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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 19M | $756M | 100% | Jun 2022 | ||
| Personal Capital Advisors | 10M | $379M | 4% | Sep 2022 | ||
| Envestnet Asset Management | 3.5M | $131M | 24% | Sep 2022 | ||
| Mercer Global Advisors | 3.2M | $120M | 24% | Sep 2022 | ||
| Wealth Enhancement Advisory Services | 3.0M | $116M | 2% | Sep 2022 | ||
| Financial Engines Advisors L.L.C | 2.6M | $98M | -10% | Sep 2022 | ||
| Advisor Group Holdings | 2.2M | $86M | 10% | Jun 2022 | ||
| Creative Planning | 1.7M | $65M | 12% | Sep 2022 | ||
| Advisory Alpha | 1.7M | $64M | 14% | Sep 2022 | ||
| HighTower Advisors | 1.6M | $61M | -2% | Sep 2022 | ||
| UBS Group | 1.5M | $58M | 7% | Sep 2022 | ||
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| Mariner Wealth Advisors | 1.4M | $54M | 5% | Sep 2022 | ||
| Savant Capital Management | 1.3M | $50M | -7% | Sep 2022 | ||
| Aj Wealth Strategies | 1.3M | $50M | -3% | Sep 2022 | ||
| Aurum Wealth Management Group | 1.2M | $47M | -4% | Sep 2022 | ||
| Northwestern Mutual Wealth Management Company | 1.0M | $41M | 17% | Jun 2022 | ||
| United Capital Financial Advisers | 976k | $37M | -2% | Sep 2022 | ||
| Gemmer Asset Management | 959k | $36M | 0% | Sep 2022 | ||
| LPL Financial | 934k | $36M | 4% | Jun 2022 | ||
| Financial Advisors | 808k | $32M | 5% | Jun 2022 | ||
| Morgan Stanley | 744k | $29M | 5% | Jun 2022 | ||
| Prime Capital Investment Advisors | 740k | $28M | -1% | Sep 2022 | ||
| Klingenstein Fields & Co | 728k | $28M | 1% | Sep 2022 | ||
| Rainey & Randall Investment Management | 651k | $25M | 16% | Sep 2022 | ||
| Visionary Wealth Advisors | 618k | $23M | 4% | Sep 2022 | ||
| American Trust | 568k | $22M | -2% | Jun 2022 | ||
| Kuntz Lesher Capital | 568k | $22M | 3% | Jun 2022 | ||
| Legacy Wealth Management | 562k | $21M | -1% | Sep 2022 | ||
| HoyleCohen | 560k | $21M | -6% | Sep 2022 | ||
| Beacon Pointe Advisors | 550k | $21M | 5% | Sep 2022 | ||
| BerganKDV Wealth Management | 545k | $21M | 5% | Sep 2022 | ||
| New York Life Investment Management | 473k | $18M | 5% | Sep 2022 | ||
| Meridian Management | 470k | $18M | 3% | Sep 2022 | ||
| Mokosak Advisory Group | 455k | $17M | -1% | Sep 2022 | ||
| Summit Financial Strategies | 424k | $16M | 9% | Sep 2022 | ||
| Moneywise | 421k | $16M | 0% | Sep 2022 | ||
| Captrust Financial Advisors | 411k | $16M | -59% | Sep 2022 | ||
| Wells Fargo & Company | 390k | $15M | -10% | Jun 2022 | ||
| Marshall Financial Group | 375k | $15M | 0% | Jun 2022 | ||
| Radnor Financial Advisors | 354k | $14M | 7% | Jun 2022 | ||
| Resources Investment Advisors | 353k | $13M | 1% | Sep 2022 | ||
| Bouchey Financial | 340k | $13M | -2% | Sep 2022 | ||
| JJJ Advisors | 338k | $13M | -2% | Sep 2022 | ||
| BlueSky Wealth Advisors | 338k | $13M | -7% | Sep 2022 | ||
| FIDELIS iM | 330k | $13M | 7% | Sep 2022 | ||
| Bangor Savings Bank | 322k | $12M | 11% | Sep 2022 | ||
| First Republic Investment Management | 319k | $12M | 2% | Sep 2022 | ||
| Thrivent Financial for Lutherans | 317k | $12M | 13% | Jun 2022 | ||
| Burt Wealth Advisors | 310k | $12M | -1% | Sep 2022 | ||
| UnionBanCal Corporation | 309k | $12M | 8% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 303k | $11M | 4% | Sep 2022 | ||
| Strategic Financial Planning | 297k | $12M | 1% | Jun 2022 | ||
| Revolve Wealth Partners | 276k | $10M | 2% | Sep 2022 | ||
| First National Corp | 276k | $10M | 1% | Sep 2022 | ||
| Raymond James Financial Services Advisors | 270k | $10M | -2% | Sep 2022 | ||
| Bsc Private Wealth Management | 261k | $9.9M | 4% | Sep 2022 | ||
| Curi Wealth Management | 256k | $9.7M | 56% | Sep 2022 | ||
| Sage Financial | 249k | $9.4M | 1% | Sep 2022 | ||
| Sequoia Financial Advisors | 245k | $9.2M | -9% | Sep 2022 | ||
| HPM Partners | 244k | $9.5M | 33% | Jun 2022 | ||
| Asset Advisors Investment Management | 244k | $9.2M | 389% | Sep 2022 | ||
| Northwest Investment Counselors | 242k | $9.1M | -4% | Sep 2022 | ||
| Aspire Capital Advisors | 240k | $9.4M | 1312% | Jun 2022 | ||
| Johnson Financial | 235k | $8.9M | 1394% | Sep 2022 | ||
| ProVise Management Group | 233k | $8.8M | -9% | Sep 2022 | ||
| HHM Wealth Advisors | 232k | $8.8M | 6% | Sep 2022 | ||
| Alliance Wealth Management | 231k | $8.7M | 7% | Sep 2022 | ||
| Tradition Wealth Management | 226k | $8.8M | 0% | Jun 2022 | ||
| North Star Asset Management | 224k | $8.5M | -31% | Sep 2022 | ||
| Branch Banking & Trust Company | 222k | $8.4M | -14% | Sep 2022 | ||
| Mml Investors Services | 219k | $8.5M | -6% | Jun 2022 | ||
| Towercrest Capital Management | 216k | $8.4M | -1% | Jun 2022 | ||
| Buckingham Capital Management | 216k | $8.2M | 5% | Sep 2022 | ||
| FDx Advisors | 214k | $8.1M | 4% | Sep 2022 | ||
| Orgel Wealth Management | 214k | $8.1M | -32% | Sep 2022 | ||
| Sweet Financial Partners | 210k | $7.9M | 3% | Sep 2022 | ||
| Patriot Investment Management | 209k | $7.9M | -13% | Sep 2022 | ||
| AE Wealth Management | 207k | $7.8M | -3% | Sep 2022 | ||
| Buckingham Asset Management | 200k | $7.5M | 2% | Sep 2022 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 197k | $7.4M | 1% | Sep 2022 | ||
| Riversedge Advisors | 195k | $7.4M | -18% | Sep 2022 | ||
| Berger Financial Group | 193k | $7.3M | 4% | Sep 2022 | ||
| Main Street Financial Solutions | 192k | $7.3M | 16% | Sep 2022 | ||
| Continental Investors Services | 191k | $8.0M | 100% | Sep 2022 | ||
| Summit Wealth & Retirement Planning | 189k | $7.4M | 11% | Jun 2022 | ||
| St. Johns Investment Management Company | 189k | $7.1M | 3% | Sep 2022 | ||
| ForthRight Wealth Management | 189k | $7.1M | 18% | Sep 2022 | ||
| Kohmann Bosshard Financial Services | 188k | $7.1M | -8% | Sep 2022 | ||
| Enterprise Financial Services Corp | 188k | $7.3M | -61% | Jun 2022 | ||
| Appleton Partners | 186k | $7.0M | -1% | Sep 2022 | ||
| Curbstone Financial Management | 180k | $6.8M | -1% | Sep 2022 | ||
| Matrix Trust | 180k | $6.8M | -1% | Sep 2022 | ||
| Scarborough Advisors | 177k | $6.7M | 100% | Sep 2022 | ||
| TrueNorth | 175k | $6.6M | 0% | Sep 2022 | ||
| Marquette Asset Management | 175k | $6.6M | -1% | Sep 2022 | ||
| Salem Investment Counselors | 171k | $6.5M | -2% | Sep 2022 | ||
| Jones Financial Companies, L.L | 171k | $6.5M | 6% | Sep 2022 | ||
| Congress Wealth Management LLC / DE / | 168k | $6.3M | 0% | Sep 2022 | ||
| IFP Advisors | 167k | $12M | 5% | Sep 2022 | ||
| Commonwealth Equity Services | 165k | $6.4M | 1% | Jun 2022 | ||
| Sontag Advisory | 164k | $6.2M | 0% | Sep 2022 | ||
| Essex | 163k | $6.2M | 3% | Sep 2022 | ||
| WNY Asset Management | 161k | $6.1M | -6% | Sep 2022 | ||
| Strategic Family Wealth Counselors | 160k | $6.2M | 0% | Jun 2022 | ||
| Souders Financial Advisors | 159k | $6.0M | 6% | Sep 2022 | ||
| First International Bank & Trust | 159k | $6.0M | 7% | Sep 2022 | ||
| Horizon Financial Services | 159k | $6.0M | 4% | Sep 2022 | ||
| Holistic Financial Partners | 159k | $6.0M | 1% | Sep 2022 | ||
| Garde Capital | 159k | $6.0M | -3% | Sep 2022 | ||
| Vista Private Wealth Partners | 158k | $6.1M | 1% | Sep 2022 | ||
| Lutz Financial Services | 153k | $5.8M | -8% | Sep 2022 | ||
| Meridian Wealth Management | 153k | $6.0M | 341% | Jun 2022 | ||
| Athena Investment Management | 152k | $5.8M | 100% | Sep 2022 | ||
| Rockefeller Capital Management | 152k | $5.7M | 301% | Sep 2022 | ||
| Mather Group | 151k | $5.7M | 8% | Sep 2022 | ||
| AdvisorNet Financial | 149k | $5.6M | 14% | Sep 2022 | ||
| Asset Dedication | 149k | $5.6M | 100% | Sep 2022 | ||
| Morris Financial Concepts | 149k | $5.6M | -1% | Sep 2022 | ||
| HB Wealth Management | 146k | $5.5M | -10% | Sep 2022 | ||
| Sargent Bickham Lagudis | 142k | $5.4M | 3% | Sep 2022 | ||
| Valley Forge Investment Consultants Inc Adv | 141k | $5.3M | 1% | Sep 2022 | ||
| Courage Miller Partners | 139k | $5.2M | 0% | Sep 2022 | ||
| Joule Financial | 139k | $5.2M | 10% | Sep 2022 | ||
| JFG Wealth Management | 138k | $5.2M | 674% | Sep 2022 | ||
| Koshinski Asset Management | 137k | $5.2M | 1% | Sep 2022 | ||
| Kavar Capital Partners Group | 137k | $5.2M | 1% | Sep 2022 | ||
| Black Diamond Financial | 135k | $5.1M | -4% | Sep 2022 | ||
| Youngs Advisory | 134k | $5.1M | 13% | Sep 2022 | ||
| Financial Network Investment Corporation | 131k | $5.1M | 7% | Jun 2022 | ||
| Blue Bell Private Wealth Management | 128k | $4.8M | -4% | Sep 2022 | ||
| Yale Capital Corp. | 127k | $4.8M | 0% | Sep 2022 | ||
| Dravo Bay | 121k | $5.0M | 8% | Jun 2022 | ||
| Royal Bank of Canada | 120k | $4.5M | 100% | Sep 2022 | ||
| Integrated Advisors Network | 119k | $4.5M | 7% | Sep 2022 | ||
| Armor Investment Advisors | 119k | $4.5M | 12% | Sep 2022 | ||
| MAI Wealth Advisors | 118k | $4.5M | -6% | Sep 2022 | ||
| Financial Counselors | 118k | $4.5M | 0% | Sep 2022 | ||
| Sightline Wealth Advisors | 118k | $4.6M | 0% | Sep 2022 | ||
| Missouri Trust & Investment | 116k | $4.4M | 2% | Sep 2022 | ||
| ValMark Advisers | 114k | $4.3M | 1% | Sep 2022 | ||
| Sculati Wealth Management | 114k | $4.3M | 0% | Sep 2022 | ||
| Bell Investment Advisors | 113k | $4.3M | 19% | Sep 2022 | ||
| Consilium Wealth Advisory | 112k | $4.2M | 19% | Sep 2022 | ||
| Friedenthal Financial | 111k | $4.2M | -2% | Sep 2022 | ||
| Carolina Wealth Advisors | 110k | $4.2M | 1% | Sep 2022 | ||
| Nicholas Hoffman & Company | 108k | $4.1M | -1% | Sep 2022 | ||
| Exchange Capital Management | 108k | $4.1M | -3% | Sep 2022 | ||
| Laurel Wealth Advisors | 107k | $4.2M | -10% | Jun 2022 | ||
| Valley National Advisers | 107k | $4.3M | -14% | Sep 2022 | ||
| Compass Advisory Group | 106k | $4.0M | 6% | Sep 2022 | ||
| Brand Asset Management Group | 105k | $4.0M | -5% | Sep 2022 | ||
| Whittier Trust Co. of Nevada | 102k | $3.9M | -4% | Sep 2022 | ||
| Private Advisor | 74k | $2.8M | -48% | Sep 2022 | ||
| 55i | 71k | $2.8M | -85% | Jun 2022 | ||
| Integrated Wealth Concepts | 61k | $2.4M | -59% | Jun 2022 | ||
| Kestra Advisory Services | 23k | $868k | -80% | Sep 2022 | ||
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toroso Investments | Mar 2022 | 719k | $34M |
| Oak Asset Management | Jun 2022 | 139k | $5.4M |
| Econ Financial Services Corp | Jun 2022 | 119k | $4.6M |
| Stony Point Wealth Management | Jun 2022 | 116k | $4.5M |