We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.07B +$86.3M +2,879,382 +8%
SEI Investments
2
SEI Investments
Pennsylvania
$428M -$729K -24,324 -0.2%
Bank of America
3
Bank of America
North Carolina
$424M -$81.7M -2,726,545 -16%
Creative Planning
4
Creative Planning
Kansas
$174M -$23.8M -794,657 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$169M +$9.05M +301,941 +5%
UBS Group
6
UBS Group
Switzerland
$149M +$33.2M +1,106,281 +27%
Financial Engines Advisors
7
Financial Engines Advisors
California
$133M -$7.73M -257,767 -5%
AA
8
Advisory Alpha
Michigan
$113M -$2.83M -94,488 -2%
Cerity Partners
9
Cerity Partners
New York
$112M +$2.61M +87,162 +2%
Mariner
10
Mariner
Kansas
$98.5M +$14.2M +474,776 +16%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$79.4M -$51.5M -1,717,851 -39%
LPL Financial
12
LPL Financial
California
$78.4M +$1.46M +48,575 +2%
SCM
13
Steele Capital Management
Iowa
$65.8M -$344K -11,484 -0.5%
VIA
14
Vantagepoint Investment Advisers
District of Columbia
$59M -$4.02M -134,129 -6%
MGIA
15
Moneta Group Investment Advisors
Missouri
$58.9M +$2.11M +70,385 +4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$58.4M -$3.44M -114,920 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$53.5M +$8.12M +270,978 +17%
Betterment LLC
18
Betterment LLC
New York
$53.5M +$4.29M +143,145 +8%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$53.4M +$11.9M +397,866 +27%
HighTower Advisors
20
HighTower Advisors
Illinois
$51.8M -$1.87M -62,357 -3%
NYLIM
21
New York Life Investment Management
New York
$51.5M +$1.24M +41,282 +2%
SIM
22
Sims Investment Management
Ohio
$50.4M -$2.9M -96,590 -5%
RWM
23
RMG Wealth Management
Wisconsin
$50.2M -$107M -3,577,001 -70%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$48M +$20.7M +689,484 +72%
9FG
25
93 Financial Group
Massachusetts
$46.8M -$1.78M -59,515 -4%