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 74M $3.0B 1% Dec 2022
Personal Capital Advisors 11M $426M 5% Dec 2022
Bank of America Corporation 8.7M $353M -55% Dec 2022
Charles Schwab Investment Management 7.6M $306M 4% Dec 2022
Sei Investments 7.4M $300M -4% Dec 2022
Envestnet Asset Management 3.6M $144M 3% Dec 2022
Goldman Sachs Group 3.2M $130M 7842% Dec 2022
Mercer Global Advisors 3.1M $124M -3% Dec 2022
Wealth Enhancement Advisory Services 2.8M $122M -7% Dec 2022
Financial Engines Advisors L.L.C 2.8M $112M 7% Dec 2022
Advisor Group Holdings 2.2M $89M 4% Dec 2022

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HighTower Advisors 1.9M $76M 17% Dec 2022
Advisory Alpha 1.9M $75M 9% Dec 2022
Creative Planning 1.8M $73M 4% Dec 2022
UBS Group 1.5M $62M 0% Dec 2022
Mariner Wealth Advisors 1.5M $61M 6% Dec 2022
Morgan Stanley 1.3M $54M 80% Dec 2022
Aj Wealth Strategies 1.3M $53M -1% Dec 2022
Aurum Wealth Management Group 1.3M $52M 4% Dec 2022
Savant Capital Management 1.2M $49M -8% Dec 2022
Northwestern Mutual Wealth Management Company 1.2M $48M 4% Dec 2022
LPL Financial 1.0M $42M 6% Dec 2022
Ameriprise Financial 975k $40M 76% Dec 2022
United Capital Financial Advisers 959k $39M -2% Dec 2022
Financial Advisors 903k $37M 3% Dec 2022
Gemmer Asset Management 896k $36M -7% Dec 2022
Prime Capital Investment Advisors 779k $32M 5% Dec 2022
BerganKDV Wealth Management 753k $31M 38% Dec 2022
Klingenstein Fields & Co 721k $29M -1% Dec 2022
Tradewinds Capital Management 675k $27M 11586% Dec 2022
Rainey & Randall Investment Management 667k $27M 2% Dec 2022
Visionary Wealth Advisors 601k $24M -3% Dec 2022
Kuntz Lesher Capital 593k $24M 4% Dec 2022
Legacy Wealth Management 577k $23M 3% Dec 2022
HoyleCohen 571k $23M 2% Dec 2022
American Trust 514k $21M -1% Dec 2022
New York Life Investment Management 509k $21M 8% Dec 2022
CI Private Wealth 509k $21M 100% Dec 2022
Beacon Pointe Advisors 499k $20M -9% Dec 2022
Meridian Management 485k $20M 3% Dec 2022
Mokosak Advisory Group 467k $19M 3% Dec 2022
Goodman & Company, Investment Counsel 456k $19M -11% Dec 2022
Summit Financial Strategies 436k $18M 3% Dec 2022
Wells Fargo & Company 406k $16M 0% Dec 2022
Moneywise 394k $16M -6% Dec 2022
Marshall Financial Group 388k $16M 5% Dec 2022
Bogart Wealth 386k $16M 1153% Dec 2022
Radnor Financial Advisors 374k $14M 6% Sep 2022
BlueSky Wealth Advisors 353k $14M 5% Dec 2022
JJJ Advisors 346k $15M 2% Dec 2022
FIDELIS iM 340k $14M 3% Dec 2022
First Republic Investment Management 330k $13M 4% Dec 2022
Resources Investment Advisors 328k $13M -7% Dec 2022
Captrust Financial Advisors 326k $13M -21% Dec 2022
Mml Investors Services 325k $13M 28% Dec 2022
Bangor Savings Bank 318k $13M -1% Dec 2022
Bouchey Financial 307k $12M -10% Dec 2022
Us Bancorp 306k $12M 2420% Dec 2022
Cambridge Investment Research Advisors 305k $12M 1% Dec 2022
Burt Wealth Advisors 302k $12M -2% Dec 2022
Curi Wealth Management 295k $12M 15% Dec 2022
Strategic Financial Planning 294k $12M -1% Dec 2022
First National Corp 282k $11M 2% Dec 2022
Integrated Wealth Concepts 268k $11M 170% Dec 2022
Revolve Wealth Partners 262k $11M -5% Dec 2022
Bsc Private Wealth Management 261k $11M 0% Dec 2022
HPM Partners 255k $10M 8% Dec 2022
Raymond James Financial Services Advisors 252k $10M -7% Dec 2022
Sage Financial 249k $10M 0% Dec 2022
Ascension Capital Advisors 247k $10M -1% Dec 2022
HHM Wealth Advisors 245k $9.9M 6% Dec 2022
Northwest Investment Counselors 241k $9.8M 0% Dec 2022
Sequoia Financial Advisors 234k $9.5M -4% Dec 2022
IFP Advisors 233k $17M 40% Dec 2022
Towercrest Capital Management 231k $9.4M 0% Dec 2022
Alliance Wealth Management 231k $9.4M 0% Dec 2022
North Star Asset Management 231k $9.3M 3% Dec 2022
AE Wealth Management 230k $9.3M 11% Dec 2022
Tradition Wealth Management 227k $9.2M 1% Dec 2022
Buckingham Capital Management 222k $9.0M 3% Dec 2022
Orgel Wealth Management 222k $9.0M 4% Dec 2022
FDx Advisors 219k $8.9M 2% Dec 2022
CoreCap Advisors 217k $8.8M 1818% Dec 2022
Branch Banking & Trust Company 216k $8.8M -2% Dec 2022
Sweet Financial Partners 216k $8.7M 3% Dec 2022
Patriot Investment Management 215k $9.5M 3% Dec 2022
Buckingham Asset Management 210k $8.5M 5% Dec 2022
Johnson Investment Counsel 205k $8.3M 5% Dec 2022
Pacific Sage Partners 204k $8.3M 100% Dec 2022
Asset Advisors Investment Management 204k $8.2M -17% Dec 2022
Riversedge Advisors 200k $8.1M 3% Dec 2022
Summit Wealth & Retirement Planning 199k $8.0M -8% Dec 2022
Main Street Financial Solutions 196k $7.9M 2% Dec 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 195k $7.9M -1% Dec 2022
Berger Financial Group 195k $7.9M 1% Dec 2022
ForthRight Wealth Management 195k $7.9M 3% Dec 2022
St. Johns Investment Management Company 192k $7.8M 1% Dec 2022
Appleton Partners 190k $7.7M 2% Dec 2022
TrueNorth 181k $7.3M 3% Dec 2022
Curbstone Financial Management 181k $7.3M 0% Dec 2022
Matrix Trust 179k $7.3M 0% Dec 2022
Salem Investment Counselors 178k $7.2M 4% Dec 2022
Charles Schwab Trust 178k $7.2M 78% Dec 2022
Horizon Financial Services 177k $7.2M 12% Dec 2022
Jones Financial Companies, L.L 174k $7.0M 2% Dec 2022
Thrivent Financial for Lutherans 170k $6.9M -53% Dec 2022
Kohmann Bosshard Financial Services 169k $6.8M -10% Dec 2022
Youngs Advisory 167k $6.8M 25% Dec 2022
ProVise Management Group 167k $6.8M -28% Dec 2022
Souders Financial Advisors 167k $6.8M 5% Dec 2022
Commonwealth Equity Services 166k $6.7M -8% Dec 2022
Marquette Asset Management 166k $6.7M -5% Dec 2022
Congress Wealth Management LLC / DE / 164k $6.6M -2% Dec 2022
Financial Counselors 163k $6.6M 38% Dec 2022
Essex 162k $6.6M 0% Dec 2022
Mather Group 162k $6.6M 7% Dec 2022
Sontag Advisory 161k $6.5M -2% Dec 2022
Holistic Financial Partners 161k $6.5M 1% Dec 2022
AdvisorNet Financial 160k $6.5M 7% Dec 2022
Strategic Family Wealth Counselors 160k $6.5M 1% Dec 2022
Lutz Financial Services 160k $6.5M 4% Dec 2022
55i 159k $6.0M 123% Sep 2022
First International Bank & Trust 158k $6.4M -1% Dec 2022
Valley Forge Investment Consultants Inc Adv 157k $6.4M 11% Dec 2022
Cresset Asset Management 156k $6.2M 67% Dec 2022
Vista Private Wealth Partners 156k $6.3M -2% Dec 2022
Joule Financial 155k $6.3M 12% Dec 2022
Athena Investment Management 155k $6.3M 2% Dec 2022
HB Wealth Management 153k $6.2M 5% Dec 2022
Morris Financial Concepts 153k $6.2M 3% Dec 2022
Garde Capital 152k $6.2M -4% Dec 2022
Scarborough Advisors 152k $6.2M -14% Dec 2022
Asset Dedication 149k $6.0M 0% Dec 2022
Asset Managment 147k $6.0M 0% Dec 2022
Courage Miller Partners 145k $5.9M 4% Dec 2022
Koshinski Asset Management 139k $5.6M 1% Dec 2022
Capital Planning 139k $5.6M 100% Dec 2022
Black Diamond Financial 138k $5.6M 2% Dec 2022
Yale Capital Corp. 137k $5.5M 7% Dec 2022
Rockefeller Capital Management 135k $5.5M -11% Dec 2022
Jpmorgan Chase & Co 135k $5.6M 4032% Dec 2022
Kavar Capital Partners Group 135k $5.4M -2% Dec 2022
Armor Investment Advisors 134k $5.4M 12% Dec 2022
Whittier Trust Co. of Nevada 132k $5.3M 29% Dec 2022
Dravo Bay 127k $5.2M 6% Dec 2022
Financial Network Investment Corporation 126k $5.1M -10% Dec 2022
Sargent Bickham Lagudis 125k $5.1M -12% Dec 2022
Consilium Wealth Advisory 125k $5.1M 11% Dec 2022
Integrated Advisors Network 123k $5.0M 4% Dec 2022
Hilltop Partners 123k $5.0M 100% Dec 2022
Blue Bell Private Wealth Management 122k $4.9M -5% Dec 2022
Aspire Capital Advisors 104k $4.2M -57% Dec 2022
Susquehanna International 81k $3.3M -45% Dec 2022
WNY Asset Management 16k $637k -90% Dec 2022
Moneta Group Investment Advisors 7.9k $17M -97% Dec 2022

Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
Ubs Global Asset Management Americas Sep 2022 2.3M $89M
UnionBanCal Corporation Sep 2022 309k $12M
Johnson Financial Sep 2022 235k $8.9M
JFG Wealth Management Sep 2022 138k $5.2M