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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Empower Advisory Group | 34M | $969M | -1% | Dec 2025 |
|
| Sei Investments | 15M | $420M | 0% | Dec 2025 |
|
| Creative Planning | 6.8M | $193M | 45% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 5.5M | $157M | 5% | Dec 2025 |
|
| RMG Wealth Management | 5.1M | $241M | 256% | Dec 2025 |
|
| Financial Engines Advisors L.L.C | 4.8M | $138M | -3% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 4.4M | $131M | -3% | Dec 2025 |
|
| UBS Group | 4.0M | $115M | -2% | Dec 2025 |
|
| Advisory Alpha | 4.0M | $113M | -1% | Dec 2025 |
|
| HPM Partners | 3.8M | $107M | -1% | Dec 2025 |
|
| CI Private Wealth | 3.6M | $42M | 165% | Dec 2025 |
|
| Mariner Wealth Advisors | 2.9M | $83M | 2% | Dec 2025 |
|
| LPL Financial | 2.6M | $75M | 8% | Dec 2025 |
|
| Steele Capital Management | 2.3M | $65M | 1% | Dec 2025 |
|
| Vantagepoint Investment Advisers | 2.2M | $62M | 3% | Dec 2025 |
|
| Mercer Global Advisors | 2.1M | $61M | 3% | Dec 2025 |
|
| Moneta Group Investment Advisors | 2.0M | $56M | 0% | Dec 2025 |
|
| HighTower Advisors | 1.8M | $53M | -39% | Dec 2025 |
|
| Sims Investment Management | 1.8M | $52M | -1% | Dec 2025 |
|
| New York Life Investment Management | 1.7M | $49M | 28% | Dec 2025 |
|
| Betterment | 1.7M | $48M | 11% | Dec 2025 |
|
| 93 Financial Group | 1.7M | $48M | 100% | Dec 2025 |
|
| CoreCap Advisors | 1.6M | $45M | 7% | Dec 2025 |
|
| Golden Reserve Retirement | 1.6M | $45M | 18% | Dec 2025 |
|
| Advisor Group Holdings | 1.6M | $45M | 8% | Dec 2025 |
|
| Goldman Sachs Group | 1.6M | $45M | 4% | Dec 2025 |
|
| Savant Capital Management | 1.5M | $43M | -6% | Dec 2025 |
|
| Gemmer Asset Management | 1.5M | $43M | 15% | Dec 2025 |
|
| Jones Financial Companies, L.L | 1.5M | $42M | 11% | Dec 2025 |
|
| Colony | 1.4M | $40M | 9% | Dec 2025 |
|
| Kohmann Bosshard Financial Services | 1.4M | $39M | 3% | Dec 2025 |
|
| Mokosak Advisory Group | 1.2M | $35M | 3% | Dec 2025 |
|
| Rainey & Randall Investment Management | 1.2M | $34M | -1% | Dec 2025 |
|
| Cetera Investment Advisers | 1.2M | $34M | 4% | Dec 2025 |
|
| Klingenstein Fields & Co | 1.1M | $32M | -1% | Dec 2025 |
|
| Captrust Financial Advisors | 1.1M | $31M | 10% | Dec 2025 |
|
| BlueSky Wealth Advisors | 997k | $28M | 1% | Dec 2025 |
|
| Wells Fargo & Company | 984k | $28M | 18% | Dec 2025 |
|
| Noble Family Wealth | 980k | $28M | 0% | Dec 2025 |
|
| Kestra Advisory Services | 972k | $28M | 12% | Dec 2025 |
|
| Envestnet Asset Management | 961k | $27M | -38% | Dec 2025 |
|
| ForthRight Wealth Management | 951k | $27M | 1% | Dec 2025 |
|
| TruNorth Capital Management | 932k | $27M | 1% | Dec 2025 |
|
| Summit Financial Strategies | 913k | $26M | -9% | Dec 2025 |
|
| Dynamic Advisors Solutions | 866k | $25M | -10% | Dec 2025 |
|
| Beacon Pointe Advisors | 854k | $24M | 3% | Dec 2025 |
|
| Jpmorgan Chase & Co | 846k | $24M | 100% | Sep 2025 |
|
| Legacy Wealth Management | 846k | $24M | -5% | Dec 2025 |
|
| FIDELIS iM | 823k | $23M | 410% | Dec 2025 |
|
| Joule Financial | 803k | $23M | -3% | Dec 2025 |
|
| Charles Schwab Trust | 783k | $22M | 5% | Dec 2025 |
|
| Chicago Partners Investment | 764k | $23M | 10% | Dec 2025 |
|
| CliftonLarsonAllen Wealth Advisors | 763k | $22M | -8% | Dec 2025 |
|
| Johnson Investment Counsel | 762k | $22M | 8% | Dec 2025 |
|
| White & Co Financial Planning | 737k | $21M | 0% | Dec 2025 |
|
| Raymond James Financial | 729k | $21M | 1% | Dec 2025 |
|
| Visionary Wealth Advisors | 724k | $21M | 2% | Dec 2025 |
|
| Marshall Financial Group | 721k | $20M | -1% | Sep 2025 |
|
| Old National Trust Company | 718k | $20M | 2% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 717k | $20M | 15% | Dec 2025 |
|
| Exchange Traded Concepts | 717k | $20M | 10% | Dec 2025 |
|
| Strategic Financial Planning | 704k | $20M | -5% | Dec 2025 |
|
| Ascension Capital Advisors | 700k | $20M | 13% | Dec 2025 |
|
| Sage Financial | 695k | $20M | 0% | Dec 2025 |
|
| Waterford Advisors | 675k | $19M | -2% | Dec 2025 |
|
| Wellington Management Company | 646k | $18M | 100% | Sep 2025 |
|
| Merit Financial Group | 636k | $18M | 46% | Dec 2025 |
|
| Bangor Savings Bank | 619k | $18M | 0% | Dec 2025 |
|
| Bsc Private Wealth Management | 612k | $17M | 1% | Dec 2025 |
|
| Burt Wealth Advisors | 604k | $17M | 0% | Sep 2025 |
|
| State Farm Mutual Automobile Insurance Company | 598k | $17M | 106% | Dec 2025 |
|
| First National Corp | 592k | $17M | 3% | Sep 2025 |
|
| ZynergyRetirementPlanning | 582k | $17M | 2% | Dec 2025 |
|
| Summit Wealth & Retirement Planning | 581k | $17M | 1% | Dec 2025 |
|
| Main Street Financial Solutions | 571k | $16M | -5% | Dec 2025 |
|
| Modern Wealth Management | 562k | $16M | -1% | Dec 2025 |
|
| Matrix Trust | 550k | $16M | 1% | Dec 2025 |
|
| Kuntz Lesher Capital | 534k | $15M | -1% | Dec 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 513k | $15M | 11% | Dec 2025 |
|
| Prime Capital Investment Advisors | 499k | $14M | -4% | Dec 2025 |
|
| St. Louis Trust | 494k | $14M | -1% | Dec 2025 |
|
| Seneca Financial Advisors | 475k | $14M | 9% | Dec 2025 |
|
| TrueNorth | 470k | $13M | 1% | Dec 2025 |
|
| MAI Wealth Advisors | 454k | $13M | 5% | Dec 2025 |
|
| North Star Asset Management | 452k | $13M | 0% | Dec 2025 |
|
| Lido Advisors | 451k | $13M | 1% | Dec 2025 |
|
| HHM Wealth Advisors | 446k | $13M | 8% | Dec 2025 |
|
| Appleton Partners | 438k | $13M | -1% | Dec 2025 |
|
| Warren Averett Asset Management | 437k | $12M | -16% | Dec 2025 |
|
| Mml Investors Services | 435k | $12M | 0% | Dec 2025 |
|
| St. Johns Investment Management Company | 433k | $12M | 0% | Dec 2025 |
|
| Focus Financial Network | 428k | $12M | -1% | Dec 2025 |
|
| Royal Bank of Canada | 424k | $12M | -24% | Sep 2025 |
|
| Toroso Investments | 421k | $12M | 100% | Dec 2025 |
|
| Us Bancorp | 420k | $12M | 0% | Dec 2025 |
|
| Christensen, King & Associates Investment Services | 418k | $12M | 0% | Dec 2025 |
|
| Lutz Financial Services | 408k | $12M | -1% | Dec 2025 |
|
| Youngs Advisory | 403k | $12M | -8% | Dec 2025 |
|
| Commonwealth Equity Services | 403k | $12M | -12% | Dec 2025 |
|
| Tradition Wealth Management | 398k | $11M | -1% | Dec 2025 |
|
| Resources Investment Advisors | 393k | $11M | -2% | Dec 2025 |
|
| American Financial Advisors | 393k | $11M | 6% | Dec 2025 |
|
| Essex | 390k | $11M | 1% | Dec 2025 |
|
| Strategic Family Wealth Counselors | 388k | $12M | 4% | Dec 2025 |
|
| Missouri Trust & Investment | 388k | $11M | -1% | Dec 2025 |
|
| Sightline Wealth Advisors | 378k | $11M | -2% | Dec 2025 |
|
| Amicus Financial Advisors | 365k | $10M | 100% | Dec 2025 |
|
| Courage Miller Partners | 364k | $10M | -3% | Dec 2025 |
|
| BCS Wealth Management | 359k | $10M | 84% | Dec 2025 |
|
| Yale Capital Corp. | 359k | $10M | 25% | Dec 2025 |
|
| Branch Banking & Trust Company | 349k | $9.9M | -2% | Dec 2025 |
|
| Fort Point Capital Partners | 342k | $11M | 0% | Dec 2025 |
|
| Sontag Advisory | 336k | $9.6M | -51% | Dec 2025 |
|
| Midwest Trust | 329k | $9.4M | 0% | Dec 2025 |
|
| Brand Asset Management Group | 327k | $9.3M | 0% | Dec 2025 |
|
| Curbstone Financial Management | 322k | $9.2M | 2% | Dec 2025 |
|
| Whittier Trust | 320k | $9.5M | -1% | Dec 2025 |
|
| Creekside Partners | 320k | $9.1M | 7% | Dec 2025 |
|
| Sunbelt Securities | 318k | $9.1M | 8% | Dec 2025 |
|
| Towercrest Capital Management | 316k | $9.0M | -16% | Dec 2025 |
|
| Alliance Wealth Management | 316k | $9.0M | -16% | Dec 2025 |
|
| Patriot Investment Management | 311k | $8.9M | -2% | Dec 2025 |
|
| Diversify Wealth Management | 310k | $9.3M | 1% | Dec 2025 |
|
| Morris Financial Concepts | 309k | $8.8M | 3% | Dec 2025 |
|
| Salem Investment Counselors | 304k | $8.7M | 3% | Dec 2025 |
|
| Stratos Wealth Advisors | 300k | $8.5M | -2% | Dec 2025 |
|
| Athena Investment Management | 300k | $8.5M | -1% | Dec 2025 |
|
| Sequoia Financial Advisors | 297k | $8.4M | 0% | Dec 2025 |
|
| Bleakley Financial Group | 296k | $8.4M | 7% | Dec 2025 |
|
| RMB Capital Management | 293k | $8.2M | -13% | Sep 2025 |
|
| Whittier Trust Co. of Nevada | 290k | $8.6M | 3% | Dec 2025 |
|
| HB Wealth Management | 288k | $8.2M | 0% | Dec 2025 |
|
| Baird Financial | 287k | $8.2M | 945% | Dec 2025 |
|
| Bouchey Financial | 286k | $8.1M | -1% | Dec 2025 |
|
| FMR | 285k | $8.0M | 13% | Sep 2025 |
|
| Fortis Capital Management | 285k | $8.1M | 46% | Dec 2025 |
|
| Compass Financial Group | 284k | $8.1M | 3% | Dec 2025 |
|
| United Capital Financial Advisers | 276k | $7.7M | -7% | Sep 2025 |
|
| Kavar Capital Partners Group | 269k | $7.7M | 3% | Dec 2025 |
|
| Horizon Financial Services | 263k | $7.5M | 1% | Dec 2025 |
|
| Cannon Capital Management | 259k | $7.4M | 100% | Dec 2025 |
|
| Marshall Wace | 257k | $7.3M | 100% | Dec 2025 |
|
| Marquette Asset Management | 255k | $7.2M | 0% | Dec 2025 |
|
| Elwood & Goetz Wealth Advisory Group | 252k | $7.2M | 0% | Dec 2025 |
|
| My Purposeful Wealth Corp. | 251k | $7.2M | 15% | Dec 2025 |
|
| Asset Dedication | 251k | $7.1M | -1% | Dec 2025 |
|
| Tortoise Investment Management | 250k | $7.1M | 3% | Dec 2025 |
|
| Meeder Advisory Services | 249k | $7.1M | 7% | Dec 2025 |
|
| Bell Investment Advisors | 246k | $7.0M | -1% | Dec 2025 |
|
| Asset Managment | 245k | $7.0M | -4% | Dec 2025 |
|
| Friedenthal Financial | 244k | $7.0M | -5% | Dec 2025 |
|
| Black Diamond Financial | 238k | $6.8M | -3% | Dec 2025 |
|
| Integrated Advisors Network | 223k | $6.3M | -10% | Dec 2025 |
|
| Stifel Financial | 166k | $4.7M | -32% | Dec 2025 |
|
| Integrated Wealth Concepts | 148k | $4.2M | -54% | Dec 2025 |
|
| Sanctuary Advisors | 142k | $4.0M | -74% | Dec 2025 |
|
| Tower Research Capital | 69k | $2.0M | -77% | Dec 2025 |
|
| VSM Wealth Advisory | 66k | $1.9M | -84% | Dec 2025 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tudor Investment Corporation | Jun 2025 | 281k | $7.1M |