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
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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 |
|---|---|---|---|---|---|
| Empower Advisory Group | 38M | $1.4B | 2% | Jun 2026 |
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| Sei Investments | 14M | $503M | -6% | Jun 2026 |
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| Bank of America Corporation | 14M | $497M | -6% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 6.1M | $220M | 5% | Jun 2026 |
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| Creative Planning | 5.9M | $212M | -2% | Jun 2026 |
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| UBS Group | 5.2M | $187M | 1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 4.2M | $151M | -9% | Jun 2026 |
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| HPM Partners | 4.0M | $145M | 4% | Jun 2026 |
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| Advisory Alpha | 3.8M | $137M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 3.3M | $119M | -3% | Jun 2026 |
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| Savant Capital Management | 2.9M | $95M | 99% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 2.8M | $97M | 100% | Jun 2026 |
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| LPL Financial | 2.6M | $95M | -2% | Jun 2026 |
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| Steele Capital Management | 2.3M | $82M | 1% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.1M | $75M | 13% | Jun 2026 |
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| Moneta Group Investment Advisors | 2.1M | $76M | 3% | Jun 2026 |
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| Mercer Global Advisors | 2.0M | $73M | 1% | Jun 2026 |
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| Vantagepoint Investment Advisers | 2.0M | $73M | 0% | Jun 2026 |
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| Advisor Group Holdings | 1.9M | $69M | 3% | Jun 2026 |
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| Betterment | 1.8M | $63M | -5% | Jun 2026 |
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| Sims Investment Management | 1.7M | $63M | 0% | Jun 2026 |
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| New York Life Investment Management | 1.7M | $61M | -4% | Jun 2026 |
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| Envestnet Asset Management | 1.7M | $61M | 2% | Jun 2026 |
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| Colony | 1.7M | $60M | 27% | Jun 2026 |
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| CoreCap Advisors | 1.7M | $60M | 4% | Jun 2026 |
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| HighTower Advisors | 1.6M | $59M | -9% | Jun 2026 |
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| Morgan Stanley | 1.6M | $47M | -9% | Mar 2026 |
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| Golden Reserve Retirement | 1.5M | $55M | 2% | Jun 2026 |
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| Gemmer Asset Management | 1.5M | $55M | 0% | Jun 2026 |
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| 93 Financial Group | 1.5M | $55M | -6% | Jun 2026 |
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| RMG Wealth Management | 1.5M | $53M | 0% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 1.4M | $52M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 1.3M | $48M | 5% | Jun 2026 |
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| State Farm Mutual Automobile Insurance Company | 1.3M | $47M | 33% | Jun 2026 |
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| CI Private Wealth | 1.2M | $45M | -10% | Jun 2026 |
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| Mokosak Advisory Group | 1.2M | $43M | -1% | Jun 2026 |
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| Rainey & Randall Investment Management | 1.2M | $43M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 1.1M | $41M | 3% | Jun 2026 |
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| Johnson Investment Counsel | 1.1M | $41M | 8% | Jun 2026 |
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| BlueSky Wealth Advisors | 1.1M | $40M | 6% | Jun 2026 |
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| Kestra Advisory Services | 1.0M | $37M | 3% | Jun 2026 |
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| Beacon Pointe Advisors | 997k | $36M | -5% | Jun 2026 |
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| Klingenstein Fields & Co | 991k | $36M | -4% | Jun 2026 |
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| Noble Family Wealth | 989k | $36M | 0% | Jun 2026 |
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| TruNorth Capital Management | 947k | $34M | 3% | Jun 2026 |
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| ForthRight Wealth Management | 942k | $34M | -1% | Jun 2026 |
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| Raymond James Financial | 935k | $34M | -1% | Jun 2026 |
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| Susquehanna International | 902k | $33M | 629% | Jun 2026 |
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| Dynamic Advisors Solutions | 899k | $33M | 2% | Jun 2026 |
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| Exchange Traded Concepts | 893k | $32M | 20% | Jun 2026 |
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| Merit Financial Group | 875k | $32M | 25% | Jun 2026 |
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| Wells Fargo & Company | 870k | $31M | 3% | Jun 2026 |
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| Charles Schwab Trust | 869k | $31M | 6% | Jun 2026 |
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| Chicago Partners Investment | 861k | $30M | 5% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 858k | $31M | -11% | Jun 2026 |
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| FIDELIS iM | 841k | $30M | -1% | Jun 2026 |
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| Old National Trust Company | 839k | $30M | -3% | Jun 2026 |
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| Goldman Sachs Group | 831k | $30M | -41% | Jun 2026 |
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| Cambridge Investment Research Advisors | 787k | $28M | 1% | Jun 2026 |
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| Joule Financial | 777k | $28M | -3% | Jun 2026 |
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| Legacy Wealth Management | 733k | $27M | -10% | Jun 2026 |
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| Seneca Financial Advisors | 712k | $26M | 13% | Jun 2026 |
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| Sage Financial | 711k | $26M | 1% | Jun 2026 |
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| White & Co Financial Planning | 707k | $26M | -3% | Jun 2026 |
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| Ascension Capital Advisors | 704k | $25M | -1% | Jun 2026 |
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| Waterford Advisors | 702k | $25M | 3% | Jun 2026 |
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| Visionary Wealth Advisors | 635k | $23M | -19% | Jun 2026 |
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| Summit Financial Strategies | 635k | $23M | -14% | Jun 2026 |
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| Summit Wealth & Retirement Planning | 614k | $22M | 3% | Jun 2026 |
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| Strategic Financial Planning | 606k | $22M | 100% | Jun 2026 |
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| Bsc Private Wealth Management | 602k | $22M | -4% | Jun 2026 |
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| Main Street Financial Solutions | 600k | $22M | 3% | Jun 2026 |
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| ZynergyRetirementPlanning | 566k | $20M | -1% | Jun 2026 |
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| Matrix Trust | 553k | $20M | 1% | Jun 2026 |
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| Two Sigma Investments | 547k | $20M | 100% | Jun 2026 |
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| Modern Wealth Management | 539k | $20M | -4% | Jun 2026 |
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| Bangor Savings Bank | 518k | $19M | -4% | Jun 2026 |
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| Resources Investment Advisors | 510k | $18M | 29% | Jun 2026 |
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| Jpmorgan Chase & Co | 503k | $18M | 100% | Jun 2026 |
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| TrueNorth | 497k | $18M | 3% | Jun 2026 |
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| MAI Wealth Advisors | 486k | $18M | 5% | Jun 2026 |
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| Janney Montgomery Scott | 486k | $18M | 295% | Jun 2026 |
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| Kuntz Lesher Capital | 481k | $17M | -1% | Jun 2026 |
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| HHM Wealth Advisors | 480k | $17M | 3% | Jun 2026 |
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| Prime Capital Investment Advisors | 479k | $17M | -2% | Jun 2026 |
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| North Star Asset Management | 474k | $17M | 3% | Jun 2026 |
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| St. Louis Trust | 474k | $1.4M | 0% | Jun 2026 |
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| AQR Capital Management | 466k | $17M | 32% | Jun 2026 |
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| Missouri Trust & Investment | 442k | $15M | -2% | Jun 2026 |
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| St. Johns Investment Management Company | 433k | $16M | -2% | Jun 2026 |
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| Mml Investors Services | 428k | $16M | 13% | Jun 2026 |
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| Appleton Partners | 418k | $15M | -5% | Jun 2026 |
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| Lido Advisors | 416k | $15M | -4% | Jun 2026 |
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| FMR | 415k | $15M | 10% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 414k | $15M | -3% | Jun 2026 |
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| Sightline Wealth Advisors | 411k | $15M | 5% | Jun 2026 |
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| Us Bancorp | 411k | $15M | -2% | Jun 2026 |
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| Royal Bank of Canada | 408k | $15M | 42% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 406k | $15M | -2% | Jun 2026 |
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| Tradition Wealth Management | 405k | $15M | 0% | Jun 2026 |
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| Lutz Financial Services | 391k | $14M | -1% | Jun 2026 |
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| Focus Financial Network | 387k | $14M | -7% | Jun 2026 |
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| Essex | 386k | $14M | -1% | Jun 2026 |
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| Youngs Advisory | 386k | $14M | -3% | Jun 2026 |
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| Warren Averett Asset Management | 383k | $14M | -6% | Jun 2026 |
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| Strategic Family Wealth Counselors | 376k | $14M | 0% | Jun 2026 |
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| American Financial Advisors | 375k | $14M | -4% | Jun 2026 |
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| Plan | 374k | $13M | 133% | Jun 2026 |
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| Commonwealth Equity Services | 373k | $14M | -7% | Jun 2026 |
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| Fortis Capital Management | 361k | $13M | 8% | Jun 2026 |
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| Courage Miller Partners | 359k | $13M | -2% | Jun 2026 |
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| Yale Capital Corp. | 357k | $13M | 0% | Jun 2026 |
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| Fort Point Capital Partners | 352k | $13M | 6% | Jun 2026 |
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| Diversify Wealth Management | 348k | $12M | 11% | Jun 2026 |
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| Diversify Advisory Services | 348k | $12M | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 347k | $13M | 0% | Jun 2026 |
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| David R. Rahn Inc. dba Avalon Capital Management | 344k | $12M | 100% | Jun 2026 |
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| Amicus Financial Advisors | 339k | $12M | -6% | Jun 2026 |
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| Brand Asset Management Group | 333k | $12M | -2% | Jun 2026 |
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| Sunbelt Securities | 330k | $9.6M | 4% | Mar 2026 |
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| Midwest Trust | 326k | $12M | 0% | Jun 2026 |
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| Sontag Advisory | 324k | $12M | -2% | Jun 2026 |
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| Integrated Wealth Concepts | 323k | $12M | 3% | Jun 2026 |
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| Ameriprise Financial | 321k | $12M | 27% | Jun 2026 |
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| Global Wealth Strategies & Associates | 321k | $12M | 12% | Jun 2026 |
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| Creekside Partners | 319k | $12M | 1% | Jun 2026 |
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| Salem Investment Counselors | 313k | $11M | 1% | Jun 2026 |
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| Whittier Trust | 313k | $11M | -2% | Jun 2026 |
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| Compass Financial Group | 311k | $11M | 6% | Jun 2026 |
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| Curbstone Financial Management | 311k | $11M | -5% | Jun 2026 |
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| Curated Wealth Partners | 307k | $334k | 100% | Jun 2026 |
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| Morris Financial Concepts | 304k | $11M | -4% | Jun 2026 |
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| Towercrest Capital Management | 295k | $11M | -5% | Jun 2026 |
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| Alliance Wealth Management | 295k | $11M | -5% | Jun 2026 |
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| My Purposeful Wealth Corp. | 295k | $11M | 3% | Jun 2026 |
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| HB Wealth Management | 292k | $11M | 0% | Jun 2026 |
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| Kavar Capital Partners Group | 290k | $11M | 5% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 288k | $9.9M | 0% | Jun 2026 |
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| Patriot Investment Management | 286k | $10M | -4% | Jun 2026 |
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| Bleakley Financial Group | 284k | $10M | -3% | Jun 2026 |
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| Arnold Financial Planning | 281k | $10M | 3% | Jun 2026 |
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| Horizon Financial Services | 281k | $10M | 3% | Jun 2026 |
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| Stratos Wealth Advisors | 279k | $10M | -7% | Jun 2026 |
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| Sequoia Financial Advisors | 277k | $10M | -7% | Jun 2026 |
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| Concurrent Investment Advisors | 276k | $10M | 331% | Jun 2026 |
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| SRS Capital Advisors | 275k | $9.9M | 8% | Jun 2026 |
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| Stifel Financial | 258k | $9.3M | 39% | Jun 2026 |
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| Asset Dedication | 258k | $9.3M | -2% | Jun 2026 |
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| Krm Wealth Management | 256k | $9.2M | 10% | Jun 2026 |
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| Cannon Capital Management | 256k | $9.2M | -1% | Jun 2026 |
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| EP Wealth Advisors | 251k | $9.1M | -3% | Jun 2026 |
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| RMB Capital Management | 251k | $9.1M | -12% | Jun 2026 |
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| Athena Investment Management | 249k | $9.0M | -16% | Jun 2026 |
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| Meeder Advisory Services | 232k | $8.4M | -10% | Jun 2026 |
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| Ubs Global Asset Management Americas | 7.1k | $256k | -98% | Jun 2026 |
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Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| L2 Asset Management | Mar 2026 | 360k | $10M |