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 94M $4.4B 109% Mar 2022
Sei Investments 7.4M $353M 119% Mar 2022
Charles Schwab Investment Management 6.7M $316M 107% Mar 2022
CFS Investment Advisory Services 5.4M $114k 7942% Mar 2022
Financial Engines Advisors L.L.C 3.3M $154M 99% Mar 2022
Envestnet Asset Management 2.6M $121M 134% Mar 2022
Mercer Global Advisors 2.1M $101M 138% Mar 2022
Advisor Group Holdings 2.0M $95M 126% Mar 2022
Advisory Alpha 1.4M $67M 130% Mar 2022
Mariner Wealth Advisors 1.4M $64M 116% Mar 2022
Aj Wealth Strategies 1.3M $61M 78% Mar 2022

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Savant Capital Management 1.2M $59M 106% Mar 2022
Aurum Wealth Management Group 1.2M $56M 169% Mar 2022
Captrust Financial Advisors 1.1M $52M 1149% Mar 2022
Gemmer Asset Management 924k $44M 87% Mar 2022
Northwestern Mutual Wealth Management Company 897k $43M 115% Mar 2022
Klingenstein Fields & Co 721k $34M 104% Mar 2022
Toroso Investments 719k $34M 100% Mar 2022
Morgan Stanley 708k $32M 100% Mar 2022
American Trust 578k $27M 100% Mar 2022
HoyleCohen 573k $27M 100% Mar 2022
Prime Capital Investment Advisors 571k $58M 0% Mar 2022
Visionary Wealth Advisors 569k $27M 161% Mar 2022
Kuntz Lesher Capital 553k $26M 101% Mar 2022
Legacy Wealth Management 551k $26M 100% Mar 2022
Beacon Pointe Advisors 536k $25M 687% Mar 2022
Goodman & Company, Investment Counsel 514k $24M 99% Mar 2022
Rainey & Randall Investment Management 509k $24M 125% Mar 2022
BerganKDV Wealth Management 504k $24M 104% Mar 2022
55i 483k $23M 76% Mar 2022
Enterprise Financial Services Corp 478k $23M 96% Mar 2022
Meridian Management 455k $22M 103% Mar 2022
Adams Wealth Management 447k $21M 120% Mar 2022
Mokosak Advisory Group 433k $21M 110% Mar 2022
Moneywise 430k $20M 113% Mar 2022
Summit Financial Strategies 397k $19M 108% Mar 2022
New York Life Investment Management 395k $19M 64% Mar 2022
Marshall Financial Group 376k $18M 121% Mar 2022
JJJ Advisors 362k $17M 105% Mar 2022
Resources Investment Advisors 356k $17M 92% Mar 2022
BlueSky Wealth Advisors 350k $17M 87% Mar 2022
Orgel Wealth Management 345k $16M 165% Mar 2022
Bouchey Financial 343k $16M 112% Mar 2022
Radnor Financial Advisors 330k $16M 107% Mar 2022
Kohmann Bosshard Financial Services 308k $15M 261% Mar 2022
FIDELIS iM 305k $14M 84% Mar 2022
North Star Asset Management 303k $14M 109% Mar 2022
Strategic Financial Planning 293k $14M 80% Mar 2022
Bangor Savings Bank 290k $14M 111% Mar 2022
Sequoia Financial Advisors 288k $14M 109% Mar 2022
Branch Banking & Trust Company 283k $13M 118% Mar 2022
Thrivent Financial for Lutherans 280k $13M 673% Mar 2022
Raymond James Financial Services Advisors 276k $13M 123% Mar 2022
ProVise Management Group 271k $13M 91% Mar 2022
First National Corp 271k $13M 122% Mar 2022
UnionBanCal Corporation 267k $13M 105% Mar 2022
Bsc Private Wealth Management 260k $12M 107% Mar 2022
Horst & Graben Wealth Management 259k $12M 87% Mar 2022
Ascension Capital Advisors 250k $12M 117% Mar 2022
Moneta Group Investment Advisors 238k $11M 112% Mar 2022
Mml Investors Services 233k $11M 282% Mar 2022
Tradition Wealth Management 226k $11M 99% Mar 2022
Sage Financial 224k $11M 108% Mar 2022
Alliance Wealth Management 219k $10M 102% Mar 2022
Towercrest Capital Management 219k $10M 102% Mar 2022
Buckingham Capital Management 218k $10M 107% Mar 2022
Patriot Investment Management 211k $10M 102% Mar 2022
FDx Advisors 208k $9.8M 2142% Mar 2022
HHM Wealth Advisors 204k $9.7M 72% Mar 2022
AdvisorNet Financial 203k $9.6M 68% Mar 2022
Sweet Financial Partners 201k $9.5M 3831% Mar 2022
Marquette Asset Management 196k $9.3M 82% Mar 2022
Johnson Investment Counsel 192k $9.1M 109% Mar 2022
Berger Financial Group 187k $8.8M 90% Mar 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 186k $8.8M 115% Mar 2022
HPM Partners 184k $8.7M 93% Mar 2022
St. Johns Investment Management Company 184k $8.7M 101% Mar 2022
Buckingham Asset Management 176k $8.3M 97% Mar 2022
Garde Capital 172k $8.2M 111% Mar 2022
Youngs Advisory 171k $8.1M 136% Mar 2022
Main Street Financial Solutions 167k $7.9M 115% Mar 2022
TrueNorth 165k $7.8M 123% Mar 2022
Jones Financial Companies, L.L 165k $7.8M 99% Mar 2022
Sontag Advisory 164k $7.8M 89% Mar 2022
Commonwealth Equity Services 163k $7.7M 88% Mar 2022
West Wealth Group 160k $7.6M 83% Mar 2022
Holistic Financial Partners 160k $7.6M 99% Mar 2022
Vista Private Wealth Partners 156k $7.5M 109% Mar 2022
Essex 156k $7.4M 108% Mar 2022
Horizon Financial Services 152k $7.2M 146% Mar 2022
Asset Dedication 151k $7.2M 99% Mar 2022
Curi Wealth Management 150k $7.1M 103% Mar 2022
Black Diamond Financial 149k $7.1M 98% Mar 2022
Integrated Wealth Concepts 148k $7.0M 97% Mar 2022
Morris Financial Concepts 148k $7.0M 107% Mar 2022
Capital Planning 148k $7.0M 262% Mar 2022
Souders Financial Advisors 142k $6.7M 113% Mar 2022
First International Bank & Trust 141k $6.7M 100% Mar 2022
Valley Forge Investment Consultants Inc Adv 138k $6.6M 147% Mar 2022
Courage Miller Partners 138k $6.5M 105% Mar 2022
Blue Bell Private Wealth Management 134k $6.4M 92% Mar 2022
ForthRight Wealth Management 133k $6.3M 216% Mar 2022
Tradewinds Capital Management 133k $6.3M 105% Mar 2022
Koshinski Asset Management 133k $6.3M 110% Mar 2022
MAI Wealth Advisors 128k $6.1M 100% Mar 2022
Yale Capital Corp. 127k $6.0M 107% Mar 2022
Kavar Capital Partners Group 125k $5.9M 107% Mar 2022
Lutz Financial Services 123k $5.8M 67% Mar 2022
Laurel Wealth Advisors 120k $5.7M 1462% Mar 2022
Financial Counselors 118k $5.6M 100% Mar 2022
LVW Advisors 118k $5.6M 103% Mar 2022
Stony Point Wealth Management 116k $5.5M 112% Mar 2022
Valley National Advisers 114k $0 140% Mar 2022
Brand Asset Management Group 114k $5.4M 122% Mar 2022
Sightline Wealth Advisors 113k $5.3M 98% Mar 2022
Exchange Capital Management 113k $5.3M 100% Mar 2022
Dravo Bay 113k $5.3M 112% Mar 2022
Stifel Financial 112k $5.3M 150% Mar 2022
Sculati Wealth Management 110k $5.2M 103% Mar 2022
Mather Group 110k $5.2M 117% Mar 2022
Ausdal Financial Partners 110k $5.2M 94% Mar 2022
YHB Investment Advisors 109k $5.1M 105% Mar 2022
Econ Financial Services Corp 107k $5.1M 137% Mar 2022
ValMark Advisers 105k $5.0M 104% Mar 2022
TCWP 105k $5.0M 135% Mar 2022
Integrated Advisors Network 105k $5.0M 161% Mar 2022
Krilogy Financial 105k $5.0M 92% Mar 2022
Missouri Trust & Investment 104k $4.9M 123% Mar 2022
Friedenthal Financial 103k $4.9M 121% Mar 2022
Gill Capital Partners 103k $4.9M 111% Mar 2022
Austin Private Wealth 103k $4.9M 116% Mar 2022
Armor Investment Advisors 103k $4.9M 214% Mar 2022
BCS Wealth Management 99k $4.7M 78% Mar 2022
Ballast Advisors 99k $4.7M 104% Mar 2022

Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 7.6M $778M
Personal Capital Advisors Sep 2021 4.0M $396M
Wealth Enhancement Advisory Services Sep 2021 1.2M $125M
Creative Planning Sep 2021 628k $63M
HighTower Advisors Sep 2021 611k $62M
Financial Advisors Sep 2021 338k $34M
Wells Fargo & Company Sep 2021 219k $22M
Cambridge Investment Research Advisors Sep 2021 176k $18M
First Republic Investment Management Sep 2021 162k $16M
Burt Wealth Advisors Sep 2021 145k $15M
Northwest Investment Counselors Sep 2021 135k $14M
Emery Howard Portfolio Management Sep 2021 129k $13M
Harbour Investments Sep 2021 112k $11M