We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.99B +$24.9M +1,216,404 +0.8%
PCA
2
Personal Capital Advisors
California
$426M +$20.7M +1,010,554 +5%
Bank of America
3
Bank of America
North Carolina
$353M +$9.74M +475,186 +3%
Charles Schwab
4
Charles Schwab
California
$306M +$12.5M +610,730 +4%
SEI Investments
5
SEI Investments
Pennsylvania
$300M -$11.4M -554,628 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$144M +$3.84M +187,240 +3%
Goldman Sachs
7
Goldman Sachs
New York
$130M +$93.2M +4,546,782 +243%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$124M -$4.37M -213,150 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$122M -$8.81M -429,916 -7%
Financial Engines Advisors
10
Financial Engines Advisors
California
$112M +$7.21M +351,860 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$89.1M +$3.13M +152,822 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$76M +$11M +538,252 +17%
AA
13
Advisory Alpha
Michigan
$75.4M +$6.6M +322,038 +9%
Creative Planning
14
Creative Planning
Kansas
$72.8M +$3.1M +151,214 +4%
UBS Group
15
UBS Group
Switzerland
$61.9M -$88K -4,292 -0.1%
Mariner
16
Mariner
Kansas
$60.8M +$3.23M +157,474 +6%
Morgan Stanley
17
Morgan Stanley
New York
$54.3M -$629K -30,704 -1%
AWS
18
AJ Wealth Strategies
New York
$53.1M -$656K -32,024 -1%
MW
19
Marcum Wealth
Ohio
$52.4M +$1.9M +92,636 +4%
SC
20
Savant Capital
Illinois
$48.5M -$4.39M -214,098 -8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$48M +$1.89M +92,252 +4%
LPL Financial
22
LPL Financial
California
$42.4M +$2.41M +117,502 +6%
Ameriprise
23
Ameriprise
Minnesota
$39.5M +$17.2M +841,402 +76%
UCFA
24
United Capital Financial Advisors
Texas
$38.8M -$688K -33,570 -2%
FA
25
Financial Advisors
Massachusetts
$36.6M +$1.01M +49,460 +3%