Who owns Schwab U S Small Cap ETF?

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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
Charles Schwab Investment Advisory 42M $3.7B 0% Dec 2020
Personal Capital Advisors 3.9M $346M 2% Dec 2020
Sei Investments 3.5M $314M -10% Dec 2020
Charles Schwab Investment Management 2.8M $245M -6% Dec 2020
Bank of America Corporation 2.7M $243M 1% Dec 2020
Financial Engines Advisors L.L.C 1.6M $147M -7% Dec 2020
Wealth Enhancement Advisory Services 1.2M $117M 0% Dec 2020
Toroso Investments 845k $75M 100% Dec 2020
Financial Management Professionals 762k $68M 131% Dec 2020
Mercer Global Advisors 638k $57M 23% Dec 2020
UBS Group 603k $54M 5% Dec 2020

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Creative Planning 571k $51M 0% Dec 2020
HighTower Advisors 557k $50M 135% Dec 2020
Envestnet Asset Management 551k $49M 57% Dec 2020
Advisor Group Holdings 551k $49M 4% Dec 2020
Aj Wealth Strategies 546k $49M 7% Dec 2020
Mariner Wealth Advisors 544k $48M 2% Dec 2020
Ameriprise Financial 514k $46M 23% Dec 2020
United Capital Financial Advisers 470k $42M -1% Dec 2020
Prime Capital Investment Advisors 449k $40M 18% Dec 2020
First Mercantile Trust Company 443k $39M -24% Dec 2020
Aurum Wealth Management Group 422k $38M 8% Dec 2020
Filbrandt Wealth Management 392k $35M 4% Dec 2020
LPL Financial 389k $35M 0% Dec 2020
Advisory Alpha 376k $34M 6% Dec 2020
Gemmer Asset Management 351k $31M 2% Dec 2020
Klingenstein Fields & Co 335k $30M -1% Dec 2020
Legacy Wealth Management 327k $29M -5% Dec 2020
Morgan Stanley 324k $29M 10% Dec 2020
Northwestern Mutual Wealth Management Company 299k $27M 1% Dec 2020
Kuntz Lesher Capital 285k $25M -2% Dec 2020
Financial Advisors 263k $23M 4% Dec 2020
Enterprise Financial Services Corp 255k $23M -3% Dec 2020
GRT Capital Partners 252k $12M 186% Dec 2020
BerganKDV Wealth Management 250k $22M -1% Dec 2020
Sage Financial Management Group 244k $3.5M 100% Dec 2020
Royal Bank of Canada 237k $21M 244% Dec 2020
BlueSky Wealth Advisors 217k $19M -4% Dec 2020
Moneywise 214k $19M -1% Dec 2020
Mokosak Advisory Group 208k $19M 1% Dec 2020
Resources Investment Advisors 198k $18M -4% Dec 2020
Wells Fargo & Company 186k $17M 4% Dec 2020
Charles Schwab Trust 184k $16M 6% Dec 2020
Sequoia Financial Advisors 182k $16M -2% Dec 2020
Rainey & Randall Investment Management 178k $16M 3% Dec 2020
Visionary Wealth Advisors 176k $16M -1% Dec 2020
Kestra Advisory Services 171k $15M 168873% Dec 2020
QS Investors 165k $15M -7% Dec 2020
Reby Advisors 165k $15M 100% Dec 2020
Strategic Financial Planning 163k $15M -4% Dec 2020
Savant Capital Management 162k $14M 1% Dec 2020
Marshall Financial Group 162k $14M 3% Dec 2020
Radnor Financial Advisors 160k $14M -1% Dec 2020
Emery Howard Portfolio Management 155k $14M -3% Dec 2020
ProVise Management Group 154k $14M 3% Dec 2020
Bangor Savings Bank 152k $14M 3% Dec 2020
Summit Financial Strategies 152k $14M -3% Dec 2020
Burt Wealth Advisors 149k $13M 0% Dec 2020
Bouchey Financial 146k $13M 1% Dec 2020
Meridian Management 145k $13M 1% Dec 2020
Cambridge Investment Research Advisors 145k $13M 61% Dec 2020
Northwest Investment Counselors 140k $12M 5% Dec 2020
JJJ Advisors 139k $12M 5% Dec 2020
SVA Plumb Wealth Management 131k $12M -9% Dec 2020
Bsc Private Wealth Management 127k $11M 4% Dec 2020
Pacific Edge Advisors 126k $11M -4% Dec 2020
UnionBanCal Corporation 126k $11M -4% Dec 2020
North Star Asset Management 125k $11M 2% Dec 2020
First National Corp 125k $11M 100% Dec 2020
Appleton Group Wealth Management 124k $11M 1378% Dec 2020
First Republic Investment Management 123k $11M 5% Dec 2020
Tradition Wealth Management 122k $11M 100% Dec 2020
Tradewinds Capital Management 121k $11M 32% Dec 2020
Sontag Advisory 120k $11M 100% Dec 2020
Marquette Asset Management 119k $11M -6% Dec 2020
Sage Financial 116k $10M -1% Dec 2020
Raymond James Financial Services Advisors 114k $10M -48% Dec 2020
Treybourne Wealth Planners 111k $9.8M 100% Dec 2020
Branch Banking & Trust Company 109k $9.7M 0% Dec 2020
Ascension Asset Management 107k $9.6M 100% Dec 2020
Ascension Capital Advisors 107k $9.6M 4% Dec 2020
Adams Wealth Management 105k $9.4M 23% Dec 2020
Buckingham Capital Management 103k $9.2M -3% Dec 2020
Orgel Wealth Management 103k $9.1M 5% Dec 2020
Riversedge Advisors 97k $8.6M 2% Dec 2020
Alliance Wealth Management 97k $8.6M 3% Dec 2020
Towercrest Capital Management 97k $8.6M 3% Dec 2020
Curbstone Financial Management 95k $9.5M 2% Mar 2021
Matrix Trust 94k $8.4M -1% Dec 2020
Jones Financial Companies, L.L 93k $8.3M -6% Dec 2020
St. Johns Investment Management Company 93k $8.3M -6% Dec 2020
Kohmann Bosshard Financial Services 93k $8.3M -54% Dec 2020
Buckingham Asset Management 92k $8.2M 1516% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 92k $8.2M -2% Dec 2020
Captrust Financial Advisors 91k $8.1M 4% Dec 2020
Your Advocates 87k $7.7M -2% Dec 2020
Asset Dedication 86k $7.7M 1% Dec 2020
Pinnacle Advisory Group 86k $7.7M -4% Dec 2020
AdvisorNet Financial 85k $7.5M 6% Dec 2020
Sharkey, Howes & Javer 83k $7.4M -9% Dec 2020
Summit Wealth & Retirement Planning 82k $7.3M 0% Dec 2020
Lutz Financial Services 80k $7.1M -4% Dec 2020
Private Advisor 80k $7.1M 11% Dec 2020
Salem Investment Counselors 79k $7.1M 2% Dec 2020
Garde Capital 79k $7.0M -1% Dec 2020
TrueNorth 79k $7.0M 0% Dec 2020
Holistic Financial Partners 78k $6.9M 1% Dec 2020
Moisand Fitzgerald Tamayo 77k $6.8M -10% Dec 2020
Black Diamond Financial 76k $6.7M 5% Dec 2020
Portfolio Solutions 74k $6.6M -7% Dec 2020
Souders Financial Advisors 73k $6.5M 3% Dec 2020
Grimes & Company 71k $6.3M 5% Dec 2020
Financial Services Advisory 70k $6.2M 100% Dec 2020
Johnson Investment Counsel 70k $6.2M 53% Dec 2020
Raymond James & Associates 70k $6.2M 16% Dec 2020
Moneta Group Investment Advisors 69k $6.2M 5% Dec 2020
Vista Private Wealth Partners 67k $5.9M -5% Dec 2020
Appleton Partners 67k $6.0M 10% Dec 2020
Sightline Wealth Advisors 67k $6.0M 100% Dec 2020
Courage Miller Partners 65k $5.8M -2% Dec 2020
Ohe Financial 64k $5.7M 149% Dec 2020
Krilogy Financial 64k $5.7M -14% Dec 2020
Commonwealth Equity Services 64k $5.7M 2% Dec 2020
Strategic Family Wealth Counselors 63k $5.6M 6% Dec 2020
Financial Counselors 60k $5.3M 100% Dec 2020
LVW Advisors 59k $5.3M -1% Dec 2020
Exchange Capital Management 59k $5.3M -2% Dec 2020
Ciovacco Capital Management 57k $5.1M 100% Dec 2020
Main Street Financial Solutions 57k $5.0M 100% Dec 2020
Blue Bell Private Wealth Management 56k $5.0M -1% Dec 2020
Market Street Wealth Management Advisors 56k $5.0M 2% Dec 2020
Southern Wealth Management 55k $4.9M 1% Dec 2020
Sculati Wealth Management 55k $4.9M 0% Dec 2020
Carolina Wealth Advisors 55k $4.9M -10% Dec 2020
Patriot Investment Management 54k $4.8M -51% Dec 2020
Yale Capital Corp. 54k $4.8M -2% Dec 2020
Brand Asset Management Group 53k $4.7M -6% Dec 2020
First Hawaiian Bank 53k $4.7M 0% Dec 2020
Lighthouse Financial Advisors 53k $4.7M -7% Dec 2020
Friedenthal Financial 53k $4.7M -20% Dec 2020
PrairieView Partners 52k $4.6M -4% Dec 2020
Beacon Pointe Advisors 51k $4.6M -6% Dec 2020
Planned Solutions 51k $4.6M 9% Dec 2020
BCS Wealth Management 50k $4.5M -2% Dec 2020
Qci Asset Management 49k $4.4M -26% Dec 2020
Newman Dignan & Sheerar 49k $4.4M 0% Dec 2020
Ballast Advisors 49k $4.3M 45% Dec 2020
Omega Financial Group 49k $4.3M -8% Dec 2020
Cetera Investment Advisers 49k $4.3M 667% Dec 2020
Baird Financial 49k $4.3M 30% Dec 2020
Mission Wealth Management 46k $4.1M -5% Dec 2020
Gladstone Institutional Advisory 37k $3.3M -28% Dec 2020

Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
Relaxing Retirement Coach Sep 2020 90k $6.2M