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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 76M | $3.8B | 2% | Mar 2024 |
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| Bank of America Corporation | 21M | $1.1B | 118% | Mar 2024 |
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| Empower Advisory Group | 12M | $567M | 1% | Jun 2024 |
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| Charles Schwab Investment Management | 8.6M | $424M | -6% | Mar 2024 |
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| Sei Investments | 7.4M | $363M | 100% | Mar 2024 |
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| Goldman Sachs Group | 3.5M | $173M | -5% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 2.6M | $129M | 100% | Mar 2024 |
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| Creative Planning | 2.4M | $119M | -4% | Mar 2024 |
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| Envestnet Asset Management | 2.2M | $109M | 100% | Mar 2024 |
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| Advisory Alpha | 2.0M | $100M | -4% | Mar 2024 |
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| HPM Partners | 1.9M | $94M | -89% | Mar 2024 |
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| Advisor Group Holdings | 1.8M | $88M | 0% | Mar 2024 |
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| UBS Group | 1.7M | $83M | -4% | Mar 2024 |
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| Mercer Global Advisors | 1.5M | $76M | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 1.4M | $70M | -5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.4M | $67M | -8% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $69M | 100% | Mar 2024 |
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| HighTower Advisors | 1.4M | $68M | 4% | Mar 2024 |
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| LPL Financial | 1.2M | $60M | 100% | Mar 2024 |
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| Morgan Stanley | 1.2M | $59M | 100% | Mar 2024 |
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| Savant Capital Management | 1.2M | $57M | -2% | Mar 2024 |
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| Aurum Wealth Management Group | 1.1M | $54M | -3% | Jun 2024 |
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| Rainey & Randall Investment Management | 845k | $42M | 2% | Mar 2024 |
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| Steele Capital Management | 718k | $34M | 0% | Jun 2024 |
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| Klingenstein Fields & Co | 709k | $35M | -3% | Mar 2024 |
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| Gemmer Asset Management | 671k | $32M | 0% | Jun 2024 |
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| Prime Capital Investment Advisors | 657k | $32M | 5% | Mar 2024 |
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| Tradewinds Capital Management | 617k | $29M | 1385% | Jun 2024 |
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| Kuntz Lesher Capital | 599k | $28M | 0% | Jun 2024 |
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| Legacy Wealth Management | 558k | $27M | 0% | Jun 2024 |
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| CI Private Wealth | 556k | $27M | -1% | Mar 2024 |
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| Mokosak Advisory Group | 530k | $25M | 1% | Jun 2024 |
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| Summit Financial Strategies | 520k | $25M | 5% | Jun 2024 |
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| Ameriprise Financial | 496k | $24M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 494k | $24M | -2% | Mar 2024 |
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| Wells Fargo & Company | 439k | $22M | -2% | Mar 2024 |
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| Capital Management Associates | 439k | $9.3k | 233177% | Mar 2024 |
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| First International Bank & Trust | 432k | $21M | 1% | Jun 2024 |
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| Jpmorgan Chase & Co | 427k | $21M | 1% | Mar 2024 |
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| Noble Family Wealth | 422k | $20M | 4% | Jun 2024 |
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| BlueSky Wealth Advisors | 420k | $20M | 100% | Jun 2024 |
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| Dynamic Advisors Solutions | 405k | $19M | 4% | Jun 2024 |
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| Integrated Wealth Concepts | 404k | $20M | 100% | Mar 2024 |
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| FIDELIS iM | 397k | $20M | 1% | Mar 2024 |
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| Visionary Wealth Advisors | 395k | $19M | -25% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 394k | $19M | 72% | Jun 2024 |
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| Marshall Financial Group | 393k | $19M | 2% | Mar 2024 |
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| ForthRight Wealth Management | 393k | $19M | 7% | Jun 2024 |
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| Foundations Investment Advisors | 389k | $19M | 11% | Mar 2024 |
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| Cetera Investment Advisers | 365k | $18M | 100% | Mar 2024 |
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| Captrust Financial Advisors | 364k | $18M | -19% | Mar 2024 |
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| Strategic Financial Planning | 352k | $17M | 4% | Mar 2024 |
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| Thrivent Financial for Lutherans | 340k | $17M | 100% | Mar 2024 |
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| Sage Financial | 332k | $16M | 1% | Mar 2024 |
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| Riversedge Advisors | 327k | $16M | -3% | Mar 2024 |
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| Meridian Management | 320k | $16M | -1% | Mar 2024 |
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| Bangor Savings Bank | 320k | $15M | 2% | Jun 2024 |
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| Mml Investors Services | 316k | $16M | -2% | Mar 2024 |
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| TruNorth Capital Management | 311k | $15M | 4% | Jun 2024 |
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| Burt Wealth Advisors | 300k | $14M | -7% | Jun 2024 |
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| Waterford Advisors | 297k | $15M | 100% | Mar 2024 |
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| Charles Schwab Trust | 291k | $14M | 3% | Jun 2024 |
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| Johnson Investment Counsel | 288k | $14M | 9% | Mar 2024 |
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| Resources Investment Advisors | 282k | $14M | 100% | Mar 2024 |
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| Summit Wealth & Retirement Planning | 278k | $14M | 9% | Mar 2024 |
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| Commonwealth Equity Services | 277k | $14M | 20% | Mar 2024 |
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| Raymond James Financial Services Advisors | 275k | $13M | 1% | Jun 2024 |
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| Old National Trust Company | 272k | $13M | 5% | Jun 2024 |
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| RMB Capital Management | 271k | $13M | 4415% | Mar 2024 |
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| Ascension Capital Advisors | 265k | $13M | 1% | Mar 2024 |
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| ZynergyRetirementPlanning | 265k | $13M | 100% | Jun 2024 |
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| Cambridge Investment Research Advisors | 264k | $13M | 0% | Mar 2024 |
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| New York Life Investment Management | 263k | $13M | 4% | Mar 2024 |
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| Williams Financial | 261k | $12M | 100% | Jun 2024 |
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| Bsc Private Wealth Management | 260k | $13M | 2% | Mar 2024 |
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| Buckingham Capital Management | 254k | $12M | 2% | Jun 2024 |
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| HoyleCohen | 251k | $12M | 1% | Jun 2024 |
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| Buckingham Asset Management | 249k | $12M | -1% | Mar 2024 |
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| Jones Financial Companies, L.L | 241k | $12M | 28% | Mar 2024 |
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| First National Corp | 239k | $11M | -12% | Jun 2024 |
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| HHM Wealth Advisors | 235k | $12M | 100% | Mar 2024 |
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| Main Street Financial Solutions | 234k | $12M | 1% | Mar 2024 |
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| Berger Financial Group | 230k | $11M | 11% | Mar 2024 |
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| Us Bancorp | 230k | $11M | -4% | Mar 2024 |
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| North Star Asset Management | 228k | $11M | 1% | Mar 2024 |
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| Tradition Wealth Management | 224k | $11M | 0% | Mar 2024 |
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| United Capital Financial Advisers | 222k | $11M | -31% | Mar 2024 |
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| Youngs Advisory | 219k | $10M | 0% | Jun 2024 |
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| St. Johns Investment Management Company | 217k | $10M | -1% | Jun 2024 |
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| Northwest Investment Counselors | 217k | $10M | 0% | Jun 2024 |
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| Focus Financial Network | 215k | $11M | 0% | Jun 2024 |
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| Towercrest Capital Management | 214k | $11M | -5% | Mar 2024 |
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| Appleton Partners | 212k | $10M | -2% | Jun 2024 |
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| Souders Financial Advisors | 209k | $10M | 3% | Mar 2024 |
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| TrueNorth | 209k | $9.9M | 100% | Jun 2024 |
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| Royal Bank of Canada | 209k | $10M | 97% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 205k | $10M | -2% | Mar 2024 |
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| Moneywise | 200k | $9.5M | -22% | Jun 2024 |
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| Sequoia Financial Advisors | 199k | $9.4M | -10% | Jun 2024 |
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| Alliance Wealth Management | 194k | $9.2M | -9% | Jun 2024 |
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| American Financial Advisors | 193k | $9.2M | 2% | Jun 2024 |
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| Essex | 193k | $9.1M | -1% | Jun 2024 |
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| Chicago Partners Investment | 191k | $8.9M | 9% | Mar 2024 |
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| Branch Banking & Trust Company | 186k | $9.2M | -2% | Mar 2024 |
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| Matrix Trust | 186k | $8.8M | -1% | Jun 2024 |
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| Curbstone Financial Management | 183k | $8.7M | 0% | Jun 2024 |
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| Vista Private Wealth Partners | 180k | $8.6M | 100% | Mar 2024 |
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| Lutz Financial Services | 176k | $8.7M | 0% | Mar 2024 |
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| Bouchey Financial | 172k | $8.1M | -1% | Jun 2024 |
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| Patriot Investment Management | 169k | $8.0M | 1% | Jun 2024 |
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| Salem Investment Counselors | 167k | $7.9M | -2% | Jun 2024 |
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| Courage Miller Partners | 165k | $7.8M | 0% | Jun 2024 |
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| Strategic Family Wealth Counselors | 165k | $8.1M | 8% | Mar 2024 |
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| Sightline Wealth Advisors | 165k | $8.1M | 4% | Mar 2024 |
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| Financial Counselors | 161k | $7.9M | -1% | Mar 2024 |
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| Mather Group | 161k | $7.9M | 8% | Jun 2024 |
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| Athena Investment Management | 160k | $7.9M | 100% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 158k | $7.8M | -1% | Mar 2024 |
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| Stifel Financial | 155k | $7.6M | 5% | Mar 2024 |
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| Whittier Trust | 155k | $7.6M | -7% | Mar 2024 |
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| St. Louis Trust | 155k | $7.6M | -2% | Mar 2024 |
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| Anfield Capital Management | 154k | $7.6M | 108% | Mar 2024 |
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| Simplicity Wealth | 153k | $7.2M | 5% | Jun 2024 |
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| Missouri Trust & Investment | 151k | $7.4M | -2% | Mar 2024 |
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| Morris Financial Concepts | 151k | $7.4M | -9% | Mar 2024 |
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| Dravo Bay | 151k | $7.4M | 7% | Mar 2024 |
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| VCI Wealth Management | 149k | $7.3M | -17% | Mar 2024 |
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| Sontag Advisory | 146k | $7.2M | -4% | Mar 2024 |
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| Retirement Guys Formula | 145k | $7.2M | 4% | Mar 2024 |
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| Bleakley Financial Group | 145k | $7.1M | 3% | Mar 2024 |
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| HB Wealth Management | 145k | $7.1M | -1% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 143k | $7.1M | 1% | Mar 2024 |
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| Asset Dedication | 143k | $7.1M | -2% | Mar 2024 |
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| Sunbelt Securities | 142k | $7.0M | 11% | Mar 2024 |
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| Asset Managment | 142k | $7.0M | 0% | Mar 2024 |
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| Avenue 1 Advisors | 141k | $6.7M | -2% | Jun 2024 |
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| Valley Forge Investment Consultants Inc Adv | 141k | $6.9M | 3% | Mar 2024 |
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| Garde Capital | 140k | $6.9M | -4% | Mar 2024 |
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| Hart & Patterson Financial Group | 139k | $6.6M | -1% | Jun 2024 |
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| Black Diamond Financial | 138k | $6.5M | 0% | Mar 2024 |
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| Cresset Asset Management | 136k | $6.7M | -1% | Mar 2024 |
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| Pacific Sage Partners | 133k | $6.6M | 0% | Mar 2024 |
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| Bell Investment Advisors | 133k | $6.5M | -4% | Mar 2024 |
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| LVW Advisors | 132k | $6.3M | 4% | Jun 2024 |
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| Integrated Advisors Network | 131k | $6.4M | 3% | Mar 2024 |
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| Marquette Asset Management | 130k | $6.4M | 0% | Mar 2024 |
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| ValMark Advisers | 127k | $6.2M | 1% | Mar 2024 |
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| Gill Capital Partners | 125k | $5.9M | 2% | Jun 2024 |
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| IFS Advisors | 124k | $6.1M | -1% | Mar 2024 |
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| Advisors Capital Management | 124k | $6.1M | 35% | Mar 2024 |
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| Horizon Financial Services | 119k | $5.9M | -15% | Mar 2024 |
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| Consilium Wealth Advisory | 118k | $5.8M | -28% | Mar 2024 |
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| Asset Advisors Investment Management | 114k | $5.6M | -13% | Mar 2024 |
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| ProVise Management Group | 110k | $5.4M | -13% | Mar 2024 |
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| JJJ Advisors | 39k | $1.8M | -90% | Jun 2024 |
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| Almanack Investment Partners | 22k | $1.1M | -90% | Mar 2024 |
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| AE Wealth Management | 10k | $508k | -96% | Mar 2024 |
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| Pinnacle Wealth Management | 6.6k | $326k | -96% | Mar 2024 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goodman & Company, Investment Counsel | Dec 2023 | 1.2M | $56M |
| Toroso Investments | Dec 2023 | 313k | $15M |
| Curi Wealth Management | Dec 2023 | 262k | $12M |
| Meridian Wealth Management | Dec 2023 | 224k | $11M |
| Scarborough Advisors | Dec 2023 | 183k | $8.7M |