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 ExcelTop 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 | 173k | $11M | 3% | Jun 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 |