial Advisory Group, Inc.ETF5K shheld | $162.6K |
| Bank of New HampshireUS SML CAP ETF4.2K shheld | $136.2K |
| ARMSTRONG ADVISORY GROUP, INCUS SML CAP ETF2K shadded | $66.8K |
| FIRST COMMUNITY TRUST NAUS SML CAP ETF1.9K shheld | $61.5K |
| GAMMA Investing LLCETF1.7K shheld | $55.8K |
| TOMPKINS FINANCIAL CORPUS SML CAP ETF1.7K shadded | $54.5K |
| Pacifica Partners Inc.US SML CAP ETF648 shheld | $21.2K |
| AMERICAN NATIONAL BANK & TRUSTUS SML CAP ETF366 shheld | $11.9K |
| Horrell Capital Management, Inc.US SML CAP ETF352 shheld | $11.5K |
| EASTERN BANKUS SML CAP ETF319 sh— | $10.4K |
| ATMOS ADVISORY, LLCUS SML CAP ETF181 shheld | $5.9K |
| Central Pacific Bank - Trust DivisionUS SML CAP ETF52 shheld | $1.7K |
| Trust CoETF13 shadded | $440 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on SCHA
Follow Schwab U.S. Small-Cap ETF (SCHA) by email
New trades in Schwab U.S. Small-Cap ETF (SCHA) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.