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 | ||
|---|---|---|---|---|---|---|
| SCS Capital Management | 5.3M | $222M | -4% | Sep 2022 | ||
| Evensky & Katz | 3.9M | $176M | -1% | Dec 2022 | ||
| Milliman Financial Risk Management | 3.3M | $138M | 3% | Sep 2022 | ||
| HB Wealth Management | 2.7M | $122M | 30% | Dec 2022 | ||
| Strid | 2.5M | $103M | -3% | Sep 2022 | ||
| HT Partners | 2.4M | $102M | 0% | Sep 2022 | ||
| Hengehold Capital Management | 2.3M | $95M | -3% | Sep 2022 | ||
| Retirement Planning Group | 2.2M | $91M | -1% | Sep 2022 | ||
| Evergreen Advisors | 2.1M | $88M | 3% | Sep 2022 | ||
| Bouchey Financial | 2.1M | $86M | 0% | Sep 2022 | ||
| Envestnet Asset Management | 1.8M | $78M | -3% | Sep 2022 | ||
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| Hanson & Doremus Investment Management | 1.8M | $80M | 7% | Dec 2022 | ||
| Fft Wealth Management | 1.5M | $64M | 0% | Sep 2022 | ||
| Lgl Partners | 1.5M | $64M | 0% | Sep 2022 | ||
| HHM Wealth Advisors | 1.4M | $61M | 9% | Sep 2022 | ||
| Mariner Wealth Advisors | 1.4M | $58M | 100% | Sep 2022 | ||
| Summit Financial Strategies | 1.4M | $61M | -1% | Dec 2022 | ||
| Mercer Global Advisors | 1.2M | $50M | -2% | Sep 2022 | ||
| National Bank Of Canada /fi/ | 1.1M | $0 | -12% | Sep 2022 | ||
| HighTower Advisors | 1.0M | $43M | 1% | Sep 2022 | ||
| Captrust Financial Advisors | 991k | $42M | -4% | Sep 2022 | ||
| Asset Advisors Investment Management | 985k | $41M | 9% | Sep 2022 | ||
| BKD Wealth Advisors | 944k | $40M | 25% | Sep 2022 | ||
| Creative Planning | 922k | $39M | -23% | Sep 2022 | ||
| North Star Asset Management | 868k | $37M | 10% | Sep 2022 | ||
| P-Solve | 860k | $36M | -1% | Sep 2022 | ||
| Caprock | 783k | $35M | 41% | Dec 2022 | ||
| Royal Bank of Canada | 754k | $32M | 100% | Sep 2022 | ||
| AE Wealth Management | 747k | $31M | 14% | Sep 2022 | ||
| Ballentine Partners | 746k | $31M | 4% | Sep 2022 | ||
| Members Advisory Group | 729k | $31M | 0% | Sep 2022 | ||
| United Capital Financial Advisers | 664k | $28M | -5% | Sep 2022 | ||
| Morton Brown Family Wealth | 638k | $27M | -8% | Sep 2022 | ||
| SNS Financial | 633k | $27M | 0% | Sep 2022 | ||
| Patriot Investment Management | 595k | $25M | 4% | Sep 2022 | ||
| Branch Banking & Trust Company | 593k | $25M | 3% | Sep 2022 | ||
| Sym Financial Corporation | 542k | $23M | -2% | Sep 2022 | ||
| Buckingham Capital Management | 498k | $22M | 22% | Dec 2022 | ||
| Wagner Bowman Management | 495k | $21M | 5% | Sep 2022 | ||
| Legacy Financial Strategies | 495k | $21M | 2% | Sep 2022 | ||
| Legacy Private Trust | 489k | $22M | 1% | Dec 2022 | ||
| EWG Elevate | 488k | $22M | 2% | Dec 2022 | ||
| Accredited Investors | 478k | $20M | -3% | Sep 2022 | ||
| Bartlett & Co. | 445k | $20M | -1% | Dec 2022 | ||
| First Republic Investment Management | 436k | $18M | 5% | Sep 2022 | ||
| Strategic Advisors | 429k | $19M | -4% | Dec 2022 | ||
| UBS Group | 419k | $0 | -3% | Sep 2022 | ||
| Cobblestone Capital Advisors | 390k | $16M | -3% | Sep 2022 | ||
| Pegasus Asset Management | 380k | $16M | 1% | Sep 2022 | ||
| American Investment Services | 367k | $15M | 4% | Sep 2022 | ||
| D L Carlson Investment Group | 362k | $15M | 19% | Sep 2022 | ||
| Sunburst Financial Group | 360k | $16M | -1% | Dec 2022 | ||
| Madden Advisory Services | 351k | $15M | 0% | Sep 2022 | ||
| Winthrop Advisory Group | 350k | $15M | 2% | Sep 2022 | ||
| WT Wealth Management | 349k | $15M | -18% | Sep 2022 | ||
| PBWM Holdings | 348k | $16M | 3% | Dec 2022 | ||
| Cambridge Investment Research Advisors | 347k | $15M | 41% | Sep 2022 | ||
| Gemmer Asset Management | 344k | $15M | -44% | Dec 2022 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 337k | $14M | 0% | Sep 2022 | ||
| Harbour Investments | 333k | $15M | 0% | Sep 2022 | ||
| First National Corp | 329k | $14M | 16% | Sep 2022 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 325k | $14M | -1% | Sep 2022 | ||
| Juncture Wealth Strategies | 304k | $13M | 6% | Sep 2022 | ||
| Ogorek Anthony Joseph | 302k | $13M | -1% | Sep 2022 | ||
| Meridian Wealth Partners | 293k | $12M | 100% | Sep 2022 | ||
| PrairieView Partners | 291k | $12M | 1% | Sep 2022 | ||
| Valley National Advisers | 280k | $13M | -8% | Dec 2022 | ||
| TrueNorth | 274k | $12M | -2% | Sep 2022 | ||
| Genesee Capital Advisors | 271k | $11M | 1% | Sep 2022 | ||
| Ashford Advisors | 271k | $11M | 0% | Sep 2022 | ||
| Great Valley Advisor Group | 257k | $11M | 6% | Sep 2022 | ||
| TrinityPoint Wealth | 256k | $11M | -2% | Sep 2022 | ||
| Spinnaker Investment Group | 256k | $12M | -7% | Dec 2022 | ||
| Intelligence Driven Advisers | 253k | $12M | -5% | Dec 2022 | ||
| Savant Capital Management | 246k | $10M | 8% | Sep 2022 | ||
| Schaeffer Financial | 242k | $10M | 3% | Sep 2022 | ||
| Blue Bell Private Wealth Management | 240k | $10M | -3% | Sep 2022 | ||
| Roundview Capital | 232k | $9.7M | 0% | Sep 2022 | ||
| Tanglewood Wealth Management | 226k | $9.5M | -13% | Sep 2022 | ||
| SigFig Wealth Management | 216k | $12M | -8% | Sep 2022 | ||
| Krilogy Financial | 213k | $8.9M | 2% | Sep 2022 | ||
| Personal Capital Advisors | 207k | $8.7M | -17% | Sep 2022 | ||
| Resources Investment Advisors | 206k | $8.6M | 4% | Sep 2022 | ||
| National Asset Management | 196k | $8.2M | -3% | Sep 2022 | ||
| Trellis Advisors | 196k | $8.2M | 11% | Sep 2022 | ||
| Libra Wealth | 196k | $8.2M | 1% | Sep 2022 | ||
| Five Oceans Advisors | 192k | $8.6M | 1% | Dec 2022 | ||
| Sequoia Financial Advisors | 178k | $8.0M | 2% | Dec 2022 | ||
| Everhart Financial Group | 176k | $7.4M | -17% | Sep 2022 | ||
| Wealth Enhancement Advisory Services | 174k | $7.4M | -2% | Sep 2022 | ||
| D.B. Root & Company | 172k | $7.2M | -1% | Sep 2022 | ||
| Carmichael Hill & Associates | 169k | $7.1M | 3% | Sep 2022 | ||
| IFP Advisors | 168k | $11M | 4% | Sep 2022 | ||
| Gyl Financial Synergies | 166k | $7.0M | 8% | Sep 2022 | ||
| Alliance Wealth Management | 164k | $6.9M | -16% | Sep 2022 | ||
| Wealth CMT | 161k | $7.2M | 57% | Dec 2022 | ||
| Opes Wealth Management | 161k | $6.7M | 1% | Sep 2022 | ||
| Motive Wealth Advisors | 160k | $6.7M | 0% | Sep 2022 | ||
| Valley Forge Investment Consultants Inc Adv | 159k | $6.7M | 0% | Sep 2022 | ||
| Zhang Financial | 158k | $7.1M | 0% | Dec 2022 | ||
| Spreng Capital Management | 152k | $6.4M | -6% | Sep 2022 | ||
| Fort Pitt Capital | 148k | $6.2M | -10% | Sep 2022 | ||
| Successful Portfolios | 148k | $6.2M | 0% | Sep 2022 | ||
| Curbstone Financial Management | 144k | $6.0M | 0% | Sep 2022 | ||
| Regis Management Company | 141k | $5.9M | 0% | Sep 2022 | ||
| Raymond James Financial Services Advisors | 141k | $5.9M | 2% | Sep 2022 | ||
| JMG Financial Group | 137k | $5.7M | 0% | Sep 2022 | ||
| RHS Financial | 137k | $6.1M | 25% | Dec 2022 | ||
| Carnick & Kubik | 133k | $6.0M | 2044% | Dec 2022 | ||
| Bond & Devick Financial Network | 131k | $5.9M | 3% | Dec 2022 | ||
| Sheets Smith Wealth Management | 131k | $5.5M | 2% | Sep 2022 | ||
| Cardiff Park Advisors | 129k | $5.4M | 33% | Sep 2022 | ||
| Horan Capital Advisors | 128k | $5.4M | 3% | Sep 2022 | ||
| Orcam Financial Group | 125k | $5.3M | 0% | Sep 2022 | ||
| JFS Wealth Advisors | 124k | $5.2M | -3% | Sep 2022 | ||
| FMR | 121k | $5.1M | 3% | Sep 2022 | ||
| CVA Family Office | 119k | $5.0M | 0% | Sep 2022 | ||
| TruWealth Advisors | 119k | $5.0M | -3% | Sep 2022 | ||
| Main Street Financial Solutions | 117k | $4.9M | -32% | Sep 2022 | ||
| PFG Advisors | 117k | $4.9M | 100% | Sep 2022 | ||
| Vista Capital Partners | 117k | $4.9M | 10% | Sep 2022 | ||
| Family Firm | 116k | $4.9M | -23% | Sep 2022 | ||
| James J. Burns & Company | 113k | $4.7M | 100% | Sep 2022 | ||
| Valicenti Advisory Services | 113k | $5.1M | 0% | Dec 2022 | ||
| Sargent Bickham Lagudis | 113k | $5.1M | -2% | Dec 2022 | ||
| Rocky Mountain Advisers | 108k | $4.5M | -14% | Sep 2022 | ||
| Stockman Asset Management | 104k | $4.4M | -1% | Sep 2022 | ||
| Beacon Wealthcare | 104k | $4.4M | -20% | Sep 2022 | ||
| Kalos Management | 103k | $4.5M | -3% | Sep 2022 | ||
| Newman & Schimel | 101k | $4.5M | 7% | Dec 2022 | ||
| Peak Financial Management | 101k | $4.3M | 2% | Sep 2022 | ||
| Garrison Financial | 98k | $4.1M | -3% | Sep 2022 | ||
| Pegasus Partners | 98k | $4.1M | 58% | Sep 2022 | ||
| Planning Alternatives | 97k | $4.1M | 0% | Sep 2022 | ||
| APCM Wealth Management for Individuals | 96k | $4.0M | 7% | Sep 2022 | ||
| Facet Wealth | 94k | $4.2M | -9% | Sep 2022 | ||
| Lowe, Brockenbrough & Company | 93k | $3.9M | 7% | Sep 2022 | ||
| Walter & Keenan Financial Consulting | 93k | $3.9M | -1% | Sep 2022 | ||
| Liberty Capital Management | 92k | $4.1M | 4% | Dec 2022 | ||
| Altfest L J & Co | 92k | $3.9M | 2% | Sep 2022 | ||
| Parallel Advisors | 92k | $3.9M | 2% | Sep 2022 | ||
| Wade Financial Advisory | 92k | $4.1M | 12% | Dec 2022 | ||
| Milestone Group | 91k | $3.8M | 100% | Sep 2022 | ||
| ProVise Management Group | 90k | $3.8M | -2% | Sep 2022 | ||
| Whitener Capital Management | 90k | $3.8M | -1% | Sep 2022 | ||
| Alpha Omega Wealth Management | 88k | $3.7M | -4% | Sep 2022 | ||
| SeaCrest Wealth Management | 87k | $3.7M | -6% | Sep 2022 | ||
| Beacon Pointe Advisors | 87k | $3.7M | 0% | Sep 2022 | ||
| ValMark Advisers | 87k | $3.7M | 4% | Sep 2022 | ||
| Fagan Associates | 86k | $3.6M | -1% | Sep 2022 | ||
| Ahl Investment Management | 82k | $3.7M | -16% | Dec 2022 | ||
| Silver Oak Advisory Group | 75k | $3.2M | -16% | Sep 2022 | ||
| Diversified Portfolios | 72k | $3.0M | -40% | Sep 2022 | ||
| Ellevest | 62k | $2.6M | -31% | Sep 2022 | ||
| Shilanski & Associates | 58k | $2.4M | -75% | Sep 2022 | ||
| Danda Trouve Investment Management | 51k | $2.1M | -52% | Sep 2022 | ||
| Elm Partners Management | 39k | $1.6M | -59% | Sep 2022 | ||
Who sold out of Schwab U S Broad Market ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CliftonLarsonAllen Wealth Advisors | Jun 2022 | 986k | $44M |
| Almanack Investment Partners | Jun 2022 | 918k | $41M |
| Bank Hapoalim Bm | Jun 2022 | 278k | $12M |
| Roger Wittlin Investment Advisory | Jun 2022 | 247k | $11M |
| Aurora Private Wealth | Sep 2022 | 213k | $9.0M |
| Omnia Family Wealth | Jun 2022 | 155k | $6.8M |
| Econ Financial Services Corp | Jun 2022 | 103k | $4.6M |