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 | ||
|---|---|---|---|---|---|---|
| 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 |