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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 46M | $1.2B | 109% | Dec 2024 |
|
| Empower Advisory Group | 25M | $655M | 106% | Dec 2024 |
|
| Sei Investments | 14M | $356M | 88% | Dec 2024 |
|
| Envestnet Asset Management | 6.3M | $163M | 216% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 5.1M | $132M | 94% | Dec 2024 |
|
| HPM Partners | 4.6M | $120M | 106% | Dec 2024 |
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| Creative Planning | 4.5M | $117M | 94% | Dec 2024 |
|
| UBS Group | 3.7M | $95M | 107% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 3.4M | $89M | 117% | Dec 2024 |
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| Mariner Wealth Advisors | 2.9M | $76M | 102% | Dec 2024 |
|
| Goldman Sachs Group | 2.9M | $76M | 9% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 2.8M | $65M | -3% | Mar 2025 |
|
| HighTower Advisors | 2.6M | $68M | 107% | Dec 2024 |
|
| LPL Financial | 2.4M | $62M | 113% | Dec 2024 |
|
| Mercer Global Advisors | 2.4M | $62M | -20% | Dec 2024 |
|
| Morgan Stanley | 2.3M | $59M | 99% | Dec 2024 |
|
| Aurum Wealth Management Group | 2.1M | $54M | 89% | Dec 2024 |
|
| Advisory Alpha | 2.0M | $48M | -52% | Mar 2025 |
|
| Savant Capital Management | 1.9M | $49M | 84% | Dec 2024 |
|
| Steele Capital Management | 1.6M | $38M | 1% | Mar 2025 |
|
| Moneta Group Investment Advisors | 1.4M | $37M | 1% | Dec 2024 |
|
| Sims Investment Management | 1.4M | $37M | 100% | Dec 2024 |
|
| Gemmer Asset Management | 1.3M | $35M | 98% | Dec 2024 |
|
| Advisor Group Holdings | 1.3M | $61M | 84% | Dec 2024 |
|
| Rainey & Randall Investment Management | 1.2M | $32M | 50% | Dec 2024 |
|
| Klingenstein Fields & Co | 1.2M | $31M | 83% | Dec 2024 |
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| CI Private Wealth | 1.2M | $30M | 97% | Dec 2024 |
|
| Mokosak Advisory Group | 1.1M | $29M | 100% | Dec 2024 |
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| Summit Financial Strategies | 1.1M | $28M | 98% | Dec 2024 |
|
| Legacy Wealth Management | 1.1M | $28M | 96% | Dec 2024 |
|
| Ameriprise Financial | 1.1M | $27M | 101% | Dec 2024 |
|
| Kohmann Bosshard Financial Services | 1.0M | $27M | 144% | Dec 2024 |
|
| Kuntz Lesher Capital | 1.0M | $26M | 75% | Dec 2024 |
|
| Foundations Investment Advisors | 947k | $25M | 107% | Dec 2024 |
|
| BlueSky Wealth Advisors | 916k | $24M | 106% | Dec 2024 |
|
| Jpmorgan Chase & Co | 913k | $24M | 94% | Dec 2024 |
|
| Noble Family Wealth | 906k | $21M | 5% | Mar 2025 |
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| Wells Fargo & Company | 900k | $23M | 99% | Dec 2024 |
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| First International Bank & Trust | 889k | $23M | 107% | Dec 2024 |
|
| Beacon Pointe Advisors | 886k | $23M | 95% | Dec 2024 |
|
| ForthRight Wealth Management | 839k | $20M | 2% | Mar 2025 |
|
| Cetera Investment Advisers | 808k | $21M | 107% | Dec 2024 |
|
| Jones Financial Companies, L.L | 798k | $21M | 131% | Dec 2024 |
|
| Kestra Advisory Services | 785k | $20M | 78% | Dec 2024 |
|
| Marshall Financial Group | 775k | $20M | 97% | Dec 2024 |
|
| CoreCap Advisors | 769k | $20M | 127% | Dec 2024 |
|
| Captrust Financial Advisors | 768k | $20M | 108% | Dec 2024 |
|
| FIDELIS iM | 764k | $20M | 82% | Dec 2024 |
|
| Strategic Financial Planning | 761k | $20M | 106% | Dec 2024 |
|
| Raymond James Financial | 729k | $19M | 100% | Dec 2024 |
|
| White & Co Financial Planning | 698k | $18M | 100% | Dec 2024 |
|
| Charles Schwab Trust | 688k | $16M | 3% | Mar 2025 |
|
| TruNorth Capital Management | 686k | $18M | 113% | Dec 2024 |
|
| Sage Financial | 665k | $17M | 95% | Dec 2024 |
|
| Joule Financial | 660k | $16M | -1% | Mar 2025 |
|
| Colony | 655k | $34M | 16% | Dec 2024 |
|
| Riversedge Advisors | 646k | $17M | 98% | Dec 2024 |
|
| Mml Investors Services | 643k | $17M | 99% | Dec 2024 |
|
| Old National Trust Company | 633k | $15M | 2% | Mar 2025 |
|
| Bangor Savings Bank | 630k | $15M | -1% | Mar 2025 |
|
| Waterford Advisors | 627k | $16M | 100% | Dec 2024 |
|
| Visionary Wealth Advisors | 622k | $16M | 79% | Dec 2024 |
|
| Johnson Investment Counsel | 615k | $16M | 102% | Dec 2024 |
|
| Commonwealth Equity Services | 610k | $16M | 103% | Dec 2024 |
|
| Ascension Capital Advisors | 608k | $16M | 106% | Dec 2024 |
|
| Burt Wealth Advisors | 592k | $15M | 101% | Dec 2024 |
|
| Summit Wealth & Retirement Planning | 591k | $15M | 101% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 586k | $15M | 105% | Dec 2024 |
|
| Resources Investment Advisors | 573k | $15M | 103% | Dec 2024 |
|
| Sanctuary Advisors | 559k | $15M | -21% | Dec 2024 |
|
| Tradewinds Capital Management | 555k | $14M | 975% | Dec 2024 |
|
| RMB Capital Management | 550k | $14M | 104% | Dec 2024 |
|
| Prime Capital Investment Advisors | 549k | $14M | 93% | Dec 2024 |
|
| First National Corp | 548k | $13M | 5% | Mar 2025 |
|
| Bsc Private Wealth Management | 543k | $14M | 105% | Dec 2024 |
|
| Matrix Trust | 532k | $13M | 0% | Mar 2025 |
|
| Main Street Financial Solutions | 525k | $14M | 109% | Dec 2024 |
|
| Buckingham Capital Management | 490k | $13M | 93% | Dec 2024 |
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| Chicago Partners Investment | 488k | $13M | 7% | Dec 2024 |
|
| Meridian Management | 485k | $13M | 71% | Dec 2024 |
|
| Youngs Advisory | 463k | $12M | 105% | Dec 2024 |
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| Us Bancorp | 455k | $12M | 102% | Dec 2024 |
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| North Star Asset Management | 455k | $12M | 100% | Dec 2024 |
|
| TrueNorth | 454k | $12M | 103% | Dec 2024 |
|
| MAI Wealth Advisors | 446k | $12M | 329% | Dec 2024 |
|
| HHM Wealth Advisors | 445k | $12M | 103% | Dec 2024 |
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| Betterment | 443k | $12M | 199% | Dec 2024 |
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| Tradition Wealth Management | 436k | $11M | 100% | Dec 2024 |
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| Appleton Partners | 432k | $11M | 102% | Dec 2024 |
|
| St. Johns Investment Management Company | 429k | $11M | 100% | Dec 2024 |
|
| Christensen, King & Associates Investment Services | 425k | $11M | 103% | Dec 2024 |
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| Souders Financial Advisors | 421k | $11M | 88% | Dec 2024 |
|
| New York Life Investment Management | 420k | $11M | 68% | Dec 2024 |
|
| Sequoia Financial Advisors | 419k | $11M | 102% | Dec 2024 |
|
| Focus Financial Network | 410k | $9.6M | -1% | Mar 2025 |
|
| Essex | 408k | $11M | 96% | Dec 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 403k | $10M | 97% | Dec 2024 |
|
| Towercrest Capital Management | 395k | $10M | 95% | Dec 2024 |
|
| Alliance Wealth Management | 395k | $10M | 95% | Dec 2024 |
|
| American Financial Advisors | 385k | $10M | 103% | Dec 2024 |
|
| Meridian Wealth Management | 384k | $9.9M | 76% | Dec 2024 |
|
| Missouri Trust & Investment | 381k | $9.8M | 106% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 378k | $9.8M | 102% | Dec 2024 |
|
| Integrated Wealth Concepts | 378k | $9.8M | 99% | Dec 2024 |
|
| Sightline Wealth Advisors | 370k | $9.6M | 115% | Dec 2024 |
|
| Strategic Family Wealth Counselors | 368k | $9.5M | 105% | Dec 2024 |
|
| United Capital Financial Advisers | 353k | $9.1M | 89% | Dec 2024 |
|
| Branch Banking & Trust Company | 349k | $9.0M | 93% | Dec 2024 |
|
| Sontag Advisory | 348k | $9.0M | 141% | Dec 2024 |
|
| Curbstone Financial Management | 345k | $8.1M | -2% | Mar 2025 |
|
| Courage Miller Partners | 333k | $8.6M | 101% | Dec 2024 |
|
| Anfield Capital Management | 333k | $8.6M | 102% | Dec 2024 |
|
| Bouchey Financial | 332k | $8.6M | 95% | Dec 2024 |
|
| St. Louis Trust | 331k | $8.6M | 113% | Dec 2024 |
|
| Lutz Financial Services | 328k | $8.5M | 101% | Dec 2024 |
|
| Fort Point Capital Partners | 327k | $8.5M | 181% | Dec 2024 |
|
| Financial Counselors | 327k | $8.5M | 103% | Dec 2024 |
|
| Athena Investment Management | 326k | $8.4M | 102% | Dec 2024 |
|
| Advisors Capital Management | 324k | $8.4M | 128% | Dec 2024 |
|
| Patriot Investment Management | 319k | $7.5M | -2% | Mar 2025 |
|
| Salem Investment Counselors | 319k | $7.5M | 1% | Mar 2025 |
|
| Whittier Trust | 312k | $8.1M | 97% | Dec 2024 |
|
| Mather Group | 302k | $7.8M | 94% | Dec 2024 |
|
| Creekside Partners | 302k | $7.8M | 104% | Dec 2024 |
|
| HB Wealth Management | 299k | $7.7M | 95% | Dec 2024 |
|
| Whittier Trust Co. of Nevada | 297k | $7.7M | 99% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 295k | $7.6M | 104% | Dec 2024 |
|
| Diversify Wealth Management | 295k | $7.5M | 1% | Dec 2024 |
|
| Morris Financial Concepts | 293k | $7.6M | 104% | Dec 2024 |
|
| Vivaldi Capital Management | 286k | $7.6M | 105% | Dec 2024 |
|
| Sunbelt Securities | 284k | $7.3M | 84% | Dec 2024 |
|
| Royal Bank of Canada | 284k | $7.4M | 130% | Dec 2024 |
|
| Black Diamond Financial | 280k | $7.3M | 99% | Dec 2024 |
|
| Integrated Advisors Network | 271k | $6.4M | 0% | Mar 2025 |
|
| Stifel Financial | 269k | $7.0M | 101% | Dec 2024 |
|
| Asset Managment | 269k | $7.0M | 101% | Dec 2024 |
|
| ZynergyRetirementPlanning | 266k | $14M | 0% | Dec 2024 |
|
| Geneos Wealth Management | 264k | $6.8M | 94% | Dec 2024 |
|
| Horizon Financial Services | 263k | $6.8M | 106% | Dec 2024 |
|
| Dodds Wealth | 261k | $6.1M | 7% | Mar 2025 |
|
| Asset Dedication | 261k | $6.7M | 93% | Dec 2024 |
|
| Valley Forge Investment Consultants Inc Adv | 259k | $6.7M | 84% | Dec 2024 |
|
| Bell Investment Advisors | 258k | $6.7M | 102% | Dec 2024 |
|
| Marquette Asset Management | 256k | $6.0M | -1% | Mar 2025 |
|
| IFS Advisors | 255k | $6.0M | 1% | Mar 2025 |
|
| Hart & Patterson Financial Group | 253k | $6.5M | 88% | Dec 2024 |
|
| Gill Capital Partners | 250k | $6.5M | 101% | Dec 2024 |
|
| Bleakley Financial Group | 244k | $6.3M | 79% | Dec 2024 |
|
| Friedenthal Financial | 243k | $6.3M | 99% | Dec 2024 |
|
| Arbor Trust Wealth Advisors | 243k | $6.3M | 108% | Dec 2024 |
|
Who sold out of Schwab U S Small Cap ETF?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| International Assets Investment Management | Sep 2024 | 2.7M | $43M |
| Dynamic Advisors Solutions | Sep 2024 | 381k | $20M |