13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHA

SCHWAB US SMALL-CAP ETF

1,436 institutions still hold SCHWAB US SMALL-CAP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524607·Exchange Traded Fund·1,436 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.3B
visible holders
Holders
1,436
filers reporting
Concentration
31.51%
Empower Advisory Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

1,436 institutions reported SCHA in Q2 2026. Empower Advisory Group, LLC leads at 31.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Empower Advisory Group, LLC
CIK 0001978885
$1.4B37.7M3.25%Q2 202602
SEI INVESTMENTS CO
CIK 0000350894
$503M13.9M0.44%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$497M13.8M0.03%Q2 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$220M6.1M0.12%Q2 202605
Creative Planning
CIK 0001540235
$212M5.9M0.12%Q2 202606
UBS Group AG
CIK 0001610520
$187M5.2M0.02%Q2 202607
Financial Engines Advisors L.L.C.
CIK 0001420473
$151M4.2M0.27%Q2 202608
Advisory Alpha, LLC
CIK 0001576762
$137M3.8M3.36%Q2 202609
Cerity Partners LLC
CIK 0001566475
$136M4.0M0.16%Q2 202610
Mariner, LLC
CIK 0001373442
$119M3.3M0.12%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$97M2.8M0.16%Q2 202612
LPL Financial LLC
CIK 0001403438
$95M2.6M0.02%Q2 202613
Savant Capital, LLC
CIK 0001482880
$95M2.9M0.28%Q2 202614
Steele Capital Management, Inc.
CIK 0001646695
$82M2.3M3.02%Q2 202615
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$76M2.1M0.56%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$75M2.1M0.03%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$73M2.0M0.09%Q2 202618
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$73M2.0M0.55%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$69M1.9M0.08%Q2 202620
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$63M1.7M19.38%Q2 2026
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