13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHA

SCHWAB US SMALL-CAP ETF

1,366 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·1,366 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.5B
visible holders
Holders
1,366
filers reporting
Concentration
30.46%
Empower Advisory Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

1,366 institutions reported SCHA in Q1 2026. Empower Advisory Group, LLC leads at 30.5% 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
$1.1B36.9M2.79%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
$97M2.8M0.16%Q2 202612
LPL Financial LLC
CIK 0001403438
$78M2.7M0.02%Q1 202613
Steele Capital Management, Inc.
CIK 0001646695
$66M2.3M2.73%Q1 202614
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$63M1.7M19.38%Q2 202615
CoreCap Advisors, LLC
CIK 0001902501
$60M1.7M1.77%Q2 202616
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$59M2.0M0.50%Q1 202617
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$59M2.0M0.44%Q1 202618
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$58M2.0M0.09%Q1 202619
Gemmer Asset Management LLC
CIK 0001607825
$55M1.5M3.68%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$54M1.8M0.08%Q1 2026
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