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 | 22M | $1.1B | 0% | Sep 2024 |
|
| Empower Advisory Group | 12M | $633M | 3% | Sep 2024 |
|
| Sei Investments | 7.3M | $377M | -1% | Sep 2024 |
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| Goldman Sachs Group | 2.7M | $126M | -24% | Jun 2024 |
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| International Assets Investment Management | 2.7M | $43M | 489457% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 2.6M | $134M | 1% | Sep 2024 |
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| Creative Planning | 2.3M | $120M | -1% | Sep 2024 |
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| HPM Partners | 2.3M | $116M | 17% | Sep 2024 |
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| Advisory Alpha | 2.2M | $111M | 3% | Sep 2024 |
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| Envestnet Asset Management | 2.0M | $103M | -10% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6M | $81M | 3% | Sep 2024 |
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| Mercer Global Advisors | 1.5M | $69M | 0% | Jun 2024 |
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| Mariner Wealth Advisors | 1.5M | $75M | 1% | Sep 2024 |
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| Moneta Group Investment Advisors | 1.4M | $37M | 105% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.4M | $67M | -8% | Jun 2024 |
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| HighTower Advisors | 1.4M | $65M | 0% | Jun 2024 |
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| Morgan Stanley | 1.2M | $55M | -3% | Jun 2024 |
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| LPL Financial | 1.1M | $58M | -4% | Sep 2024 |
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| Aurum Wealth Management Group | 1.1M | $57M | -2% | Sep 2024 |
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| Savant Capital Management | 1.0M | $53M | -8% | Sep 2024 |
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| Rainey & Randall Investment Management | 832k | $43M | -3% | Sep 2024 |
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| Steele Capital Management | 800k | $41M | 11% | Sep 2024 |
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| Advisor Group Holdings | 722k | $37M | -59% | Sep 2024 |
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| Sanctuary Advisors | 706k | $20M | 226% | Sep 2024 |
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| Gemmer Asset Management | 679k | $35M | 1% | Sep 2024 |
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| Klingenstein Fields & Co | 664k | $34M | -5% | Sep 2024 |
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| CI Private Wealth | 592k | $30M | 6% | Sep 2024 |
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| Kuntz Lesher Capital | 581k | $30M | -3% | Sep 2024 |
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| Colony | 563k | $29M | 284% | Sep 2024 |
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| Mokosak Advisory Group | 554k | $29M | 5% | Sep 2024 |
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| Summit Financial Strategies | 552k | $28M | 6% | Sep 2024 |
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| Legacy Wealth Management | 551k | $28M | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 470k | $24M | 6% | Sep 2024 |
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| Foundations Investment Advisors | 457k | $24M | 8% | Sep 2024 |
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| Chicago Partners Investment | 457k | $12M | 112% | Sep 2024 |
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| Beacon Pointe Advisors | 455k | $23M | -6% | Sep 2024 |
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| Wells Fargo & Company | 452k | $23M | 3% | Sep 2024 |
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| BlueSky Wealth Advisors | 444k | $23M | 6% | Sep 2024 |
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| Kestra Advisory Services | 440k | $23M | -4% | Sep 2024 |
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| First International Bank & Trust | 429k | $22M | -1% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 428k | $22M | 9% | Sep 2024 |
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| Noble Family Wealth | 426k | $22M | 1% | Sep 2024 |
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| FIDELIS iM | 420k | $22M | 4% | Sep 2024 |
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| ForthRight Wealth Management | 404k | $21M | 3% | Sep 2024 |
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| Marshall Financial Group | 393k | $20M | -1% | Sep 2024 |
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| Dynamic Advisors Solutions | 381k | $20M | -6% | Sep 2024 |
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| Cetera Investment Advisers | 379k | $18M | 4% | Jun 2024 |
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| Strategic Financial Planning | 369k | $19M | -3% | Sep 2024 |
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| Captrust Financial Advisors | 368k | $19M | 2% | Sep 2024 |
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| Visionary Wealth Advisors | 347k | $18M | -4% | Sep 2024 |
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| Jones Financial Companies, L.L | 346k | $18M | 44% | Sep 2024 |
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| Sage Financial | 341k | $18M | 0% | Sep 2024 |
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| CoreCap Advisors | 339k | $18M | 100% | Sep 2024 |
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| Charles Schwab Trust | 330k | $17M | 13% | Sep 2024 |
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| Riversedge Advisors | 325k | $17M | 2% | Sep 2024 |
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| Mml Investors Services | 323k | $17M | 1% | Sep 2024 |
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| TruNorth Capital Management | 322k | $17M | 3% | Sep 2024 |
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| Bangor Savings Bank | 318k | $16M | -1% | Sep 2024 |
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| Old National Trust Company | 316k | $16M | 16% | Sep 2024 |
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| Joule Financial | 309k | $16M | 1% | Sep 2024 |
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| Johnson Investment Counsel | 304k | $16M | 3% | Sep 2024 |
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| Commonwealth Equity Services | 301k | $16M | 7% | Sep 2024 |
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| Ascension Capital Advisors | 295k | $15M | 11% | Sep 2024 |
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| Burt Wealth Advisors | 295k | $15M | -2% | Sep 2024 |
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| Summit Wealth & Retirement Planning | 294k | $15M | 3% | Sep 2024 |
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| Diversify Wealth Management | 292k | $7.5M | 3940% | Sep 2024 |
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| Raymond James Financial Services Advisors | 291k | $15M | 6% | Sep 2024 |
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| Cambridge Investment Research Advisors | 285k | $15M | 9% | Sep 2024 |
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| Prime Capital Investment Advisors | 284k | $15M | -4% | Sep 2024 |
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| Meridian Management | 283k | $15M | -4% | Sep 2024 |
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| Resources Investment Advisors | 282k | $15M | -1% | Sep 2024 |
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| RMB Capital Management | 270k | $14M | -1% | Sep 2024 |
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| Matrix Trust | 267k | $14M | 43% | Sep 2024 |
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| ZynergyRetirementPlanning | 266k | $14M | 0% | Sep 2024 |
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| Bsc Private Wealth Management | 265k | $14M | 2% | Sep 2024 |
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| Buckingham Capital Management | 254k | $13M | 0% | Sep 2024 |
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| Main Street Financial Solutions | 251k | $13M | 8% | Sep 2024 |
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| First National Corp | 251k | $13M | 5% | Sep 2024 |
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| HoyleCohen | 251k | $12M | 1% | Jun 2024 |
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| New York Life Investment Management | 250k | $13M | -21% | Sep 2024 |
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| Buckingham Asset Management | 243k | $12M | -3% | Jun 2024 |
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| Dodds Wealth | 235k | $6.0M | 105% | Sep 2024 |
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| North Star Asset Management | 228k | $12M | 0% | Sep 2024 |
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| Youngs Advisory | 226k | $12M | 3% | Sep 2024 |
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| Us Bancorp | 225k | $12M | -1% | Sep 2024 |
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| Souders Financial Advisors | 224k | $12M | 3% | Sep 2024 |
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| HHM Wealth Advisors | 219k | $11M | -5% | Sep 2024 |
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| Tradition Wealth Management | 218k | $11M | 0% | Sep 2024 |
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| Meridian Wealth Management | 218k | $11M | 100% | Sep 2024 |
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| Northwest Investment Counselors | 216k | $11M | 0% | Sep 2024 |
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| St. Johns Investment Management Company | 215k | $11M | -1% | Sep 2024 |
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| Appleton Partners | 214k | $11M | 1% | Sep 2024 |
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| Focus Financial Network | 210k | $11M | -2% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 210k | $11M | -2% | Sep 2024 |
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| Essex | 209k | $11M | 8% | Sep 2024 |
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| Sequoia Financial Advisors | 208k | $11M | 5% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 205k | $11M | 0% | Sep 2024 |
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| Towercrest Capital Management | 203k | $10M | 5% | Sep 2024 |
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| Alliance Wealth Management | 194k | $9.2M | -9% | Jun 2024 |
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| American Financial Advisors | 189k | $9.8M | -2% | Sep 2024 |
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| Integrated Wealth Concepts | 189k | $9.7M | 1% | Sep 2024 |
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| Thrivent Financial for Lutherans | 187k | $9.6M | -45% | Sep 2024 |
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| United Capital Financial Advisers | 187k | $9.6M | -5% | Sep 2024 |
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| Missouri Trust & Investment | 185k | $9.5M | 9% | Sep 2024 |
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| Branch Banking & Trust Company | 184k | $8.7M | -1% | Jun 2024 |
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| Strategic Family Wealth Counselors | 179k | $9.2M | 3% | Sep 2024 |
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| Newman Dignan & Sheerar | 178k | $4.6M | 102% | Sep 2024 |
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| Curbstone Financial Management | 175k | $9.0M | -4% | Sep 2024 |
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| Sightline Wealth Advisors | 172k | $8.9M | 1% | Sep 2024 |
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| Bouchey Financial | 170k | $8.8M | -1% | Sep 2024 |
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| Courage Miller Partners | 166k | $8.6M | 0% | Sep 2024 |
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| Patriot Investment Management | 165k | $8.5M | -2% | Sep 2024 |
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| Anfield Capital Management | 164k | $4.2M | 4% | Sep 2024 |
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| Salem Investment Counselors | 164k | $8.4M | -2% | Sep 2024 |
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| Lutz Financial Services | 163k | $8.4M | -1% | Sep 2024 |
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| Athena Investment Management | 162k | $8.3M | 0% | Sep 2024 |
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| Financial Counselors | 161k | $7.7M | 0% | Jun 2024 |
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| Whittier Trust | 158k | $8.1M | 3% | Sep 2024 |
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| Mather Group | 156k | $8.0M | -3% | Sep 2024 |
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| St. Louis Trust | 156k | $8.0M | 0% | Sep 2024 |
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| Sunbelt Securities | 154k | $7.9M | 1% | Sep 2024 |
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| HB Wealth Management | 153k | $7.9M | 8% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 149k | $7.7M | -3% | Sep 2024 |
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| Creekside Partners | 148k | $7.6M | 0% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 144k | $7.4M | 1% | Sep 2024 |
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| Sontag Advisory | 144k | $7.4M | 2% | Sep 2024 |
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| Morris Financial Concepts | 144k | $7.4M | 3% | Sep 2024 |
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| FF Advisors | 144k | $3.7M | 103% | Sep 2024 |
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| Advisors Capital Management | 142k | $7.3M | -10% | Sep 2024 |
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| Black Diamond Financial | 141k | $7.3M | -3% | Sep 2024 |
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| Vivaldi Capital Management | 140k | $7.2M | 115% | Sep 2024 |
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| Valley Forge Investment Consultants Inc Adv | 139k | $6.6M | -1% | Jun 2024 |
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| Bleakley Financial Group | 137k | $7.0M | -10% | Sep 2024 |
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| Asset Dedication | 135k | $6.9M | -2% | Sep 2024 |
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| Hart & Patterson Financial Group | 135k | $6.9M | -3% | Sep 2024 |
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| Asset Managment | 134k | $6.9M | -5% | Sep 2024 |
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| Bank of New York Mellon | 132k | $6.8M | 31% | Sep 2024 |
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| Stifel Financial | 132k | $6.3M | -15% | Jun 2024 |
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| Integrated Advisors Network | 131k | $6.7M | 1% | Sep 2024 |
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| Townsquare Capital | 130k | $6.7M | 9% | Sep 2024 |
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| Marquette Asset Management | 129k | $6.7M | 0% | Sep 2024 |
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| IFS Advisors | 129k | $6.6M | 1% | Sep 2024 |
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| Bell Investment Advisors | 128k | $6.6M | -3% | Sep 2024 |
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| Gill Capital Partners | 125k | $6.4M | 0% | Sep 2024 |
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| Horizon Financial Services | 124k | $5.9M | 4% | Jun 2024 |
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| Royal Bank of Canada | 123k | $6.3M | -42% | Sep 2024 |
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| Friedenthal Financial | 122k | $6.3M | 1% | Sep 2024 |
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| Moneywise | 122k | $6.3M | -39% | Sep 2024 |
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| Streettalk Advisors | 120k | $6.2M | 40% | Sep 2024 |
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| Garde Capital | 118k | $6.1M | -8% | Sep 2024 |
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| Retirement Guys Formula | 108k | $5.6M | -28% | Sep 2024 |
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| Berger Financial Group | 72k | $3.7M | -69% | Sep 2024 |
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| LVW Advisors | 70k | $3.6M | -47% | Sep 2024 |
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| Tradewinds Capital Management | 52k | $2.7M | -92% | Sep 2024 |
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| Avenue 1 Advisors | 48k | $2.4M | -66% | Sep 2024 |
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| Strategic Financial Concepts | 45k | $2.3M | -98% | Sep 2024 |
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| Vista Private Wealth Partners | 43k | $2.2M | -78% | Sep 2024 |
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| JJJ Advisors | 39k | $1.8M | -90% | Jun 2024 |
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| D. E. Shaw & Co | 24k | $1.2M | -85% | Sep 2024 |
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| Capital Investment Counsel | 9.0k | $461k | -95% | Sep 2024 |
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| Simplicity Wealth | 4.8k | $247k | -97% | Sep 2024 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 87M | $4.1B |
| Capital Management Associates | Mar 2024 | 439k | $9.3k |
| Waterford Advisors | Jun 2024 | 299k | $14M |
| VCI Wealth Management | Jun 2024 | 212k | $10M |
| Dravo Bay | Jun 2024 | 163k | $7.7M |