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
Charles Schwab Investment Advisory 40M $4.0B -6% Mar 2021
Bank of America Corporation 8.8M $876M 222% Mar 2021
Sei Investments 3.5M $314M 0% Mar 2021
Personal Capital Advisors 3.5M $344M -11% Mar 2021
Charles Schwab Investment Management 2.7M $269M -4% Mar 2021
Financial Engines Advisors L.L.C 1.4M $144M -12% Mar 2021
Wealth Enhancement Advisory Services 1.2M $121M -3% Mar 2021
Envestnet Asset Management 1.0M $100M 82% Mar 2021
Financial Management Professionals 908k $90M 19% Mar 2021
Advisor Group Holdings 886k $88M 61% Mar 2021
Toroso Investments 848k $85M 0% Mar 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Schwab U S Small Cap ETF?

Mercer Global Advisors 733k $73M 15% Mar 2021
UBS Group 603k $60M 0% Mar 2021
HighTower Advisors 594k $59M 7% Mar 2021
Creative Planning 581k $58M 2% Mar 2021
Mariner Wealth Advisors 566k $56M 4% Mar 2021
Aj Wealth Strategies 564k $56M 3% Mar 2021
Ameriprise Financial 528k $53M 3% Mar 2021
United Capital Financial Advisers 475k $47M 1% Mar 2021
Prime Capital Investment Advisors 465k $46M 4% Mar 2021
Royal Bank of Canada 444k $44M 88% Mar 2021
LPL Financial 419k $42M 8% Mar 2021
Gemmer Asset Management 416k $41M 19% Mar 2021
Advisory Alpha 411k $41M 9% Mar 2021
First Mercantile Trust Company 401k $40M -10% Mar 2021
Filbrandt Wealth Management 355k $35M -9% Mar 2021
Aurum Wealth Management Group 355k $35M -16% Mar 2021
Klingenstein Fields & Co 343k $34M 2% Mar 2021
Northwestern Mutual Wealth Management Company 306k $31M 2% Mar 2021
Sentinel Pension Advisors 306k $14M 1951% Mar 2021
Tradewinds Capital Management 296k $30M 144% Mar 2021
Financial Advisors 288k $29M 9% Mar 2021
Legacy Wealth Management 288k $29M -12% Mar 2021
Kuntz Lesher Capital 277k $28M -3% Mar 2021
Enterprise Financial Services Corp 243k $24M -5% Mar 2021
BerganKDV Wealth Management 224k $22M -10% Mar 2021
HoyleCohen 212k $21M 2071% Mar 2021
Moneywise 208k $21M -3% Mar 2021
Wells Fargo & Company 207k $21M 11% Mar 2021
BlueSky Wealth Advisors 204k $21M -6% Mar 2021
Resources Investment Advisors 197k $20M -1% Mar 2021
Charles Schwab Trust 196k $20M 7% Mar 2021
Mokosak Advisory Group 192k $19M -7% Mar 2021
Rainey & Randall Investment Management 188k $19M 5% Mar 2021
Strategic Financial Planning 174k $17M 7% Mar 2021
55i 174k $17M 100% Mar 2021
Visionary Wealth Advisors 171k $17M -3% Mar 2021
Savant Capital Management 162k $16M 0% Mar 2021
Marshall Financial Group 161k $16M -1% Mar 2021
Cambridge Investment Research Advisors 161k $16M 11% Mar 2021
Goodman & Company, Investment Counsel 160k $16M 100% Mar 2021
Radnor Financial Advisors 159k $16M 0% Mar 2021
JJJ Advisors 156k $16M 13% Mar 2021
ProVise Management Group 152k $15M -1% Mar 2021
Bouchey Financial 149k $15M 2% Mar 2021
Emery Howard Portfolio Management 149k $15M -4% Mar 2021
Meridian Management 148k $15M 2% Mar 2021
Sequoia Financial Advisors 148k $15M -19% Mar 2021
Bangor Savings Bank 147k $15M -4% Mar 2021
Burt Wealth Advisors 146k $15M -2% Mar 2021
Summit Financial Strategies 143k $14M -6% Mar 2021
Northwest Investment Counselors 138k $14M -1% Mar 2021
Pacific Edge Advisors 137k $14M 8% Mar 2021
Appleton Group Wealth Management 135k $14M 9% Mar 2021
Adams Wealth Management 135k $13M 28% Mar 2021
North Star Asset Management 132k $13M 5% Mar 2021
UnionBanCal Corporation 128k $13M 1% Mar 2021
Branch Banking & Trust Company 127k $13M 16% Mar 2021
First Republic Investment Management 124k $12M 1% Mar 2021
Bsc Private Wealth Management 117k $12M -8% Mar 2021
Raymond James Financial Services Advisors 116k $12M 1% Mar 2021
Sage Financial 113k $11M -2% Mar 2021
Tradition Wealth Management 113k $11M -7% Mar 2021
QS Investors 112k $11M -32% Mar 2021
Marquette Asset Management 112k $11M -6% Mar 2021
Treybourne Wealth Planners 111k $11M 0% Mar 2021
First National Corp 109k $11M -13% Mar 2021
Ascension Capital Advisors 109k $11M 1% Mar 2021
AdvisorNet Financial 106k $11M 26% Mar 2021
Orgel Wealth Management 106k $11M 3% Mar 2021
Patriot Investment Management 106k $11M 96% Mar 2021
Sontag Advisory 105k $11M -12% Mar 2021
Buckingham Capital Management 98k $9.8M -5% Mar 2021
Alliance Wealth Management 96k $9.6M -1% Mar 2021
Towercrest Capital Management 96k $9.6M -1% Mar 2021
Curbstone Financial Management 95k $9.5M 2% Mar 2021
Captrust Financial Advisors 93k $9.3M 2% Mar 2021
Matrix Trust 93k $9.2M -1% Mar 2021
Jones Financial Companies, L.L 91k $9.1M -2% Mar 2021
Moneta Group Investment Advisors 91k $9.1M 31% Mar 2021
Riversedge Advisors 89k $8.9M -8% Mar 2021
St. Johns Investment Management Company 89k $8.8M -4% Mar 2021
Sargent Bickham Lagudis 86k $8.6M 13% Mar 2021
Pinnacle Advisory Group 85k $8.5M -1% Mar 2021
Buckingham Asset Management 85k $8.5M -8% Mar 2021
Cooper Financial Group 84k $8.4M 100% Mar 2021
Asset Dedication 84k $8.3M -3% Mar 2021
Johnson Investment Counsel 83k $8.3M 19% Mar 2021
Kohmann Bosshard Financial Services 81k $8.1M -13% Mar 2021
Summit Wealth & Retirement Planning 81k $8.0M -1% Mar 2021
Horst & Graben Wealth Management 80k $8.0M 110% Mar 2021
Mml Investors Services 80k $8.0M 125% Mar 2021
Appleton Partners 80k $7.9M 19% Mar 2021
Private Advisor 79k $7.9M -1% Mar 2021
Black Diamond Financial 78k $7.8M 3% Mar 2021
Garde Capital 78k $7.8M -1% Mar 2021
Lutz Financial Services 76k $7.6M -5% Mar 2021
Raymond James & Associates 75k $7.5M 8% Mar 2021
HHM Wealth Advisors 75k $7.5M 55% Mar 2021
Holistic Financial Partners 75k $7.5M -4% Mar 2021
LVW Advisors 75k $7.4M 26% Mar 2021
TrueNorth 74k $7.4M -5% Mar 2021
Portfolio Solutions 74k $7.4M 0% Mar 2021
Commonwealth Equity Services 74k $7.3M 16% Mar 2021
Souders Financial Advisors 73k $7.3M 0% Mar 2021
Vista Private Wealth Partners 71k $4.8M 5% Mar 2021
Grimes & Company 70k $7.0M -1% Mar 2021
WNY Asset Management 70k $6.9M 100% Mar 2021
Sightline Wealth Advisors 68k $6.8M 2% Mar 2021
Susquehanna International 68k $6.8M 182% Mar 2021
Capital Planning 66k $6.6M 52% Mar 2021
Courage Miller Partners 65k $6.5M 0% Mar 2021
Strategic Family Wealth Counselors 65k $6.5M 3% Mar 2021
GRT Capital Partners 64k $6.4M -75% Mar 2021
Krilogy Financial 63k $6.3M -1% Mar 2021
Moisand Fitzgerald Tamayo 63k $6.3M -18% Mar 2021
Main Street Financial Solutions 63k $6.2M 10% Mar 2021
Blue Bell Private Wealth Management 61k $6.1M 9% Mar 2021
Berger Financial Group 61k $6.1M 100% Mar 2021
Financial Counselors 60k $6.0M 0% Mar 2021
Koshinski Asset Management 59k $5.8M 41% Mar 2021
Exchange Capital Management 58k $5.8M -1% Mar 2021
Ohe Financial 58k $5.8M -9% Mar 2021
Baird Financial 56k $5.6M 15% Mar 2021
Sculati Wealth Management 55k $5.4M 0% Mar 2021
IFS Advisors 54k $5.4M 100% Mar 2021
Thrivent Financial for Lutherans 54k $5.4M 11% Mar 2021
Integrated Wealth Concepts 54k $5.3M 44% Mar 2021
Southern Wealth Management 53k $5.3M -4% Mar 2021
Stifel Financial 53k $5.3M 14% Mar 2021
Carolina Wealth Advisors 52k $5.2M -4% Mar 2021
Yale Capital Corp. 52k $5.2M -3% Mar 2021
Lighthouse Financial Advisors 51k $5.1M -2% Mar 2021
Kavar Capital Partners Group 51k $5.1M 10% Mar 2021
BCS Wealth Management 50k $5.0M 1% Mar 2021
First Hawaiian Bank 50k $5.0M -5% Mar 2021
Curi Wealth Management 50k $5.0M 12% Mar 2021
Vivid Financial Management 50k $4.9M 100% Mar 2021
Financial Network Investment Corporation 50k $4.9M 103% Mar 2021
PrairieView Partners 48k $4.8M -7% Mar 2021
Newman Dignan & Sheerar 48k $4.7M -3% Mar 2021
Omega Financial Group 47k $4.7M -3% Mar 2021
Brand Asset Management Group 47k $4.7M -11% Mar 2021
Ballast Advisors 46k $4.6M -6% Mar 2021
Friedenthal Financial 46k $4.6M -13% Mar 2021
Sharkey, Howes & Javer 45k $4.5M -46% Mar 2021
Your Advocates 43k $4.2M -51% Mar 2021
Market Street Wealth Management Advisors 43k $4.2M -24% Mar 2021
Qci Asset Management 42k $4.2M -14% Mar 2021
Cetera Investment Advisers 37k $3.7M -24% Mar 2021
Planned Solutions 36k $3.6M -30% Mar 2021
Ciovacco Capital Management 35k $3.5M -38% Mar 2021
Sage Financial Management Group 34k $3.4M -86% Mar 2021
Financial Services Advisory 30k $3.0M -57% Mar 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 26k $2.5M -72% Mar 2021
Kestra Advisory Services 10k $1.0M -94% Mar 2021

Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 324k $29M
Ascension Asset Management Dec 2020 107k $9.6M