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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 87M | $4.1B | 911% | Jun 2024 |
|
| Bank of America Corporation | 22M | $1.0B | 4% | Jun 2024 |
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| Empower Advisory Group | 12M | $567M | 1% | Jun 2024 |
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| Sei Investments | 7.4M | $363M | 100% | Mar 2024 |
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| Goldman Sachs Group | 2.7M | $126M | -24% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 2.6M | $129M | 100% | Mar 2024 |
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| Creative Planning | 2.4M | $112M | -2% | Jun 2024 |
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| Strategic Financial Concepts | 2.3M | $997M | 3222% | Jun 2024 |
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| Envestnet Asset Management | 2.2M | $106M | 1% | Jun 2024 |
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| Advisory Alpha | 2.1M | $99M | 3% | Jun 2024 |
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| HPM Partners | 1.9M | $92M | 1% | Jun 2024 |
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| Advisor Group Holdings | 1.8M | $88M | 0% | Mar 2024 |
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| UBS Group | 1.7M | $83M | -4% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.5M | $73M | 10% | Jun 2024 |
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| Mercer Global Advisors | 1.5M | $69M | 0% | Jun 2024 |
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| Mariner Wealth Advisors | 1.4M | $69M | 2% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 1.4M | $67M | -8% | Jun 2024 |
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| HighTower Advisors | 1.4M | $65M | 0% | Jun 2024 |
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| LPL Financial | 1.2M | $56M | -3% | Jun 2024 |
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| Morgan Stanley | 1.2M | $55M | -3% | Jun 2024 |
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| Aurum Wealth Management Group | 1.1M | $54M | -3% | Jun 2024 |
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| Savant Capital Management | 1.1M | $53M | -4% | Jun 2024 |
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| Rainey & Randall Investment Management | 856k | $41M | 1% | Jun 2024 |
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| Steele Capital Management | 718k | $34M | 0% | Jun 2024 |
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| Klingenstein Fields & Co | 695k | $33M | -2% | Jun 2024 |
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| Moneta Group Investment Advisors | 691k | $33M | 1% | Jun 2024 |
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| Gemmer Asset Management | 671k | $32M | 0% | Jun 2024 |
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| Tradewinds Capital Management | 617k | $29M | 1385% | Jun 2024 |
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| Kuntz Lesher Capital | 599k | $28M | 0% | Jun 2024 |
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| CI Private Wealth | 560k | $27M | 1% | Jun 2024 |
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| Legacy Wealth Management | 558k | $27M | 0% | Jun 2024 |
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| Mokosak Advisory Group | 530k | $25M | 1% | Jun 2024 |
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| Summit Financial Strategies | 520k | $25M | 5% | Jun 2024 |
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| Ameriprise Financial | 496k | $24M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 485k | $23M | -2% | Jun 2024 |
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| Kestra Advisory Services | 458k | $22M | 731% | Jun 2024 |
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| Jpmorgan Chase & Co | 445k | $21M | 4% | Jun 2024 |
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| Wells Fargo & Company | 441k | $21M | 0% | Jun 2024 |
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| First International Bank & Trust | 432k | $21M | 1% | Jun 2024 |
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| Foundations Investment Advisors | 425k | $20M | 9% | Jun 2024 |
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| Noble Family Wealth | 422k | $20M | 4% | Jun 2024 |
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| BlueSky Wealth Advisors | 420k | $20M | 100% | Jun 2024 |
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| Dynamic Advisors Solutions | 405k | $19M | 4% | Jun 2024 |
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| FIDELIS iM | 405k | $19M | 2% | Jun 2024 |
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| Marshall Financial Group | 398k | $19M | 1% | Jun 2024 |
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| Kohmann Bosshard Financial Services | 394k | $19M | 72% | Jun 2024 |
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| ForthRight Wealth Management | 393k | $19M | 7% | Jun 2024 |
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| Strategic Financial Planning | 380k | $18M | 8% | Jun 2024 |
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| Cetera Investment Advisers | 379k | $18M | 4% | Jun 2024 |
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| Visionary Wealth Advisors | 362k | $17M | -8% | Jun 2024 |
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| Captrust Financial Advisors | 361k | $17M | -1% | Jun 2024 |
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| Sage Financial | 340k | $16M | 2% | Jun 2024 |
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| Thrivent Financial for Lutherans | 340k | $17M | 100% | Mar 2024 |
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| Riversedge Advisors | 320k | $15M | -2% | Jun 2024 |
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| Bangor Savings Bank | 320k | $15M | 2% | Jun 2024 |
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| Mml Investors Services | 319k | $15M | 1% | Jun 2024 |
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| New York Life Investment Management | 317k | $15M | 20% | Jun 2024 |
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| TruNorth Capital Management | 311k | $15M | 4% | Jun 2024 |
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| Burt Wealth Advisors | 300k | $14M | -7% | Jun 2024 |
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| Waterford Advisors | 299k | $14M | 1% | Jun 2024 |
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| Johnson Investment Counsel | 296k | $14M | 3% | Jun 2024 |
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| Prime Capital Investment Advisors | 295k | $14M | -55% | Jun 2024 |
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| Meridian Management | 294k | $14M | -8% | Jun 2024 |
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| Charles Schwab Trust | 291k | $14M | 3% | Jun 2024 |
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| Summit Wealth & Retirement Planning | 287k | $14M | 3% | Jun 2024 |
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| Resources Investment Advisors | 285k | $14M | 1% | Jun 2024 |
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| Commonwealth Equity Services | 281k | $13M | 1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 275k | $13M | 1% | Jun 2024 |
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| RMB Capital Management | 274k | $13M | 1% | Jun 2024 |
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| Old National Trust Company | 272k | $13M | 5% | Jun 2024 |
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| Ascension Capital Advisors | 265k | $13M | 1% | Mar 2024 |
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| ZynergyRetirementPlanning | 265k | $13M | 100% | Jun 2024 |
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| Cambridge Investment Research Advisors | 263k | $13M | -1% | Jun 2024 |
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| Bsc Private Wealth Management | 259k | $12M | -1% | Jun 2024 |
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| Buckingham Capital Management | 254k | $12M | 2% | Jun 2024 |
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| HoyleCohen | 251k | $12M | 1% | Jun 2024 |
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| Buckingham Asset Management | 243k | $12M | -3% | Jun 2024 |
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| Jones Financial Companies, L.L | 241k | $12M | 28% | Mar 2024 |
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| First National Corp | 239k | $11M | -12% | Jun 2024 |
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| Main Street Financial Solutions | 234k | $12M | 1% | Mar 2024 |
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| Berger Financial Group | 230k | $11M | 11% | Mar 2024 |
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| HHM Wealth Advisors | 229k | $11M | -2% | Jun 2024 |
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| Us Bancorp | 228k | $11M | -1% | Jun 2024 |
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| North Star Asset Management | 227k | $11M | 0% | Jun 2024 |
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| Youngs Advisory | 219k | $10M | 0% | Jun 2024 |
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| Tradition Wealth Management | 218k | $10M | -2% | Jun 2024 |
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| Souders Financial Advisors | 217k | $10M | 4% | Jun 2024 |
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| St. Johns Investment Management Company | 217k | $10M | -1% | Jun 2024 |
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| Sanctuary Advisors | 217k | $10M | 100% | Jun 2024 |
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| Northwest Investment Counselors | 217k | $10M | 0% | Jun 2024 |
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| Chicago Partners Investment | 215k | $11M | 13% | Jun 2024 |
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| Focus Financial Network | 215k | $11M | 0% | Jun 2024 |
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| Christensen, King & Associates Investment Services | 214k | $10M | 2% | Jun 2024 |
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| Appleton Partners | 212k | $10M | -2% | Jun 2024 |
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| VCI Wealth Management | 212k | $10M | 42% | Jun 2024 |
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| Royal Bank of Canada | 212k | $10M | 2% | Jun 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 204k | $9.7M | 0% | Jun 2024 |
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| Moneywise | 200k | $9.5M | -22% | Jun 2024 |
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| Sequoia Financial Advisors | 199k | $9.4M | -10% | Jun 2024 |
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| Vista Private Wealth Partners | 197k | $9.3M | 9% | Jun 2024 |
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| United Capital Financial Advisers | 197k | $9.3M | -11% | Jun 2024 |
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| Alliance Wealth Management | 194k | $9.2M | -9% | Jun 2024 |
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| Towercrest Capital Management | 194k | $9.2M | -9% | Jun 2024 |
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| American Financial Advisors | 193k | $9.2M | 2% | Jun 2024 |
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| Essex | 193k | $9.1M | -1% | Jun 2024 |
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| Capital Investment Counsel | 188k | $8.9M | 6% | Jun 2024 |
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| Integrated Wealth Concepts | 187k | $8.9M | -54% | Jun 2024 |
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| Matrix Trust | 186k | $8.8M | -1% | Jun 2024 |
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| Branch Banking & Trust Company | 184k | $8.7M | -1% | Jun 2024 |
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| Curbstone Financial Management | 183k | $8.7M | 0% | Jun 2024 |
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| Strategic Family Wealth Counselors | 174k | $8.2M | 5% | Jun 2024 |
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| Bouchey Financial | 172k | $8.1M | -1% | Jun 2024 |
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| Missouri Trust & Investment | 170k | $8.1M | 13% | Jun 2024 |
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| Sightline Wealth Advisors | 170k | $8.1M | 3% | Jun 2024 |
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| Patriot Investment Management | 169k | $8.0M | 1% | Jun 2024 |
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| Salem Investment Counselors | 167k | $7.9M | -2% | Jun 2024 |
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| Courage Miller Partners | 165k | $7.8M | 0% | Jun 2024 |
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| Lutz Financial Services | 165k | $7.8M | -6% | Jun 2024 |
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| Dravo Bay | 163k | $7.7M | 8% | Jun 2024 |
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| Financial Counselors | 161k | $7.7M | 0% | Jun 2024 |
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| Athena Investment Management | 161k | $7.6M | 1% | Jun 2024 |
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| Mather Group | 161k | $7.9M | 8% | Jun 2024 |
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| Advisors Capital Management | 158k | $7.5M | 27% | Jun 2024 |
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| Anfield Capital Management | 157k | $7.5M | 2% | Jun 2024 |
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| St. Louis Trust | 156k | $7.4M | 1% | Jun 2024 |
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| D. E. Shaw & Co | 155k | $7.4M | 1434% | Jun 2024 |
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| Whittier Trust | 154k | $7.3M | -1% | Jun 2024 |
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| Bleakley Financial Group | 153k | $7.2M | 5% | Jun 2024 |
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| Whittier Trust Co. of Nevada | 153k | $7.2M | -3% | Jun 2024 |
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| Simplicity Wealth | 153k | $7.2M | 5% | Jun 2024 |
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| Sunbelt Securities | 152k | $7.2M | 7% | Jun 2024 |
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| Retirement Guys Formula | 149k | $7.1M | 3% | Jun 2024 |
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| Creekside Partners | 148k | $7.0M | 100% | Jun 2024 |
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| Colony | 147k | $7.0M | 149% | Jun 2024 |
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| Black Diamond Financial | 145k | $6.9M | 5% | Jun 2024 |
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| Congress Wealth Management LLC / DE / | 143k | $7.1M | 1% | Mar 2024 |
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| HB Wealth Management | 142k | $6.7M | -2% | Jun 2024 |
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| Asset Managment | 141k | $6.7M | -1% | Jun 2024 |
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| Sontag Advisory | 141k | $6.7M | -3% | Jun 2024 |
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| Avenue 1 Advisors | 141k | $6.7M | -2% | Jun 2024 |
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| Morris Financial Concepts | 140k | $6.7M | -7% | Jun 2024 |
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| Valley Forge Investment Consultants Inc Adv | 139k | $6.6M | -1% | Jun 2024 |
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| Hart & Patterson Financial Group | 139k | $6.6M | -1% | Jun 2024 |
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| Asset Dedication | 138k | $6.5M | -4% | Jun 2024 |
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| Cresset Asset Management | 136k | $6.7M | -1% | Mar 2024 |
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| Bell Investment Advisors | 133k | $6.5M | -4% | Mar 2024 |
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| LVW Advisors | 132k | $6.3M | 4% | Jun 2024 |
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| Stifel Financial | 132k | $6.3M | -15% | Jun 2024 |
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| Integrated Advisors Network | 130k | $6.2M | -1% | Jun 2024 |
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| Marquette Asset Management | 130k | $6.2M | 0% | Jun 2024 |
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| Garde Capital | 128k | $6.1M | -9% | Jun 2024 |
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| JJJ Advisors | 39k | $1.8M | -90% | Jun 2024 |
|
| Pacific Sage Partners | 13k | $617k | -90% | Jun 2024 |
|
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Advisory | Mar 2024 | 76M | $3.8B |
| Capital Management Associates | Mar 2024 | 439k | $9.3k |
| CoreCap Advisors | Mar 2024 | 301k | $15M |
| Curi Wealth Management | Dec 2023 | 262k | $12M |