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 | 55M | $1.4B | -2% | Sep 2025 |
|
| Betterment | 17M | $424M | -2% | Sep 2025 |
|
| Rebalance | 15M | $372M | 10% | Sep 2025 |
|
| SCS Capital Management | 12M | $314M | 0% | Sep 2025 |
|
| Regions Bank | 9.2M | $394M | 51082% | Sep 2025 |
|
| Strid | 8.7M | $224M | 1% | Sep 2025 |
|
| Evensky & Katz | 8.5M | $218M | -3% | Sep 2025 |
|
| Hengehold Capital Management | 8.5M | $217M | 0% | Sep 2025 |
|
| Bouchey Financial | 8.3M | $214M | 1% | Sep 2025 |
|
| HighTower Advisors | 7.8M | $200M | 0% | Sep 2025 |
|
| HB Wealth Management | 6.7M | $172M | 3% | Sep 2025 |
|
| Hanson & Doremus Investment Management | 6.5M | $168M | 2% | Sep 2025 |
|
| BKD Wealth Advisors | 6.3M | $163M | 1% | Sep 2025 |
|
| Evergreen Advisors | 6.2M | $147M | -2% | Jun 2025 |
|
| AlphaCore Capital | 6.1M | $157M | 3% | Sep 2025 |
|
| HT Partners | 6.1M | $157M | 1% | Sep 2025 |
|
| HHM Wealth Advisors | 5.2M | $134M | -5% | Sep 2025 |
|
| TruNorth Capital Management | 5.1M | $130M | 9% | Sep 2025 |
|
| Accredited Investors | 4.8M | $124M | -2% | Sep 2025 |
|
| Mariner Wealth Advisors | 4.3M | $110M | 2% | Sep 2025 |
|
| SRS Capital Advisors | 4.1M | $109M | 2254% | Sep 2025 |
|
| Morton Brown Family Wealth | 3.8M | $98M | 0% | Sep 2025 |
|
| Summit Financial Strategies | 3.5M | $91M | -4% | Sep 2025 |
|
| Manchester Financial | 3.5M | $89M | -2% | Sep 2025 |
|
| Captrust Financial Advisors | 3.4M | $87M | 0% | Sep 2025 |
|
| Compass Financial Group | 3.4M | $87M | 6% | Sep 2025 |
|
| Ballentine Partners | 3.2M | $83M | -1% | Sep 2025 |
|
| Morgan Stanley | 3.2M | $76M | 100% | Jun 2025 |
|
| HBK Sorce Advisory | 3.1M | $81M | 0% | Sep 2025 |
|
| Savant Capital Management | 2.9M | $75M | 26% | Sep 2025 |
|
| Warren Averett Asset Management | 2.9M | $74M | 4% | Sep 2025 |
|
| LPL Financial | 2.8M | $73M | 3% | Sep 2025 |
|
| Asset Advisors Investment Management | 2.8M | $72M | 0% | Sep 2025 |
|
| Mercer Global Advisors | 2.7M | $70M | -5% | Sep 2025 |
|
| Brown Advisory Holdings Incorporated | 2.7M | $70M | -1% | Sep 2025 |
|
| North Star Asset Management | 2.7M | $69M | 1% | Sep 2025 |
|
| Legacy Financial Strategies | 2.7M | $69M | 5% | Sep 2025 |
|
| Royal Bank of Canada | 2.7M | $68M | 1% | Sep 2025 |
|
| Circle Wealth Management | 2.6M | $67M | -4% | Sep 2025 |
|
| D L Carlson Investment Group | 2.6M | $67M | 0% | Sep 2025 |
|
| CliftonLarsonAllen Wealth Advisors | 2.5M | $63M | -2% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 2.5M | $63M | 9% | Sep 2025 |
|
| Wells Fargo & Company | 2.4M | $62M | 2% | Sep 2025 |
|
| Myecfo | 2.4M | $62M | 1% | Sep 2025 |
|
| Winthrop Advisory Group | 2.3M | $59M | 1% | Sep 2025 |
|
| Jones Financial Companies, L.L | 2.3M | $58M | 8% | Sep 2025 |
|
| Creative Planning | 2.3M | $58M | 1% | Sep 2025 |
|
| Caprock | 2.2M | $55M | 0% | Sep 2025 |
|
| Aptus Capital Advisors | 2.1M | $55M | 0% | Sep 2025 |
|
| Sunburst Financial Group | 2.1M | $54M | 0% | Sep 2025 |
|
| Ethos Financial Group | 2.1M | $53M | 1% | Sep 2025 |
|
| Wagner Bowman Management | 2.0M | $52M | 0% | Sep 2025 |
|
| Compass Advisory Group | 1.9M | $50M | -20% | Sep 2025 |
|
| SNS Financial | 1.8M | $47M | -1% | Sep 2025 |
|
| Capital Management Associates | 1.8M | $46M | 0% | Sep 2025 |
|
| Members Advisory Group | 1.8M | $45M | 0% | Sep 2025 |
|
| Quantinno Capital Management | 1.7M | $43M | 35% | Sep 2025 |
|
| Roundview Capital | 1.6M | $42M | 0% | Sep 2025 |
|
| Cape Investment Advisory | 1.6M | $38M | 2% | Jun 2025 |
|
| Branch Banking & Trust Company | 1.6M | $41M | 3% | Sep 2025 |
|
| Boulder Wealth Advisors | 1.6M | $40M | 1% | Sep 2025 |
|
| Jaffetilchin Investment Partners | 1.5M | $40M | 0% | Sep 2025 |
|
| Modern Wealth Management | 1.5M | $39M | 423% | Sep 2025 |
|
| Genesee Capital Advisors | 1.4M | $37M | -4% | Sep 2025 |
|
| Raymond James Financial | 1.4M | $37M | 7% | Sep 2025 |
|
| Kovitz Investment Group Partners | 1.4M | $36M | 16% | Sep 2025 |
|
| Hanson McClain Advisors | 1.4M | $36M | -4% | Sep 2025 |
|
| UBS Group | 1.4M | $36M | 6% | Sep 2025 |
|
| Leading Edge Financial Planning | 1.4M | $36M | 4% | Sep 2025 |
|
| Resources Investment Advisors | 1.4M | $36M | -9% | Sep 2025 |
|
| Weaver Capital Management | 1.4M | $35M | 100% | Sep 2025 |
|
| Legacy Private Trust | 1.3M | $34M | -3% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 1.3M | $34M | -5% | Sep 2025 |
|
| Juncture Wealth Strategies | 1.3M | $33M | 1% | Sep 2025 |
|
| Retirement Planning Group | 1.2M | $32M | -20% | Sep 2025 |
|
| Shilanski & Associates | 1.2M | $32M | 3% | Sep 2025 |
|
| Boyum Wealth Architects | 1.2M | $32M | 10% | Sep 2025 |
|
| WT Wealth Management | 1.2M | $31M | -5% | Sep 2025 |
|
| Jpmorgan Chase & Co | 1.2M | $31M | 11% | Sep 2025 |
|
| Pegasus Asset Management | 1.2M | $30M | -1% | Sep 2025 |
|
| Gemmer Asset Management | 1.2M | $30M | 0% | Sep 2025 |
|
| Colony | 1.1M | $29M | -9% | Sep 2025 |
|
| Strategic Advisors | 1.1M | $29M | 3% | Sep 2025 |
|
| Truepoint | 1.1M | $29M | -1% | Sep 2025 |
|
| HPM Partners | 1.1M | $29M | -2% | Sep 2025 |
|
| Goepper Burkhardt | 1.1M | $29M | 3% | Sep 2025 |
|
| MAI Wealth Advisors | 1.1M | $28M | -1% | Sep 2025 |
|
| Valley National Advisers | 1.1M | $21M | -3% | Sep 2025 |
|
| FMR | 1.1M | $28M | 9% | Sep 2025 |
|
| GSG Advisors | 1.1M | $28M | -2% | Sep 2025 |
|
| Phil A. Younker & Associates | 1.1M | $28M | 16% | Sep 2025 |
|
| Patriot Investment Management | 1.1M | $27M | -1% | Sep 2025 |
|
| Bartlett & Co. Wealth Management | 1.0M | $27M | 0% | Sep 2025 |
|
| Strategic Financial Planning | 1.0M | $27M | 6% | Sep 2025 |
|
| Gallagher Fiduciary Advisors | 1.0M | $27M | -98% | Sep 2025 |
|
| Sym Financial Corporation | 1.0M | $26M | 0% | Sep 2025 |
|
| Robinson Smith Wealth Advisors | 1.0M | $26M | 2% | Sep 2025 |
|
| Intelligence Driven Advisers | 1.0M | $26M | -2% | Sep 2025 |
|
| Facet Wealth | 1.0M | $26M | 0% | Sep 2025 |
|
| Goldman Sachs Group | 1.0M | $26M | -35% | Sep 2025 |
|
| Sontag Advisory | 1.0M | $26M | 0% | Sep 2025 |
|
| Harbour Investments | 1000k | $26M | 8% | Sep 2025 |
|
| First National Corp | 981k | $25M | 0% | Sep 2025 |
|
| Global Wealth Management | 954k | $25M | -4% | Sep 2025 |
|
| Chicago Partners Investment | 952k | $25M | 2% | Sep 2025 |
|
| Jane Street | 934k | $24M | 435% | Sep 2025 |
|
| Dodds Wealth | 932k | $24M | 6% | Sep 2025 |
|
| Tanglewood Wealth Management | 921k | $24M | 0% | Sep 2025 |
|
| Socha Financial Group | 909k | $23M | -2% | Sep 2025 |
|
| Great Lakes Retirement | 899k | $23M | 0% | Sep 2025 |
|
| Meridian Wealth Partners | 898k | $23M | 2% | Sep 2025 |
|
| Wynn Capital | 888k | $23M | 2% | Sep 2025 |
|
| Breakwater Investment Management | 887k | $23M | -5% | Sep 2025 |
|
| Stonekeep Investments | 884k | $23M | 3% | Sep 2025 |
|
| Schaeffer Financial | 878k | $23M | 2% | Sep 2025 |
|
| Envestnet Asset Management | 868k | $22M | -51% | Sep 2025 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 853k | $23M | 0% | Sep 2025 |
|
| United Capital Financial Advisers | 853k | $22M | -1% | Sep 2025 |
|
| Advisor Group Holdings | 851k | $22M | 23% | Sep 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 848k | $22M | 0% | Sep 2025 |
|
| TrueNorth | 831k | $21M | -2% | Sep 2025 |
|
| Vista Capital Partners | 819k | $21M | -8% | Sep 2025 |
|
| Cobblestone Capital Advisors | 818k | $21M | 0% | Sep 2025 |
|
| Tradition Wealth Management | 810k | $21M | -1% | Sep 2025 |
|
| Assetmark | 805k | $21M | 1% | Sep 2025 |
|
| Lido Advisors | 795k | $20M | 0% | Sep 2025 |
|
| Davis Capital Management | 788k | $20M | 8% | Sep 2025 |
|
| CI Private Wealth | 775k | $20M | 12% | Sep 2025 |
|
| Cetera Investment Advisers | 756k | $19M | 19% | Sep 2025 |
|
| AQR Capital Management | 756k | $19M | 48% | Sep 2025 |
|
| Libra Wealth | 753k | $19M | -1% | Sep 2025 |
|
| Roble, Belko & Company | 750k | $19M | -1% | Sep 2025 |
|
| LLBH Private Wealth Management | 748k | $19M | -1% | Sep 2025 |
|
| Marshall Financial Group | 747k | $19M | 1% | Sep 2025 |
|
| Madden Advisory Services | 733k | $19M | -3% | Sep 2025 |
|
| James J. Burns & Company | 717k | $18M | 2% | Sep 2025 |
|
| Commonwealth Equity Services | 694k | $18M | 0% | Sep 2025 |
|
| PrairieView Partners | 653k | $16M | 5% | Jun 2025 |
|
| Zhang Financial | 651k | $17M | 15% | Sep 2025 |
|
| Focus Financial Network | 650k | $17M | -6% | Sep 2025 |
|
| Elgethun Capital Management | 640k | $16M | -3% | Sep 2025 |
|
| Atomi Financial Group | 638k | $16M | 1% | Sep 2025 |
|
| Christensen, King & Associates Investment Services | 620k | $16M | -1% | Sep 2025 |
|
| Lodestar Private Asset Management | 619k | $16M | -1% | Sep 2025 |
|
| Blue Bell Private Wealth Management | 614k | $16M | -1% | Sep 2025 |
|
| Beacon Pointe Advisors | 611k | $16M | 212% | Sep 2025 |
|
| MidWestOne Financial Group | 605k | $16M | 4% | Sep 2025 |
|
| Ashford Advisors | 597k | $15M | -20% | Sep 2025 |
|
| Roger Wittlin Investment Advisory | 589k | $15M | -5% | Sep 2025 |
|
| Ogorek Anthony Joseph | 585k | $15M | -3% | Sep 2025 |
|
| Blue Investment Partners | 584k | $14M | -1% | Jun 2025 |
|
| Valicenti Advisory Services | 556k | $14M | -7% | Sep 2025 |
|
| Kestra Advisory Services | 353k | $9.1M | -85% | Sep 2025 |
|
Who sold out of Schwab U S Broad Market ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| National Bank Of Canada /fi/ | Jun 2025 | 4.1M | $97M |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 866k | $21M |