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 |
|---|---|---|---|---|---|
| Betterment | 18M | $404M | 194% | Dec 2024 |
|
| Rebalance | 12M | $260M | 200% | Dec 2024 |
|
| SCS Capital Management | 10M | $232M | 170% | Dec 2024 |
|
| Evensky & Katz | 9.3M | $212M | 188% | Dec 2024 |
|
| Hengehold Capital Management | 8.9M | $203M | 193% | Dec 2024 |
|
| Strid | 8.5M | $194M | 198% | Dec 2024 |
|
| Bouchey Financial | 8.2M | $185M | 213% | Dec 2024 |
|
| HighTower Advisors | 8.1M | $185M | 206% | Dec 2024 |
|
| HB Wealth Management | 6.5M | $148M | 193% | Dec 2024 |
|
| Evergreen Advisors | 6.4M | $145M | 189% | Dec 2024 |
|
| HT Partners | 6.1M | $137M | 203% | Dec 2024 |
|
| Callan Capital | 6.0M | $135M | 194% | Dec 2024 |
|
| Hanson & Doremus Investment Management | 5.9M | $134M | 203% | Dec 2024 |
|
| BKD Wealth Advisors | 5.7M | $129M | 205% | Dec 2024 |
|
| Empower Advisory Group | 4.9M | $111M | 2358% | Dec 2024 |
|
| Accredited Investors | 4.9M | $111M | 201% | Dec 2024 |
|
| National Bank Of Canada /fi/ | 4.1M | $94M | 196% | Dec 2024 |
|
| Summit Financial Strategies | 4.1M | $92M | 192% | Dec 2024 |
|
| HHM Wealth Advisors | 4.0M | $91M | 199% | Dec 2024 |
|
| TruNorth Capital Management | 4.0M | $91M | 204% | Dec 2024 |
|
| Mariner Wealth Advisors | 4.0M | $91M | 224% | Dec 2024 |
|
| Morton Brown Family Wealth | 3.6M | $81M | 210% | Dec 2024 |
|
| Manchester Financial | 3.5M | $79M | 201% | Dec 2024 |
|
| Morgan Stanley | 3.3M | $75M | 216% | Dec 2024 |
|
| Captrust Financial Advisors | 3.3M | $75M | 191% | Dec 2024 |
|
| Ballentine Partners | 3.1M | $71M | 193% | Dec 2024 |
|
| Socha Financial Group | 3.1M | $70M | 200% | Dec 2024 |
|
| Bank of America Corporation | 3.1M | $70M | 203% | Dec 2024 |
|
| HBK Sorce Advisory | 3.1M | $70M | 199% | Dec 2024 |
|
| Circle Wealth Management | 3.0M | $69M | 200% | Dec 2024 |
|
| North Star Asset Management | 2.9M | $67M | 201% | Dec 2024 |
|
| Asset Advisors Investment Management | 2.9M | $65M | 197% | Dec 2024 |
|
| Brown Advisory Holdings Incorporated | 2.8M | $64M | 200% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 2.8M | $63M | 196% | Dec 2024 |
|
| D L Carlson Investment Group | 2.7M | $62M | 216% | Dec 2024 |
|
| Compass Financial Group | 2.7M | $62M | 222% | Dec 2024 |
|
| P-Solve | 2.6M | $60M | 198% | Dec 2024 |
|
| Legacy Financial Strategies | 2.5M | $54M | 5% | Mar 2025 |
|
| Royal Bank of Canada | 2.4M | $55M | 213% | Dec 2024 |
|
| Myecfo | 2.4M | $51M | 4% | Mar 2025 |
|
| Compass Advisory Group | 2.3M | $53M | 185% | Dec 2024 |
|
| Caprock | 2.2M | $51M | 201% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 2.1M | $45M | 9% | Mar 2025 |
|
| Creative Planning | 2.1M | $47M | 205% | Dec 2024 |
|
| LPL Financial | 2.1M | $47M | 213% | Dec 2024 |
|
| Wagner Bowman Management | 2.0M | $46M | 210% | Dec 2024 |
|
| Mercer Global Advisors | 2.0M | $46M | 43% | Dec 2024 |
|
| Aptus Capital Advisors | 2.0M | $45M | 253% | Dec 2024 |
|
| Sunburst Financial Group | 1.9M | $44M | 252% | Dec 2024 |
|
| SNS Financial | 1.9M | $44M | 157% | Dec 2024 |
|
| Envestnet Asset Management | 1.9M | $44M | 185% | Dec 2024 |
|
| Wells Fargo & Company | 1.9M | $43M | 216% | Dec 2024 |
|
| Resources Investment Advisors | 1.9M | $43M | 196% | Dec 2024 |
|
| Ethos Financial Group | 1.9M | $43M | 218% | Dec 2024 |
|
| Retirement Planning Group | 1.8M | $38M | -69% | Mar 2025 |
|
| Branch Banking & Trust Company | 1.8M | $40M | 225% | Dec 2024 |
|
| Capital Management Associates | 1.7M | $39M | 201% | Dec 2024 |
|
| Savant Capital Management | 1.7M | $38M | 196% | Dec 2024 |
|
| Members Advisory Group | 1.6M | $36M | 228% | Dec 2024 |
|
| Roundview Capital | 1.6M | $36M | 212% | Dec 2024 |
|
| Cape Investment Advisory | 1.6M | $36M | 202% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 1.5M | $35M | 210% | Dec 2024 |
|
| Genesee Capital Advisors | 1.5M | $35M | 208% | Dec 2024 |
|
| Boulder Wealth Advisors | 1.5M | $35M | 204% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 1.5M | $34M | 150% | Dec 2024 |
|
| Buckingham Capital Management | 1.5M | $34M | 169% | Dec 2024 |
|
| Weaver Capital Management | 1.5M | $34M | 14936350% | Dec 2024 |
|
| Winthrop Advisory Group | 1.4M | $31M | -3% | Mar 2025 |
|
| UBS Group | 1.3M | $29M | 209% | Dec 2024 |
|
| WT Wealth Management | 1.3M | $29M | 3% | Dec 2024 |
|
| Leading Edge Financial Planning | 1.2M | $28M | 212% | Dec 2024 |
|
| Charles Schwab Investment Management | 1.2M | $28M | 100% | Dec 2024 |
|
| Pegasus Asset Management | 1.2M | $28M | 188% | Dec 2024 |
|
| Warren Averett Asset Management | 1.2M | $27M | 217% | Dec 2024 |
|
| Truepoint | 1.2M | $27M | 198% | Dec 2024 |
|
| HPM Partners | 1.2M | $27M | 213% | Dec 2024 |
|
| Legacy Private Trust | 1.2M | $25M | -20% | Mar 2025 |
|
| Strategic Advisors | 1.2M | $25M | 11% | Mar 2025 |
|
| Gemmer Asset Management | 1.2M | $26M | 204% | Dec 2024 |
|
| Shilanski & Associates | 1.1M | $25M | 219% | Dec 2024 |
|
| Financial Services Advisory | 1.1M | $25M | 195% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.1M | $25M | 186% | Dec 2024 |
|
| Colony | 1.1M | $25M | 525% | Dec 2024 |
|
| Carnick & Kubik | 1.1M | $23M | 0% | Mar 2025 |
|
| Phil A. Younker & Associates | 1.1M | $25M | 100% | Dec 2024 |
|
| Bartlett & Co. Wealth Management | 1.1M | $25M | 200% | Dec 2024 |
|
| Goepper Burkhardt | 1.1M | $24M | 195% | Dec 2024 |
|
| Valley National Advisers | 1.1M | $24M | 185% | Dec 2024 |
|
| Patriot Investment Management | 1.1M | $23M | -4% | Mar 2025 |
|
| Global Wealth Management | 1.1M | $23M | -1% | Mar 2025 |
|
| Robinson Smith Wealth Advisors | 1.0M | $24M | 215% | Dec 2024 |
|
| Goldman Sachs Group | 1.0M | $23M | 267% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 1.0M | $23M | 195% | Dec 2024 |
|
| GSG Advisors | 1.0M | $23M | 213% | Dec 2024 |
|
| MAI Wealth Advisors | 994k | $23M | 1082% | Dec 2024 |
|
| First National Corp | 987k | $21M | -3% | Mar 2025 |
|
| Raymond James Financial | 952k | $22M | 100% | Dec 2024 |
|
| Ogorek Anthony Joseph | 948k | $22M | 183% | Dec 2024 |
|
| Strategic Financial Planning | 948k | $22M | 194% | Dec 2024 |
|
| Breakwater Investment Management | 946k | $20M | 0% | Mar 2025 |
|
| Focus Financial Network | 935k | $20M | 4% | Mar 2025 |
|
| United Capital Financial Advisers | 908k | $21M | 189% | Dec 2024 |
|
| Cobblestone Capital Advisors | 906k | $21M | 194% | Dec 2024 |
|
| Great Lakes Retirement | 888k | $20M | 196% | Dec 2024 |
|
| Hanson McClain Advisors | 888k | $21M | 1937% | Dec 2024 |
|
| Harbour Investments | 886k | $20M | 216% | Dec 2024 |
|
| Meridian Wealth Partners | 877k | $20M | 202% | Dec 2024 |
|
| Wynn Capital | 867k | $19M | -1% | Mar 2025 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 867k | $20M | 0% | Dec 2024 |
|
| Dodds Wealth | 861k | $19M | 14% | Mar 2025 |
|
| Schaeffer Financial | 859k | $20M | 202% | Dec 2024 |
|
| FMR | 834k | $19M | 195% | Dec 2024 |
|
| TrueNorth | 820k | $19M | 195% | Dec 2024 |
|
| Marshall Financial Group | 814k | $19M | 187% | Dec 2024 |
|
| TrinityPoint Wealth | 812k | $18M | 196% | Dec 2024 |
|
| Tradition Wealth Management | 801k | $18M | 200% | Dec 2024 |
|
| Stonekeep Investments | 794k | $18M | 196% | Dec 2024 |
|
| Lido Advisors | 794k | $18M | 409% | Dec 2024 |
|
| Juncture Wealth Strategies | 786k | $17M | -2% | Mar 2025 |
|
| Madden Advisory Services | 782k | $18M | 201% | Dec 2024 |
|
| Sym Financial Corporation | 780k | $18M | 100% | Dec 2024 |
|
| Roble, Belko & Company | 761k | $17M | 197% | Dec 2024 |
|
| Ashford Advisors | 759k | $17M | 196% | Dec 2024 |
|
| Davis Capital Management | 726k | $16M | 5% | Mar 2025 |
|
| James J. Burns & Company | 719k | $16M | -3% | Mar 2025 |
|
| Elgethun Capital Management | 710k | $16M | 194% | Dec 2024 |
|
| Great Valley Advisor Group | 707k | $16M | 166% | Dec 2024 |
|
| CI Private Wealth | 707k | $16M | 169% | Dec 2024 |
|
| Family Firm | 697k | $9.7M | 65% | Dec 2024 |
|
| Atomi Financial Group | 694k | $16M | 325% | Dec 2024 |
|
| Tanglewood Wealth Management | 675k | $15M | -10% | Mar 2025 |
|
| Christensen, King & Associates Investment Services | 659k | $15M | 192% | Dec 2024 |
|
| PrairieView Partners | 650k | $15M | 190% | Dec 2024 |
|
| Lodestar Private Asset Management | 640k | $15M | 190% | Dec 2024 |
|
| Ellevest | 635k | $14M | 162% | Dec 2024 |
|
| Stifel Financial | 633k | $14M | 202% | Dec 2024 |
|
| Blue Bell Private Wealth Management | 628k | $14M | 199% | Dec 2024 |
|
| Roger Wittlin Investment Advisory | 624k | $14M | 206% | Dec 2024 |
|
| Milestone Investment Advisors | 597k | $14M | 215% | Dec 2024 |
|
| Libra Wealth | 595k | $14M | 194% | Dec 2024 |
|
| Commonwealth Equity Services | 594k | $14M | 209% | Dec 2024 |
|
| Spinnaker Investment Group | 576k | $13M | 185% | Dec 2024 |
|
| Almanack Investment Partners | 574k | $13M | 156% | Dec 2024 |
|
| Blue Investment Partners | 571k | $13M | 205% | Dec 2024 |
|
| Valicenti Advisory Services | 569k | $13M | 199% | Dec 2024 |
|
| SigFig Wealth Management | 569k | $8.8M | 8% | Mar 2025 |
|
| Chicago Partners Investment | 565k | $13M | 7% | Dec 2024 |
|
| Cetera Investment Advisers | 561k | $13M | 228% | Dec 2024 |
|
| Pinkerton Retirement Specialists | 549k | $13M | 158% | Dec 2024 |
|
| Weinberger Asset Management | 541k | $12M | 100% | Mar 2025 |
|
| Morningstar Investment Services | 282k | $6.4M | -66% | Dec 2024 |
|
Who sold out of Schwab U S Broad Market ETF?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Wealthfront Advisers | Sep 2024 | 21M | $1.4B |