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
Download as csv
Download as Excel
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 | 21M | $1.4B | -3% | Sep 2024 |
|
| SCS Capital Management | 3.9M | $245M | -3% | Jun 2024 |
|
| Rebalance | 3.8M | $254M | 5% | Sep 2024 |
|
| Evensky & Katz | 3.2M | $216M | -2% | Sep 2024 |
|
| Hengehold Capital Management | 3.1M | $203M | 1% | Sep 2024 |
|
| Strid | 2.9M | $191M | 4% | Sep 2024 |
|
| Bouchey Financial | 2.6M | $173M | 2% | Sep 2024 |
|
| HighTower Advisors | 2.5M | $155M | 3% | Jun 2024 |
|
| HB Wealth Management | 2.2M | $148M | -1% | Sep 2024 |
|
| Evergreen Advisors | 2.2M | $147M | 1% | Sep 2024 |
|
| Callan Capital | 2.0M | $135M | 1% | Sep 2024 |
|
| HT Partners | 2.0M | $133M | -11% | Sep 2024 |
|
| Hanson & Doremus Investment Management | 1.9M | $130M | 0% | Sep 2024 |
|
| Retirement Planning Group | 1.8M | $119M | -1% | Sep 2024 |
|
| BKD Wealth Advisors | 1.8M | $110M | 2% | Jun 2024 |
|
| Accredited Investors | 1.6M | $108M | 0% | Sep 2024 |
|
| National Bank Of Canada /fi/ | 1.4M | $93M | 12% | Sep 2024 |
|
| Summit Financial Strategies | 1.4M | $92M | -1% | Sep 2024 |
|
| HHM Wealth Advisors | 1.3M | $89M | -12% | Sep 2024 |
|
| TruNorth Capital Management | 1.3M | $88M | 1% | Sep 2024 |
|
| WT Wealth Management | 1.2M | $28M | 195% | Sep 2024 |
|
| Mariner Wealth Advisors | 1.2M | $82M | -1% | Sep 2024 |
|
| Manchester Financial | 1.2M | $77M | 38% | Sep 2024 |
|
| Morton Brown Family Wealth | 1.2M | $77M | 8% | Sep 2024 |
|
| Captrust Financial Advisors | 1.1M | $76M | -23% | Sep 2024 |
|
| Morgan Stanley | 1.1M | $68M | 16% | Jun 2024 |
|
| Ballentine Partners | 1.1M | $71M | -1% | Sep 2024 |
|
| Socha Financial Group | 1.0M | $69M | 2% | Sep 2024 |
|
| HBK Sorce Advisory | 1.0M | $68M | -1% | Sep 2024 |
|
| Bank of America Corporation | 1.0M | $68M | 3% | Sep 2024 |
|
| Circle Wealth Management | 1.0M | $67M | -1% | Sep 2024 |
|
| North Star Asset Management | 978k | $65M | 1% | Sep 2024 |
|
| Asset Advisors Investment Management | 965k | $64M | 0% | Sep 2024 |
|
| Brown Advisory Holdings Incorporated | 936k | $59M | 12% | Jun 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 931k | $62M | -1% | Sep 2024 |
|
| P-Solve | 882k | $59M | 0% | Sep 2024 |
|
| D L Carlson Investment Group | 870k | $58M | 4% | Sep 2024 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 869k | $19M | 196% | Sep 2024 |
|
| Compass Financial Group | 844k | $56M | 11% | Sep 2024 |
|
| Morningstar Investment Services | 831k | $55M | 15% | Sep 2024 |
|
| Compass Advisory Group | 819k | $54M | 10% | Sep 2024 |
|
| Royal Bank of Canada | 779k | $52M | 1% | Sep 2024 |
|
| Legacy Financial Strategies | 766k | $51M | 24% | Sep 2024 |
|
| SNS Financial | 753k | $50M | -3% | Sep 2024 |
|
| Caprock | 745k | $50M | -5% | Sep 2024 |
|
| Myecfo | 741k | $49M | -2% | Sep 2024 |
|
| Dodds Wealth | 685k | $15M | 214% | Sep 2024 |
|
| Creative Planning | 685k | $46M | 1% | Sep 2024 |
|
| Envestnet Asset Management | 676k | $45M | -6% | Sep 2024 |
|
| LPL Financial | 662k | $44M | 3% | Sep 2024 |
|
| Wagner Bowman Management | 657k | $44M | 3% | Sep 2024 |
|
| Resources Investment Advisors | 635k | $42M | 5% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 605k | $40M | 4% | Sep 2024 |
|
| Wells Fargo & Company | 603k | $40M | 5% | Sep 2024 |
|
| Ethos Financial Group | 589k | $39M | 2% | Sep 2024 |
|
| Savant Capital Management | 570k | $38M | -1% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 565k | $36M | 8% | Jun 2024 |
|
| Aptus Capital Advisors | 564k | $13M | 6851% | Sep 2024 |
|
| Buckingham Capital Management | 556k | $37M | 2% | Sep 2024 |
|
| Branch Banking & Trust Company | 555k | $35M | -4% | Jun 2024 |
|
| Sunburst Financial Group | 551k | $37M | 5% | Sep 2024 |
|
| Chicago Partners Investment | 528k | $12M | 225% | Sep 2024 |
|
| Cape Investment Advisory | 511k | $32M | 0% | Jun 2024 |
|
| Boulder Wealth Advisors | 502k | $33M | 1% | Sep 2024 |
|
| Genesee Capital Advisors | 499k | $33M | 1% | Sep 2024 |
|
| Jaffetilchin Investment Partners | 497k | $33M | -5% | Sep 2024 |
|
| Members Advisory Group | 488k | $33M | -31% | Sep 2024 |
|
| Mercer Global Advisors | 478k | $30M | -65% | Jun 2024 |
|
| Legacy Private Trust | 474k | $32M | -2% | Sep 2024 |
|
| Advisor Group Holdings | 452k | $30M | -12% | Sep 2024 |
|
| Roundview Capital | 448k | $28M | 45% | Jun 2024 |
|
| Family Firm | 421k | $9.5M | 3% | Sep 2024 |
|
| Pegasus Asset Management | 420k | $28M | 1% | Sep 2024 |
|
| Goldman Sachs Group | 419k | $26M | 181% | Jun 2024 |
|
| Winthrop Advisory Group | 399k | $27M | 1% | Sep 2024 |
|
| Leading Edge Financial Planning | 396k | $26M | 13% | Sep 2024 |
|
| Truepoint | 395k | $26M | -1% | Sep 2024 |
|
| Jpmorgan Chase & Co | 384k | $26M | 6% | Sep 2024 |
|
| Gemmer Asset Management | 383k | $25M | -2% | Sep 2024 |
|
| HPM Partners | 376k | $25M | 6% | Sep 2024 |
|
| Valley National Advisers | 375k | $25M | 2% | Sep 2024 |
|
| Patriot Investment Management | 375k | $25M | -6% | Sep 2024 |
|
| Financial Services Advisory | 373k | $25M | 88% | Sep 2024 |
|
| American Investment Services | 364k | $23M | -2% | Jun 2024 |
|
| Goepper Burkhardt | 362k | $24M | 0% | Sep 2024 |
|
| Moneta Group Investment Advisors | 361k | $8.0M | 487% | Sep 2024 |
|
| Bartlett & Co. Wealth Management | 360k | $24M | -1% | Sep 2024 |
|
| Global Wealth Management | 353k | $24M | 100% | Sep 2024 |
|
| Shilanski & Associates | 351k | $23M | -7% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 347k | $23M | 1% | Sep 2024 |
|
| Strategic Advisors | 341k | $23M | -3% | Sep 2024 |
|
| Ogorek Anthony Joseph | 335k | $22M | -7% | Sep 2024 |
|
| Robinson Smith Wealth Advisors | 330k | $22M | 3% | Sep 2024 |
|
| Focus Financial Network | 328k | $22M | -1% | Sep 2024 |
|
| First National Corp | 328k | $22M | -18% | Sep 2024 |
|
| Strategic Financial Planning | 323k | $22M | -6% | Sep 2024 |
|
| GSG Advisors | 322k | $21M | 0% | Sep 2024 |
|
| Breakwater Investment Management | 316k | $20M | 0% | Sep 2024 |
|
| United Capital Financial Advisers | 314k | $21M | -5% | Sep 2024 |
|
| Cobblestone Capital Advisors | 309k | $21M | -2% | Sep 2024 |
|
| Great Lakes Retirement | 300k | $20M | 0% | Sep 2024 |
|
| Meridian Wealth Partners | 291k | $19M | 2% | Sep 2024 |
|
| Schaeffer Financial | 285k | $19M | 1% | Sep 2024 |
|
| Wynn Capital | 285k | $19M | 3% | Sep 2024 |
|
| Marshall Financial Group | 283k | $19M | -4% | Sep 2024 |
|
| Harbour Investments | 280k | $19M | 1% | Sep 2024 |
|
| TrinityPoint Wealth | 274k | $18M | -1% | Sep 2024 |
|
| Stonekeep Investments | 268k | $18M | 0% | Sep 2024 |
|
| Tradition Wealth Management | 267k | $18M | -1% | Sep 2024 |
|
| Great Valley Advisor Group | 266k | $18M | -10% | Sep 2024 |
|
| CI Private Wealth | 263k | $18M | 4% | Sep 2024 |
|
| Madden Advisory Services | 259k | $17M | -3% | Sep 2024 |
|
| Sym Financial Corporation | 259k | $16M | 0% | Jun 2024 |
|
| Ashford Advisors | 257k | $17M | 0% | Sep 2024 |
|
| Roble, Belko & Company | 256k | $17M | -4% | Sep 2024 |
|
| Juncture Wealth Strategies | 253k | $17M | -2% | Sep 2024 |
|
| James J. Burns & Company | 250k | $17M | 3% | Sep 2024 |
|
| Tanglewood Wealth Management | 249k | $17M | -2% | Sep 2024 |
|
| Carnick & Kubik | 228k | $15M | 5% | Sep 2024 |
|
| Davis Capital Management | 228k | $15M | 6% | Sep 2024 |
|
| Mutual Advisors | 227k | $5.1M | 202% | Sep 2024 |
|
| Christensen, King & Associates Investment Services | 226k | $15M | -3% | Sep 2024 |
|
| Almanack Investment Partners | 225k | $15M | -4% | Sep 2024 |
|
| PrairieView Partners | 224k | $15M | -4% | Sep 2024 |
|
| Lodestar Private Asset Management | 221k | $15M | -1% | Sep 2024 |
|
| Stifel Financial | 213k | $13M | -2% | Jun 2024 |
|
| Pinkerton Retirement Specialists | 212k | $14M | -10% | Sep 2024 |
|
| Blue Bell Private Wealth Management | 210k | $14M | -1% | Sep 2024 |
|
| Roger Wittlin Investment Advisory | 204k | $14M | 1% | Sep 2024 |
|
| Libra Wealth | 203k | $14M | -1% | Sep 2024 |
|
| Spinnaker Investment Group | 202k | $13M | -2% | Sep 2024 |
|
| Empower Advisory Group | 199k | $13M | -3% | Sep 2024 |
|
| Raymond James & Associates | 195k | $13M | 12% | Sep 2024 |
|
| Commonwealth Equity Services | 192k | $13M | -1% | Sep 2024 |
|
| Intelligence Driven Advisers | 192k | $13M | -2% | Sep 2024 |
|
| Valicenti Advisory Services | 191k | $13M | 2% | Sep 2024 |
|
| Milestone Investment Advisors | 190k | $13M | -2% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 188k | $13M | -5% | Sep 2024 |
|
| Vista Capital Partners | 187k | $12M | -1% | Sep 2024 |
|
| SigFig Wealth Management | 187k | $9.2M | 4% | Jun 2024 |
|
| Bond & Devick Financial Network | 186k | $12M | 38% | Sep 2024 |
|
| Passive Capital Management | 182k | $12M | -2% | Sep 2024 |
|
| Gyl Financial Synergies | 178k | $12M | 4% | Sep 2024 |
|
| Blue Investment Partners | 178k | $11M | 4% | Jun 2024 |
|
| Sequoia Financial Advisors | 176k | $12M | 16% | Sep 2024 |
|
| Opes Wealth Management | 176k | $12M | 1% | Sep 2024 |
|
| Colony | 175k | $12M | -7% | Sep 2024 |
|
| Lido Advisors | 174k | $11M | 1% | Jun 2024 |
|
| National Asset Management | 171k | $11M | -1% | Sep 2024 |
|
| Strategic Financial Concepts | 75k | $5.0M | -98% | Sep 2024 |
|
Who sold out of Schwab U S Broad Market ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sunpointe | Jun 2024 | 413k | $26M |