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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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 |
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HPM Partners | 17M | $87M | 755% | Dec 2023 |
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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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Sei Investments | 7.6M | $315M | 1% | Sep 2023 |
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Goldman Sachs Group | 3.7M | $174M | 7% | Dec 2023 |
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Financial Engines Advisors L.L.C | 2.7M | $111M | -2% | Sep 2023 |
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Creative Planning | 2.5M | $119M | 3% | Dec 2023 |
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Envestnet Asset Management | 2.4M | $98M | -1% | Sep 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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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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Wealth Enhancement Advisory Services | 1.5M | $70M | -12% | Dec 2023 |
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HighTower Advisors | 1.3M | $62M | 0% | Dec 2023 |
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Ameriprise Financial | 1.2M | $50M | 10% | Sep 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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LPL Financial | 1.2M | $48M | 4% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 1.1M | $46M | 3% | Sep 2023 |
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Morgan Stanley | 1.0M | $42M | 4% | Sep 2023 |
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Strategic Investment Solutions | 994k | $44M | 6489% | Sep 2023 |
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Rainey & Randall Investment Management | 833k | $39M | 3% | Dec 2023 |
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Klingenstein Fields & Co | 729k | $34M | 3% | Dec 2023 |
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Steele Capital Management | 726k | $34M | 100% | Dec 2023 |
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Gemmer Asset Management | 708k | $33M | -27% | Dec 2023 |
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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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Legacy Wealth Management | 567k | $27M | -3% | Dec 2023 |
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CI Private Wealth | 565k | $27M | 7% | Dec 2023 |
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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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Goodman & Company, Investment Counsel | 470k | $20M | 0% | Sep 2023 |
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Summit Financial Strategies | 469k | $19M | 2% | Sep 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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Jpmorgan Chase & Co | 425k | $20M | 324% | Dec 2023 |
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Noble Family Wealth | 414k | $20M | 1% | Dec 2023 |
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BlueSky Wealth Advisors | 401k | $19M | -3% | Dec 2023 |
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Thrivent Financial for Lutherans | 398k | $17M | 22% | Sep 2023 |
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FIDELIS iM | 392k | $19M | 2% | Dec 2023 |
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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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Dynamic Advisors Solutions | 368k | $17M | 62% | Dec 2023 |
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ForthRight Wealth Management | 359k | $17M | 1% | Dec 2023 |
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JJJ Advisors | 352k | $17M | 1% | Dec 2023 |
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Foundations Investment Advisors | 349k | $16M | 262% | Dec 2023 |
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Strategic Financial Planning | 338k | $16M | 7% | 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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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 | 319k | $15M | 1% | Dec 2023 |
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Moneywise | 313k | $15M | -12% | Dec 2023 |
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Toroso Investments | 313k | $15M | 100% | Dec 2023 |
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First Republic Investment Management | 312k | $13M | 2% | Sep 2023 |
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Resources Investment Advisors | 308k | $13M | -2% | Sep 2023 |
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Burt Wealth Advisors | 303k | $14M | 4% | Dec 2023 |
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Waterford Advisors | 302k | $13M | 1% | Sep 2023 |
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Mml Investors Services | 297k | $12M | 19% | Sep 2023 |
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CoreCap Advisors | 276k | $13M | 0% | Dec 2023 |
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First National Corp | 273k | $13M | -1% | Dec 2023 |
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Integrated Wealth Concepts | 267k | $11M | -19% | Sep 2023 |
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Cambridge Investment Research Advisors | 265k | $13M | -8% | Dec 2023 |
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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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Bsc Private Wealth Management | 256k | $12M | -2% | Dec 2023 |
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Raymond James Financial Services Advisors | 256k | $12M | -1% | Dec 2023 |
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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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HHM Wealth Advisors | 250k | $10M | -5% | Sep 2023 |
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Buckingham Capital Management | 245k | $12M | 3% | Dec 2023 |
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Charles Schwab Trust | 243k | $12M | 4% | Dec 2023 |
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Us Bancorp | 240k | $11M | -11% | Dec 2023 |
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Commonwealth Equity Services | 232k | $11M | -2% | Dec 2023 |
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Main Street Financial Solutions | 231k | $11M | 6% | Dec 2023 |
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Sequoia Financial Advisors | 229k | $11M | 3% | Dec 2023 |
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North Star Asset Management | 226k | $11M | 1% | Dec 2023 |
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Old National Trust Company | 226k | $11M | 30% | Dec 2023 |
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Alliance Wealth Management | 225k | $11M | -2% | 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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Meridian Wealth Management | 224k | $11M | -1% | Dec 2023 |
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Northwest Investment Counselors | 217k | $10M | -5% | Dec 2023 |
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Kavar Capital Partners Group | 217k | $10M | 105% | Dec 2023 |
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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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St. Johns Investment Management Company | 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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Berger Financial Group | 208k | $9.8M | 3% | 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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Branch Banking & Trust Company | 190k | $9.0M | -3% | Dec 2023 |
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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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American Financial Advisors | 185k | $8.7M | -2% | Dec 2023 |
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Scarborough Advisors | 183k | $8.7M | 2% | Dec 2023 |
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Curbstone Financial Management | 183k | $8.6M | 1% | 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 | 177k | $8.3M | -37% | Dec 2023 |
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Financial Network Investment Corporation | 176k | $7.3M | 9% | Sep 2023 |
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Chicago Partners Investment | 175k | $8.0M | 13% | Dec 2023 |
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Vista Private Wealth Partners | 174k | $7.1M | 2% | Sep 2023 |
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Jones Financial Companies, L.L | 174k | $7.2M | -4% | Sep 2023 |
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Whittier Trust | 168k | $7.9M | 566% | Dec 2023 |
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Salem Investment Counselors | 167k | $7.9M | 1% | Dec 2023 |
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Morris Financial Concepts | 166k | $7.8M | 2% | Dec 2023 |
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Kohmann Bosshard Financial Services | 166k | $7.8M | 1% | Dec 2023 |
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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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Patriot Investment Management | 163k | $7.7M | -4% | Dec 2023 |
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Courage Miller Partners | 162k | $7.6M | 3% | Dec 2023 |
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Whittier Trust Co. of Nevada | 160k | $7.6M | 21% | Dec 2023 |
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Athena Investment Management | 159k | $6.6M | 0% | Sep 2023 |
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St. Louis Trust | 159k | $7.5M | 2% | Dec 2023 |
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Sightline Wealth Advisors | 158k | $7.5M | 10% | Dec 2023 |
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First International Bank & Trust | 156k | $7.4M | 13% | 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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Mather Group | 150k | $7.1M | -5% | Dec 2023 |
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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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Asset Dedication | 146k | $6.9M | 0% | Dec 2023 |
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HB Wealth Management | 146k | $6.9M | -2% | Dec 2023 |
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Hart & Patterson Financial Group | 144k | $6.8M | 100% | Dec 2023 |
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Asset Managment | 143k | $5.9M | 0% | Sep 2023 |
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Congress Wealth Management LLC / DE / | 143k | $6.7M | 2% | Dec 2023 |
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Dravo Bay | 142k | $6.7M | 0% | Dec 2023 |
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Prosperity Consulting Group | 142k | $5.9M | 100% | Sep 2023 |
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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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Horizon Financial Services | 140k | $6.6M | 2% | Dec 2023 |
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Retirement Guys Formula | 139k | $6.6M | 100% | Dec 2023 |
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Orgel Wealth Management | 139k | $6.5M | 2% | Dec 2023 |
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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 |
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Valley Forge Investment Consultants Inc Adv | 137k | $6.5M | -12% | Dec 2023 |
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Asset Advisors Investment Management | 130k | $6.2M | -21% | Dec 2023 |
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Ausdal Financial Partners | 108k | $5.1M | -48% | Dec 2023 |
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Townsquare Capital | 94k | $4.4M | -44% | Dec 2023 |
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Brown Wealth Management | 87k | $4.1M | -46% | Dec 2023 |
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Bogart Wealth | 42k | $2.0M | -91% | Dec 2023 |
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Financial Advisors | 33k | $1.5M | -97% | Dec 2023 |
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Appleton Group Wealth Management | 14k | $598k | -94% | Sep 2023 |
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Who sold out of Schwab U S Small Cap ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
TrueNorth | Sep 2023 | 198k | $8.2M |