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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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 | 23M | $1.3B | -3% | Dec 2023 |
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Betterment | 6.5M | $363M | -3% | Dec 2023 |
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SCS Capital Management | 4.0M | $225M | -5% | Dec 2023 |
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Rebalance | 3.6M | $199M | -1% | Dec 2023 |
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Evensky & Katz | 3.5M | $197M | -1% | Dec 2023 |
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Hengehold Capital Management | 3.0M | $168M | 1% | Dec 2023 |
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Strid | 2.5M | $137M | 0% | Dec 2023 |
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Bouchey Financial | 2.4M | $133M | 11% | Dec 2023 |
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HB Wealth Management | 2.3M | $131M | 0% | Dec 2023 |
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HighTower Advisors | 2.3M | $130M | 29% | Dec 2023 |
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HT Partners | 2.2M | $124M | 0% | Dec 2023 |
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Evergreen Advisors | 2.2M | $123M | 1% | Dec 2023 |
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Retirement Planning Group | 2.2M | $120M | 0% | Dec 2023 |
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Callan Capital | 2.1M | $118M | 2% | Dec 2023 |
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Hanson & Doremus Investment Management | 1.9M | $106M | 0% | Dec 2023 |
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Fft Wealth Management | 1.6M | $91M | 2% | Dec 2023 |
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BKD Wealth Advisors | 1.6M | $90M | -1% | Dec 2023 |
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Lgl Partners | 1.5M | $86M | 0% | Dec 2023 |
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HHM Wealth Advisors | 1.5M | $76M | 2% | Sep 2023 |
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Summit Financial Strategies | 1.4M | $70M | 1% | Sep 2023 |
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Captrust Financial Advisors | 1.4M | $75M | -5% | Dec 2023 |
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Envestnet Asset Management | 1.3M | $64M | -21% | Sep 2023 |
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Mariner Wealth Advisors | 1.2M | $69M | 0% | Dec 2023 |
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Ballentine Partners | 1.1M | $62M | 1% | Dec 2023 |
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Bank of America Corporation | 1.1M | $60M | 12% | Dec 2023 |
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National Bank Of Canada /fi/ | 1.1M | $60M | 18% | Dec 2023 |
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Morton Brown Family Wealth | 1.0M | $58M | 3% | Dec 2023 |
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HBK Sorce Advisory | 1.0M | $57M | -4% | Dec 2023 |
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Circle Wealth Management | 1.0M | $57M | 0% | Dec 2023 |
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Accredited Investors | 1.0M | $56M | 9% | Dec 2023 |
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Asset Advisors Investment Management | 1.0M | $56M | 3% | Dec 2023 |
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Socha Financial Group | 990k | $55M | -1% | Dec 2023 |
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North Star Asset Management | 943k | $53M | 4% | Dec 2023 |
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CliftonLarsonAllen Wealth Advisors | 912k | $51M | 0% | Dec 2023 |
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P-Solve | 904k | $50M | 7% | Dec 2023 |
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Morgan Stanley | 872k | $44M | 15% | Sep 2023 |
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Brown Advisory Holdings Incorporated | 836k | $47M | 0% | Dec 2023 |
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Caprock | 791k | $44M | 1% | Dec 2023 |
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Manchester Financial | 780k | $43M | 0% | Dec 2023 |
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D L Carlson Investment Group | 759k | $45M | 31% | Dec 2023 |
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Royal Bank of Canada | 758k | $42M | 1% | Dec 2023 |
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Mercer Global Advisors | 749k | $42M | -5% | Dec 2023 |
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Compass Advisory Group | 730k | $41M | 385% | Dec 2023 |
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Members Advisory Group | 722k | $40M | -3% | Dec 2023 |
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Myecfo | 721k | $40M | 4% | Dec 2023 |
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Creative Planning | 683k | $38M | -4% | Dec 2023 |
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Morningstar Investment Services | 665k | $33M | 7% | Sep 2023 |
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SNS Financial | 641k | $36M | -1% | Dec 2023 |
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Savant Capital Management | 606k | $34M | 2% | Dec 2023 |
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Legacy Financial Strategies | 582k | $32M | 2% | Dec 2023 |
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Jpmorgan Chase & Co | 579k | $32M | 401% | Dec 2023 |
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Goldman Sachs Group | 569k | $32M | 239% | Dec 2023 |
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Branch Banking & Trust Company | 567k | $32M | -8% | Dec 2023 |
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Wagner Bowman Management | 557k | $31M | 3% | Dec 2023 |
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Ethos Financial Group | 550k | $31M | 19% | Dec 2023 |
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Compass Financial Group | 544k | $30M | 27% | Dec 2023 |
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Buckingham Capital Management | 536k | $30M | 1% | Dec 2023 |
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Wealth Enhancement Advisory Services | 529k | $29M | 4% | Dec 2023 |
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Wells Fargo & Company | 512k | $29M | 9% | Dec 2023 |
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First Republic Investment Management | 509k | $25M | -3% | Sep 2023 |
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Cape Investment Advisory | 505k | $28M | 0% | Dec 2023 |
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LPL Financial | 498k | $25M | 5% | Sep 2023 |
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Legacy Private Trust | 490k | $27M | 2% | Dec 2023 |
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First National Corp | 475k | $27M | -3% | Dec 2023 |
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Advisor Group Holdings | 469k | $26M | -12% | Dec 2023 |
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Sym Financial Corporation | 436k | $24M | -20% | Dec 2023 |
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Sunburst Financial Group | 433k | $24M | 9% | Dec 2023 |
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Pinkerton Retirement Specialists | 430k | $24M | -24% | Dec 2023 |
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Financial Services Advisory | 422k | $24M | 100% | Dec 2023 |
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WT Wealth Management | 418k | $23M | 0% | Dec 2023 |
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Truepoint | 411k | $23M | -2% | Dec 2023 |
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Focus Financial Network | 410k | $23M | 100% | Dec 2023 |
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Patriot Investment Management | 408k | $23M | -4% | Dec 2023 |
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Pegasus Asset Management | 401k | $22M | 1% | Dec 2023 |
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Jaffetilchin Investment Partners | 401k | $20M | -1% | Sep 2023 |
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HPM Partners | 395k | $22M | 260% | Dec 2023 |
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Winthrop Advisory Group | 388k | $22M | 4% | Dec 2023 |
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Gemmer Asset Management | 384k | $21M | 12% | Dec 2023 |
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Ogorek Anthony Joseph | 376k | $21M | 5% | Dec 2023 |
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United Capital Financial Advisers | 374k | $21M | -20% | Dec 2023 |
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Strategic Advisors | 373k | $21M | 1% | Dec 2023 |
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Bartlett & Co. | 372k | $21M | -13% | Dec 2023 |
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Bartlett & Co. Wealth Management | 372k | $21M | -13% | Dec 2023 |
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American Investment Services | 371k | $21M | 0% | Dec 2023 |
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Shilanski & Associates | 359k | $20M | 14% | Dec 2023 |
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Goepper Burkhardt | 354k | $21M | 1% | Dec 2023 |
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Cobblestone Capital Advisors | 351k | $20M | -3% | Dec 2023 |
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Meridian Wealth Partners | 345k | $17M | 4% | Sep 2023 |
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Genesee Capital Advisors | 342k | $19M | 20% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 340k | $19M | -1% | Dec 2023 |
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Strategic Financial Planning | 339k | $19M | 8% | Dec 2023 |
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GSG Advisors | 335k | $18M | 8% | Dec 2023 |
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Valley National Advisers | 326k | $18M | 22% | Dec 2023 |
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Cambridge Investment Research Advisors | 323k | $18M | 16% | Dec 2023 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 320k | $18M | -1% | Dec 2023 |
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Nalls Sherbakoff Group | 318k | $16M | 0% | Sep 2023 |
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UBS Group | 315k | $18M | -18% | Dec 2023 |
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Great Lakes Retirement | 311k | $17M | -1% | Dec 2023 |
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Marshall Financial Group | 304k | $17M | -2% | Dec 2023 |
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Column Capital Advisors | 303k | $15M | 5% | Sep 2023 |
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Robinson Smith Wealth Advisors | 296k | $17M | 100% | Dec 2023 |
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Great Valley Advisor Group | 289k | $16M | 3% | Dec 2023 |
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Ellevest | 288k | $16M | 6% | Dec 2023 |
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Schaeffer Financial | 287k | $16M | 100% | Dec 2023 |
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Wynn Capital | 275k | $15M | 100% | Dec 2023 |
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Roble, Belko & Company | 275k | $15M | -1% | Dec 2023 |
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TrinityPoint Wealth | 274k | $15M | 1% | Dec 2023 |
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Madden Advisory Services | 273k | $15M | -7% | Dec 2023 |
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Freedom Wealth Alliance | 270k | $14M | 3% | Sep 2023 |
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Ashford Advisors | 269k | $15M | 0% | Dec 2023 |
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Resources Investment Advisors | 268k | $13M | -3% | Sep 2023 |
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Roundview Capital | 263k | $15M | 3% | Dec 2023 |
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Tanglewood Wealth Management | 263k | $15M | 69% | Dec 2023 |
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Harbour Investments | 262k | $15M | 1% | Dec 2023 |
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Tradition Wealth Management | 258k | $14M | 5% | Dec 2023 |
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PrairieView Partners | 245k | $14M | -1% | Dec 2023 |
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Juncture Wealth Strategies | 242k | $14M | 6% | Dec 2023 |
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Susquehanna International | 242k | $12M | 10% | Sep 2023 |
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CI Private Wealth | 242k | $14M | 86% | Dec 2023 |
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Elgethun Capital Management | 242k | $12M | 1% | Sep 2023 |
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Lodestar Private Asset Management | 240k | $13M | -3% | Dec 2023 |
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Envestnet Portfolio Solutions | 218k | $12M | 100% | Dec 2023 |
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Blue Bell Private Wealth Management | 217k | $12M | -2% | Dec 2023 |
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Spinnaker Investment Group | 217k | $12M | -2% | Dec 2023 |
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Roger Wittlin Investment Advisory | 215k | $12M | 6% | Dec 2023 |
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Stifel Financial | 212k | $12M | 3% | Dec 2023 |
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Libra Wealth | 211k | $12M | -4% | Dec 2023 |
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Milestone Investment Advisors | 211k | $12M | -3% | Dec 2023 |
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Intelligence Driven Advisers | 209k | $12M | -5% | Dec 2023 |
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Davis Capital Management | 204k | $11M | 100% | Dec 2023 |
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Rainsberger Wealth Advisors | 203k | $11M | -1% | Dec 2023 |
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Vista Capital Partners | 198k | $11M | 3% | Dec 2023 |
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Empower Advisory Group | 196k | $11M | 14% | Dec 2023 |
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EWG Elevate | 193k | $11M | 22% | Dec 2023 |
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SigFig Wealth Management | 192k | $9.7M | 0% | Dec 2023 |
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Commonwealth Equity Services | 191k | $11M | -2% | Dec 2023 |
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Valicenti Advisory Services | 188k | $10M | 0% | Dec 2023 |
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Opes Wealth Management | 180k | $10M | 2% | Dec 2023 |
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AE Wealth Management | 177k | $10M | -49% | Dec 2023 |
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Lido Advisors | 177k | $9.9M | 1% | Dec 2023 |
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Gyl Financial Synergies | 176k | $9.8M | 2% | Dec 2023 |
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Almanack Investment Partners | 174k | $9.7M | 143% | Dec 2023 |
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National Asset Management | 171k | $9.5M | 2% | Dec 2023 |
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Atomi Financial Group | 171k | $9.5M | 100% | Dec 2023 |
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Towercrest Capital Management | 170k | $9.5M | 0% | Dec 2023 |
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Alliance Wealth Management | 170k | $9.5M | -5% | Dec 2023 |
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D.B. Root & Company | 170k | $9.5M | 2% | Dec 2023 |
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Carnick & Kubik | 167k | $9.3M | 1% | Dec 2023 |
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James J. Burns & Company | 166k | $8.3M | 0% | Sep 2023 |
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Prime Capital Investment Advisors | 165k | $9.2M | -1% | Dec 2023 |
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Everhart Financial Group | 165k | $9.2M | -2% | Dec 2023 |
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Meridian Wealth Management | 111k | $6.2M | -50% | Dec 2023 |
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Evoke Wealth | 6.7k | $371k | -97% | Dec 2023 |
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Who sold out of Schwab U S Broad Market ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
TrueNorth | Sep 2023 | 280k | $14M |
Trellis Advisors | Sep 2023 | 183k | $9.1M |