Inst. Holders
50 funds
SC
SCHA
SCHWAB STRATEGIC TR
$33.06 ▲ +0.89%
Prev close $32.7720 New Institutional Positions6 Institutional Exits
Snapshot
The big-picture read on SCHA right now — valuation, ownership and activity at a glance.
Inst. Value
$5.0B
Inst. Activity
20 buys / 6 sells
Price chart 30d -2.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: SCHA — 55.6% short (1.9M / 3.3M)
Short: 1,852,574 | Exempt: 1,494 | TRF Vol: 3,329,793 | Short Ratio: 55.6% | Off-exchange volume (da
Jun 30, 2026 Inst.
Focus Partners Wealth — ADD
1,667,957 shares ($60.3M)
Jun 30, 2026 Inst.
STATE FARM MUTUAL AUTOMOBILE — ADD
1,313,111 shares ($47.4M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: SCHA — 55.6% short (1.9M / 3.3M)
Short: 1,852,574 | Exempt: 1,494 | TRF Vol: 3,329,793 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SCHA — 57.3% short (1.7M / 2.9M)
Short: 1,674,644 | Exempt: 100 | TRF Vol: 2,924,117 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: SCHA — 55.3% short (1.5M / 2.6M)
Short: 1,455,376 | Exempt: 1,135 | TRF Vol: 2,630,172 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: SCHA — 56.8% short (1.8M / 3.1M)
Short: 1,770,310 | Exempt: 8,143 | TRF Vol: 3,118,699 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: SCHA — 59.2% short (1.7M / 2.9M)
Short: 1,741,789 | Exempt: 970 | TRF Vol: 2,942,197 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SCHA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.0B total value (140,287,023 shares) as of 2026-Q2. Top holders: NOMURA, Empower, SEI. Net buying activity: 20 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Empower Advisory Group, LLC | 37,697,754 | $1.4B | 27.0% | — |
| SEI INVESTMENTS CO | 13,908,960 | $502.5M | 10.0% | — |
| BANK OF AMERICA CORP /DE/ | 13,753,548 | $496.9M | 9.8% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,100,987 | $220.4M | 4.4% | — |
| Creative Planning | 5,873,670 | $212.2M | 4.2% | ADD +45.1% |
| UBS Group AG | 5,171,149 | $186.8M | 3.7% | ADD +27.5% |
| Financial Engines Advisors L.L.C. | 4,190,988 | $151.4M | 3.0% | — |
| Cerity Partners LLC | 4,000,364 | $136.2M | 2.7% | — |
| Mariner, LLC | 3,288,410 | $118.8M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | ADD | 1,313,049 | 1,667,957 | +27.0% | $60.3M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 985,135 | 1,313,111 | +33.3% | $47.4M |
| Merit Financial Group, LLC | ADD | 698,182 | 874,953 | +25.3% | $31.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,400,172 | 830,684 | -40.7% | $30.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 82,984 | 782,025 | +842.4% | $28.3M |
| OneDigital Investment Advisors LLC | ADD | 394,701 | 509,519 | +29.1% | $18.4M |
| JPMORGAN CHASE & CO | TRIM | 693,924 | 502,628 | -27.6% | $17.9M |
| ROYAL BANK OF CANADA | ADD | 287,780 | 407,942 | +41.8% | $14.7M |
| Integrated Wealth Concepts LLC | ADD | 312,761 | 404,486 | +29.3% | $14.6M |
| AMERIPRISE FINANCIAL INC | ADD | 252,588 | 321,123 | +27.1% | $11.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHA.
Shares short
1,209,257
Settlement Sep 15, 2026
Change vs prior
+7.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume