SCHA · Insider trading · 13F holders · Congress trades
schwab u.s. small-Cap ETF (SCHA)
Who is buying and selling SCHA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 357
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
SCHA at a glance
- No open-market insider purchases or sales of SCHA were filed in the last 90 days.
- 357 13F filers hold SCHA among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Sims Investment Management, LLC (17.7%), White & Co Financial Planning Inc (13.3%) and Strategic Financial Planning, Inc. (11.4%). In their latest 13Fs, 5 managers opened a new position and 41 added to one.
- Members of Congress have disclosed 3 SCHA trades since 2014, 0 purchases and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $15K–50K on Feb 8, 2018.
- SCHA last closed at $33.07 on Oct 30, 2026.
SCHA insider trading
No open-market insider purchases or sales of SCHA were filed in the last 90 days.
Who owns SCHA? Hedge funds and superinvestors
357 13F filers hold SCHA among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Sims Investment Management, LLC (17.7%), White & Co Financial Planning Inc (13.3%) and Strategic Financial Planning, Inc. (11.4%). In their latest 13Fs, 5 managers opened a new position and 41 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Empower Advisory Group, LLCWealth manager | 3.2% | $1.4B | 37,697,754 | +2.2% shares | Q2 2026 |
| Sei Investments CoBroker-dealer | 0.4% | $502.5M | 13,908,960 | -5.6% shares | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.3% | $151.4M | 4,190,988 | -8.6% shares | Q2 2026 |
| Advisory Alpha, LLCWealth manager | 3.4% | $137.2M | 3,796,240 | -2.2% shares | Q2 2026 |
| Steele Capital Management, Inc.Wealth manager | 3.0% | $82.2M | 2,273,743 | +0.5% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 0.6% | $75.5M | 2,090,236 | +3.2% shares | Q2 2026 |
| New York Life Investment Management LLCMutual fund manager | 0.4% | $61.2M | 1,694,799 | -4.3% shares | Q2 2026 |
| Sims Investment Management, LLCWealth manager | 17.7% | $56.6M | 1,735,410 | +0.1% shares | Q3 2026 |
| Golden Reserve Retirement LLCWealth manager | 8.7% | $55.2M | 1,526,535 | +1.7% shares | Q2 2026 |
| Kohmann Bosshard Financial Services, LLCWealth manager | 4.4% | $52.1M | 1,442,916 | +2.6% shares | Q2 2026 |
| RMG Wealth Management LLCWealth manager | 5.2% | $50.2M | 1,542,187 | +2.6% shares | Q3 2026 |
| Gemmer Asset Management LLCWealth manager | 3.3% | $49.9M | 1,529,297 | +0.8% shares | Q3 2026 |
| 93 Financial Group, LLCWealth manager | 20.3% | $49.2M | 1,507,200 | -0.1% shares | Q3 2026 |
| CoreCap Advisors, LLCWealth manager | 1.2% | $42.9M | 1,313,505 | -20.7% shares | Q3 2026 |
| Mokosak Advisory Group, LLCWealth manager | 8.6% | $39.0M | 1,195,380 | +1.0% shares | Q3 2026 |
| Rainey & Randall Wealth Advisors Inc.Wealth manager | 5.5% | $38.4M | 1,176,632 | -0.0% shares | Q3 2026 |
| BlueSky Wealth Advisors, LLCWealth manager | 4.2% | $36.5M | 1,119,656 | +2.1% shares | Q3 2026 |
| Klingenstein Fields & Co LPInvestment manager | 1.3% | $35.8M | 991,435 | -3.6% shares | Q2 2026 |
| ForthRight Wealth Management, LLCWealth manager | 8.7% | $34.0M | 942,364 | -1.3% shares | Q2 2026 |
| Noble Family Wealth, LLCWealth manager | 5.8% | $32.3M | 989,075 | +0.1% shares | Q3 2026 |
| TruNorth Capital Management, LLCWealth manager | 4.9% | $31.6M | 968,733 | +2.3% shares | Q3 2026 |
| Charles Schwab Trust CoBank & trust | 1.8% | $30.6M | 938,873 | +8.0% shares | Q3 2026 |
| Chicago Partners Investment Group LLCWealth manager | 0.6% | $30.3M | 930,881 | +8.2% shares | Q3 2026 |
| Dynamic Advisor Solutions LLCWealth manager | 0.8% | $29.6M | 905,779 | +0.7% shares | Q3 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 0.4% | $29.5M | 904,879 | +5.4% shares | Q3 2026 |
| Joule Financial, LLCInvestment manager | 7.6% | $28.1M | 776,769 | -2.5% shares | Q2 2026 |
| Old National Bancorp /in/Bank & trust | 0.5% | $27.3M | 837,950 | -0.1% shares | Q3 2026 |
| FIDELIS iM, LLCWealth manager | 8.4% | $25.5M | 780,516 | -7.2% shares | Q3 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 7.1% | $25.4M | 703,738 | -1.0% shares | Q2 2026 |
| Waterford Advisors, LLCWealth manager | 6.9% | $25.4M | 702,414 | +2.6% shares | Q2 2026 |
The 30 largest of 357 positions, by value. Each manager counts with its latest 13F (Q3 2026: 198, Q2 2026: 153, Q1 2026: 6). Screen SCHA in the grand portfolio →
SCHA stock trades by members of Congress
Members of Congress have disclosed 3 SCHA trades since 2014, 0 purchases and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $15K–50K on Feb 8, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Mar 7, 2018 | Virginia FoxxR-NC · House | Sale | $15K–50K | Feb 8, 2018 | +99.0% |
| Dec 2, 2016 | Virginia FoxxR-NC · House | Buy | $15K–50K | Nov 23, 2016 | +116.3% |
| Oct 8, 2014 | Virginia FoxxR-NC · House | Sale | $15K–50K | Sep 25, 2014 | +156.0% |
SCHA questions and answers
Are insiders buying SCHA stock?
No open-market insider purchases or sales of SCHA were filed in the last 90 days.
Which hedge funds own SCHA?
357 13F filers hold SCHA among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Sims Investment Management, LLC (17.7%), White & Co Financial Planning Inc (13.3%) and Strategic Financial Planning, Inc. (11.4%). In their latest 13Fs, 5 managers opened a new position and 41 added to one.
Has Congress traded SCHA?
Members of Congress have disclosed 3 SCHA trades since 2014, 0 purchases and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $15K–50K on Feb 8, 2018.
Who is the largest holder of SCHA?
Among 13F filers, Empower Advisory Group, LLC reports the largest SCHA position, $1.4B (37,697,754 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sims Investment Management, LLC's: 17.7% of its portfolio.
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