Who owns Schwab U S Small Cap ETF?

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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
Bank of America Corporation 19M $756M 100% Jun 2022
Personal Capital Advisors 10M $379M 4% Sep 2022
Envestnet Asset Management 3.5M $131M 24% Sep 2022
Mercer Global Advisors 3.2M $120M 24% Sep 2022
Wealth Enhancement Advisory Services 3.0M $116M 2% Sep 2022
Financial Engines Advisors L.L.C 2.6M $98M -10% Sep 2022
Advisor Group Holdings 2.2M $86M 10% Jun 2022
Creative Planning 1.7M $65M 12% Sep 2022
Advisory Alpha 1.7M $64M 14% Sep 2022
HighTower Advisors 1.6M $61M -2% Sep 2022
UBS Group 1.5M $58M 7% Sep 2022

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Mariner Wealth Advisors 1.4M $54M 5% Sep 2022
Savant Capital Management 1.3M $50M -7% Sep 2022
Aj Wealth Strategies 1.3M $50M -3% Sep 2022
Aurum Wealth Management Group 1.2M $47M -4% Sep 2022
Northwestern Mutual Wealth Management Company 1.0M $41M 17% Jun 2022
United Capital Financial Advisers 976k $37M -2% Sep 2022
Gemmer Asset Management 959k $36M 0% Sep 2022
LPL Financial 934k $36M 4% Jun 2022
Financial Advisors 808k $32M 5% Jun 2022
Morgan Stanley 744k $29M 5% Jun 2022
Prime Capital Investment Advisors 740k $28M -1% Sep 2022
Klingenstein Fields & Co 728k $28M 1% Sep 2022
Rainey & Randall Investment Management 651k $25M 16% Sep 2022
Visionary Wealth Advisors 618k $23M 4% Sep 2022
American Trust 568k $22M -2% Jun 2022
Kuntz Lesher Capital 568k $22M 3% Jun 2022
Legacy Wealth Management 562k $21M -1% Sep 2022
HoyleCohen 560k $21M -6% Sep 2022
Beacon Pointe Advisors 550k $21M 5% Sep 2022
BerganKDV Wealth Management 545k $21M 5% Sep 2022
New York Life Investment Management 473k $18M 5% Sep 2022
Meridian Management 470k $18M 3% Sep 2022
Mokosak Advisory Group 455k $17M -1% Sep 2022
Summit Financial Strategies 424k $16M 9% Sep 2022
Moneywise 421k $16M 0% Sep 2022
Captrust Financial Advisors 411k $16M -59% Sep 2022
Wells Fargo & Company 390k $15M -10% Jun 2022
Marshall Financial Group 375k $15M 0% Jun 2022
Radnor Financial Advisors 354k $14M 7% Jun 2022
Resources Investment Advisors 353k $13M 1% Sep 2022
Bouchey Financial 340k $13M -2% Sep 2022
JJJ Advisors 338k $13M -2% Sep 2022
BlueSky Wealth Advisors 338k $13M -7% Sep 2022
FIDELIS iM 330k $13M 7% Sep 2022
Bangor Savings Bank 322k $12M 11% Sep 2022
First Republic Investment Management 319k $12M 2% Sep 2022
Thrivent Financial for Lutherans 317k $12M 13% Jun 2022
Burt Wealth Advisors 310k $12M -1% Sep 2022
UnionBanCal Corporation 309k $12M 8% Sep 2022
Cambridge Investment Research Advisors 303k $11M 4% Sep 2022
Strategic Financial Planning 297k $12M 1% Jun 2022
Revolve Wealth Partners 276k $10M 2% Sep 2022
First National Corp 276k $10M 1% Sep 2022
Raymond James Financial Services Advisors 270k $10M -2% Sep 2022
Bsc Private Wealth Management 261k $9.9M 4% Sep 2022
Curi Wealth Management 256k $9.7M 56% Sep 2022
Sage Financial 249k $9.4M 1% Sep 2022
Sequoia Financial Advisors 245k $9.2M -9% Sep 2022
HPM Partners 244k $9.5M 33% Jun 2022
Asset Advisors Investment Management 244k $9.2M 389% Sep 2022
Northwest Investment Counselors 242k $9.1M -4% Sep 2022
Aspire Capital Advisors 240k $9.4M 1312% Jun 2022
Johnson Financial 235k $8.9M 1394% Sep 2022
ProVise Management Group 233k $8.8M -9% Sep 2022
HHM Wealth Advisors 232k $8.8M 6% Sep 2022
Alliance Wealth Management 231k $8.7M 7% Sep 2022
Tradition Wealth Management 226k $8.8M 0% Jun 2022
North Star Asset Management 224k $8.5M -31% Sep 2022
Branch Banking & Trust Company 222k $8.4M -14% Sep 2022
Mml Investors Services 219k $8.5M -6% Jun 2022
Towercrest Capital Management 216k $8.4M -1% Jun 2022
Buckingham Capital Management 216k $8.2M 5% Sep 2022
FDx Advisors 214k $8.1M 4% Sep 2022
Orgel Wealth Management 214k $8.1M -32% Sep 2022
Sweet Financial Partners 210k $7.9M 3% Sep 2022
Patriot Investment Management 209k $7.9M -13% Sep 2022
AE Wealth Management 207k $7.8M -3% Sep 2022
Buckingham Asset Management 200k $7.5M 2% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 197k $7.4M 1% Sep 2022
Riversedge Advisors 195k $7.4M -18% Sep 2022
Berger Financial Group 193k $7.3M 4% Sep 2022
Main Street Financial Solutions 192k $7.3M 16% Sep 2022
Continental Investors Services 191k $8.0M 100% Sep 2022
Summit Wealth & Retirement Planning 189k $7.4M 11% Jun 2022
St. Johns Investment Management Company 189k $7.1M 3% Sep 2022
ForthRight Wealth Management 189k $7.1M 18% Sep 2022
Kohmann Bosshard Financial Services 188k $7.1M -8% Sep 2022
Enterprise Financial Services Corp 188k $7.3M -61% Jun 2022
Appleton Partners 186k $7.0M -1% Sep 2022
Curbstone Financial Management 180k $6.8M -1% Sep 2022
Matrix Trust 180k $6.8M -1% Sep 2022
Scarborough Advisors 177k $6.7M 100% Sep 2022
TrueNorth 175k $6.6M 0% Sep 2022
Marquette Asset Management 175k $6.6M -1% Sep 2022
Salem Investment Counselors 171k $6.5M -2% Sep 2022
Jones Financial Companies, L.L 171k $6.5M 6% Sep 2022
Congress Wealth Management LLC / DE / 168k $6.3M 0% Sep 2022
IFP Advisors 167k $12M 5% Sep 2022
Commonwealth Equity Services 165k $6.4M 1% Jun 2022
Sontag Advisory 164k $6.2M 0% Sep 2022
Essex 163k $6.2M 3% Sep 2022
WNY Asset Management 161k $6.1M -6% Sep 2022
Strategic Family Wealth Counselors 160k $6.2M 0% Jun 2022
Souders Financial Advisors 159k $6.0M 6% Sep 2022
First International Bank & Trust 159k $6.0M 7% Sep 2022
Horizon Financial Services 159k $6.0M 4% Sep 2022
Holistic Financial Partners 159k $6.0M 1% Sep 2022
Garde Capital 159k $6.0M -3% Sep 2022
Vista Private Wealth Partners 158k $6.1M 1% Sep 2022
Lutz Financial Services 153k $5.8M -8% Sep 2022
Meridian Wealth Management 153k $6.0M 341% Jun 2022
Athena Investment Management 152k $5.8M 100% Sep 2022
Rockefeller Capital Management 152k $5.7M 301% Sep 2022
Mather Group 151k $5.7M 8% Sep 2022
AdvisorNet Financial 149k $5.6M 14% Sep 2022
Asset Dedication 149k $5.6M 100% Sep 2022
Morris Financial Concepts 149k $5.6M -1% Sep 2022
HB Wealth Management 146k $5.5M -10% Sep 2022
Sargent Bickham Lagudis 142k $5.4M 3% Sep 2022
Valley Forge Investment Consultants Inc Adv 141k $5.3M 1% Sep 2022
Courage Miller Partners 139k $5.2M 0% Sep 2022
Joule Financial 139k $5.2M 10% Sep 2022
JFG Wealth Management 138k $5.2M 674% Sep 2022
Koshinski Asset Management 137k $5.2M 1% Sep 2022
Kavar Capital Partners Group 137k $5.2M 1% Sep 2022
Black Diamond Financial 135k $5.1M -4% Sep 2022
Youngs Advisory 134k $5.1M 13% Sep 2022
Financial Network Investment Corporation 131k $5.1M 7% Jun 2022
Blue Bell Private Wealth Management 128k $4.8M -4% Sep 2022
Yale Capital Corp. 127k $4.8M 0% Sep 2022
Dravo Bay 121k $5.0M 8% Jun 2022
Royal Bank of Canada 120k $4.5M 100% Sep 2022
Integrated Advisors Network 119k $4.5M 7% Sep 2022
Armor Investment Advisors 119k $4.5M 12% Sep 2022
MAI Wealth Advisors 118k $4.5M -6% Sep 2022
Financial Counselors 118k $4.5M 0% Sep 2022
Sightline Wealth Advisors 118k $4.6M 0% Sep 2022
Missouri Trust & Investment 116k $4.4M 2% Sep 2022
ValMark Advisers 114k $4.3M 1% Sep 2022
Sculati Wealth Management 114k $4.3M 0% Sep 2022
Bell Investment Advisors 113k $4.3M 19% Sep 2022
Consilium Wealth Advisory 112k $4.2M 19% Sep 2022
Friedenthal Financial 111k $4.2M -2% Sep 2022
Carolina Wealth Advisors 110k $4.2M 1% Sep 2022
Nicholas Hoffman & Company 108k $4.1M -1% Sep 2022
Exchange Capital Management 108k $4.1M -3% Sep 2022
Laurel Wealth Advisors 107k $4.2M -10% Jun 2022
Valley National Advisers 107k $4.3M -14% Sep 2022
Compass Advisory Group 106k $4.0M 6% Sep 2022
Brand Asset Management Group 105k $4.0M -5% Sep 2022
Whittier Trust Co. of Nevada 102k $3.9M -4% Sep 2022
Private Advisor 74k $2.8M -48% Sep 2022
55i 71k $2.8M -85% Jun 2022
Integrated Wealth Concepts 61k $2.4M -59% Jun 2022
Kestra Advisory Services 23k $868k -80% Sep 2022

Who sold out of Schwab U S Small Cap ETF?

Fund or Company Name Date Sold Shares Held Valued At
Toroso Investments Mar 2022 719k $34M
Oak Asset Management Jun 2022 139k $5.4M
Econ Financial Services Corp Jun 2022 119k $4.6M
Stony Point Wealth Management Jun 2022 116k $4.5M