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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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 Advisory | 76M | $3.8B | 2% | Mar 2024 |
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Bank of America Corporation | 21M | $1.1B | 118% | Mar 2024 |
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Empower Advisory Group | 12M | $580M | -4% | Mar 2024 |
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Charles Schwab Investment Management | 8.6M | $424M | -6% | Mar 2024 |
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Sei Investments | 7.4M | $363M | -3% | Mar 2024 |
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Goldman Sachs Group | 3.5M | $173M | -5% | Mar 2024 |
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Financial Engines Advisors L.L.C | 2.6M | $129M | -2% | Mar 2024 |
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Creative Planning | 2.4M | $119M | -4% | Mar 2024 |
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Envestnet Asset Management | 2.2M | $109M | -6% | Mar 2024 |
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Advisory Alpha | 2.0M | $100M | -4% | Mar 2024 |
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HPM Partners | 1.9M | $94M | -89% | Mar 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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Wealth Enhancement Advisory Services | 1.5M | $75M | 3% | Mar 2024 |
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Mercer Global Advisors | 1.5M | $76M | -2% | Mar 2024 |
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Mariner Wealth Advisors | 1.4M | $70M | -5% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 1.4M | $69M | 26% | Mar 2024 |
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HighTower Advisors | 1.4M | $68M | 4% | Mar 2024 |
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LPL Financial | 1.2M | $60M | 5% | Mar 2024 |
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Morgan Stanley | 1.2M | $59M | 18% | Mar 2024 |
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Aurum Wealth Management Group | 1.2M | $56M | -2% | Dec 2023 |
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Savant Capital Management | 1.2M | $57M | -2% | Mar 2024 |
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Rainey & Randall Investment Management | 845k | $42M | 2% | Mar 2024 |
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Steele Capital Management | 720k | $36M | -1% | Mar 2024 |
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Klingenstein Fields & Co | 709k | $35M | -3% | Mar 2024 |
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Gemmer Asset Management | 669k | $33M | -5% | Mar 2024 |
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Prime Capital Investment Advisors | 625k | $30M | 1% | Dec 2023 |
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Kuntz Lesher Capital | 596k | $29M | 0% | Mar 2024 |
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Moneta Group Investment Advisors | 588k | $28M | 5% | Dec 2023 |
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Legacy Wealth Management | 561k | $28M | -1% | Mar 2024 |
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CI Private Wealth | 556k | $27M | -1% | Mar 2024 |
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Mokosak Advisory Group | 522k | $26M | 2% | Mar 2024 |
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Beacon Pointe Advisors | 502k | $24M | -1% | Dec 2023 |
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Summit Financial Strategies | 496k | $24M | 6% | Mar 2024 |
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Ameriprise Financial | 496k | $24M | -59% | Mar 2024 |
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Wells Fargo & Company | 439k | $22M | -2% | Mar 2024 |
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Capital Management Associates | 439k | $9.3k | 233177% | Mar 2024 |
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First International Bank & Trust | 428k | $21M | 175% | Mar 2024 |
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Jpmorgan Chase & Co | 427k | $21M | 1% | Mar 2024 |
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Noble Family Wealth | 405k | $20M | -2% | Mar 2024 |
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Integrated Wealth Concepts | 404k | $20M | 51% | Mar 2024 |
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FIDELIS iM | 397k | $20M | 1% | Mar 2024 |
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Visionary Wealth Advisors | 395k | $19M | -25% | Mar 2024 |
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Marshall Financial Group | 393k | $19M | 2% | Mar 2024 |
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Dynamic Advisors Solutions | 390k | $19M | 6% | Mar 2024 |
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Foundations Investment Advisors | 389k | $19M | 11% | Mar 2024 |
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JJJ Advisors | 366k | $18M | 4% | Mar 2024 |
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ForthRight Wealth Management | 366k | $18M | 2% | Mar 2024 |
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Captrust Financial Advisors | 364k | $18M | -19% | Mar 2024 |
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Strategic Financial Planning | 352k | $17M | 4% | Mar 2024 |
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Thrivent Financial for Lutherans | 340k | $17M | -15% | Mar 2024 |
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Sage Financial | 332k | $16M | 1% | Mar 2024 |
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Riversedge Advisors | 327k | $16M | -3% | Mar 2024 |
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Burt Wealth Advisors | 325k | $16M | 7% | Mar 2024 |
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Meridian Management | 320k | $16M | -1% | Mar 2024 |
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Bangor Savings Bank | 314k | $16M | -2% | Mar 2024 |
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Waterford Advisors | 297k | $15M | -2% | Mar 2024 |
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Johnson Investment Counsel | 288k | $14M | 9% | Mar 2024 |
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Charles Schwab Trust | 282k | $14M | 16% | Mar 2024 |
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Resources Investment Advisors | 282k | $14M | -9% | Mar 2024 |
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Summit Wealth & Retirement Planning | 278k | $14M | 9% | Mar 2024 |
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Commonwealth Equity Services | 277k | $14M | 20% | Mar 2024 |
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CoreCap Advisors | 276k | $13M | 0% | Dec 2023 |
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Raymond James Financial Services Advisors | 272k | $13M | 6% | Mar 2024 |
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First National Corp | 271k | $13M | 0% | Mar 2024 |
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Ascension Capital Advisors | 265k | $13M | 1% | Mar 2024 |
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Cambridge Investment Research Advisors | 264k | $13M | 0% | Mar 2024 |
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New York Life Investment Management | 263k | $13M | 4% | Mar 2024 |
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Curi Wealth Management | 262k | $12M | 6% | Dec 2023 |
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Bsc Private Wealth Management | 260k | $13M | 2% | Mar 2024 |
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Old National Trust Company | 259k | $13M | 14% | Mar 2024 |
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Moneywise | 256k | $13M | -18% | Mar 2024 |
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Buckingham Asset Management | 249k | $12M | -1% | Mar 2024 |
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Buckingham Capital Management | 245k | $12M | 3% | Dec 2023 |
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HHM Wealth Advisors | 235k | $12M | -6% | Mar 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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Us Bancorp | 230k | $11M | -4% | Mar 2024 |
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Kohmann Bosshard Financial Services | 229k | $11M | 38% | Mar 2024 |
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North Star Asset Management | 228k | $11M | 1% | Mar 2024 |
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Tradition Wealth Management | 224k | $11M | 0% | Mar 2024 |
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United Capital Financial Advisers | 222k | $11M | -31% | Mar 2024 |
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Sequoia Financial Advisors | 220k | $11M | -4% | Mar 2024 |
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St. Johns Investment Management Company | 219k | $11M | 5% | Mar 2024 |
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Youngs Advisory | 219k | $11M | 4% | Mar 2024 |
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Northwest Investment Counselors | 216k | $11M | 0% | Mar 2024 |
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Focus Financial Network | 214k | $9.7M | 100% | Mar 2024 |
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Focus Financial Network | 214k | $10M | 100% | Dec 2023 |
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Alliance Wealth Management | 214k | $11M | -5% | Mar 2024 |
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Peninsula Wealth | 214k | $11M | 100% | Mar 2024 |
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Towercrest Capital Management | 214k | $11M | -5% | Mar 2024 |
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HoyleCohen | 212k | $10M | 6% | Dec 2023 |
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Souders Financial Advisors | 209k | $10M | 3% | Mar 2024 |
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Appleton Partners | 209k | $9.9M | 10% | Dec 2023 |
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Royal Bank of Canada | 209k | $10M | 97% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 205k | $10M | -2% | Mar 2024 |
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Essex | 194k | $9.6M | 4% | Mar 2024 |
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Chicago Partners Investment | 191k | $8.9M | 9% | Mar 2024 |
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American Financial Advisors | 189k | $9.3M | 2% | Mar 2024 |
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Matrix Trust | 188k | $9.2M | -2% | Mar 2024 |
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Branch Banking & Trust Company | 186k | $9.2M | -2% | Mar 2024 |
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Curbstone Financial Management | 184k | $9.0M | 1% | Mar 2024 |
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Vista Private Wealth Partners | 180k | $8.6M | 3% | Mar 2024 |
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Lutz Financial Services | 176k | $8.7M | 0% | Mar 2024 |
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Bouchey Financial | 173k | $8.5M | -2% | Mar 2024 |
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Salem Investment Counselors | 170k | $8.4M | 2% | Mar 2024 |
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Patriot Investment Management | 167k | $8.2M | 3% | Mar 2024 |
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Courage Miller Partners | 166k | $8.2M | 3% | Mar 2024 |
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Sightline Wealth Advisors | 165k | $8.1M | 4% | Mar 2024 |
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Financial Counselors | 161k | $7.9M | -1% | Mar 2024 |
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Athena Investment Management | 160k | $7.9M | 1% | Mar 2024 |
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Whittier Trust Co. of Nevada | 158k | $7.8M | -1% | Mar 2024 |
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Stifel Financial | 155k | $7.6M | 5% | Mar 2024 |
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Whittier Trust | 155k | $7.6M | -7% | Mar 2024 |
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St. Louis Trust | 155k | $7.6M | -2% | Mar 2024 |
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Anfield Capital Management | 154k | $7.6M | 108% | Mar 2024 |
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Strategic Family Wealth Counselors | 154k | $7.3M | -1% | Dec 2023 |
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Missouri Trust & Investment | 151k | $7.4M | -2% | Mar 2024 |
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Morris Financial Concepts | 151k | $7.4M | -9% | Mar 2024 |
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Dravo Bay | 151k | $7.4M | 7% | Mar 2024 |
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Mather Group | 149k | $7.1M | 0% | Mar 2024 |
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VCI Wealth Management | 149k | $7.3M | -17% | Mar 2024 |
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Garde Capital | 147k | $6.9M | -2% | Dec 2023 |
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Sontag Advisory | 146k | $7.2M | -4% | Mar 2024 |
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Retirement Guys Formula | 145k | $7.2M | 4% | Mar 2024 |
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Bleakley Financial Group | 145k | $7.1M | 3% | Mar 2024 |
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Simplicity Wealth | 145k | $7.1M | 100% | Mar 2024 |
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HB Wealth Management | 145k | $7.1M | -1% | Mar 2024 |
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Avenue 1 Advisors | 145k | $7.1M | 6% | Mar 2024 |
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Congress Wealth Management LLC / DE / | 143k | $7.1M | 1% | Mar 2024 |
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Asset Dedication | 143k | $7.1M | -2% | Mar 2024 |
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Sunbelt Securities | 142k | $7.0M | 11% | Mar 2024 |
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Sawtooth Asset Management | 141k | $6.7M | 8% | Dec 2023 |
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Valley Forge Investment Consultants Inc Adv | 141k | $6.9M | 3% | Mar 2024 |
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Hart & Patterson Financial Group | 139k | $6.9M | -3% | Mar 2024 |
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Black Diamond Financial | 138k | $6.5M | 0% | Mar 2024 |
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Pacific Sage Partners | 133k | $6.6M | 0% | Mar 2024 |
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Bell Investment Advisors | 133k | $6.5M | -4% | Mar 2024 |
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Integrated Advisors Network | 131k | $6.4M | 3% | Mar 2024 |
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Asset Advisors Investment Management | 130k | $6.2M | -21% | Dec 2023 |
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Marquette Asset Management | 130k | $6.4M | 0% | Mar 2024 |
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LVW Advisors | 127k | $6.3M | 10% | Mar 2024 |
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ValMark Advisers | 127k | $6.2M | 1% | Mar 2024 |
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IFS Advisors | 124k | $6.1M | -1% | Mar 2024 |
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Advisors Capital Management | 124k | $6.1M | 35% | Mar 2024 |
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Gill Capital Partners | 122k | $5.6M | 2% | Mar 2024 |
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Friedenthal Financial | 120k | $5.9M | -3% | Mar 2024 |
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Horizon Financial Services | 119k | $5.9M | -15% | Mar 2024 |
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Townsquare Capital | 119k | $5.8M | 26% | Mar 2024 |
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Sculati Wealth Management | 118k | $5.6M | 0% | Dec 2023 |
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Consilium Wealth Advisory | 118k | $5.8M | -28% | Mar 2024 |
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Orgel Wealth Management | 117k | $5.8M | -15% | Mar 2024 |
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ProVise Management Group | 110k | $5.4M | -13% | Mar 2024 |
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Rockefeller Capital Management | 109k | $5.2M | -8% | Dec 2023 |
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Kavar Capital Partners Group | 109k | $5.4M | -50% | Mar 2024 |
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Prosperity Consulting Group | 109k | $5.4M | -23% | Mar 2024 |
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CliftonLarsonAllen Wealth Advisors | 62k | $3.0M | -60% | Mar 2024 |
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Redhawk Wealth Advisors | 31k | $1.5M | -74% | Mar 2024 |
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Almanack Investment Partners | 22k | $1.1M | -90% | Mar 2024 |
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AE Wealth Management | 10k | $508k | -96% | Mar 2024 |
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Pinnacle Wealth Management | 6.6k | $326k | -96% | Mar 2024 |
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Who sold out of Schwab U S Small Cap ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
BlueSky Wealth Advisors | Dec 2023 | 401k | $19M |
Granite Bay Wealth Management | Dec 2023 | 385k | $16M |
Toroso Investments | Dec 2023 | 313k | $15M |
Joule Financial | Dec 2023 | 262k | $12M |
Meridian Wealth Management | Dec 2023 | 224k | $11M |
Scarborough Advisors | Dec 2023 | 183k | $8.7M |