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 |
---|---|---|---|---|---|
Wealthfront Advisers | 22M | $1.3B | -4% | Mar 2024 |
|
Betterment | 6.3M | $386M | -3% | Mar 2024 |
|
SCS Capital Management | 4.0M | $245M | 0% | Mar 2024 |
|
Rebalance | 3.7M | $230M | 2% | Jun 2024 |
|
Evensky & Katz | 3.4M | $207M | -4% | Mar 2024 |
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Hengehold Capital Management | 3.0M | $190M | 0% | Jun 2024 |
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Strid | 2.8M | $173M | 8% | Jun 2024 |
|
Bouchey Financial | 2.5M | $160M | 4% | Jun 2024 |
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HighTower Advisors | 2.4M | $146M | 2% | Mar 2024 |
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HB Wealth Management | 2.3M | $139M | -3% | Mar 2024 |
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HT Partners | 2.2M | $141M | 0% | Jun 2024 |
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Evergreen Advisors | 2.2M | $132M | -2% | Mar 2024 |
|
Callan Capital | 2.0M | $124M | -5% | Mar 2024 |
|
Hanson & Doremus Investment Management | 1.9M | $117M | 1% | Mar 2024 |
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Retirement Planning Group | 1.8M | $114M | -13% | Jun 2024 |
|
BKD Wealth Advisors | 1.7M | $104M | 6% | Mar 2024 |
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Accredited Investors | 1.6M | $101M | 55% | Jun 2024 |
|
HHM Wealth Advisors | 1.5M | $93M | 100% | Mar 2024 |
|
Captrust Financial Advisors | 1.5M | $89M | 8% | Mar 2024 |
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Summit Financial Strategies | 1.4M | $88M | 2% | Jun 2024 |
|
Mercer Global Advisors | 1.4M | $79M | 80% | Mar 2024 |
|
National Bank Of Canada /fi/ | 1.3M | $80M | 22% | Mar 2024 |
|
TruNorth Capital Management | 1.3M | $82M | 1% | Jun 2024 |
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Mariner Wealth Advisors | 1.2M | $75M | -2% | Mar 2024 |
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Ballentine Partners | 1.1M | $67M | -2% | Mar 2024 |
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Bank of America Corporation | 1.1M | $65M | -1% | Mar 2024 |
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Morton Brown Family Wealth | 1.0M | $64M | 0% | Mar 2024 |
|
HBK Sorce Advisory | 1.0M | $63M | 1% | Mar 2024 |
|
Circle Wealth Management | 1.0M | $63M | 0% | Mar 2024 |
|
Asset Advisors Investment Management | 1.0M | $63M | 2% | Mar 2024 |
|
Socha Financial Group | 993k | $61M | 0% | Mar 2024 |
|
North Star Asset Management | 967k | $59M | 3% | Mar 2024 |
|
CliftonLarsonAllen Wealth Advisors | 941k | $59M | 0% | Jun 2024 |
|
Morgan Stanley | 929k | $57M | 100% | Mar 2024 |
|
P-Solve | 898k | $55M | -1% | Mar 2024 |
|
Envestnet Asset Management | 893k | $55M | 100% | Mar 2024 |
|
Manchester Financial | 839k | $53M | 3% | Jun 2024 |
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Brown Advisory Holdings Incorporated | 836k | $51M | 0% | Mar 2024 |
|
D L Carlson Investment Group | 799k | $49M | 5% | Mar 2024 |
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Caprock | 782k | $48M | -1% | Mar 2024 |
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SNS Financial | 774k | $49M | -1% | Jun 2024 |
|
Compass Financial Group | 762k | $48M | 16% | Jun 2024 |
|
Myecfo | 755k | $48M | 0% | Jun 2024 |
|
Compass Advisory Group | 735k | $45M | 1% | Mar 2024 |
|
Royal Bank of Canada | 733k | $45M | -3% | Mar 2024 |
|
Morningstar Investment Services | 724k | $44M | -49% | Mar 2024 |
|
Members Advisory Group | 720k | $44M | 0% | Mar 2024 |
|
Creative Planning | 666k | $41M | -2% | Mar 2024 |
|
LPL Financial | 651k | $40M | 100% | Mar 2024 |
|
Wagner Bowman Management | 638k | $40M | 6% | Jun 2024 |
|
Legacy Financial Strategies | 620k | $39M | 4% | Jun 2024 |
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Resources Investment Advisors | 607k | $37M | 100% | Mar 2024 |
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Jpmorgan Chase & Co | 587k | $36M | 1% | Mar 2024 |
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Savant Capital Management | 586k | $36M | -3% | Mar 2024 |
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Branch Banking & Trust Company | 578k | $35M | 2% | Mar 2024 |
|
Wells Fargo & Company | 567k | $35M | 11% | Mar 2024 |
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Wealth Enhancement Advisory Services | 565k | $36M | 8% | Jun 2024 |
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Ethos Financial Group | 557k | $34M | 1% | Mar 2024 |
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Cambridge Investment Research Advisors | 551k | $34M | 70% | Mar 2024 |
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Buckingham Capital Management | 545k | $34M | 1% | Jun 2024 |
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Sunburst Financial Group | 527k | $33M | 7% | Jun 2024 |
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Jaffetilchin Investment Partners | 515k | $31M | 100% | Mar 2024 |
|
Advisor Group Holdings | 514k | $31M | 10% | Mar 2024 |
|
Cape Investment Advisory | 511k | $31M | 1% | Mar 2024 |
|
Genesee Capital Advisors | 494k | $31M | 0% | Jun 2024 |
|
Legacy Private Trust | 483k | $30M | 0% | Jun 2024 |
|
Pegasus Asset Management | 415k | $26M | 2% | Jun 2024 |
|
Financial Services Advisory | 414k | $25M | -2% | Mar 2024 |
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Sunpointe | 413k | $26M | 100% | Jun 2024 |
|
Family Firm | 408k | $8.2M | 245% | Jun 2024 |
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Truepoint | 404k | $25M | -2% | Mar 2024 |
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First National Corp | 400k | $25M | -16% | Jun 2024 |
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Patriot Investment Management | 397k | $25M | 1% | Jun 2024 |
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Winthrop Advisory Group | 397k | $25M | 1% | Jun 2024 |
|
HPM Partners | 393k | $24M | 0% | Mar 2024 |
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Gemmer Asset Management | 392k | $25M | 2% | Jun 2024 |
|
Shilanski & Associates | 379k | $24M | 3% | Jun 2024 |
|
American Investment Services | 371k | $23M | 0% | Mar 2024 |
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Valley National Advisers | 369k | $23M | 5% | Jun 2024 |
|
Ogorek Anthony Joseph | 369k | $23M | -2% | Mar 2024 |
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Bartlett & Co. Wealth Management | 363k | $23M | -3% | Jun 2024 |
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Goepper Burkhardt | 359k | $22M | 2% | Mar 2024 |
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Strategic Advisors | 353k | $22M | -3% | Jun 2024 |
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United Capital Financial Advisers | 353k | $22M | -6% | Mar 2024 |
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Warren Averett Asset Management | 352k | $22M | 992% | Mar 2024 |
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Cobblestone Capital Advisors | 344k | $21M | -2% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 340k | $21M | 0% | Mar 2024 |
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Pinkerton Retirement Specialists | 340k | $21M | -21% | Mar 2024 |
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UBS Group | 334k | $20M | 6% | Mar 2024 |
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Focus Financial Network | 333k | $22M | -16% | Jun 2024 |
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Strategic Financial Planning | 326k | $20M | -4% | Mar 2024 |
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GSG Advisors | 322k | $20M | 1% | Jun 2024 |
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Breakwater Investment Management | 321k | $20M | 100% | Mar 2024 |
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Leading Edge Financial Planning | 321k | $20M | 100% | Mar 2024 |
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Roundview Capital | 308k | $19M | 17% | Mar 2024 |
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Great Lakes Retirement | 304k | $19M | -2% | Mar 2024 |
|
Marshall Financial Group | 301k | $18M | -1% | Mar 2024 |
|
Robinson Smith Wealth Advisors | 300k | $18M | 1% | Mar 2024 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 300k | $18M | -6% | Mar 2024 |
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Great Valley Advisor Group | 294k | $19M | 5% | Jun 2024 |
|
Ellevest | 287k | $18M | 0% | Mar 2024 |
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Schaeffer Financial | 286k | $18M | 0% | Mar 2024 |
|
TrueNorth | 284k | $18M | 100% | Jun 2024 |
|
Wynn Capital | 277k | $17M | 4% | Jun 2024 |
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TrinityPoint Wealth | 276k | $17M | 0% | Mar 2024 |
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Meridian Wealth Partners | 270k | $17M | 100% | Mar 2024 |
|
Roble, Belko & Company | 268k | $16M | -3% | Mar 2024 |
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Madden Advisory Services | 267k | $16M | -2% | Mar 2024 |
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Harbour Investments | 267k | $16M | 2% | Mar 2024 |
|
Tradition Wealth Management | 266k | $16M | 3% | Mar 2024 |
|
Susquehanna International | 259k | $16M | 100% | Mar 2024 |
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Juncture Wealth Strategies | 259k | $16M | 4% | Jun 2024 |
|
Sym Financial Corporation | 259k | $16M | -41% | Mar 2024 |
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Tanglewood Wealth Management | 257k | $16M | -2% | Mar 2024 |
|
Ashford Advisors | 257k | $16M | 0% | Jun 2024 |
|
CI Private Wealth | 252k | $15M | 4% | Mar 2024 |
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Elgethun Capital Management | 246k | $15M | 2% | Mar 2024 |
|
James J. Burns & Company | 244k | $15M | 56% | Jun 2024 |
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PrairieView Partners | 238k | $15M | -3% | Mar 2024 |
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Almanack Investment Partners | 237k | $15M | 37% | Mar 2024 |
|
Lodestar Private Asset Management | 234k | $14M | -2% | Mar 2024 |
|
Dodds Wealth | 218k | $14M | 18% | Jun 2024 |
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Stifel Financial | 218k | $13M | 3% | Mar 2024 |
|
Carnick & Kubik | 217k | $14M | 9% | Jun 2024 |
|
Davis Capital Management | 214k | $14M | 3% | Jun 2024 |
|
Blue Bell Private Wealth Management | 214k | $13M | -2% | Mar 2024 |
|
Spinnaker Investment Group | 207k | $13M | -3% | Jun 2024 |
|
Mission Wealth Management | 206k | $13M | 934% | Mar 2024 |
|
Empower Advisory Group | 205k | $13M | 4% | Jun 2024 |
|
Milestone Investment Advisors | 205k | $13M | -3% | Mar 2024 |
|
Libra Wealth | 205k | $13M | -3% | Mar 2024 |
|
Roger Wittlin Investment Advisory | 203k | $13M | 8% | Jun 2024 |
|
Intelligence Driven Advisers | 199k | $12M | -5% | Mar 2024 |
|
Envestnet Portfolio Solutions | 197k | $12M | -8% | Jun 2024 |
|
Vista Capital Partners | 196k | $12M | -1% | Mar 2024 |
|
Commonwealth Equity Services | 191k | $12M | 0% | Mar 2024 |
|
FMR | 191k | $12M | 100% | Mar 2024 |
|
Valicenti Advisory Services | 187k | $12M | 0% | Jun 2024 |
|
Opes Wealth Management | 180k | $11M | 0% | Mar 2024 |
|
SigFig Wealth Management | 180k | $9.2M | -6% | Mar 2024 |
|
Raymond James & Associates | 174k | $11M | 1% | Jun 2024 |
|
Lido Advisors | 172k | $11M | -3% | Mar 2024 |
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Blue Investment Partners | 172k | $11M | 100% | Mar 2024 |
|
Gyl Financial Synergies | 172k | $11M | -6% | Jun 2024 |
|
National Asset Management | 168k | $8.4M | -2% | Mar 2024 |
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Towercrest Capital Management | 167k | $10M | -2% | Mar 2024 |
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Atomi Financial Group | 166k | $10M | -3% | Mar 2024 |
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Carmichael Hill & Associates | 165k | $10M | 1% | Mar 2024 |
|
Leavell Investment Management | 164k | $10M | 3% | Jun 2024 |
|
Everhart Financial Group | 163k | $10M | 0% | Jun 2024 |
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Alliance Wealth Management | 161k | $10M | -4% | Jun 2024 |
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Prime Capital Investment Advisors | 159k | $9.7M | -4% | Mar 2024 |
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Rockbridge Investment Management, LCC | 157k | $9.6M | -4% | Mar 2024 |
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Goldman Sachs Group | 149k | $9.1M | -74% | Mar 2024 |
|
Fft Wealth Management | 96k | $5.9M | -94% | Mar 2024 |
|
Lgl Partners | 14k | $865k | -99% | Mar 2024 |
|
AE Wealth Management | 11k | $697k | -94% | Mar 2024 |
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