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 | 34M | $969M | -1% | Dec 2025 |
|
| Sei Investments | 15M | $429M | 0% | Mar 2026 |
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| Bank of America Corporation | 15M | $424M | 100% | Mar 2026 |
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| Creative Planning | 6.0M | $174M | -12% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 5.8M | $169M | 5% | Mar 2026 |
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| UBS Group | 5.1M | $149M | 27% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 4.8M | $138M | -3% | Dec 2025 |
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| Advisory Alpha | 3.9M | $113M | -2% | Mar 2026 |
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| HPM Partners | 3.8M | $112M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 3.4M | $99M | 16% | Mar 2026 |
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| LPL Financial | 2.7M | $78M | 2% | Mar 2026 |
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| Steele Capital Management | 2.3M | $66M | -1% | Mar 2026 |
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| Vantagepoint Investment Advisers | 2.0M | $59M | -6% | Mar 2026 |
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| Moneta Group Investment Advisors | 2.0M | $59M | 4% | Mar 2026 |
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| Mercer Global Advisors | 2.0M | $58M | -5% | Mar 2026 |
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| HighTower Advisors | 1.8M | $52M | -3% | Mar 2026 |
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| New York Life Investment Management | 1.8M | $52M | 2% | Mar 2026 |
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| Sims Investment Management | 1.7M | $50M | -5% | Mar 2026 |
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| Betterment | 1.7M | $48M | 11% | Dec 2025 |
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| Envestnet Asset Management | 1.7M | $48M | 72% | Mar 2026 |
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| 93 Financial Group | 1.6M | $47M | -4% | Mar 2026 |
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| Morgan Stanley | 1.6M | $47M | -9% | Mar 2026 |
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| CoreCap Advisors | 1.6M | $46M | 0% | Mar 2026 |
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| Advisor Group Holdings | 1.6M | $45M | 8% | Dec 2025 |
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| Gemmer Asset Management | 1.5M | $44M | 1% | Mar 2026 |
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| Golden Reserve Retirement | 1.5M | $44M | -5% | Mar 2026 |
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| RMG Wealth Management | 1.5M | $50M | -70% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.5M | $42M | 11% | Dec 2025 |
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| Savant Capital Management | 1.5M | $43M | -3% | Mar 2026 |
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| Colony | 1.4M | $40M | 9% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 1.4M | $41M | 4% | Mar 2026 |
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| Goldman Sachs Group | 1.4M | $41M | -11% | Mar 2026 |
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| CI Private Wealth | 1.4M | $40M | -7% | Mar 2026 |
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| Cetera Investment Advisers | 1.3M | $37M | 7% | Mar 2026 |
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| Mokosak Advisory Group | 1.2M | $35M | -2% | Mar 2026 |
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| Rainey & Randall Investment Management | 1.2M | $34M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 1.1M | $31M | 10% | Dec 2025 |
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| Johnson Investment Counsel | 1.0M | $30M | 37% | Mar 2026 |
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| BlueSky Wealth Advisors | 1.0M | $30M | 4% | Mar 2026 |
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| Klingenstein Fields & Co | 1.0M | $30M | -7% | Mar 2026 |
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| Kestra Advisory Services | 990k | $29M | 2% | Mar 2026 |
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| Noble Family Wealth | 986k | $29M | 1% | Mar 2026 |
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| State Farm Mutual Automobile Insurance Company | 985k | $29M | 65% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 966k | $28M | 27% | Mar 2026 |
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| ForthRight Wealth Management | 955k | $28M | 0% | Mar 2026 |
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| TruNorth Capital Management | 916k | $27M | -2% | Mar 2026 |
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| Dynamic Advisors Solutions | 878k | $26M | 1% | Mar 2026 |
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| Old National Trust Company | 869k | $25M | 21% | Mar 2026 |
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| Beacon Pointe Advisors | 854k | $24M | 3% | Dec 2025 |
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| Wells Fargo & Company | 849k | $25M | -14% | Mar 2026 |
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| FIDELIS iM | 848k | $25M | 3% | Mar 2026 |
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| Chicago Partners Investment | 821k | $27M | 7% | Mar 2026 |
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| Charles Schwab Trust | 818k | $24M | 4% | Mar 2026 |
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| Legacy Wealth Management | 814k | $24M | -4% | Mar 2026 |
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| Joule Financial | 797k | $23M | -1% | Mar 2026 |
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| Visionary Wealth Advisors | 787k | $23M | 9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 775k | $23M | 8% | Mar 2026 |
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| Exchange Traded Concepts | 747k | $22M | 4% | Mar 2026 |
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| Summit Financial Strategies | 741k | $22M | -19% | Mar 2026 |
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| Raymond James Financial | 729k | $21M | 1% | Dec 2025 |
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| White & Co Financial Planning | 728k | $21M | -1% | Mar 2026 |
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| Ascension Capital Advisors | 711k | $21M | 1% | Mar 2026 |
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| Strategic Financial Planning | 704k | $20M | -5% | Dec 2025 |
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| Sage Financial | 704k | $21M | 1% | Mar 2026 |
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| Merit Financial Group | 698k | $20M | 10% | Mar 2026 |
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| Waterford Advisors | 685k | $19M | 1% | Mar 2026 |
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| Seneca Financial Advisors | 633k | $18M | 33% | Mar 2026 |
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| Bsc Private Wealth Management | 624k | $18M | 2% | Mar 2026 |
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| Summit Wealth & Retirement Planning | 594k | $17M | 2% | Mar 2026 |
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| ZynergyRetirementPlanning | 572k | $17M | -2% | Mar 2026 |
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| Main Street Financial Solutions | 571k | $16M | -5% | Dec 2025 |
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| Modern Wealth Management | 562k | $16M | -1% | Dec 2025 |
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| Matrix Trust | 549k | $16M | 0% | Mar 2026 |
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| Bangor Savings Bank | 541k | $16M | -13% | Mar 2026 |
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| St. Louis Trust | 494k | $14M | -1% | Dec 2025 |
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| Prime Capital Investment Advisors | 488k | $14M | -2% | Mar 2026 |
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| Kuntz Lesher Capital | 487k | $14M | -9% | Mar 2026 |
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| TrueNorth | 484k | $14M | 3% | Mar 2026 |
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| HHM Wealth Advisors | 465k | $14M | 4% | Mar 2026 |
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| MAI Wealth Advisors | 461k | $13M | 2% | Mar 2026 |
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| North Star Asset Management | 461k | $13M | 2% | Mar 2026 |
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| Missouri Trust & Investment | 450k | $13M | 16% | Mar 2026 |
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| St. Johns Investment Management Company | 442k | $13M | 2% | Mar 2026 |
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| Appleton Partners | 439k | $13M | 0% | Mar 2026 |
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| Warren Averett Asset Management | 437k | $12M | -16% | Dec 2025 |
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| Lido Advisors | 433k | $13M | -4% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 429k | $13M | -16% | Mar 2026 |
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| Us Bancorp | 420k | $12M | 0% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 416k | $12M | 0% | Mar 2026 |
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| Focus Financial Network | 414k | $12M | -3% | Mar 2026 |
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| Commonwealth Equity Services | 399k | $12M | -1% | Mar 2026 |
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| Tradition Wealth Management | 398k | $11M | -1% | Dec 2025 |
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| Youngs Advisory | 396k | $12M | -2% | Mar 2026 |
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| Lutz Financial Services | 396k | $12M | -3% | Mar 2026 |
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| Resources Investment Advisors | 395k | $12M | 0% | Mar 2026 |
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| Sightline Wealth Advisors | 393k | $11M | 4% | Mar 2026 |
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| Essex | 391k | $11M | 0% | Mar 2026 |
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| American Financial Advisors | 390k | $11M | -1% | Mar 2026 |
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| Mml Investors Services | 379k | $11M | -13% | Mar 2026 |
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| Strategic Family Wealth Counselors | 375k | $11M | -4% | Mar 2026 |
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| Courage Miller Partners | 364k | $11M | 0% | Mar 2026 |
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| Amicus Financial Advisors | 360k | $11M | -1% | Mar 2026 |
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| Yale Capital Corp. | 357k | $10M | -1% | Mar 2026 |
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| AQR Capital Management | 353k | $10M | 128% | Mar 2026 |
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| Branch Banking & Trust Company | 347k | $10M | -1% | Mar 2026 |
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| Fort Point Capital Partners | 342k | $11M | 0% | Dec 2025 |
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| Brand Asset Management Group | 341k | $9.9M | 4% | Mar 2026 |
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| Fortis Capital Management | 335k | $9.8M | 18% | Mar 2026 |
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| Sontag Advisory | 331k | $9.6M | -2% | Mar 2026 |
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| Sunbelt Securities | 330k | $9.6M | 4% | Mar 2026 |
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| Midwest Trust | 328k | $9.5M | 0% | Mar 2026 |
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| Curbstone Financial Management | 328k | $9.5M | 2% | Mar 2026 |
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| Whittier Trust | 319k | $9.4M | 0% | Mar 2026 |
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| Creekside Partners | 316k | $9.2M | -1% | Mar 2026 |
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| Morris Financial Concepts | 316k | $9.2M | 2% | Mar 2026 |
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| FMR | 314k | $8.9M | 10% | Dec 2025 |
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| Diversify Wealth Management | 313k | $10M | 1% | Mar 2026 |
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| Integrated Wealth Concepts | 313k | $9.1M | 111% | Mar 2026 |
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| Alliance Wealth Management | 311k | $9.0M | -2% | Mar 2026 |
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| Towercrest Capital Management | 311k | $9.0M | -2% | Mar 2026 |
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| Salem Investment Counselors | 311k | $9.0M | 2% | Mar 2026 |
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| Ubs Global Asset Management Americas | 306k | $8.9M | 183% | Mar 2026 |
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| Patriot Investment Management | 299k | $8.7M | -4% | Mar 2026 |
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| Stratos Wealth Advisors | 299k | $8.7M | 0% | Mar 2026 |
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| Athena Investment Management | 298k | $8.7M | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 298k | $8.7M | 0% | Mar 2026 |
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| Bleakley Financial Group | 294k | $8.5M | -1% | Mar 2026 |
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| Compass Financial Group | 294k | $8.5M | 4% | Mar 2026 |
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| HB Wealth Management | 293k | $8.5M | 2% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 288k | $8.5M | -1% | Mar 2026 |
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| Royal Bank of Canada | 288k | $8.3M | -32% | Mar 2026 |
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| My Purposeful Wealth Corp. | 287k | $8.4M | 14% | Mar 2026 |
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| Baird Financial | 287k | $8.2M | 945% | Dec 2025 |
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| RMB Capital Management | 287k | $8.3M | -2% | Mar 2026 |
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| Global Wealth Strategies & Associates | 286k | $8.3M | 1855% | Mar 2026 |
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| Kavar Capital Partners Group | 277k | $8.1M | 3% | Mar 2026 |
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| Horizon Financial Services | 273k | $7.9M | 4% | Mar 2026 |
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| Arnold Financial Planning | 272k | $7.9M | 14% | Mar 2026 |
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| Asset Dedication | 262k | $7.6M | 4% | Mar 2026 |
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| EP Wealth Advisors | 260k | $7.6M | 22% | Mar 2026 |
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| Cannon Capital Management | 259k | $7.5M | 0% | Mar 2026 |
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| Marshall Wace | 257k | $7.3M | 100% | Dec 2025 |
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| Meeder Advisory Services | 257k | $7.5M | 3% | Mar 2026 |
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| Marquette Asset Management | 254k | $7.4M | 0% | Mar 2026 |
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| Tortoise Investment Management | 254k | $7.4M | 2% | Mar 2026 |
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| SRS Capital Advisors | 254k | $7.4M | 11% | Mar 2026 |
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| Ameriprise Financial | 253k | $7.3M | 7% | Mar 2026 |
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| Weaver Capital Management | 251k | $7.3M | 955% | Mar 2026 |
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| Victrix Investment Advisors | 248k | $7.2M | 5% | Mar 2026 |
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| Friedenthal Financial | 247k | $7.2M | 1% | Mar 2026 |
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| Asset Managment | 245k | $7.0M | -4% | Dec 2025 |
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| Elwood & Goetz Wealth Advisory Group | 244k | $7.1M | -3% | Mar 2026 |
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| United Capital Financial Advisers | 232k | $6.7M | -9% | Mar 2026 |
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| BCS Wealth Management | 173k | $5.0M | -52% | Mar 2026 |
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| Tower Research Capital | 69k | $2.0M | -77% | Dec 2025 |
|
| Bouchey Financial | 60k | $1.8M | -79% | Mar 2026 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 4.4M | $131M |
| Jpmorgan Chase & Co | Sep 2025 | 846k | $24M |
| Wellington Management Company | Sep 2025 | 646k | $18M |
| Toroso Investments | Dec 2025 | 421k | $12M |