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
Download as csv
Download as Excel
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 | 72M | $3.2B | 2% | Jun 2023 |
|
| Empower Advisory Group | 12M | $516M | 5% | Jun 2023 |
|
| Bank of America Corporation | 9.4M | $410M | 1% | Jun 2023 |
|
| Charles Schwab Investment Management | 8.7M | $379M | 6% | Jun 2023 |
|
| Sei Investments | 7.6M | $331M | 2% | Jun 2023 |
|
| Goldman Sachs Group | 3.4M | $147M | 2% | Jun 2023 |
|
| Financial Engines Advisors L.L.C | 2.7M | $119M | -1% | Jun 2023 |
|
| Envestnet Asset Management | 2.4M | $104M | -32% | Jun 2023 |
|
| Advisor Group Holdings | 2.0M | $89M | -8% | Jun 2023 |
|
| Creative Planning | 1.9M | $81M | 4% | Jun 2023 |
|
| Advisory Alpha | 1.8M | $81M | 8% | Jun 2023 |
|
| UBS Group | 1.7M | $75M | 11% | Jun 2023 |
|
| Mercer Global Advisors | 1.5M | $66M | -49% | Jun 2023 |
|
| Mariner Wealth Advisors | 1.5M | $65M | -2% | Jun 2023 |
|
| Aj Wealth Strategies | 1.3M | $58M | 2% | Jun 2023 |
|
| HighTower Advisors | 1.3M | $56M | 1% | Jun 2023 |
|
| Aurum Wealth Management Group | 1.2M | $54M | -3% | Jun 2023 |
|
| Savant Capital Management | 1.2M | $51M | -2% | Jun 2023 |
|
| LPL Financial | 1.1M | $49M | 11% | Jun 2023 |
|
| Ameriprise Financial | 1.1M | $48M | -10% | Jun 2023 |
|
| Northwestern Mutual Wealth Management Company | 1.1M | $47M | -3% | Jun 2023 |
|
| Morgan Stanley | 980k | $43M | -27% | Jun 2023 |
|
| Gemmer Asset Management | 969k | $42M | 5% | Jun 2023 |
|
| Financial Advisors | 967k | $42M | 3% | Jun 2023 |
|
| United Capital Financial Advisers | 958k | $42M | 1% | Jun 2023 |
|
| Prime Capital Investment Advisors | 885k | $39M | 19% | Jun 2023 |
|
| Wealth Enhancement Advisory Services | 808k | $35M | -43% | Jun 2023 |
|
| BerganKDV Wealth Management | 779k | $34M | 2% | Jun 2023 |
|
| Rainey & Randall Investment Management | 750k | $33M | 5% | Jun 2023 |
|
| Klingenstein Fields & Co | 708k | $31M | 1% | Jun 2023 |
|
| HPM Partners | 608k | $27M | 126% | Jun 2023 |
|
| Kuntz Lesher Capital | 595k | $26M | 1% | Jun 2023 |
|
| Legacy Wealth Management | 590k | $26M | 2% | Jun 2023 |
|
| Visionary Wealth Advisors | 563k | $25M | -7% | Jun 2023 |
|
| CI Private Wealth | 531k | $23M | -1% | Jun 2023 |
|
| Meridian Management | 509k | $22M | 0% | Jun 2023 |
|
| Mokosak Advisory Group | 488k | $21M | 4% | Jun 2023 |
|
| Moneta Group Investment Advisors | 488k | $21M | 8% | Jun 2023 |
|
| Goodman & Company, Investment Counsel | 470k | $21M | 3% | Jun 2023 |
|
| Summit Financial Strategies | 460k | $20M | 2% | Jun 2023 |
|
| Beacon Pointe Advisors | 437k | $19M | -17% | Jun 2023 |
|
| Bogart Wealth | 433k | $19M | 6% | Jun 2023 |
|
| Noble Family Wealth | 411k | $18M | 1% | Jun 2023 |
|
| Wells Fargo & Company | 409k | $18M | 1% | Jun 2023 |
|
| Moneywise | 388k | $17M | -7% | Jun 2023 |
|
| BlueSky Wealth Advisors | 388k | $17M | 6% | Jun 2023 |
|
| FIDELIS iM | 378k | $17M | 2% | Jun 2023 |
|
| Marshall Financial Group | 375k | $16M | -1% | Jun 2023 |
|
| ForthRight Wealth Management | 356k | $16M | 9% | Jun 2023 |
|
| JJJ Advisors | 346k | $15M | 0% | Jun 2023 |
|
| Integrated Wealth Concepts | 331k | $15M | -3% | Jun 2023 |
|
| Thrivent Financial for Lutherans | 326k | $14M | 1% | Jun 2023 |
|
| Resources Investment Advisors | 315k | $14M | -3% | Jun 2023 |
|
| Bangor Savings Bank | 314k | $14M | 0% | Jun 2023 |
|
| Sage Financial | 312k | $14M | 8% | Jun 2023 |
|
| Strategic Financial Planning | 311k | $14M | 3% | Jun 2023 |
|
| First Republic Investment Management | 306k | $13M | -6% | Jun 2023 |
|
| Waterford Advisors | 300k | $13M | 3% | Jun 2023 |
|
| Burt Wealth Advisors | 295k | $13M | -3% | Jun 2023 |
|
| Bouchey Financial | 291k | $13M | -2% | Jun 2023 |
|
| Curi Wealth Management | 283k | $12M | 0% | Jun 2023 |
|
| Cambridge Investment Research Advisors | 283k | $12M | 5% | Jun 2023 |
|
| Riversedge Advisors | 279k | $12M | 15% | Jun 2023 |
|
| Us Bancorp | 275k | $12M | -6% | Jun 2023 |
|
| Hilltop Partners | 267k | $12M | -4% | Jun 2023 |
|
| First National Corp | 267k | $12M | -5% | Jun 2023 |
|
| HHM Wealth Advisors | 263k | $12M | 1% | Jun 2023 |
|
| Bsc Private Wealth Management | 261k | $11M | 1% | Jun 2023 |
|
| Appleton Group Wealth Management | 258k | $11M | 1780% | Jun 2023 |
|
| Raymond James Financial Services Advisors | 252k | $11M | -4% | Jun 2023 |
|
| Mml Investors Services | 249k | $11M | -16% | Jun 2023 |
|
| Captrust Financial Advisors | 241k | $11M | -10% | Jun 2023 |
|
| Ascension Capital Advisors | 237k | $10M | -2% | Jun 2023 |
|
| HoyleCohen | 235k | $10M | -60% | Jun 2023 |
|
| Buckingham Capital Management | 233k | $10M | 4% | Jun 2023 |
|
| Towercrest Capital Management | 230k | $10M | 0% | Jun 2023 |
|
| Alliance Wealth Management | 230k | $10M | 0% | Jun 2023 |
|
| Northwest Investment Counselors | 230k | $10M | -3% | Jun 2023 |
|
| Summit Wealth & Retirement Planning | 228k | $10M | 7% | Jun 2023 |
|
| Joule Financial | 228k | $10M | 9% | Jun 2023 |
|
| Tradition Wealth Management | 228k | $10M | -1% | Jun 2023 |
|
| Commonwealth Equity Services | 226k | $9.9M | 26% | Jun 2023 |
|
| Sequoia Financial Advisors | 225k | $9.8M | 1% | Jun 2023 |
|
| North Star Asset Management | 224k | $9.8M | 0% | Jun 2023 |
|
| New York Life Investment Management | 221k | $9.7M | -59% | Jun 2023 |
|
| Johnson Investment Counsel | 220k | $9.6M | 6% | Jun 2023 |
|
| Buckingham Asset Management | 220k | $9.6M | 5% | Jun 2023 |
|
| Main Street Financial Solutions | 214k | $9.4M | 7% | Jun 2023 |
|
| St. Johns Investment Management Company | 214k | $9.4M | 7% | Jun 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 212k | $9.3M | 6% | Jun 2023 |
|
| Pacific Sage Partners | 211k | $9.2M | 5% | Jun 2023 |
|
| Charles Schwab Trust | 208k | $8.4M | 2% | Jun 2023 |
|
| Youngs Advisory | 207k | $9.0M | 11% | Jun 2023 |
|
| Branch Banking & Trust Company | 203k | $8.9M | -6% | Jun 2023 |
|
| AE Wealth Management | 201k | $8.8M | 5% | Jun 2023 |
|
| Patriot Investment Management | 197k | $8.6M | -7% | Jun 2023 |
|
| American Financial Advisors | 192k | $8.4M | 801% | Jun 2023 |
|
| Souders Financial Advisors | 190k | $8.3M | 9% | Jun 2023 |
|
| Appleton Partners | 189k | $8.3M | 0% | Jun 2023 |
|
| Berger Financial Group | 186k | $8.2M | 7% | Jun 2023 |
|
| Matrix Trust | 185k | $8.1M | 1% | Jun 2023 |
|
| Asset Advisors Investment Management | 184k | $8.1M | -7% | Jun 2023 |
|
| AdvisorNet Financial | 184k | $8.0M | 10% | Jun 2023 |
|
| Jones Financial Companies, L.L | 182k | $8.0M | 4% | Jun 2023 |
|
| TrueNorth | 182k | $8.0M | 1% | Jun 2023 |
|
| Curbstone Financial Management | 179k | $7.8M | -1% | Jun 2023 |
|
| Vista Private Wealth Partners | 171k | $7.5M | 1% | Jun 2023 |
|
| Lutz Financial Services | 171k | $7.5M | -1% | Jun 2023 |
|
| Salem Investment Counselors | 169k | $7.4M | -4% | Jun 2023 |
|
| Congress Wealth Management LLC / DE / | 165k | $7.2M | -3% | Jun 2023 |
|
| Kohmann Bosshard Financial Services | 164k | $7.2M | -2% | Jun 2023 |
|
| Essex | 164k | $7.2M | 1% | Jun 2023 |
|
| Financial Counselors | 163k | $7.2M | 0% | Jun 2023 |
|
| First International Bank & Trust | 163k | $7.1M | 8% | Jun 2023 |
|
| Financial Network Investment Corporation | 162k | $7.1M | 16% | Jun 2023 |
|
| Mather Group | 162k | $7.1M | 0% | Jun 2023 |
|
| Morris Financial Concepts | 161k | $7.0M | 1% | Jun 2023 |
|
| Sontag Advisory | 159k | $7.0M | -3% | Jun 2023 |
|
| Athena Investment Management | 158k | $6.9M | 1% | Jun 2023 |
|
| Scarborough Advisors | 156k | $6.8M | 1% | Jun 2023 |
|
| Retirement Guys Formula | 155k | $6.8M | 100% | Jun 2023 |
|
| Stifel Financial | 155k | $6.8M | 66% | Jun 2023 |
|
| Strategic Family Wealth Counselors | 153k | $6.7M | 0% | Jun 2023 |
|
| Garde Capital | 153k | $6.7M | 1% | Jun 2023 |
|
| St. Louis Trust | 151k | $6.6M | 79% | Jun 2023 |
|
| Courage Miller Partners | 149k | $6.5M | 1% | Jun 2023 |
|
| Valley Forge Investment Consultants Inc Adv | 149k | $6.5M | -1% | Jun 2023 |
|
| HB Wealth Management | 148k | $6.5M | -3% | Jun 2023 |
|
| Asset Dedication | 147k | $6.5M | -1% | Jun 2023 |
|
| ProVise Management Group | 145k | $6.4M | -5% | Jun 2023 |
|
| Carlsbad Wealth Advisory Group | 145k | $6.3M | 100% | Jun 2023 |
|
| Asset Managment | 144k | $6.3M | -1% | Jun 2023 |
|
| Marquette Asset Management | 142k | $6.2M | -2% | Jun 2023 |
|
| Chicago Partners Investment | 140k | $6.3M | 8% | Jun 2023 |
|
| Bell Investment Advisors | 139k | $6.1M | 14% | Jun 2023 |
|
| Dynamic Advisors Solutions | 137k | $6.0M | 54% | Jun 2023 |
|
| Black Diamond Financial | 136k | $6.0M | -1% | Jun 2023 |
|
| Cresset Asset Management | 136k | $6.0M | 6% | Jun 2023 |
|
| Dravo Bay | 134k | $5.9M | 2% | Jun 2023 |
|
| Horizon Financial Services | 132k | $5.8M | 3% | Jun 2023 |
|
| Whittier Trust Co. of Nevada | 132k | $5.8M | 0% | Jun 2023 |
|
| Integrated Advisors Network | 130k | $5.7M | 1% | Jun 2023 |
|
| Avenue 1 Advisors | 128k | $5.6M | 9% | Jun 2023 |
|
| Royal Bank of Canada | 127k | $5.6M | 16% | Jun 2023 |
|
| Carnick & Kubik | 125k | $5.5M | 0% | Jun 2023 |
|
| Rockefeller Capital Management | 125k | $5.5M | -2% | Jun 2023 |
|
| Sightline Wealth Advisors | 124k | $5.2M | 2% | Jun 2023 |
|
| ValMark Advisers | 122k | $5.3M | 5% | Jun 2023 |
|
| Friedenthal Financial | 122k | $5.3M | 0% | Jun 2023 |
|
| Missouri Trust & Investment | 119k | $5.2M | 0% | Jun 2023 |
|
| Yale Capital Corp. | 116k | $5.1M | -18% | Jun 2023 |
|
| IFP Advisors | 112k | $4.9M | -12% | Jun 2023 |
|
| Blue Bell Private Wealth Management | 109k | $4.8M | -9% | Jun 2023 |
|
| Koshinski Asset Management | 106k | $4.6M | -23% | Jun 2023 |
|
| Kavar Capital Partners Group | 105k | $4.6M | -16% | Jun 2023 |
|
| Orgel Wealth Management | 103k | $4.5M | -40% | Jun 2023 |
|
| Revolve Wealth Partners | 68k | $3.0M | -58% | Jun 2023 |
|
| Lido Advisors | 56k | $2.5M | -54% | Jun 2023 |
|
| Armor Investment Advisors | 39k | $1.7M | -73% | Jun 2023 |
|
| Jane Street | 39k | $1.7M | -87% | Jun 2023 |
|
| FDx Advisors | 6.6k | $287k | -97% | Jun 2023 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital Planning | Mar 2023 | 171k | $7.2M |
| BCS Wealth Management | Mar 2023 | 132k | $5.5M |