Who owns Schwab U S Small Cap ETF?
- Ticker: SCHA
- CUSIP Number: 808524607
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab U S Small Cap ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab U S Small Cap ETF stock
Who bought or sold Schwab U S Small Cap ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 75M | $3.5B | 1% | Dec 2023 |
|
| HPM Partners | 17M | $87M | 755% | Dec 2023 |
|
| Empower Advisory Group | 12M | $579M | 13% | Dec 2023 |
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| Bank of America Corporation | 9.8M | $463M | 4% | Dec 2023 |
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| Charles Schwab Investment Management | 9.1M | $431M | 1% | Dec 2023 |
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| Goldman Sachs Group | 3.7M | $174M | 7% | Dec 2023 |
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| Creative Planning | 2.5M | $119M | 3% | Dec 2023 |
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| Advisory Alpha | 2.1M | $99M | 5% | Dec 2023 |
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| Advisor Group Holdings | 1.8M | $84M | 13% | Dec 2023 |
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| UBS Group | 1.8M | $83M | -1% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 1.5M | $75M | 3% | Mar 2024 |
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| Mercer Global Advisors | 1.5M | $71M | 4% | Dec 2023 |
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| Mariner Wealth Advisors | 1.5M | $70M | -2% | Dec 2023 |
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| HighTower Advisors | 1.3M | $62M | 0% | Dec 2023 |
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| Aurum Wealth Management Group | 1.2M | $56M | -2% | Dec 2023 |
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| Savant Capital Management | 1.2M | $56M | -1% | Dec 2023 |
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| Rainey & Randall Investment Management | 845k | $42M | 2% | Mar 2024 |
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| Klingenstein Fields & Co | 729k | $34M | 3% | Dec 2023 |
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| Steele Capital Management | 720k | $36M | -1% | Mar 2024 |
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| Gemmer Asset Management | 669k | $33M | -5% | Mar 2024 |
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| Prime Capital Investment Advisors | 625k | $30M | 1% | Dec 2023 |
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| Kuntz Lesher Capital | 596k | $28M | 0% | Dec 2023 |
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| Moneta Group Investment Advisors | 588k | $28M | 5% | Dec 2023 |
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| CI Private Wealth | 565k | $27M | 7% | Dec 2023 |
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| Legacy Wealth Management | 561k | $28M | -1% | Mar 2024 |
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| Visionary Wealth Advisors | 526k | $25M | 0% | Dec 2023 |
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| Mokosak Advisory Group | 510k | $24M | 3% | Dec 2023 |
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| Beacon Pointe Advisors | 502k | $24M | -1% | Dec 2023 |
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| Captrust Financial Advisors | 448k | $21M | 4% | Dec 2023 |
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| Wells Fargo & Company | 447k | $21M | 7% | Dec 2023 |
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| First International Bank & Trust | 428k | $21M | 175% | Mar 2024 |
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| Jpmorgan Chase & Co | 425k | $20M | 324% | Dec 2023 |
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| Noble Family Wealth | 405k | $20M | -2% | Mar 2024 |
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| FIDELIS iM | 397k | $20M | 1% | Mar 2024 |
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| Dynamic Advisors Solutions | 390k | $19M | 6% | Mar 2024 |
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| Marshall Financial Group | 387k | $18M | 4% | Dec 2023 |
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| Granite Bay Wealth Management | 385k | $16M | 2% | Dec 2023 |
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| JJJ Advisors | 366k | $18M | 4% | Mar 2024 |
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| ForthRight Wealth Management | 366k | $18M | 2% | Mar 2024 |
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| Strategic Financial Planning | 352k | $17M | 4% | Mar 2024 |
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| Foundations Investment Advisors | 349k | $16M | 262% | Dec 2023 |
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| Riversedge Advisors | 337k | $16M | 22% | Dec 2023 |
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| Sage Financial | 329k | $16M | 5% | Dec 2023 |
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| Burt Wealth Advisors | 325k | $16M | 7% | Mar 2024 |
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| Meridian Management | 324k | $15M | -37% | Dec 2023 |
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| United Capital Financial Advisers | 322k | $15M | -66% | Dec 2023 |
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| Bangor Savings Bank | 314k | $16M | -2% | Mar 2024 |
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| Toroso Investments | 313k | $15M | 100% | Dec 2023 |
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| Charles Schwab Trust | 282k | $14M | 16% | Mar 2024 |
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| CoreCap Advisors | 276k | $13M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 272k | $13M | 6% | Mar 2024 |
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| First National Corp | 271k | $13M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 264k | $13M | 0% | Mar 2024 |
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| Johnson Investment Counsel | 264k | $13M | 5% | Dec 2023 |
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| Joule Financial | 262k | $12M | 6% | Dec 2023 |
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| Curi Wealth Management | 262k | $12M | 6% | Dec 2023 |
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| Ascension Capital Advisors | 262k | $12M | 4% | Dec 2023 |
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| Old National Trust Company | 259k | $13M | 14% | Mar 2024 |
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| Bsc Private Wealth Management | 256k | $12M | -2% | Dec 2023 |
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| Moneywise | 256k | $13M | -18% | Mar 2024 |
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| Summit Wealth & Retirement Planning | 256k | $12M | 5% | Dec 2023 |
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| New York Life Investment Management | 253k | $12M | -2% | Dec 2023 |
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| Buckingham Asset Management | 251k | $12M | -4% | Dec 2023 |
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| AE Wealth Management | 251k | $12M | 7% | Dec 2023 |
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| Buckingham Capital Management | 245k | $12M | 3% | Dec 2023 |
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| Us Bancorp | 240k | $11M | -11% | Dec 2023 |
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| Main Street Financial Solutions | 234k | $12M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 232k | $11M | -2% | Dec 2023 |
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| Berger Financial Group | 230k | $11M | 11% | Mar 2024 |
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| Sequoia Financial Advisors | 229k | $11M | 3% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 229k | $11M | 38% | Mar 2024 |
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| North Star Asset Management | 226k | $11M | 1% | Dec 2023 |
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| Alliance Wealth Management | 225k | $11M | 100% | Dec 2023 |
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| Towercrest Capital Management | 225k | $11M | 2% | Dec 2023 |
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| Tradition Wealth Management | 224k | $11M | -2% | Dec 2023 |
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| St. Johns Investment Management Company | 219k | $11M | 5% | Mar 2024 |
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| Kavar Capital Partners Group | 217k | $10M | 105% | Dec 2023 |
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| Northwest Investment Counselors | 216k | $11M | 0% | Mar 2024 |
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| Focus Financial Network | 214k | $9.7M | 100% | Mar 2024 |
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| Focus Financial Network | 214k | $10M | 100% | Dec 2023 |
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| HoyleCohen | 212k | $10M | 6% | Dec 2023 |
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| Almanack Investment Partners | 210k | $9.9M | 100% | Dec 2023 |
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| Youngs Advisory | 210k | $9.9M | 0% | Dec 2023 |
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| Appleton Partners | 209k | $9.9M | 10% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 208k | $9.8M | -2% | Dec 2023 |
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| Souders Financial Advisors | 203k | $9.6M | 3% | Dec 2023 |
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| Matrix Trust | 192k | $9.1M | 0% | Dec 2023 |
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| Chicago Partners Investment | 191k | $8.9M | 9% | Mar 2024 |
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| Branch Banking & Trust Company | 190k | $9.0M | -3% | Dec 2023 |
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| American Financial Advisors | 189k | $9.3M | 2% | Mar 2024 |
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| Essex | 187k | $8.8M | 13% | Dec 2023 |
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| Pinnacle Wealth Management | 185k | $8.8M | 100% | Dec 2023 |
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| Curbstone Financial Management | 184k | $9.0M | 1% | Mar 2024 |
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| Scarborough Advisors | 183k | $8.7M | 2% | Dec 2023 |
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| VCI Wealth Management | 179k | $8.4M | 100% | Dec 2023 |
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| Lutz Financial Services | 177k | $8.3M | 4% | Dec 2023 |
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| Bouchey Financial | 173k | $8.5M | -2% | Mar 2024 |
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| Salem Investment Counselors | 170k | $8.4M | 2% | Mar 2024 |
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| Whittier Trust | 168k | $7.9M | 566% | Dec 2023 |
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| Patriot Investment Management | 167k | $8.2M | 3% | Mar 2024 |
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| Courage Miller Partners | 166k | $8.2M | 3% | Mar 2024 |
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| Sightline Wealth Advisors | 165k | $8.1M | 4% | Mar 2024 |
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| Consilium Wealth Advisory | 164k | $7.7M | 30% | Dec 2023 |
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| Financial Counselors | 163k | $7.7M | 0% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 160k | $7.6M | 21% | Dec 2023 |
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| St. Louis Trust | 159k | $7.5M | 2% | Dec 2023 |
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| Missouri Trust & Investment | 154k | $7.3M | 25% | Dec 2023 |
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| Strategic Family Wealth Counselors | 154k | $7.3M | -1% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 153k | $7.2M | 192% | Dec 2023 |
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| Sontag Advisory | 153k | $7.2M | 0% | Dec 2023 |
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| Morris Financial Concepts | 151k | $7.4M | -9% | Mar 2024 |
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| Mather Group | 149k | $7.1M | 0% | Mar 2024 |
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| Stifel Financial | 148k | $7.0M | 3% | Dec 2023 |
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| Garde Capital | 147k | $6.9M | -2% | Dec 2023 |
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| HB Wealth Management | 146k | $6.9M | -2% | Dec 2023 |
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| Retirement Guys Formula | 145k | $7.2M | 4% | Mar 2024 |
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| Simplicity Wealth | 145k | $7.1M | 100% | Mar 2024 |
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| Avenue 1 Advisors | 145k | $7.1M | 6% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 143k | $7.1M | 1% | Mar 2024 |
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| Asset Dedication | 143k | $7.1M | -2% | Mar 2024 |
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| Sunbelt Securities | 142k | $7.0M | 11% | Mar 2024 |
|
| Dravo Bay | 142k | $6.7M | 0% | Dec 2023 |
|
| Bleakley Financial Group | 141k | $6.7M | 8% | Dec 2023 |
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| Sawtooth Asset Management | 141k | $6.7M | 8% | Dec 2023 |
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| Hart & Patterson Financial Group | 139k | $6.9M | -3% | Mar 2024 |
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| Bell Investment Advisors | 138k | $6.5M | -3% | Dec 2023 |
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| Black Diamond Financial | 138k | $6.5M | 1% | Dec 2023 |
|
| Valley Forge Investment Consultants Inc Adv | 137k | $6.5M | -12% | Dec 2023 |
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| Pacific Sage Partners | 133k | $6.6M | 0% | Mar 2024 |
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| Asset Advisors Investment Management | 130k | $6.2M | -21% | Dec 2023 |
|
| Marquette Asset Management | 130k | $6.1M | -1% | Dec 2023 |
|
| Integrated Advisors Network | 127k | $6.0M | 2% | Dec 2023 |
|
| LVW Advisors | 127k | $6.3M | 10% | Mar 2024 |
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| ProVise Management Group | 127k | $6.0M | -2% | Dec 2023 |
|
| ValMark Advisers | 125k | $5.9M | 2% | Dec 2023 |
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| IFS Advisors | 124k | $6.1M | -1% | Mar 2024 |
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| Friedenthal Financial | 120k | $5.9M | -3% | Mar 2024 |
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| Gill Capital Partners | 120k | $5.7M | 4% | Dec 2023 |
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| Horizon Financial Services | 119k | $5.9M | -15% | Mar 2024 |
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| Redhawk Wealth Advisors | 118k | $5.6M | 100% | Dec 2023 |
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| Sculati Wealth Management | 118k | $5.6M | 0% | Dec 2023 |
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| Orgel Wealth Management | 117k | $5.8M | -15% | Mar 2024 |
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| BCS Wealth Management | 116k | $5.5M | -2% | Dec 2023 |
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| Arbor Trust Wealth Advisors | 113k | $5.3M | 6% | Mar 2024 |
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| Planned Solutions | 112k | $5.5M | 1% | Mar 2024 |
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| Rockefeller Capital Management | 109k | $5.2M | -8% | Dec 2023 |
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| Global Strategic Investment Solutions | 109k | $5.2M | 0% | Dec 2023 |
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| Ausdal Financial Partners | 109k | $5.4M | 1% | Mar 2024 |
|
| Modera Wealth Management | 108k | $5.1M | 5% | Dec 2023 |
|
| Royal Bank of Canada | 106k | $5.0M | 16% | Dec 2023 |
|
| Townsquare Capital | 94k | $4.4M | -44% | Dec 2023 |
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| Cedrus | 92k | $4.5M | -20% | Mar 2024 |
|
| Brown Wealth Management | 87k | $4.1M | -46% | Dec 2023 |
|
| Financial Advisors | 33k | $1.5M | -97% | Dec 2023 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 401k | $19M |
| Meridian Wealth Management | Dec 2023 | 224k | $11M |