13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
SCHA

SCHWAB US SMALL-CAP ETF

1,342 institutions still hold SCHWAB US SMALL-CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524607·Exchange Traded Fund·1,342 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$3.5B
48.0% inst. owned
of float
Holders
1,342
+15 QoQ
filers reporting
Activity
+14 / −58
+895 added · −909 reduced
this quarter
Concentration
30.80%
Empower Advisory Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

1,342 institutions reported SCHA in Q1 2026. Empower Advisory Group, LLC leads at 30.8% of the visible book. +15 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Empower Advisory Group, LLC
CIK 0001978885
$1.1B36.9M2.79%Q1 202602
SEI INVESTMENTS CO
CIK 0000350894
$428M14.7M0.40%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$424M14.6M0.03%Q1 202604
Creative Planning
CIK 0001540235
$174M6.0M0.12%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$169M5.8M0.10%Q1 202606
UBS Group AG
CIK 0001610520
$149M5.1M0.02%Q1 202607
Financial Engines Advisors L.L.C.
CIK 0001420473
$133M4.6M0.27%Q1 202608
Advisory Alpha, LLC
CIK 0001576762
$113M3.9M3.09%Q1 202609
Cerity Partners LLC
CIK 0001566475
$112M3.8M0.16%Q1 202610
Mariner, LLC
CIK 0001373442
$98M3.4M0.12%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$79M2.7M0.16%Q1 202612
LPL Financial LLC
CIK 0001403438
$78M2.7M0.02%Q1 202613
Steele Capital Management, Inc.
CIK 0001646695
$66M2.3M2.73%Q1 202614
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$59M2.0M0.50%Q1 202615
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$59M2.0M0.44%Q1 202616
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$58M2.0M0.09%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$54M1.8M0.08%Q1 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$53M1.9M0.03%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$52M1.8M0.06%Q1 202620
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$52M1.8M0.44%Q1 2026
Page 1 of 68
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