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 23M $1.3B -3% Dec 2023
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Betterment 6.5M $363M -3% Dec 2023
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SCS Capital Management 4.0M $225M -5% Dec 2023
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Rebalance 3.6M $199M -1% Dec 2023
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Evensky & Katz 3.5M $197M -1% Dec 2023
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Hengehold Capital Management 3.0M $168M 1% Dec 2023
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Strid 2.5M $137M 0% Dec 2023
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Bouchey Financial 2.4M $133M 11% Dec 2023
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HB Wealth Management 2.3M $131M 0% Dec 2023
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HighTower Advisors 2.3M $130M 29% Dec 2023
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HT Partners 2.2M $124M 0% Dec 2023
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Evergreen Advisors 2.2M $123M 1% Dec 2023
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Retirement Planning Group 2.2M $120M 0% Dec 2023
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Callan Capital 2.1M $118M 2% Dec 2023
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Hanson & Doremus Investment Management 1.9M $106M 0% Dec 2023
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Fft Wealth Management 1.6M $91M 2% Dec 2023
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BKD Wealth Advisors 1.6M $90M -1% Dec 2023
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Lgl Partners 1.5M $86M 0% Dec 2023
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HHM Wealth Advisors 1.5M $76M 2% Sep 2023
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Summit Financial Strategies 1.4M $70M 1% Sep 2023
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Captrust Financial Advisors 1.4M $75M -5% Dec 2023
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Envestnet Asset Management 1.3M $64M -21% Sep 2023
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Mariner Wealth Advisors 1.2M $69M 0% Dec 2023
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Ballentine Partners 1.1M $62M 1% Dec 2023
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Bank of America Corporation 1.1M $60M 12% Dec 2023
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National Bank Of Canada /fi/ 1.1M $60M 18% Dec 2023
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Morton Brown Family Wealth 1.0M $58M 3% Dec 2023
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HBK Sorce Advisory 1.0M $57M -4% Dec 2023
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Circle Wealth Management 1.0M $57M 0% Dec 2023
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Accredited Investors 1.0M $56M 9% Dec 2023
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Asset Advisors Investment Management 1.0M $56M 3% Dec 2023
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Socha Financial Group 990k $55M -1% Dec 2023
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North Star Asset Management 943k $53M 4% Dec 2023
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CliftonLarsonAllen Wealth Advisors 912k $51M 0% Dec 2023
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P-Solve 904k $50M 7% Dec 2023
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Morgan Stanley 872k $44M 15% Sep 2023
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Brown Advisory Holdings Incorporated 836k $47M 0% Dec 2023
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Caprock 791k $44M 1% Dec 2023
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Manchester Financial 780k $43M 0% Dec 2023
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D L Carlson Investment Group 759k $45M 31% Dec 2023
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Royal Bank of Canada 758k $42M 1% Dec 2023
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Mercer Global Advisors 749k $42M -5% Dec 2023
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Compass Advisory Group 730k $41M 385% Dec 2023
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Members Advisory Group 722k $40M -3% Dec 2023
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Myecfo 721k $40M 4% Dec 2023
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Creative Planning 683k $38M -4% Dec 2023
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Morningstar Investment Services 665k $33M 7% Sep 2023
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SNS Financial 641k $36M -1% Dec 2023
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Savant Capital Management 606k $34M 2% Dec 2023
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Legacy Financial Strategies 582k $32M 2% Dec 2023
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Jpmorgan Chase & Co 579k $32M 401% Dec 2023
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Goldman Sachs Group 569k $32M 239% Dec 2023
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Branch Banking & Trust Company 567k $32M -8% Dec 2023
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Wagner Bowman Management 557k $31M 3% Dec 2023
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Ethos Financial Group 550k $31M 19% Dec 2023
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Compass Financial Group 544k $30M 27% Dec 2023
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Buckingham Capital Management 536k $30M 1% Dec 2023
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Wealth Enhancement Advisory Services 529k $29M 4% Dec 2023
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Wells Fargo & Company 512k $29M 9% Dec 2023
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First Republic Investment Management 509k $25M -3% Sep 2023
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Cape Investment Advisory 505k $28M 0% Dec 2023
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LPL Financial 498k $25M 5% Sep 2023
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Legacy Private Trust 490k $27M 2% Dec 2023
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First National Corp 475k $27M -3% Dec 2023
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Advisor Group Holdings 469k $26M -12% Dec 2023
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Sym Financial Corporation 436k $24M -20% Dec 2023
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Sunburst Financial Group 433k $24M 9% Dec 2023
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Pinkerton Retirement Specialists 430k $24M -24% Dec 2023
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Financial Services Advisory 422k $24M 100% Dec 2023
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WT Wealth Management 418k $23M 0% Dec 2023
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Truepoint 411k $23M -2% Dec 2023
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Focus Financial Network 410k $23M 100% Dec 2023
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Patriot Investment Management 408k $23M -4% Dec 2023
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Pegasus Asset Management 401k $22M 1% Dec 2023
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Jaffetilchin Investment Partners 401k $20M -1% Sep 2023
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HPM Partners 395k $22M 260% Dec 2023
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Winthrop Advisory Group 388k $22M 4% Dec 2023
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Gemmer Asset Management 384k $21M 12% Dec 2023
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Ogorek Anthony Joseph 376k $21M 5% Dec 2023
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United Capital Financial Advisers 374k $21M -20% Dec 2023
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Strategic Advisors 373k $21M 1% Dec 2023
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Bartlett & Co. 372k $21M -13% Dec 2023
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Bartlett & Co. Wealth Management 372k $21M -13% Dec 2023
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American Investment Services 371k $21M 0% Dec 2023
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Shilanski & Associates 359k $20M 14% Dec 2023
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Goepper Burkhardt 354k $21M 1% Dec 2023
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Cobblestone Capital Advisors 351k $20M -3% Dec 2023
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Meridian Wealth Partners 345k $17M 4% Sep 2023
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Genesee Capital Advisors 342k $19M 20% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 340k $19M -1% Dec 2023
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Strategic Financial Planning 339k $19M 8% Dec 2023
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GSG Advisors 335k $18M 8% Dec 2023
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Valley National Advisers 326k $18M 22% Dec 2023
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Cambridge Investment Research Advisors 323k $18M 16% Dec 2023
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Carlton, Hoffferkamp & Jenks Wealth Management 320k $18M -1% Dec 2023
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Nalls Sherbakoff Group 318k $16M 0% Sep 2023
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UBS Group 315k $18M -18% Dec 2023
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Great Lakes Retirement 311k $17M -1% Dec 2023
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Marshall Financial Group 304k $17M -2% Dec 2023
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Column Capital Advisors 303k $15M 5% Sep 2023
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Robinson Smith Wealth Advisors 296k $17M 100% Dec 2023
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Great Valley Advisor Group 289k $16M 3% Dec 2023
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Ellevest 288k $16M 6% Dec 2023
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Schaeffer Financial 287k $16M 100% Dec 2023
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Wynn Capital 275k $15M 100% Dec 2023
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Roble, Belko & Company 275k $15M -1% Dec 2023
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TrinityPoint Wealth 274k $15M 1% Dec 2023
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Madden Advisory Services 273k $15M -7% Dec 2023
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Freedom Wealth Alliance 270k $14M 3% Sep 2023
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Ashford Advisors 269k $15M 0% Dec 2023
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Resources Investment Advisors 268k $13M -3% Sep 2023
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Roundview Capital 263k $15M 3% Dec 2023
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Tanglewood Wealth Management 263k $15M 69% Dec 2023
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Harbour Investments 262k $15M 1% Dec 2023
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Tradition Wealth Management 258k $14M 5% Dec 2023
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PrairieView Partners 245k $14M -1% Dec 2023
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Juncture Wealth Strategies 242k $14M 6% Dec 2023
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Susquehanna International 242k $12M 10% Sep 2023
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CI Private Wealth 242k $14M 86% Dec 2023
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Elgethun Capital Management 242k $12M 1% Sep 2023
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Lodestar Private Asset Management 240k $13M -3% Dec 2023
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Envestnet Portfolio Solutions 218k $12M 100% Dec 2023
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Blue Bell Private Wealth Management 217k $12M -2% Dec 2023
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Spinnaker Investment Group 217k $12M -2% Dec 2023
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Roger Wittlin Investment Advisory 215k $12M 6% Dec 2023
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Stifel Financial 212k $12M 3% Dec 2023
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Libra Wealth 211k $12M -4% Dec 2023
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Milestone Investment Advisors 211k $12M -3% Dec 2023
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Intelligence Driven Advisers 209k $12M -5% Dec 2023
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Davis Capital Management 204k $11M 100% Dec 2023
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Rainsberger Wealth Advisors 203k $11M -1% Dec 2023
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Vista Capital Partners 198k $11M 3% Dec 2023
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Empower Advisory Group 196k $11M 14% Dec 2023
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EWG Elevate 193k $11M 22% Dec 2023
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SigFig Wealth Management 192k $9.7M 0% Dec 2023
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Commonwealth Equity Services 191k $11M -2% Dec 2023
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Valicenti Advisory Services 188k $10M 0% Dec 2023
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Opes Wealth Management 180k $10M 2% Dec 2023
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AE Wealth Management 177k $10M -49% Dec 2023
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Lido Advisors 177k $9.9M 1% Dec 2023
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Gyl Financial Synergies 176k $9.8M 2% Dec 2023
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Almanack Investment Partners 174k $9.7M 143% Dec 2023
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Atomi Financial Group 171k $9.5M 100% Dec 2023
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Towercrest Capital Management 170k $9.5M 0% Dec 2023
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Alliance Wealth Management 170k $9.5M -5% Dec 2023
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D.B. Root & Company 170k $9.5M 2% Dec 2023
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National Asset Management 168k $8.4M 0% Sep 2023
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Carnick & Kubik 167k $9.3M 1% Dec 2023
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James J. Burns & Company 166k $8.3M 0% Sep 2023
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Prime Capital Investment Advisors 165k $9.2M -1% Dec 2023
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Everhart Financial Group 165k $9.2M -2% Dec 2023
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Meridian Wealth Management 111k $6.2M -50% Dec 2023
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Evoke Wealth 6.7k $371k -97% Dec 2023
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Who sold out of Schwab U S Broad Market ETF?

Fund or Company Name Date Sold Shares Held Valued At
TrueNorth Sep 2023 280k $14M
Trellis Advisors Sep 2023 183k $9.1M