Who owns Schwab U S Broad Market ETF?
- Ticker: SCHB
- CUSIP Number: 808524102
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab U S Broad Market ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab U S Broad Market ETF stock
Who bought or sold Schwab U S Broad Market ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealthfront Advisers | 22M | $1.3B | -4% | Mar 2024 |
|
| Betterment | 6.3M | $386M | -3% | Mar 2024 |
|
| SCS Capital Management | 4.0M | $225M | -5% | Dec 2023 |
|
| Rebalance | 3.6M | $220M | 1% | Mar 2024 |
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| Evensky & Katz | 3.4M | $207M | -4% | Mar 2024 |
|
| Hengehold Capital Management | 3.0M | $185M | 0% | Mar 2024 |
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| Strid | 2.6M | $156M | 4% | Mar 2024 |
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| Bouchey Financial | 2.4M | $149M | 2% | Mar 2024 |
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| HighTower Advisors | 2.4M | $146M | 2% | Mar 2024 |
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| HB Wealth Management | 2.3M | $139M | -3% | Mar 2024 |
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| HT Partners | 2.2M | $136M | 1% | Mar 2024 |
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| Evergreen Advisors | 2.2M | $132M | -2% | Mar 2024 |
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| Retirement Planning Group | 2.1M | $127M | -4% | Mar 2024 |
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| Callan Capital | 2.0M | $124M | -5% | Mar 2024 |
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| Hanson & Doremus Investment Management | 1.9M | $117M | 1% | Mar 2024 |
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| BKD Wealth Advisors | 1.7M | $104M | 6% | Mar 2024 |
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| HHM Wealth Advisors | 1.5M | $93M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 1.5M | $89M | 8% | Mar 2024 |
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| Summit Financial Strategies | 1.4M | $84M | -2% | Mar 2024 |
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| Mercer Global Advisors | 1.4M | $79M | 80% | Mar 2024 |
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| Mariner Wealth Advisors | 1.2M | $75M | -2% | Mar 2024 |
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| Ballentine Partners | 1.1M | $67M | -2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 1.1M | $60M | 18% | Dec 2023 |
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| Bank of America Corporation | 1.1M | $65M | -1% | Mar 2024 |
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| Morton Brown Family Wealth | 1.0M | $64M | 0% | Mar 2024 |
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| HBK Sorce Advisory | 1.0M | $63M | 1% | Mar 2024 |
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| Accredited Investors | 1.0M | $63M | 3% | Mar 2024 |
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| Circle Wealth Management | 1.0M | $57M | 0% | Dec 2023 |
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| Asset Advisors Investment Management | 1.0M | $56M | 3% | Dec 2023 |
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| Socha Financial Group | 993k | $61M | 0% | Mar 2024 |
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| North Star Asset Management | 967k | $59M | 3% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 937k | $57M | 3% | Mar 2024 |
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| Morgan Stanley | 929k | $57M | 6% | Mar 2024 |
|
| P-Solve | 898k | $55M | -1% | Mar 2024 |
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| Envestnet Asset Management | 893k | $55M | -31% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 836k | $51M | 0% | Mar 2024 |
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| Manchester Financial | 813k | $50M | 4% | Mar 2024 |
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| Caprock | 782k | $48M | -1% | Mar 2024 |
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| SNS Financial | 779k | $48M | 21% | Mar 2024 |
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| D L Carlson Investment Group | 759k | $45M | 31% | Dec 2023 |
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| Myecfo | 753k | $46M | 4% | Mar 2024 |
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| Compass Advisory Group | 735k | $45M | 1% | Mar 2024 |
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| Royal Bank of Canada | 733k | $45M | -3% | Mar 2024 |
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| Members Advisory Group | 720k | $44M | 0% | Mar 2024 |
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| Creative Planning | 666k | $41M | -2% | Mar 2024 |
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| Compass Financial Group | 656k | $40M | 21% | Mar 2024 |
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| LPL Financial | 651k | $40M | 31% | Mar 2024 |
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| Resources Investment Advisors | 607k | $37M | 126% | Mar 2024 |
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| Wagner Bowman Management | 600k | $37M | 8% | Mar 2024 |
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| Legacy Financial Strategies | 596k | $36M | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 587k | $36M | 1% | Mar 2024 |
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| Savant Capital Management | 586k | $36M | -3% | Mar 2024 |
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| Branch Banking & Trust Company | 578k | $35M | 2% | Mar 2024 |
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| Wells Fargo & Company | 567k | $35M | 11% | Mar 2024 |
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| Ethos Financial Group | 557k | $34M | 1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 551k | $34M | 70% | Mar 2024 |
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| Buckingham Capital Management | 536k | $30M | 1% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 522k | $32M | -1% | Mar 2024 |
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| Jaffetilchin Investment Partners | 515k | $31M | 29% | Mar 2024 |
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| Advisor Group Holdings | 514k | $31M | 10% | Mar 2024 |
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| Cape Investment Advisory | 505k | $28M | 0% | Dec 2023 |
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| Genesee Capital Advisors | 495k | $30M | 45% | Mar 2024 |
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| Sunburst Financial Group | 490k | $30M | 13% | Mar 2024 |
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| Legacy Private Trust | 483k | $30M | -1% | Mar 2024 |
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| First National Corp | 475k | $26M | 0% | Mar 2024 |
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| WT Wealth Management | 418k | $23M | 0% | Dec 2023 |
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| Financial Services Advisory | 414k | $25M | -2% | Mar 2024 |
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| Focus Financial Network | 410k | $23M | 100% | Dec 2023 |
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| Pegasus Asset Management | 407k | $25M | 2% | Mar 2024 |
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| Truepoint | 404k | $25M | -2% | Mar 2024 |
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| Patriot Investment Management | 395k | $24M | -3% | Mar 2024 |
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| Focus Financial Network | 395k | $23M | 100% | Mar 2024 |
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| HPM Partners | 393k | $24M | 0% | Mar 2024 |
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| Winthrop Advisory Group | 392k | $24M | 1% | Mar 2024 |
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| Gemmer Asset Management | 384k | $23M | 0% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 373k | $23M | 0% | Mar 2024 |
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| Bartlett & Co. | 372k | $21M | -13% | Dec 2023 |
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| American Investment Services | 371k | $23M | 0% | Mar 2024 |
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| Ogorek Anthony Joseph | 369k | $23M | -2% | Mar 2024 |
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| Strategic Advisors | 365k | $22M | -2% | Mar 2024 |
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| Goepper Burkhardt | 359k | $22M | 2% | Mar 2024 |
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| Shilanski & Associates | 359k | $20M | 14% | Dec 2023 |
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| United Capital Financial Advisers | 353k | $22M | -6% | Mar 2024 |
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| Warren Averett Asset Management | 352k | $22M | 992% | Mar 2024 |
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| Valley National Advisers | 350k | $19M | 7% | Mar 2024 |
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| Cobblestone Capital Advisors | 344k | $21M | -2% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 340k | $21M | 0% | Mar 2024 |
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| Pinkerton Retirement Specialists | 340k | $21M | -21% | Mar 2024 |
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| UBS Group | 334k | $20M | 6% | Mar 2024 |
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| Strategic Financial Planning | 326k | $20M | -4% | Mar 2024 |
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| Nalls Sherbakoff Group | 321k | $18M | 1% | Dec 2023 |
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| Leading Edge Financial Planning | 321k | $20M | 102% | Mar 2024 |
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| GSG Advisors | 319k | $19M | -5% | Mar 2024 |
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| Roundview Capital | 308k | $19M | 17% | Mar 2024 |
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| Great Lakes Retirement | 304k | $19M | -2% | Mar 2024 |
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| Marshall Financial Group | 301k | $18M | -1% | Mar 2024 |
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| Robinson Smith Wealth Advisors | 300k | $18M | 1% | Mar 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 300k | $18M | -6% | Mar 2024 |
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| Ellevest | 287k | $18M | 0% | Mar 2024 |
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| Schaeffer Financial | 286k | $18M | 0% | Mar 2024 |
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| Great Valley Advisor Group | 279k | $17M | -3% | Mar 2024 |
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| TrinityPoint Wealth | 276k | $17M | 0% | Mar 2024 |
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| Wynn Capital | 275k | $15M | 100% | Dec 2023 |
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| Meridian Wealth Partners | 270k | $17M | -22% | Mar 2024 |
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| Roble, Belko & Company | 268k | $16M | -3% | Mar 2024 |
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| Madden Advisory Services | 267k | $16M | -2% | Mar 2024 |
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| Tradition Wealth Management | 266k | $16M | 3% | Mar 2024 |
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| Harbour Investments | 262k | $15M | 1% | Dec 2023 |
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| Susquehanna International | 259k | $16M | 7% | Mar 2024 |
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| Sym Financial Corporation | 259k | $16M | -41% | Mar 2024 |
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| Tanglewood Wealth Management | 257k | $16M | -2% | Mar 2024 |
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| Ashford Advisors | 257k | $16M | -5% | Mar 2024 |
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| CI Private Wealth | 252k | $15M | 4% | Mar 2024 |
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| Juncture Wealth Strategies | 249k | $15M | 3% | Mar 2024 |
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| PrairieView Partners | 238k | $15M | -3% | Mar 2024 |
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| Almanack Investment Partners | 237k | $15M | 37% | Mar 2024 |
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| Lodestar Private Asset Management | 234k | $14M | -2% | Mar 2024 |
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| Stifel Financial | 218k | $13M | 3% | Mar 2024 |
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| Envestnet Portfolio Solutions | 214k | $13M | -2% | Mar 2024 |
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| Blue Bell Private Wealth Management | 214k | $13M | -2% | Mar 2024 |
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| Spinnaker Investment Group | 213k | $13M | -2% | Mar 2024 |
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| Milestone Investment Advisors | 211k | $12M | -3% | Dec 2023 |
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| Davis Capital Management | 208k | $13M | 2% | Mar 2024 |
|
| Mission Wealth Management | 206k | $13M | 934% | Mar 2024 |
|
| Libra Wealth | 205k | $13M | -3% | Mar 2024 |
|
| Rainsberger Wealth Advisors | 203k | $11M | -1% | Dec 2023 |
|
| Intelligence Driven Advisers | 199k | $12M | -5% | Mar 2024 |
|
| Carnick & Kubik | 198k | $12M | 19% | Mar 2024 |
|
| Empower Advisory Group | 197k | $12M | 0% | Mar 2024 |
|
| Vista Capital Partners | 196k | $12M | -1% | Mar 2024 |
|
| Commonwealth Equity Services | 191k | $12M | 0% | Mar 2024 |
|
| FMR | 191k | $12M | 32% | Mar 2024 |
|
| Roger Wittlin Investment Advisory | 188k | $12M | -12% | Mar 2024 |
|
| Valicenti Advisory Services | 187k | $11M | 0% | Mar 2024 |
|
| Opes Wealth Management | 180k | $11M | 0% | Mar 2024 |
|
| SigFig Wealth Management | 180k | $9.2M | -6% | Mar 2024 |
|
| Gyl Financial Synergies | 176k | $9.8M | 2% | Dec 2023 |
|
| Raymond James & Associates | 172k | $11M | 13% | Mar 2024 |
|
| Lido Advisors | 172k | $11M | -3% | Mar 2024 |
|
| Blue Investment Partners | 172k | $11M | 18% | Mar 2024 |
|
| National Asset Management | 168k | $8.4M | -2% | Mar 2024 |
|
| Towercrest Capital Management | 167k | $10M | -2% | Mar 2024 |
|
| Alliance Wealth Management | 167k | $10M | -2% | Mar 2024 |
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| Peninsula Wealth | 167k | $10M | 100% | Mar 2024 |
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| Atomi Financial Group | 166k | $10M | -3% | Mar 2024 |
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| Carmichael Hill & Associates | 165k | $10M | 1% | Mar 2024 |
|
| Prime Capital Investment Advisors | 165k | $9.2M | -1% | Dec 2023 |
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| Everhart Financial Group | 164k | $10M | -1% | Mar 2024 |
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| Beacon Wealthcare | 161k | $9.8M | -1% | Mar 2024 |
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| Motive Wealth Advisors | 160k | $9.8M | 0% | Mar 2024 |
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| Regis Management Company | 159k | $9.7M | -1% | Mar 2024 |
|
| Rockbridge Investment Management, LCC | 157k | $9.6M | -4% | Mar 2024 |
|
| James J. Burns & Company | 157k | $9.5M | -6% | Mar 2024 |
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| D.B. Root & Company | 156k | $9.5M | -8% | Mar 2024 |
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| EWG Elevate | 151k | $9.2M | -22% | Mar 2024 |
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| Goldman Sachs Group | 149k | $9.1M | -74% | Mar 2024 |
|
| Equita Financial Network | 111k | $6.8M | -31% | Mar 2024 |
|
| Fft Wealth Management | 96k | $5.9M | -94% | Mar 2024 |
|
| Lgl Partners | 14k | $865k | -99% | Mar 2024 |
|
| AE Wealth Management | 11k | $697k | -94% | Mar 2024 |
|
Who sold out of Schwab U S Broad Market ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Trellis Advisors | Sep 2023 | 183k | $9.1M |