SCHA institutional holders

Schwab U.S. Small-Cap ETF · 1,408 reporting institutions · $9B reported value

Funds that can replace SCHA · SCHA return decomposition

Institutional holdings

Institutions reporting SCHA, largest first
InstitutionReported positionAdvisors at firmReport period
Empower Advisory Group, LLC$1.4B1,9802026-06-30
Sei Investments Co$502.5M02026-06-30
Bank of America Corp /de$496.9M02026-06-30
Northwestern Mutual Wealth Management Co$220.4M02026-06-30
Creative Planning$212.2M1,1712026-06-30
UBS Group AG$186.8M02026-06-30
Edelman Financial Engines$151.4M7222026-06-30
Advisory Alpha, LLC$137.2M662026-06-30
Cerity Partners LLC$136.2M7772026-06-30
Mariner, LLC$118.8M02026-06-30
Wealth Enhancement Advisory Services, LLC$97.4M1,0262026-06-30
Lpl Financial LLC$95.4M23,4582026-06-30
Savant Wealth Management$95M4052026-06-30
Steele Capital Management, Inc.$82.2M152026-06-30
Moneta Group Investment Advisors LLC$75.5M2562026-06-30
Jones Financial Companies LLLP$75.2M02026-06-30
Mercer Global Advisors Inc /adv$73.4M02026-06-30
Missionsquare Investments$73.2M02026-06-30
Osaic Holdings, Inc.$68.7M02026-06-30
Sims Investment Management, LLC$62.7M62026-06-30
New York Life Investment Management LLC$61.2M892026-06-30
Envestnet Pmc$60.5M602026-06-30
Focus Partners Wealth$60.3M1,0482026-06-30
Corecap Advisors, LLC$59.9M1182026-06-30
Hightower Advisors, LLC$58.6M1,0462026-06-30
Morgan Stanley$57.8M23,1852026-06-30
Golden Reserve Retirement LLC$55.2M282026-06-30
Gemmer Asset Management LLC$54.8M82026-06-30
93 Financial Group, LLC$54.5M52026-06-30
Rosemeyer Management Group$52.7M152026-06-30
Kohmann Bosshard Financial Services, Llc.$52.1M32026-06-30
Cetera Investment Advisers$48M10,3702026-06-30
State Farm Mutual Automobile Insurance Co$47.4M02026-06-30
Corient Private Wealth LP$44.9M6742026-06-30
Mokosak Advisory Group, LLC$42.8M42026-06-30
Rainey & Randall Wealth Advisors Inc.$42.5M42026-06-30
Captrust Financial Advisors$41.3M9622026-06-30
Johnson Investment Counsel Inc$41M652026-06-30
Bluesky Wealth Advisors, LLC$39.6M102026-06-30
Kestra Advisory Services, LLC$36.8M1,4792026-06-30
Beacon Pointe Advisors, LLC$36M4662026-06-30
Klingenstein Fields & Co LP$35.8M42026-06-30
Noble Family Wealth, LLC$35.7M62026-06-30
Trunorth Capital Management, LLC$34.2M42026-06-30
Forthright Wealth Management, LLC$34M72026-06-30
Raymond James Financial Inc$33.8M02026-06-30
Dynamic$32.5M752026-06-30
Exchange Traded Concepts, LLC$32.3M02026-06-30
Merit Financial Group, LLC$31.6M2952026-06-30
Wells Fargo & Company/mn$31.4M02026-06-30
Charles Schwab Trust Co$31.4M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$31M992026-06-30
Fidelis Im$30.4M12026-06-30
Old National Bancorp /in$30.3M02026-06-30
Goldman Sachs Group Inc$30M02026-06-30
Chicago Partners Investment Group LLC$29.5M572026-06-30
Susquehanna International Group, LLP$28.3M02026-06-30
Joule Financial, LLC$28.1M02026-06-30
Legacy Wealth Management, LLC$26.5M152026-06-30
Seneca Financial Advisors LLC$25.7M62026-06-30
Sage Financial Group Inc$25.7M202026-06-30
White & Co Financial Planning Inc$25.6M42026-06-30
Ascension Capital Advisors, Inc.$25.4M92026-06-30
Waterford Advisors, LLC$25.4M72026-06-30
Visionary Wealth Advisors$23M462026-06-30
Summit Financial Strategies, Inc.$22.9M202026-06-30
Summit Wealth & Retirement Planning, Inc.$22.2M72026-06-30
Strategic Financial Planning, Inc.$21.9M22026-06-30
Clearwater Capital Advisors, LLC$21.8M152026-06-30
Main Street Financial Solutions, LLC$21.7M412026-06-30
Zynergyretirementplanningllc$20.4M62026-06-30
Marshall Financial Group Inc /adv$20.1M02025-09-30
Two Sigma Investments, LP$19.8M02026-06-30
Modern Wealth Management, LLC$19.5M1612026-06-30
Bangor Savings Bank$18.7M02026-06-30
Onedigital Investment Advisors LLC$18.4M3862026-06-30
Ima Advisory Services, Inc.$17.9M482026-06-30
Jpmorgan Chase & Co$17.9M02026-06-30
Mai Capital Management$17.6M3082026-06-30
Rkl Private Wealth$17.4M292026-06-30
Hhm Wealth Advisors, LLC$17.3M122026-06-30
Prime Capital Financial$17.3M2652026-06-30
North Star Asset Management Inc$17.1M132026-06-30
Burt Wealth Advisors$16.9M02025-09-30
Aqr Capital Management LLC$16.8M12026-06-30
First National Corp /ma/ /adv$16.5M02025-09-30
St. Johns Investment Management Company, LLC$15.6M32026-06-30
MML Investors Services, LLC$15.5M5,1202026-06-30
Lido Advisors, LLC$15M3202026-06-30
Fmr LLC$15M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$15M02026-06-30
Sightline Wealth Advisors, LLC$14.8M42026-06-30
US Bancorp$14.8M02026-06-30
Missouri Trust & Investment Co$14.8M02026-06-30
Royal Bank of Canada$14.7M02026-06-30
Christensen, King & Associates Investment Services, Inc.$14.7M92026-06-30
Tradition Wealth Management, LLC$14.6M232026-06-30
Integrated Wealth Concepts LLC$14.6M4802026-06-30
Lutz Financial Services LLC$14.1M152026-06-30
Focus Financial$14M1212026-06-30
Aventura Private Wealth, LLC$14M32026-06-30
Tiller Private Wealth, Inc.$13.9M52026-06-30
Waverly Advisors, LLC$13.8M2312026-06-30
Strategic Family Wealth Counselors, LLC$13.6M42026-06-30
American Financial Advisors, LLC$13.5M22026-06-30
Commonwealth Equity Services, LLC$13.5M2,8632026-06-30
Fortis Capital Management LLC$13.1M152026-06-30
Courage Miller Partners, LLC$13M32026-06-30
Yale Capital Corp.$12.9M52026-06-30
Plancorp, LLC$12.8M522026-06-30
Fort Point Capital Partners LLC$12.7M202026-06-30
Truist Financial Corp$12.5M02026-06-30
Avalon Capital Management$12.4M32026-06-30
Amicus Financial Advisors, LLC$12.3M192026-06-30
Brand Asset Management Group, Inc.$12M152026-06-30
Midwest Trust Co$11.8M02026-06-30
Diversify Advisory Services, LLC$11.8M1162026-06-30
Diversify Wealth Management, LLC$11.8M782026-06-30
Wealthspire Advisors, LLC$11.7M2372026-06-30
Ameriprise Financial Inc$11.6M02026-06-30
Global Wealth Strategies & Associates$11.6M112026-06-30
Creekside Partners$11.5M22026-06-30
Salem Investment Counselors Inc$11.3M132026-06-30
Compass Financial Group, Inc/sd$11.2M72026-06-30
Curbstone Financial Management Corp$11.2M62026-06-30
Morris Financial Concepts, Inc.$11M12026-06-30
Whittier Trust Co$11M02026-06-30
Towercrest Capital Management, LLC$10.6M12026-06-30
Alliance Wealth Management Group, LLC$10.6M52026-06-30
Ballast Rock Private Wealth LLC$10.6M102026-06-30
Hb Wealth Management, LLC$10.6M1692026-06-30
Kavar Capital Partners Group, LLC$10.5M42026-06-30
Patriot Investment Management Group, Inc.$10.3M152026-06-30
Bleakley Financial Group, LLC$10.3M1242026-06-30
Arnold and Mote Wealth Management$10.2M42026-06-30
Horizon Financial Services, LLC$10.1M62026-06-30
Stratos Wealth Advisors, LLC$10.1M712026-06-30
Sequoia Financial Group, LLC$10M2582026-06-30
Concurrent Investment Advisors, LLC$10M3492026-06-30
Arax Advisory Partners$9.9M2322026-06-30
Whittier Trust Co of Nevada Inc$9.9M02026-06-30
Sunbelt Securities, Inc.$9.6M632026-03-31
Stifel Financial Corp$9.3M02026-06-30
Asset Dedication, LLC$9.3M112026-06-30
Krm Wealth Management LLC$9.2M32026-06-30
Cannon Capital Management, Inc.$9.2M42026-06-30
Quantinno Capital Management LP$9.2M02026-06-30
Marquette Wealth Management$9.1M22026-06-30
Ep Wealth Advisors, LLC$9.1M3382026-06-30
Curi Capital, LLC$9.1M942026-06-30
Tortoise Investment Management, LLC$9M152026-06-30
Athena Investment Management$9M12026-06-30
Friedenthal Financial, LLC$8.9M42026-06-30
Mather Group, Llc.$8.8M1102026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$8.7M212026-06-30
Meridian Wealth Management, LLC$8.5M582026-06-30
Black Diamond Financial, LLC$8.4M122026-06-30
Meeder Advisory Services, Inc.$8.4M192026-06-30
Bell Investment Advisors, Inc$8.3M92026-06-30
Asset Management Group, Inc.$8.3M22026-06-30
Family Legacy Financial Solutions, LLC$8.2M52026-06-30
Mission Wealth Management, LP$8.2M1382026-06-30
United Capital Financial Advisors, LLC$8.1M1662026-06-30
Gill Capital Partners$8M102026-06-30
Bernard Wealth Management Corp.$8M32026-06-30
Allworth Financial, LP$8M3172026-06-30
Cutler Investment Counsel LLC$7.9M212026-06-30
Farther Finance Advisors, LLC$7.9M3342026-06-30
Integrity Advisory Solutions, LLC$7.8M1272026-06-30
Rockefeller Capital Management LP$7.7M3462026-06-30
Monetary Solutions, Ltd$7.7M22026-06-30
Lodestar Private Asset Management LLC$7.6M52026-06-30
Nwm Advisors, LLC$7.5M22026-06-30
Northern Trust Corp$7.4M02026-06-30
Womack Financial LLC$7.4M32026-06-30
Fifth Third Securities, Inc.$7.4M1,0142026-06-30
Wilkins Miller Wealth Management, LLC$7.3M22026-06-30
Weaver Capital Management LLC$7.3M32026-06-30
Chilton Capital Management LLC$7.3M152026-06-30
Meriwether Wealth & Planning, LLC$7.2M52026-06-30
Davis Capital Management$7.2M42026-06-30
Ifp Advisors, Inc$7M3182026-06-30
Guerra Pan Advisors, LLC$7M12026-06-30
Powers Advisory Group, LLC$7M42026-06-30
Orgel Wealth Management, LLC$7M312026-06-30
Valley Forge Investment Consultants Inc Adv$7M02026-06-30
Garde Capital, Inc.$6.9M92026-06-30
Ausdal Financial Partners, Inc.$6.9M1892026-06-30
Modera Wealth Management, LLC$6.8M1352026-06-30
Nikulski Financial, Inc.$6.8M82026-06-30
Blackrock, Inc.$6.8M02026-06-30
Ballast Advisors LLC$6.7M62026-06-30
James J. Burns & Company, LLC$6.7M62026-06-30
Rwa Wealth Partners, LLC$6.7M722026-06-30
Meridian Investment Advisors$6.7M42026-06-30
Wealthfront Advisers LLC$6.6M402026-06-30
Chesapeake Wealth Management$6.6M02026-06-30
Certior Financial Group, LLC$6.5M82026-06-30
Apollon Wealth Management, LLC$6.5M1512026-06-30
Compound Planning, Inc.$6.5M752026-06-30
Blue Bell Private Wealth Management, LLC$6.4M112026-06-30
O'Shaughnessy Asset Management, LLC$6.4M582026-06-30
Floyd Financial Group LLC$6.3M12026-06-30
Ff Advisors, LLC$6.3M02026-06-30
Tower Research Capital LLC (trc)$6.3M02026-06-30
Values Added Financial LLC$6.2M82026-06-30
Evergreen Capital Management LLC$6.2M282026-06-30
Asset Allocation Strategies LLC$6.1M402026-06-30
Arbor Trust Wealth Advisors, LLC$6M32026-06-30
Bcs Wealth Management, LLC$6M82026-06-30
Newedge Advisors$5.9M6012026-06-30
Upper Left Wealth Management, LLC$5.8M22026-06-30
K2 Financial Inc.$5.8M82026-06-30
Fiduciary Financial Advisors$5.8M512026-06-30
PNC Financial Services Group, Inc.$5.8M02026-06-30
Choreo, LLC$5.7M1482026-06-30
Cresset Asset Management, LLC$5.6M2122026-06-30
Simplicity Wealth, LLC$5.6M02026-06-30
Liberty Capital Management, Inc.$5.5M42026-06-30
Insight Financial Services$5.5M92026-06-30
Cwm, LLC$5.5M6672026-03-31
J. Derek Lewis & Associates Inc.$5.4M122026-06-30
Sanctuary Advisors, LLC$5.4M4012026-06-30
Vise Technologies, Inc.$5.4M02026-06-30
Wealthspire Retirement, LLC$5.3M1462026-06-30
Lighthouse Wealth Management Inc.$5.3M52026-06-30
Dhjj Financial Advisors, Ltd.$5.3M72026-06-30
Phillip James Consulting Co.$5.3M22026-06-30
Councilor Wealth, LLC$5.2M102026-06-30
Rinkey Investments$5.2M102026-06-30
Wealth Architects, LLC$5.1M152026-06-30
Wbh Advisory Inc$5.1M112026-06-30
Destination Wealth Management$5.1M372026-06-30
Gordian Advisors LLC$5.1M32026-06-30
Global Strategic Investment Solutions, LLC$5M42026-06-30
Abound Wealth Management$5M162026-06-30
Patten & Patten Inc/tn$4.9M02026-06-30
Tradewinds Capital Management, LLC$4.9M72026-06-30
Cornerstone Advisors Asset Management, LLC$4.9M262026-06-30
Anchor Investment Management, LLC$4.9M62026-03-31
Frisco Financial Planning LLC$4.8M12026-06-30
Outfitters Financial LLC$4.8M12026-06-30
Churchill Financial Advisors, LLC$4.8M52026-06-30
United Advisor Group, LLC$4.8M582026-06-30
Diligent Investors, LLC$4.7M32026-06-30
Perigon Wealth Management, LLC$4.7M922026-06-30
Valmark Advisers, Inc.$4.7M2952026-06-30
Cambridge Financial Group, LLC$4.7M52026-06-30
Integrated Advisors Network LLC$4.6M792026-06-30
Koshinski Asset Management, Inc.$4.6M692026-06-30

The 250 largest of 1,408 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30