Who owns Schwab U S Small Cap ETF?
- Ticker: SCHA
- CUSIP Number: 808524607
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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 | ||
|---|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 94M | $4.4B | 109% | Mar 2022 | ||
| Sei Investments | 7.4M | $353M | 119% | Mar 2022 | ||
| Charles Schwab Investment Management | 6.7M | $316M | 107% | Mar 2022 | ||
| CFS Investment Advisory Services | 5.4M | $114k | 7942% | Mar 2022 | ||
| Financial Engines Advisors L.L.C | 3.3M | $154M | 99% | Mar 2022 | ||
| Envestnet Asset Management | 2.6M | $121M | 134% | Mar 2022 | ||
| Mercer Global Advisors | 2.1M | $101M | 138% | Mar 2022 | ||
| Advisor Group Holdings | 2.0M | $95M | 126% | Mar 2022 | ||
| Advisory Alpha | 1.4M | $67M | 130% | Mar 2022 | ||
| Mariner Wealth Advisors | 1.4M | $64M | 116% | Mar 2022 | ||
| Aj Wealth Strategies | 1.3M | $61M | 78% | Mar 2022 | ||
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| Savant Capital Management | 1.2M | $59M | 106% | Mar 2022 | ||
| Aurum Wealth Management Group | 1.2M | $56M | 169% | Mar 2022 | ||
| Captrust Financial Advisors | 1.1M | $52M | 1149% | Mar 2022 | ||
| Gemmer Asset Management | 924k | $44M | 87% | Mar 2022 | ||
| Northwestern Mutual Wealth Management Company | 897k | $43M | 115% | Mar 2022 | ||
| Klingenstein Fields & Co | 721k | $34M | 104% | Mar 2022 | ||
| Toroso Investments | 719k | $34M | 100% | Mar 2022 | ||
| Morgan Stanley | 708k | $32M | 100% | Mar 2022 | ||
| American Trust | 578k | $27M | 100% | Mar 2022 | ||
| HoyleCohen | 573k | $27M | 100% | Mar 2022 | ||
| Prime Capital Investment Advisors | 571k | $58M | 0% | Mar 2022 | ||
| Visionary Wealth Advisors | 569k | $27M | 161% | Mar 2022 | ||
| Kuntz Lesher Capital | 553k | $26M | 101% | Mar 2022 | ||
| Legacy Wealth Management | 551k | $26M | 100% | Mar 2022 | ||
| Beacon Pointe Advisors | 536k | $25M | 687% | Mar 2022 | ||
| Goodman & Company, Investment Counsel | 514k | $24M | 99% | Mar 2022 | ||
| Rainey & Randall Investment Management | 509k | $24M | 125% | Mar 2022 | ||
| BerganKDV Wealth Management | 504k | $24M | 104% | Mar 2022 | ||
| 55i | 483k | $23M | 76% | Mar 2022 | ||
| Enterprise Financial Services Corp | 478k | $23M | 96% | Mar 2022 | ||
| Meridian Management | 455k | $22M | 103% | Mar 2022 | ||
| Adams Wealth Management | 447k | $21M | 120% | Mar 2022 | ||
| Mokosak Advisory Group | 433k | $21M | 110% | Mar 2022 | ||
| Moneywise | 430k | $20M | 113% | Mar 2022 | ||
| Summit Financial Strategies | 397k | $19M | 108% | Mar 2022 | ||
| New York Life Investment Management | 395k | $19M | 64% | Mar 2022 | ||
| Marshall Financial Group | 376k | $18M | 121% | Mar 2022 | ||
| JJJ Advisors | 362k | $17M | 105% | Mar 2022 | ||
| Resources Investment Advisors | 356k | $17M | 92% | Mar 2022 | ||
| BlueSky Wealth Advisors | 350k | $17M | 87% | Mar 2022 | ||
| Orgel Wealth Management | 345k | $16M | 165% | Mar 2022 | ||
| Bouchey Financial | 343k | $16M | 112% | Mar 2022 | ||
| Radnor Financial Advisors | 330k | $16M | 107% | Mar 2022 | ||
| Kohmann Bosshard Financial Services | 308k | $15M | 261% | Mar 2022 | ||
| FIDELIS iM | 305k | $14M | 84% | Mar 2022 | ||
| North Star Asset Management | 303k | $14M | 109% | Mar 2022 | ||
| Strategic Financial Planning | 293k | $14M | 80% | Mar 2022 | ||
| Bangor Savings Bank | 290k | $14M | 111% | Mar 2022 | ||
| Sequoia Financial Advisors | 288k | $14M | 109% | Mar 2022 | ||
| Branch Banking & Trust Company | 283k | $13M | 118% | Mar 2022 | ||
| Thrivent Financial for Lutherans | 280k | $13M | 673% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 276k | $13M | 123% | Mar 2022 | ||
| ProVise Management Group | 271k | $13M | 91% | Mar 2022 | ||
| First National Corp | 271k | $13M | 122% | Mar 2022 | ||
| UnionBanCal Corporation | 267k | $13M | 105% | Mar 2022 | ||
| Bsc Private Wealth Management | 260k | $12M | 107% | Mar 2022 | ||
| Horst & Graben Wealth Management | 259k | $12M | 87% | Mar 2022 | ||
| Ascension Capital Advisors | 250k | $12M | 117% | Mar 2022 | ||
| Moneta Group Investment Advisors | 238k | $11M | 112% | Mar 2022 | ||
| Mml Investors Services | 233k | $11M | 282% | Mar 2022 | ||
| Tradition Wealth Management | 226k | $11M | 99% | Mar 2022 | ||
| Sage Financial | 224k | $11M | 108% | Mar 2022 | ||
| Alliance Wealth Management | 219k | $10M | 102% | Mar 2022 | ||
| Towercrest Capital Management | 219k | $10M | 102% | Mar 2022 | ||
| Buckingham Capital Management | 218k | $10M | 107% | Mar 2022 | ||
| Patriot Investment Management | 211k | $10M | 102% | Mar 2022 | ||
| FDx Advisors | 208k | $9.8M | 2142% | Mar 2022 | ||
| HHM Wealth Advisors | 204k | $9.7M | 72% | Mar 2022 | ||
| AdvisorNet Financial | 203k | $9.6M | 68% | Mar 2022 | ||
| Sweet Financial Partners | 201k | $9.5M | 3831% | Mar 2022 | ||
| Marquette Asset Management | 196k | $9.3M | 82% | Mar 2022 | ||
| Johnson Investment Counsel | 192k | $9.1M | 109% | Mar 2022 | ||
| Berger Financial Group | 187k | $8.8M | 90% | Mar 2022 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 186k | $8.8M | 115% | Mar 2022 | ||
| HPM Partners | 184k | $8.7M | 93% | Mar 2022 | ||
| St. Johns Investment Management Company | 184k | $8.7M | 101% | Mar 2022 | ||
| Buckingham Asset Management | 176k | $8.3M | 97% | Mar 2022 | ||
| Garde Capital | 172k | $8.2M | 111% | Mar 2022 | ||
| Youngs Advisory | 171k | $8.1M | 136% | Mar 2022 | ||
| Main Street Financial Solutions | 167k | $7.9M | 115% | Mar 2022 | ||
| TrueNorth | 165k | $7.8M | 123% | Mar 2022 | ||
| Jones Financial Companies, L.L | 165k | $7.8M | 99% | Mar 2022 | ||
| Sontag Advisory | 164k | $7.8M | 89% | Mar 2022 | ||
| Commonwealth Equity Services | 163k | $7.7M | 88% | Mar 2022 | ||
| West Wealth Group | 160k | $7.6M | 83% | Mar 2022 | ||
| Holistic Financial Partners | 160k | $7.6M | 99% | Mar 2022 | ||
| Vista Private Wealth Partners | 156k | $7.5M | 109% | Mar 2022 | ||
| Essex | 156k | $7.4M | 108% | Mar 2022 | ||
| Horizon Financial Services | 152k | $7.2M | 146% | Mar 2022 | ||
| Asset Dedication | 151k | $7.2M | 99% | Mar 2022 | ||
| Curi Wealth Management | 150k | $7.1M | 103% | Mar 2022 | ||
| Black Diamond Financial | 149k | $7.1M | 98% | Mar 2022 | ||
| Integrated Wealth Concepts | 148k | $7.0M | 97% | Mar 2022 | ||
| Morris Financial Concepts | 148k | $7.0M | 107% | Mar 2022 | ||
| Capital Planning | 148k | $7.0M | 262% | Mar 2022 | ||
| Souders Financial Advisors | 142k | $6.7M | 113% | Mar 2022 | ||
| First International Bank & Trust | 141k | $6.7M | 100% | Mar 2022 | ||
| Valley Forge Investment Consultants Inc Adv | 138k | $6.6M | 147% | Mar 2022 | ||
| Courage Miller Partners | 138k | $6.5M | 105% | Mar 2022 | ||
| Blue Bell Private Wealth Management | 134k | $6.4M | 92% | Mar 2022 | ||
| ForthRight Wealth Management | 133k | $6.3M | 216% | Mar 2022 | ||
| Tradewinds Capital Management | 133k | $6.3M | 105% | Mar 2022 | ||
| Koshinski Asset Management | 133k | $6.3M | 110% | Mar 2022 | ||
| MAI Wealth Advisors | 128k | $6.1M | 100% | Mar 2022 | ||
| Yale Capital Corp. | 127k | $6.0M | 107% | Mar 2022 | ||
| Kavar Capital Partners Group | 125k | $5.9M | 107% | Mar 2022 | ||
| Lutz Financial Services | 123k | $5.8M | 67% | Mar 2022 | ||
| Laurel Wealth Advisors | 120k | $5.7M | 1462% | Mar 2022 | ||
| Financial Counselors | 118k | $5.6M | 100% | Mar 2022 | ||
| LVW Advisors | 118k | $5.6M | 103% | Mar 2022 | ||
| Stony Point Wealth Management | 116k | $5.5M | 112% | Mar 2022 | ||
| Valley National Advisers | 114k | $0 | 140% | Mar 2022 | ||
| Brand Asset Management Group | 114k | $5.4M | 122% | Mar 2022 | ||
| Sightline Wealth Advisors | 113k | $5.3M | 98% | Mar 2022 | ||
| Exchange Capital Management | 113k | $5.3M | 100% | Mar 2022 | ||
| Dravo Bay | 113k | $5.3M | 112% | Mar 2022 | ||
| Stifel Financial | 112k | $5.3M | 150% | Mar 2022 | ||
| Sculati Wealth Management | 110k | $5.2M | 103% | Mar 2022 | ||
| Mather Group | 110k | $5.2M | 117% | Mar 2022 | ||
| Ausdal Financial Partners | 110k | $5.2M | 94% | Mar 2022 | ||
| YHB Investment Advisors | 109k | $5.1M | 105% | Mar 2022 | ||
| Econ Financial Services Corp | 107k | $5.1M | 137% | Mar 2022 | ||
| ValMark Advisers | 105k | $5.0M | 104% | Mar 2022 | ||
| TCWP | 105k | $5.0M | 135% | Mar 2022 | ||
| Integrated Advisors Network | 105k | $5.0M | 161% | Mar 2022 | ||
| Krilogy Financial | 105k | $5.0M | 92% | Mar 2022 | ||
| Missouri Trust & Investment | 104k | $4.9M | 123% | Mar 2022 | ||
| Friedenthal Financial | 103k | $4.9M | 121% | Mar 2022 | ||
| Gill Capital Partners | 103k | $4.9M | 111% | Mar 2022 | ||
| Austin Private Wealth | 103k | $4.9M | 116% | Mar 2022 | ||
| Armor Investment Advisors | 103k | $4.9M | 214% | Mar 2022 | ||
| BCS Wealth Management | 99k | $4.7M | 78% | Mar 2022 | ||
| Ballast Advisors | 99k | $4.7M | 104% | Mar 2022 | ||
Who sold out of Schwab U S Small Cap ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of America Corporation | Dec 2021 | 7.6M | $778M |
| Personal Capital Advisors | Sep 2021 | 4.0M | $396M |
| Wealth Enhancement Advisory Services | Sep 2021 | 1.2M | $125M |
| Creative Planning | Sep 2021 | 628k | $63M |
| HighTower Advisors | Sep 2021 | 611k | $62M |
| Financial Advisors | Sep 2021 | 338k | $34M |
| Wells Fargo & Company | Sep 2021 | 219k | $22M |
| Cambridge Investment Research Advisors | Sep 2021 | 176k | $18M |
| First Republic Investment Management | Sep 2021 | 162k | $16M |
| Burt Wealth Advisors | Sep 2021 | 145k | $15M |
| Northwest Investment Counselors | Sep 2021 | 135k | $14M |
| Emery Howard Portfolio Management | Sep 2021 | 129k | $13M |
| Harbour Investments | Sep 2021 | 112k | $11M |