Who owns Schwab U S Small Cap ETF?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Bank of America Corporation 21M $1.1B 118% Mar 2024
 View chart
Empower Advisory Group 12M $580M -4% Mar 2024
 View chart
Charles Schwab Investment Management 8.6M $424M -6% Mar 2024
 View chart
Sei Investments 7.4M $363M -3% Mar 2024
 View chart
Goldman Sachs Group 3.5M $173M -5% Mar 2024
 View chart
Financial Engines Advisors L.L.C 2.6M $129M -2% Mar 2024
 View chart
Creative Planning 2.4M $119M -4% Mar 2024
 View chart
Envestnet Asset Management 2.2M $109M -6% Mar 2024
 View chart
Advisory Alpha 2.0M $100M -4% Mar 2024
 View chart
HPM Partners 1.9M $94M -89% Mar 2024
 View chart
Advisor Group Holdings 1.8M $88M 0% Mar 2024
 View chart
UBS Group 1.7M $83M -4% Mar 2024
 View chart
Wealth Enhancement Advisory Services 1.5M $75M 3% Mar 2024
 View chart
Mercer Global Advisors 1.5M $76M -2% Mar 2024
 View chart
Mariner Wealth Advisors 1.4M $70M -5% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 1.4M $69M 26% Mar 2024
 View chart
HighTower Advisors 1.4M $68M 4% Mar 2024
 View chart
LPL Financial 1.2M $60M 5% Mar 2024
 View chart
Morgan Stanley 1.2M $59M 18% Mar 2024
 View chart
Aurum Wealth Management Group 1.2M $56M -2% Dec 2023
 View chart
Savant Capital Management 1.2M $57M -2% Mar 2024
 View chart
Rainey & Randall Investment Management 845k $42M 2% Mar 2024
 View chart
Steele Capital Management 720k $36M -1% Mar 2024
 View chart
Klingenstein Fields & Co 709k $35M -3% Mar 2024
 View chart
Gemmer Asset Management 669k $33M -5% Mar 2024
 View chart
Prime Capital Investment Advisors 625k $30M 1% Dec 2023
 View chart
Kuntz Lesher Capital 596k $29M 0% Mar 2024
 View chart
Moneta Group Investment Advisors 588k $28M 5% Dec 2023
 View chart
Legacy Wealth Management 561k $28M -1% Mar 2024
 View chart
CI Private Wealth 556k $27M -1% Mar 2024
 View chart
Mokosak Advisory Group 522k $26M 2% Mar 2024
 View chart
Beacon Pointe Advisors 502k $24M -1% Dec 2023
 View chart
Summit Financial Strategies 496k $24M 6% Mar 2024
 View chart
Ameriprise Financial 496k $24M -59% Mar 2024
 View chart
Wells Fargo & Company 439k $22M -2% Mar 2024
 View chart
Capital Management Associates 439k $9.3k 233177% Mar 2024
 View chart
First International Bank & Trust 428k $21M 175% Mar 2024
 View chart
Jpmorgan Chase & Co 427k $21M 1% Mar 2024
 View chart
Noble Family Wealth 405k $20M -2% Mar 2024
 View chart
Integrated Wealth Concepts 404k $20M 51% Mar 2024
 View chart
FIDELIS iM 397k $20M 1% Mar 2024
 View chart
Visionary Wealth Advisors 395k $19M -25% Mar 2024
 View chart
Marshall Financial Group 393k $19M 2% Mar 2024
 View chart
Dynamic Advisors Solutions 390k $19M 6% Mar 2024
 View chart
Foundations Investment Advisors 389k $19M 11% Mar 2024
 View chart
JJJ Advisors 366k $18M 4% Mar 2024
 View chart
ForthRight Wealth Management 366k $18M 2% Mar 2024
 View chart
Cetera Investment Advisers 365k $18M 472% Mar 2024
 View chart
Captrust Financial Advisors 364k $18M -19% Mar 2024
 View chart
Strategic Financial Planning 352k $17M 4% Mar 2024
 View chart
Thrivent Financial for Lutherans 340k $17M -15% Mar 2024
 View chart
Sage Financial 332k $16M 1% Mar 2024
 View chart
Riversedge Advisors 327k $16M -3% Mar 2024
 View chart
Burt Wealth Advisors 325k $16M 7% Mar 2024
 View chart
Meridian Management 320k $16M -1% Mar 2024
 View chart
Bangor Savings Bank 314k $16M -2% Mar 2024
 View chart
Waterford Advisors 297k $15M -2% Mar 2024
 View chart
Johnson Investment Counsel 288k $14M 9% Mar 2024
 View chart
Charles Schwab Trust 282k $14M 16% Mar 2024
 View chart
Resources Investment Advisors 282k $14M -9% Mar 2024
 View chart
Summit Wealth & Retirement Planning 278k $14M 9% Mar 2024
 View chart
Commonwealth Equity Services 277k $14M 20% Mar 2024
 View chart
CoreCap Advisors 276k $13M 0% Dec 2023
 View chart
Raymond James Financial Services Advisors 272k $13M 6% Mar 2024
 View chart
First National Corp 271k $13M 0% Mar 2024
 View chart
Ascension Capital Advisors 265k $13M 1% Mar 2024
 View chart
Cambridge Investment Research Advisors 264k $13M 0% Mar 2024
 View chart
New York Life Investment Management 263k $13M 4% Mar 2024
 View chart
Curi Wealth Management 262k $12M 6% Dec 2023
 View chart
Bsc Private Wealth Management 260k $13M 2% Mar 2024
 View chart
Old National Trust Company 259k $13M 14% Mar 2024
 View chart
Moneywise 256k $13M -18% Mar 2024
 View chart
Buckingham Asset Management 249k $12M -1% Mar 2024
 View chart
Buckingham Capital Management 245k $12M 3% Dec 2023
 View chart
HHM Wealth Advisors 235k $12M -6% Mar 2024
 View chart
Main Street Financial Solutions 234k $12M 1% Mar 2024
 View chart
Berger Financial Group 230k $11M 11% Mar 2024
 View chart
Us Bancorp 230k $11M -4% Mar 2024
 View chart
Kohmann Bosshard Financial Services 229k $11M 38% Mar 2024
 View chart
North Star Asset Management 228k $11M 1% Mar 2024
 View chart
Tradition Wealth Management 224k $11M 0% Mar 2024
 View chart
United Capital Financial Advisers 222k $11M -31% Mar 2024
 View chart
Sequoia Financial Advisors 220k $11M -4% Mar 2024
 View chart
St. Johns Investment Management Company 219k $11M 5% Mar 2024
 View chart
Youngs Advisory 219k $11M 4% Mar 2024
 View chart
Northwest Investment Counselors 216k $11M 0% Mar 2024
 View chart
Focus Financial Network 214k $9.7M 100% Mar 2024
 View chart
Focus Financial Network 214k $10M 100% Dec 2023
 View chart
Alliance Wealth Management 214k $11M -5% Mar 2024
 View chart
Peninsula Wealth 214k $11M 100% Mar 2024
 View chart
Towercrest Capital Management 214k $11M -5% Mar 2024
 View chart
HoyleCohen 212k $10M 6% Dec 2023
 View chart
Souders Financial Advisors 209k $10M 3% Mar 2024
 View chart
Appleton Partners 209k $9.9M 10% Dec 2023
 View chart
Royal Bank of Canada 209k $10M 97% Mar 2024
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 205k $10M -2% Mar 2024
 View chart
Essex 194k $9.6M 4% Mar 2024
 View chart
Chicago Partners Investment 191k $8.9M 9% Mar 2024
 View chart
American Financial Advisors 189k $9.3M 2% Mar 2024
 View chart
Matrix Trust 188k $9.2M -2% Mar 2024
 View chart
Branch Banking & Trust Company 186k $9.2M -2% Mar 2024
 View chart
Curbstone Financial Management 184k $9.0M 1% Mar 2024
 View chart
Vista Private Wealth Partners 180k $8.6M 3% Mar 2024
 View chart
Lutz Financial Services 176k $8.7M 0% Mar 2024
 View chart
Bouchey Financial 173k $8.5M -2% Mar 2024
 View chart
Salem Investment Counselors 170k $8.4M 2% Mar 2024
 View chart
Patriot Investment Management 167k $8.2M 3% Mar 2024
 View chart
Courage Miller Partners 166k $8.2M 3% Mar 2024
 View chart
Sightline Wealth Advisors 165k $8.1M 4% Mar 2024
 View chart
Financial Counselors 161k $7.9M -1% Mar 2024
 View chart
Athena Investment Management 160k $7.9M 1% Mar 2024
 View chart
Whittier Trust Co. of Nevada 158k $7.8M -1% Mar 2024
 View chart
Stifel Financial 155k $7.6M 5% Mar 2024
 View chart
Whittier Trust 155k $7.6M -7% Mar 2024
 View chart
St. Louis Trust 155k $7.6M -2% Mar 2024
 View chart
Anfield Capital Management 154k $7.6M 108% Mar 2024
 View chart
Strategic Family Wealth Counselors 154k $7.3M -1% Dec 2023
 View chart
Missouri Trust & Investment 151k $7.4M -2% Mar 2024
 View chart
Morris Financial Concepts 151k $7.4M -9% Mar 2024
 View chart
Dravo Bay 151k $7.4M 7% Mar 2024
 View chart
Mather Group 149k $7.1M 0% Mar 2024
 View chart
VCI Wealth Management 149k $7.3M -17% Mar 2024
 View chart
Sontag Advisory 146k $7.2M -4% Mar 2024
 View chart
Retirement Guys Formula 145k $7.2M 4% Mar 2024
 View chart
Bleakley Financial Group 145k $7.1M 3% Mar 2024
 View chart
Simplicity Wealth 145k $7.1M 100% Mar 2024
 View chart
HB Wealth Management 145k $7.1M -1% Mar 2024
 View chart
Avenue 1 Advisors 145k $7.1M 6% Mar 2024
 View chart
Congress Wealth Management LLC / DE / 143k $7.1M 1% Mar 2024
 View chart
Asset Dedication 143k $7.1M -2% Mar 2024
 View chart
Sunbelt Securities 142k $7.0M 11% Mar 2024
 View chart
Sawtooth Asset Management 141k $6.7M 8% Dec 2023
 View chart
Valley Forge Investment Consultants Inc Adv 141k $6.9M 3% Mar 2024
 View chart
Garde Capital 140k $6.9M -4% Mar 2024
 View chart
Hart & Patterson Financial Group 139k $6.9M -3% Mar 2024
 View chart
Black Diamond Financial 138k $6.5M 0% Mar 2024
 View chart
Pacific Sage Partners 133k $6.6M 0% Mar 2024
 View chart
Bell Investment Advisors 133k $6.5M -4% Mar 2024
 View chart
Integrated Advisors Network 131k $6.4M 3% Mar 2024
 View chart
Asset Advisors Investment Management 130k $6.2M -21% Dec 2023
 View chart
Marquette Asset Management 130k $6.4M 0% Mar 2024
 View chart
LVW Advisors 127k $6.3M 10% Mar 2024
 View chart
ValMark Advisers 127k $6.2M 1% Mar 2024
 View chart
IFS Advisors 124k $6.1M -1% Mar 2024
 View chart
Advisors Capital Management 124k $6.1M 35% Mar 2024
 View chart
Gill Capital Partners 122k $5.6M 2% Mar 2024
 View chart
Friedenthal Financial 120k $5.9M -3% Mar 2024
 View chart
Horizon Financial Services 119k $5.9M -15% Mar 2024
 View chart
Townsquare Capital 119k $5.8M 26% Mar 2024
 View chart
Consilium Wealth Advisory 118k $5.8M -28% Mar 2024
 View chart
Orgel Wealth Management 117k $5.8M -15% Mar 2024
 View chart
ProVise Management Group 110k $5.4M -13% Mar 2024
 View chart
Rockefeller Capital Management 109k $5.2M -8% Dec 2023
 View chart
Kavar Capital Partners Group 109k $5.4M -50% Mar 2024
 View chart
Prosperity Consulting Group 109k $5.4M -23% Mar 2024
 View chart
CliftonLarsonAllen Wealth Advisors 62k $3.0M -60% Mar 2024
 View chart
Almanack Investment Partners 22k $1.1M -90% Mar 2024
 View chart
AE Wealth Management 10k $508k -96% Mar 2024
 View chart
Pinnacle Wealth Management 6.6k $326k -96% Mar 2024
 View chart

Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
BlueSky Wealth Advisors Dec 2023 401k $19M
Granite Bay Wealth Management Dec 2023 385k $16M
Toroso Investments Dec 2023 313k $15M
Joule Financial Dec 2023 262k $12M
Meridian Wealth Management Dec 2023 224k $11M
Scarborough Advisors Dec 2023 183k $8.7M
Financial Network Investment Corporation Sep 2023 176k $7.3M