Who owns Schwab U S Broad Market ETF?

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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 54M $1.4B -3% Dec 2025
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Betterment 16M $424M -2% Dec 2025
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Rebalance 15M $393M 3% Dec 2025
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SCS Capital Management 12M $312M -2% Dec 2025
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Strid 8.7M $229M 0% Dec 2025
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HighTower Advisors 8.6M $226M 11% Dec 2025
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Evensky & Katz 8.3M $217M -2% Dec 2025
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Hengehold Capital Management 7.7M $203M -9% Dec 2025
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Hanson & Doremus Investment Management 7.0M $184M 8% Dec 2025
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HB Wealth Management 6.7M $175M 0% Dec 2025
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BKD Wealth Advisors 6.2M $163M -2% Dec 2025
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Evergreen Advisors 6.2M $162M 0% Dec 2025
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HT Partners 6.1M $160M 0% Dec 2025
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AlphaCore Capital 5.8M $152M -5% Dec 2025
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TruNorth Capital Management 5.1M $134M 0% Dec 2025
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HHM Wealth Advisors 5.0M $132M -3% Dec 2025
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Accredited Investors 4.7M $124M -2% Dec 2025
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Mariner Wealth Advisors 4.5M $117M 4% Dec 2025
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Captrust Financial Advisors 4.2M $111M 25% Dec 2025
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Morton Brown Family Wealth 3.8M $101M 0% Dec 2025
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Creative Planning 3.8M $100M 69% Dec 2025
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Compass Financial Group 3.6M $96M 8% Dec 2025
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Manchester Financial 3.4M $90M -1% Dec 2025
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Ballentine Partners 3.2M $84M -1% Dec 2025
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Summit Financial Strategies 3.2M $84M -10% Dec 2025
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HBK Sorce Advisory 3.1M $83M -1% Dec 2025
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Warren Averett Asset Management 3.0M $79M 4% Dec 2025
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Ubs Global Asset Management Americas 3.0M $78M 100% Dec 2025
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LPL Financial 2.9M $75M 1% Dec 2025
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Asset Advisors Investment Management 2.8M $74M 0% Dec 2025
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Savant Capital Management 2.8M $73M -2% Dec 2025
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Wealth Enhancement Advisory Services 2.8M $74M 13% Dec 2025
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Brown Advisory Holdings Incorporated 2.7M $72M 0% Dec 2025
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North Star Asset Management 2.7M $70M 0% Dec 2025
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Mercer Global Advisors 2.7M $70M -2% Dec 2025
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Royal Bank of Canada 2.7M $68M 1% Sep 2025
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Gallagher Fiduciary Advisors 2.6M $69M 153% Dec 2025
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Colony 2.6M $69M 130% Dec 2025
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Circle Wealth Management 2.6M $69M 0% Dec 2025
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D L Carlson Investment Group 2.6M $67M 0% Sep 2025
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Legacy Financial Strategies 2.6M $68M -3% Dec 2025
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Bouchey Financial 2.6M $67M -69% Dec 2025
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Myecfo 2.5M $65M 3% Dec 2025
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Jones Financial Companies, L.L 2.4M $63M 5% Dec 2025
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CliftonLarsonAllen Wealth Advisors 2.4M $62M -4% Dec 2025
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Winthrop Advisory Group 2.3M $60M -1% Dec 2025
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Aptus Capital Advisors 2.2M $57M 2% Dec 2025
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Sunburst Financial Group 2.1M $56M 2% Dec 2025
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Caprock 2.1M $55M -6% Dec 2025
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Wagner Bowman Management 2.0M $53M 1% Dec 2025
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Quantinno Capital Management 2.0M $52M 20% Dec 2025
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Ethos Financial Group 2.0M $51M -6% Dec 2025
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Wells Fargo & Company 1.9M $51M -20% Dec 2025
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Compass Advisory Group 1.9M $51M 0% Dec 2025
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SNS Financial 1.8M $47M -2% Dec 2025
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Capital Management Associates 1.8M $47M 0% Dec 2025
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Cambridge Investment Research Advisors 1.8M $47M 36% Dec 2025
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Roundview Capital 1.7M $44M 3% Dec 2025
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CWM 1.6M $43M 305% Dec 2025
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Genesee Capital Advisors 1.6M $43M 13% Dec 2025
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Members Advisory Group 1.6M $42M -10% Dec 2025
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Boulder Wealth Advisors 1.6M $42M 1% Dec 2025
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Branch Banking & Trust Company 1.6M $41M 0% Dec 2025
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Cape Investment Advisory 1.6M $41M 12159% Dec 2025
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Appalachian Capital Management 1.6M $41M 100% Dec 2025
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Jaffetilchin Investment Partners 1.5M $41M 0% Dec 2025
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Leading Edge Financial Planning 1.5M $40M 9% Dec 2025
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Modern Wealth Management 1.5M $39M -2% Dec 2025
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UBS Group 1.4M $37M 1% Dec 2025
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Hanson McClain Advisors 1.4M $37M 0% Dec 2025
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Boyum Wealth Architects 1.4M $37M 13% Dec 2025
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Legacy Private Trust 1.3M $35M 0% Dec 2025
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Resources Investment Advisors 1.3M $35M -4% Dec 2025
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Raymond James Financial 1.3M $33M -11% Dec 2025
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Juncture Wealth Strategies 1.3M $33M 0% Dec 2025
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Shilanski & Associates 1.2M $32M 3% Sep 2025
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Jpmorgan Chase & Co 1.2M $31M 100% Sep 2025
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WT Wealth Management 1.2M $31M -2% Dec 2025
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Sym Financial Corporation 1.2M $31M 16% Dec 2025
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Retirement Planning Group 1.2M $31M -5% Dec 2025
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Goldman Sachs Group 1.2M $31M 17% Dec 2025
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Pegasus Asset Management 1.2M $31M 0% Dec 2025
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MAI Wealth Advisors 1.2M $31M 6% Dec 2025
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Goepper Burkhardt 1.1M $30M 3% Dec 2025
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Phil A. Younker & Associates 1.1M $30M 6% Dec 2025
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Gemmer Asset Management 1.1M $30M -3% Dec 2025
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HPM Partners 1.1M $29M 0% Dec 2025
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Truepoint 1.1M $29M -1% Dec 2025
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Strategic Advisors 1.1M $29M -2% Dec 2025
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Valley National Advisers 1.1M $29M 2% Dec 2025
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GSG Advisors 1.1M $28M 1% Dec 2025
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FMR 1.1M $28M 9% Sep 2025
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Robinson Smith Wealth Advisors 1.1M $28M 5% Dec 2025
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Patriot Investment Management 1.1M $28M 0% Dec 2025
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Harbour Investments 1.0M $27M 3% Dec 2025
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Facet Wealth 1.0M $28M 2% Dec 2025
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Beacon Pointe Advisors 1.0M $26M 64% Dec 2025
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Dodds Wealth 985k $26M 6% Dec 2025
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First National Corp 981k $25M 0% Sep 2025
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Chicago Partners Investment 966k $26M 2% Dec 2025
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Strategic Financial Planning 939k $25M -10% Dec 2025
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Intelligence Driven Advisers 925k $24M -9% Dec 2025
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Great Lakes Retirement 913k $24M 2% Dec 2025
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Wynn Capital 903k $24M 2% Dec 2025
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Meridian Wealth Partners 895k $24M 0% Dec 2025
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Schaeffer Financial 882k $23M 0% Dec 2025
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Global Wealth Management 879k $23M -8% Dec 2025
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TrueNorth 873k $23M 5% Dec 2025
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Breakwater Investment Management 872k $23M -2% Dec 2025
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Carlton, Hoffferkamp & Jenks Wealth Management 857k $23M 0% Dec 2025
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United Capital Financial Advisers 853k $22M -1% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 846k $22M 0% Dec 2025
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CI Private Wealth 826k $22M 7% Dec 2025
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Cobblestone Capital Advisors 818k $21M 0% Sep 2025
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Assetmark 814k $21M 1% Dec 2025
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Advisor Group Holdings 809k $21M -5% Dec 2025
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Tanglewood Wealth Management 805k $21M -13% Dec 2025
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Vista Capital Partners 805k $21M -2% Dec 2025
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Davis Capital Management 800k $21M 2% Dec 2025
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Socha Financial Group 800k $21M -12% Dec 2025
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Lido Advisors 799k $21M 1% Dec 2025
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Tradition Wealth Management 798k $21M -1% Dec 2025
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Sentinus 778k $20M 100% Dec 2025
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Cetera Investment Advisers 768k $20M 2% Dec 2025
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AQR Capital Management 756k $19M 48% Sep 2025
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Marshall Financial Group 747k $19M 1% Sep 2025
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LLBH Private Wealth Management 741k $19M -1% Dec 2025
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Roble, Belko & Company 737k $19M -2% Dec 2025
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Libra Wealth 736k $19M -2% Dec 2025
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Bartlett & Co. Wealth Management 727k $19M -30% Dec 2025
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MidWestOne Financial Group 721k $19M 19% Dec 2025
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James J. Burns & Company 718k $19M 0% Dec 2025
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Madden Advisory Services 697k $18M -5% Dec 2025
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Commonwealth Equity Services 696k $18M 0% Dec 2025
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Farther Finance Advisors 663k $17M 52% Dec 2025
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Focus Financial Network 662k $17M 2% Dec 2025
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Atomi Financial Group 658k $17M 3% Dec 2025
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Zhang Financial 648k $17M 0% Dec 2025
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Walker Financial Services 621k $16M 45% Dec 2025
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Christensen, King & Associates Investment Services 615k $16M -1% Dec 2025
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Blue Bell Private Wealth Management 605k $16M -1% Dec 2025
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Lodestar Private Asset Management 602k $16M -3% Dec 2025
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True North Advisors 595k $16M 100% Dec 2025
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Empower Advisory Group 590k $16M 23% Dec 2025
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Bond & Devick Financial Network 586k $15M 2% Dec 2025
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Ashford Advisors 577k $15M -3% Dec 2025
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Wiley Bros.-aintree Capital 573k $15M 541% Dec 2025
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Ameriprise Financial 571k $15M 6% Dec 2025
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Valicenti Advisory Services 570k $15M 3% Dec 2025
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IFP Advisors 570k $15M 13% Dec 2025
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Ogorek Anthony Joseph 561k $15M -4% Dec 2025
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Stifel Financial 552k $15M -5% Dec 2025
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Elgethun Capital Management 532k $14M -17% Dec 2025
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Sontag Advisory 501k $13M -50% Dec 2025
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Roger Wittlin Investment Advisory 498k $13M -15% Dec 2025
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Envestnet Asset Management 366k $9.6M -58% Dec 2025
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Jane Street 359k $9.4M -61% Dec 2025
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SRS Capital Advisors 184k $4.8M -95% Dec 2025
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Weaver Capital Management 88k $2.3M -94% Dec 2025
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Kovitz Investment Group Partners 68k $1.8M -95% Dec 2025
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Regions Bank 18k $474k -100% Dec 2025
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Who sold out of Schwab U S Broad Market ETF?

Fund or Company Name Date Sold Shares Held Valued At
Stonekeep Investments Sep 2025 884k $23M
Siligmueller & Norvid Wealth Advisors Jun 2025 866k $21M