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
Wealthfront Advisers 9.1M $830M -1% Dec 2020
Milliman Financial Risk Management 5.1M $464M 5% Dec 2020
SCS Capital Management 4.9M $445M -5% Dec 2020
Betterment 4.5M $412M -6% Dec 2020
Evensky & Katz 2.2M $213M -6% Mar 2021
HT Partners 1.2M $117M -5% Mar 2021
HBK Sorce Advisory 1.1M $103M 2% Dec 2020
Strid 1.1M $98M -1% Dec 2020
Retirement Planning Group 1.1M $97M -1% Dec 2020
Evergreen Advisors 924k $84M -6% Dec 2020
JBJ Investment Partners 919k $84M 6% Dec 2020

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Homrich Berg 898k $82M 20% Dec 2020
Bouchey Financial 889k $81M 0% Dec 2020
Callan Capital 882k $80M -6% Dec 2020
Hanson & Doremus Investment Management 773k $70M 2% Dec 2020
Bank of America Corporation 756k $69M -1% Dec 2020
Hengehold Capital Management 722k $66M 14% Dec 2020
P-Solve 688k $63M 5% Dec 2020
CliftonLarsonAllen Wealth Advisors 555k $51M -1% Dec 2020
Advisor Group Holdings 551k $50M 5% Dec 2020
United Capital Financial Advisers 528k $48M -1% Dec 2020
Total Investment Management 524k $48M 1586% Dec 2020
Envestnet Asset Management 519k $47M 14% Dec 2020
Circle Wealth Management 514k $47M -2% Dec 2020
Brown Advisory Holdings Incorporated 510k $46M 0% Dec 2020
HHM Wealth Advisors 461k $42M -1% Dec 2020
Summit Financial Strategies 460k $42M -1% Dec 2020
Asset Advisors Investment Management 434k $43M 4% Mar 2021
SNS Financial 414k $38M 1% Dec 2020
Mariner Wealth Advisors 392k $36M -1% Dec 2020
Sym Financial Corporation 389k $38M 0% Mar 2021
HighTower Advisors 381k $35M 56% Dec 2020
North Star Asset Management 377k $34M -2% Dec 2020
Almanack Investment Partners 367k $33M 1% Dec 2020
Ballentine Partners 358k $33M -3% Dec 2020
Gemmer Asset Management 336k $31M -2% Dec 2020
Captrust Financial Advisors 316k $29M 2% Dec 2020
Fort Pitt Capital 315k $30M -5% Mar 2021
Royal Bank of Canada 308k $28M 2% Dec 2020
First National Corp 308k $28M 5% Dec 2020
BKD Wealth Advisors 296k $27M -11% Dec 2020
Creative Planning 294k $27M 0% Dec 2020
Financial Architects 282k $26M 10% Dec 2020
Pinkerton Retirement Specialists 279k $25M -12% Dec 2020
Strategic Advisors 272k $25M 15% Dec 2020
Accredited Investors 261k $25M -3% Mar 2021
Legacy Financial Strategies 261k $24M 0% Dec 2020
Manchester Financial 251k $23M 12% Dec 2020
Cobblestone Capital Advisors 248k $23M -5% Dec 2020
Branch Banking & Trust Company 246k $22M 10% Dec 2020
LPL Financial 244k $22M 0% Dec 2020
UBS Group 244k $22M -80% Dec 2020
Madden Advisory Services 243k $22M -3% Dec 2020
Wagner Bowman Management 241k $23M -1% Mar 2021
Roble, Belko & Company 238k $22M -3% Dec 2020
Legacy Private Trust 233k $23M -3% Mar 2021
Bartlett & Co. 232k $22M -3% Mar 2021
Truepoint 222k $20M -3% Dec 2020
WT Wealth Management 220k $20M -2% Dec 2020
EWG Elevate 210k $20M 2% Mar 2021
Elgethun Capital Management 208k $19M -1% Dec 2020
PBWM Holdings 208k $20M -9% Mar 2021
Caprock 206k $19M 1% Dec 2020
Goepper Burkhardt 200k $18M 100% Dec 2020
Buckingham Capital Management 198k $18M 2% Dec 2020
Juncture Wealth Strategies 195k $19M -32% Mar 2021
Wells Fargo & Company 194k $18M 0% Dec 2020
Morgan Stanley 185k $17M 1% Dec 2020
Tanglewood Wealth Management 181k $17M 14% Dec 2020
Carlton, Hoffferkamp & Jenks Wealth Management 181k $17M -2% Dec 2020
Strategic Financial Planning 179k $16M 1% Dec 2020
Unitrin 178k $16M 0% Dec 2020
Pegasus Asset Management 174k $16M 0% Dec 2020
Sunburst Financial Group 171k $16M 0% Dec 2020
Valley National Advisers 159k $15M -5% Dec 2020
Brouwer & Janachowski 154k $14M -5% Dec 2020
Jaffetilchin Investment Partners 150k $14M -6% Dec 2020
PrairieView Partners 140k $13M -3% Dec 2020
Blue Bell Private Wealth Management 139k $13M -2% Dec 2020
Meridian Wealth Advisors 138k $11M 100% Dec 2020
Eagle Capital Management 137k $13M -41% Dec 2020
AdvisorNet Financial 136k $13M -2% Mar 2021
TrueNorth 134k $12M 33% Dec 2020
Wealth Enhancement Advisory Services 133k $12M -3% Dec 2020
TrinityPoint Wealth 130k $12M 0% Dec 2020
Gyl Financial Synergies 129k $12M -2% Dec 2020
Genesee Capital Advisors 129k $12M 12% Mar 2021
Intelligence Driven Advisers 125k $12M -2% Mar 2021
Tradition Wealth Management 125k $11M 100% Dec 2020
Marshall Financial Group 123k $11M 23% Dec 2020
USAdvisors Wealth Management 122k $11M -10% Dec 2020
Meridian Wealth Partners 122k $11M 0% Dec 2020
Rockbridge Investment Management, LCC 119k $11M -4% Dec 2020
SigFig Wealth Management 115k $10M 11% Dec 2020
Spreng Capital Management 114k $10M 6% Dec 2020
D L Carlson Investment Group 114k $10M 8% Dec 2020
Bft Financial Group 109k $11M 14% Mar 2021
Roundview Capital 108k $9.8M 2% Dec 2020
Mercer Global Advisors 106k $9.7M 136% Dec 2020
Opes Wealth Management 106k $9.5M 1% Dec 2020
Commonwealth Equity Services 105k $9.6M 1% Dec 2020
Resources Investment Advisors 98k $8.9M -14% Dec 2020
IFP Advisors 95k $8.6M -2% Dec 2020
D.B. Root & Company 92k $8.4M -12% Dec 2020
Prime Capital Investment Advisors 89k $8.1M 52% Dec 2020
Trellis Advisors 89k $8.1M -3% Dec 2020
Portfolio Solutions 87k $7.9M 5% Dec 2020
Savant Capital Management 86k $7.8M -4% Dec 2020
Everhart Financial Group 86k $8.3M -4% Mar 2021
Patriot Investment Management 85k $7.7M -71% Dec 2020
Strategic Capital Advisers 85k $7.7M -1% Dec 2020
Susquehanna International 84k $7.6M -40% Dec 2020
Personal Capital Advisors 84k $7.6M 4% Dec 2020
Kestra Advisory Services 83k $7.5M 370% Dec 2020
Bond & Devick Financial Network 82k $7.5M 100% Dec 2020
Cambridge Investment Research Advisors 82k $7.4M -3% Dec 2020
Aurora Private Wealth 81k $7.8M 6% Mar 2021
Regis Management Company 79k $7.6M 3% Mar 2021
Shilanski & Associates 79k $7.6M 2% Mar 2021
Sequoia Financial Advisors 78k $7.1M 3% Dec 2020
Capital Investment Advisory Services 77k $7.0M 14% Dec 2020
Fagan Associates 77k $7.0M 17% Dec 2020
JMG Financial Group 77k $7.0M -8% Dec 2020
Carmichael Hill & Associates 76k $7.0M 2% Dec 2020
Waldron 75k $6.8M 0% Dec 2020
Alliance Wealth Management 74k $6.7M -2% Dec 2020
Towercrest Capital Management 74k $6.7M -2% Dec 2020
Iwamoto Kong & Co 74k $6.7M 0% Dec 2020
Hoover Financial Advisors 72k $6.7M -3% Dec 2020
Kalos Management 71k $6.5M 1% Dec 2020
Sheets Smith Wealth Management 70k $6.4M -12% Dec 2020
Curbstone Financial Management 70k $6.8M -1% Mar 2021
Main Street Financial Solutions 69k $6.3M 100% Dec 2020
Planning Alternatives 69k $6.7M -22% Mar 2021
Family Firm 68k $6.3M -11% Dec 2020
Islay Capital Management 67k $6.1M -2% Dec 2020
JFS Wealth Advisors 66k $6.0M 2% Dec 2020
Financeware 66k $6.0M 0% Dec 2020
Valley Forge Investment Consultants Inc Adv 64k $5.8M 100% Dec 2020
Milestone Group 64k $5.8M -38% Dec 2020
CVA Family Office 63k $6.1M 5% Mar 2021
Ballast Advisors 63k $5.7M -4% Dec 2020
Raymond James Financial Services Advisors 60k $5.5M 3% Dec 2020
Goldman Sachs Group 60k $5.5M 0% Dec 2020
Meridian Wealth Management 58k $5.3M 0% Dec 2020
Advisory Services Network 58k $5.3M 7% Dec 2020
SeaCrest Wealth Management 57k $5.2M 5% Dec 2020
Ogorek Anthony Joseph 56k $5.1M 14% Dec 2020
Mutual Advisors 56k $5.1M 2% Dec 2020
Successful Portfolios 55k $5.0M -3% Dec 2020
Garrison Financial 54k $4.9M -37% Dec 2020
Wealth CMT 52k $4.7M -40% Dec 2020
Beacon Investment Management 48k $4.4M -21% Dec 2020
Eudaimonia Partners 43k $3.9M -27% Dec 2020
Blueprint Investment Partners 87.00 $7.9k -100% Dec 2020

Who sold out of Schwab U S Broad Market ETF?

Fund or Company Name Date Sold Shares Held Valued At
WBI Investments Sep 2020 99k $7.9M
tru Independence Sep 2020 82k $6.5M