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 Actions
Charles Schwab Investment Advisory 75M $3.5B 1% Dec 2023
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HPM Partners 17M $87M 755% Dec 2023
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Empower Advisory Group 12M $579M 13% Dec 2023
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Bank of America Corporation 9.8M $463M 4% Dec 2023
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Charles Schwab Investment Management 9.1M $431M 1% Dec 2023
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Sei Investments 7.6M $315M 1% Sep 2023
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Goldman Sachs Group 3.7M $174M 7% Dec 2023
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Financial Engines Advisors L.L.C 2.7M $111M -2% Sep 2023
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Creative Planning 2.5M $119M 3% Dec 2023
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Envestnet Asset Management 2.4M $98M -1% Sep 2023
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Advisory Alpha 2.1M $99M 5% Dec 2023
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Advisor Group Holdings 1.8M $84M 13% Dec 2023
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UBS Group 1.8M $83M -1% Dec 2023
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Mercer Global Advisors 1.5M $71M 4% Dec 2023
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Mariner Wealth Advisors 1.5M $70M -2% Dec 2023
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Wealth Enhancement Advisory Services 1.5M $70M -12% Dec 2023
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HighTower Advisors 1.3M $62M 0% Dec 2023
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Ameriprise Financial 1.2M $50M 10% Sep 2023
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Aurum Wealth Management Group 1.2M $56M -2% Dec 2023
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Savant Capital Management 1.2M $56M -1% Dec 2023
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LPL Financial 1.2M $48M 4% Sep 2023
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Northwestern Mutual Wealth Management Company 1.1M $46M 3% Sep 2023
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Morgan Stanley 1.0M $42M 4% Sep 2023
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Strategic Investment Solutions 994k $44M 6489% Sep 2023
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Rainey & Randall Investment Management 833k $39M 3% Dec 2023
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Klingenstein Fields & Co 729k $34M 3% Dec 2023
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Steele Capital Management 726k $34M 100% Dec 2023
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Gemmer Asset Management 708k $33M -27% Dec 2023
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Prime Capital Investment Advisors 625k $30M 1% Dec 2023
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Kuntz Lesher Capital 596k $28M 0% Dec 2023
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Moneta Group Investment Advisors 588k $28M 5% Dec 2023
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Legacy Wealth Management 567k $27M -3% Dec 2023
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CI Private Wealth 565k $27M 7% Dec 2023
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Visionary Wealth Advisors 526k $25M 0% Dec 2023
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Mokosak Advisory Group 510k $24M 3% Dec 2023
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Beacon Pointe Advisors 502k $24M -1% Dec 2023
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Goodman & Company, Investment Counsel 470k $20M 0% Sep 2023
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Summit Financial Strategies 469k $19M 2% Sep 2023
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Captrust Financial Advisors 448k $21M 4% Dec 2023
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Wells Fargo & Company 447k $21M 7% Dec 2023
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Jpmorgan Chase & Co 425k $20M 324% Dec 2023
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Noble Family Wealth 414k $20M 1% Dec 2023
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BlueSky Wealth Advisors 401k $19M -3% Dec 2023
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Thrivent Financial for Lutherans 398k $17M 22% Sep 2023
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FIDELIS iM 392k $19M 2% Dec 2023
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Marshall Financial Group 387k $18M 4% Dec 2023
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Granite Bay Wealth Management 385k $16M 2% Dec 2023
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Dynamic Advisors Solutions 368k $17M 62% Dec 2023
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ForthRight Wealth Management 359k $17M 1% Dec 2023
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JJJ Advisors 352k $17M 1% Dec 2023
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Foundations Investment Advisors 349k $16M 262% Dec 2023
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Strategic Financial Planning 338k $16M 7% Dec 2023
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Riversedge Advisors 337k $16M 22% Dec 2023
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Sage Financial 329k $16M 5% Dec 2023
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Meridian Management 324k $15M -37% Dec 2023
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United Capital Financial Advisers 322k $15M -66% Dec 2023
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Bangor Savings Bank 319k $15M 1% Dec 2023
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Moneywise 313k $15M -12% Dec 2023
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Toroso Investments 313k $15M 100% Dec 2023
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First Republic Investment Management 312k $13M 2% Sep 2023
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Resources Investment Advisors 308k $13M -2% Sep 2023
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Burt Wealth Advisors 303k $14M 4% Dec 2023
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Waterford Advisors 302k $13M 1% Sep 2023
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Mml Investors Services 297k $12M 19% Sep 2023
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CoreCap Advisors 276k $13M 0% Dec 2023
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First National Corp 273k $13M -1% Dec 2023
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Integrated Wealth Concepts 267k $11M -19% Sep 2023
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Cambridge Investment Research Advisors 265k $13M -8% Dec 2023
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Johnson Investment Counsel 264k $13M 5% Dec 2023
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Joule Financial 262k $12M 6% Dec 2023
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Curi Wealth Management 262k $12M 6% Dec 2023
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Ascension Capital Advisors 262k $12M 4% Dec 2023
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Bsc Private Wealth Management 256k $12M -2% Dec 2023
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Raymond James Financial Services Advisors 256k $12M -1% Dec 2023
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Summit Wealth & Retirement Planning 256k $12M 5% Dec 2023
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New York Life Investment Management 253k $12M -2% Dec 2023
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Buckingham Asset Management 251k $12M -4% Dec 2023
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AE Wealth Management 251k $12M 7% Dec 2023
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HHM Wealth Advisors 250k $10M -5% Sep 2023
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Buckingham Capital Management 245k $12M 3% Dec 2023
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Charles Schwab Trust 243k $12M 4% Dec 2023
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Us Bancorp 240k $11M -11% Dec 2023
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Commonwealth Equity Services 232k $11M -2% Dec 2023
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Main Street Financial Solutions 231k $11M 6% Dec 2023
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Sequoia Financial Advisors 229k $11M 3% Dec 2023
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North Star Asset Management 226k $11M 1% Dec 2023
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Old National Trust Company 226k $11M 30% Dec 2023
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Alliance Wealth Management 225k $11M -2% Dec 2023
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Towercrest Capital Management 225k $11M 2% Dec 2023
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Tradition Wealth Management 224k $11M -2% Dec 2023
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Meridian Wealth Management 224k $11M -1% Dec 2023
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Northwest Investment Counselors 217k $10M -5% Dec 2023
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Kavar Capital Partners Group 217k $10M 105% Dec 2023
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Focus Financial Network 214k $10M 100% Dec 2023
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HoyleCohen 212k $10M 6% Dec 2023
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Almanack Investment Partners 210k $9.9M 100% Dec 2023
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Youngs Advisory 210k $9.9M 0% Dec 2023
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St. Johns Investment Management Company 210k $9.9M 0% Dec 2023
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Appleton Partners 209k $9.9M 10% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 208k $9.8M -2% Dec 2023
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Berger Financial Group 208k $9.8M 3% Dec 2023
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Souders Financial Advisors 203k $9.6M 3% Dec 2023
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Matrix Trust 192k $9.1M 0% Dec 2023
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Branch Banking & Trust Company 190k $9.0M -3% Dec 2023
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Essex 187k $8.8M 13% Dec 2023
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Pinnacle Wealth Management 185k $8.8M 100% Dec 2023
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American Financial Advisors 185k $8.7M -2% Dec 2023
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Scarborough Advisors 183k $8.7M 2% Dec 2023
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Curbstone Financial Management 183k $8.6M 1% Dec 2023
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VCI Wealth Management 179k $8.4M 100% Dec 2023
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Lutz Financial Services 177k $8.3M 4% Dec 2023
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Bouchey Financial 177k $8.3M -37% Dec 2023
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Financial Network Investment Corporation 176k $7.3M 9% Sep 2023
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Chicago Partners Investment 175k $8.0M 13% Dec 2023
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Vista Private Wealth Partners 174k $7.1M 2% Sep 2023
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Jones Financial Companies, L.L 174k $7.2M -4% Sep 2023
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Whittier Trust 168k $7.9M 566% Dec 2023
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Salem Investment Counselors 167k $7.9M 1% Dec 2023
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Morris Financial Concepts 166k $7.8M 2% Dec 2023
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Kohmann Bosshard Financial Services 166k $7.8M 1% Dec 2023
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Consilium Wealth Advisory 164k $7.7M 30% Dec 2023
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Financial Counselors 163k $7.7M 0% Dec 2023
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Patriot Investment Management 163k $7.7M -4% Dec 2023
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Courage Miller Partners 162k $7.6M 3% Dec 2023
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Whittier Trust Co. of Nevada 160k $7.6M 21% Dec 2023
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Athena Investment Management 159k $6.6M 0% Sep 2023
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St. Louis Trust 159k $7.5M 2% Dec 2023
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Sightline Wealth Advisors 158k $7.5M 10% Dec 2023
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First International Bank & Trust 156k $7.4M 13% Dec 2023
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Missouri Trust & Investment 154k $7.3M 25% Dec 2023
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Strategic Family Wealth Counselors 154k $7.3M -1% Dec 2023
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CliftonLarsonAllen Wealth Advisors 153k $7.2M 192% Dec 2023
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Sontag Advisory 153k $7.2M 0% Dec 2023
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Mather Group 150k $7.1M -5% Dec 2023
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Stifel Financial 148k $7.0M 3% Dec 2023
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Garde Capital 147k $6.9M -2% Dec 2023
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Asset Dedication 146k $6.9M 0% Dec 2023
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HB Wealth Management 146k $6.9M -2% Dec 2023
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Hart & Patterson Financial Group 144k $6.8M 100% Dec 2023
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Asset Managment 143k $5.9M 0% Sep 2023
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Congress Wealth Management LLC / DE / 143k $6.7M 2% Dec 2023
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Dravo Bay 142k $6.7M 0% Dec 2023
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Prosperity Consulting Group 142k $5.9M 100% Sep 2023
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Bleakley Financial Group 141k $6.7M 8% Dec 2023
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Sawtooth Asset Management 141k $6.7M 8% Dec 2023
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Horizon Financial Services 140k $6.6M 2% Dec 2023
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Retirement Guys Formula 139k $6.6M 100% Dec 2023
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Orgel Wealth Management 139k $6.5M 2% Dec 2023
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Bell Investment Advisors 138k $6.5M -3% Dec 2023
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Black Diamond Financial 138k $6.5M 1% Dec 2023
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Valley Forge Investment Consultants Inc Adv 137k $6.5M -12% Dec 2023
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Asset Advisors Investment Management 130k $6.2M -21% Dec 2023
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Ausdal Financial Partners 108k $5.1M -48% Dec 2023
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Townsquare Capital 94k $4.4M -44% Dec 2023
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Brown Wealth Management 87k $4.1M -46% Dec 2023
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Bogart Wealth 42k $2.0M -91% Dec 2023
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Financial Advisors 33k $1.5M -97% Dec 2023
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Appleton Group Wealth Management 14k $598k -94% Sep 2023
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Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
TrueNorth Sep 2023 198k $8.2M