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 26M $1.2B -17% Mar 2023
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Betterment 7.2M $325M -2% Dec 2022
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SCS Capital Management 4.5M $214M -7% Mar 2023
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Evensky & Katz 3.9M $188M 0% Mar 2023
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Rebalance 3.0M $143M 1% Mar 2023
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Strid 2.4M $116M 3% Mar 2023
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HB Wealth Management 2.4M $116M -11% Mar 2023
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Hengehold Capital Management 2.4M $116M 9% Mar 2023
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HT Partners 2.3M $111M -2% Mar 2023
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Retirement Planning Group 2.2M $105M 2% Mar 2023
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Callan Capital 2.2M $104M 2% Mar 2023
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HBK Sorce Advisory 2.1M $96M 90% Dec 2022
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Evergreen Advisors 2.1M $102M 2% Mar 2023
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Bouchey Financial 2.0M $97M 0% Mar 2023
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Hanson & Doremus Investment Management 1.8M $84M -2% Mar 2023
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Envestnet Asset Management 1.7M $79M -5% Mar 2023
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Fft Wealth Management 1.5M $69M 1% Dec 2022
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Lgl Partners 1.5M $68M 0% Dec 2022
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HHM Wealth Advisors 1.5M $71M -3% Mar 2023
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BKD Wealth Advisors 1.5M $70M 6% Mar 2023
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Summit Financial Strategies 1.4M $67M 2% Mar 2023
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Mariner Wealth Advisors 1.3M $58M -6% Dec 2022
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Captrust Financial Advisors 1.1M $54M 7% Mar 2023
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Ballentine Partners 1.1M $54M -1% Mar 2023
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Bank of America Corporation 1.0M $49M -26% Mar 2023
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HighTower Advisors 1.0M $49M 1% Mar 2023
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Circle Wealth Management 1.0M $49M -1% Mar 2023
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Asset Advisors Investment Management 985k $47M -1% Mar 2023
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Mercer Global Advisors 959k $46M -12% Mar 2023
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Brown Advisory Holdings Incorporated 933k $45M -2% Mar 2023
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Socha Financial Group 906k $43M 1% Mar 2023
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CliftonLarsonAllen Wealth Advisors 895k $43M -7% Mar 2023
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Accredited Investors 895k $43M 21% Mar 2023
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North Star Asset Management 879k $42M 0% Mar 2023
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National Bank Of Canada /fi/ 876k $42M -14% Mar 2023
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P-Solve 857k $41M 0% Mar 2023
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Caprock 800k $38M 2% Mar 2023
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Manchester Financial 797k $38M 1% Mar 2023
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Morton Brown Family Wealth 795k $38M 15% Mar 2023
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Morgan Stanley 775k $35M 100% Dec 2022
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AE Wealth Management 771k $37M -7% Mar 2023
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Royal Bank of Canada 755k $34M 0% Dec 2022
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Creative Planning 740k $33M -20% Dec 2022
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Members Advisory Group 730k $35M 0% Mar 2023
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Branch Banking & Trust Company 656k $31M 3% Mar 2023
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SNS Financial 636k $30M -1% Mar 2023
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First Republic Investment Management 616k $30M -3% Mar 2023
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Pinkerton Retirement Specialists 576k $28M 0% Mar 2023
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Advisor Group Holdings 550k $26M 5% Mar 2023
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Sym Financial Corporation 543k $26M -1% Mar 2023
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Morningstar Investment Services 541k $24M 4% Dec 2022
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Patriot Investment Management 538k $26M -6% Mar 2023
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First National Corp 528k $25M 16% Mar 2023
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Wagner Bowman Management 528k $25M 7% Mar 2023
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United Capital Financial Advisers 520k $23M -22% Dec 2022
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Financial Architects 519k $23M -2% Dec 2022
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Buckingham Capital Management 516k $25M 4% Mar 2023
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Legacy Financial Strategies 511k $25M 3% Mar 2023
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LPL Financial 474k $23M -18% Mar 2023
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Wells Fargo & Company 473k $21M 11% Dec 2022
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Legacy Private Trust 466k $22M -5% Mar 2023
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Belpointe Asset Management 447k $20M 750% Dec 2022
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Bartlett & Co. 446k $21M 0% Mar 2023
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D L Carlson Investment Group 439k $21M 2% Mar 2023
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Strategic Advisors 424k $20M -1% Mar 2023
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Juncture Wealth Strategies 422k $20M -43% Mar 2023
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Truepoint 419k $20M 0% Mar 2023
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UBS Group 404k $19M -6% Mar 2023
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Pegasus Asset Management 388k $19M 1% Mar 2023
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Cobblestone Capital Advisors 384k $18M -2% Mar 2023
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Ethos Financial Group 383k $18M 20% Mar 2023
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Jaffetilchin Investment Partners 378k $18M 20% Mar 2023
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Sunburst Financial Group 367k $18M 2% Mar 2023
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American Investment Services 367k $16M 0% Mar 2023
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Personal Capital Advisors 362k $16M 75% Dec 2022
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Winthrop Advisory Group 358k $17M -1% Mar 2023
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Madden Advisory Services 348k $17M -1% Mar 2023
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PBWM Holdings 347k $17M 0% Mar 2023
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Goepper Burkhardt 341k $15M -6% Dec 2022
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Gemmer Asset Management 340k $16M -1% Mar 2023
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Nelson, Van Denburg & Campbell Wealth Management 339k $16M 1% Mar 2023
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HPM Partners 335k $16M -20% Mar 2023
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Roble, Belko & Company 335k $16M -7% Mar 2023
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Carnick & Kubik 330k $16M 148% Mar 2023
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Strategic Financial Planning 326k $16M 2% Mar 2023
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Great Lakes Retirement 323k $16M -4% Mar 2023
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Meridian Wealth Partners 315k $15M 3% Mar 2023
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Marshall Financial Group 313k $15M -4% Mar 2023
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Carlton, Hoffferkamp & Jenks Wealth Management 313k $15M -4% Mar 2023
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Boulder Wealth Advisors 306k $14M 100% Dec 2022
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Ogorek Anthony Joseph 304k $15M 3% Mar 2023
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Resources Investment Advisors 301k $14M -22% Mar 2023
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Column Capital Advisors 289k $14M 0% Mar 2023
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Cambridge Investment Research Advisors 288k $14M -21% Mar 2023
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TrueNorth 278k $13M 3% Mar 2023
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Shilanski & Associates 278k $13M 4% Mar 2023
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Genesee Capital Advisors 275k $13M 0% Mar 2023
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Ashford Advisors 271k $13M 0% Mar 2023
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PrairieView Partners 267k $13M -1% Mar 2023
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Susquehanna International 266k $13M 24% Mar 2023
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Freedom Wealth Alliance 262k $13M 1% Mar 2023
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TrinityPoint Wealth 262k $13M 3% Mar 2023
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Great Valley Advisor Group 261k $13M -1% Mar 2023
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Valley National Advisers 260k $13M -7% Mar 2023
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Lodestar Private Asset Management 258k $12M -7% Mar 2023
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Compass Financial Group 258k $12M 90% Mar 2023
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Ellevest 255k $12M 11% Mar 2023
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WT Wealth Management 254k $12M -3% Mar 2023
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Savant Capital Management 247k $12M 12% Mar 2023
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Elgethun Capital Management 245k $12M 2% Mar 2023
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Roundview Capital 244k $12M 1% Mar 2023
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Intelligence Driven Advisers 244k $12M -3% Mar 2023
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Spinnaker Investment Group 242k $12M -6% Mar 2023
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Harbour Investments 236k $11M 6% Mar 2023
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Tradition Wealth Management 230k $11M -3% Mar 2023
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Blue Bell Private Wealth Management 226k $11M -2% Mar 2023
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Milestone Investment Advisors 224k $11M 0% Mar 2023
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SigFig Wealth Management 218k $11M 2% Mar 2023
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Tanglewood Wealth Management 214k $10M -3% Mar 2023
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Wealth Enhancement Advisory Services 214k $10M 24% Mar 2023
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Vista Capital Partners 209k $10M 7% Mar 2023
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Rainsberger Wealth Advisors 202k $9.6M 3% Mar 2023
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Empower Advisory Group 194k $9.3M 100% Mar 2023
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Trellis Advisors 188k $8.4M -4% Dec 2022
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Everhart Financial Group 182k $8.7M 2% Mar 2023
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Commonwealth Equity Services 179k $8.6M -6% Mar 2023
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Five Oceans Advisors 178k $8.5M -7% Mar 2023
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Libra Wealth 175k $9.1M -3% Mar 2023
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Lido Advisors 173k $8.3M 299% Mar 2023
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D.B. Root & Company 172k $8.2M -2% Mar 2023
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National Asset Management 169k $8.1M -3% Mar 2023
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Goldman Sachs Group 167k $8.0M 199% Mar 2023
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EWG Elevate 164k $7.9M -66% Mar 2023
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Carmichael Hill & Associates 163k $7.8M 0% Mar 2023
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Alliance Wealth Management 163k $7.8M 1% Mar 2023
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Towercrest Capital Management 163k $7.8M 1% Mar 2023
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Roger Wittlin Investment Advisory 163k $7.8M 4% Mar 2023
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Sequoia Financial Advisors 161k $7.7M -7% Mar 2023
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Motive Wealth Advisors 160k $7.7M 0% Mar 2023
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James J. Burns & Company 158k $7.6M 48% Mar 2023
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Regis Management Company 158k $7.6M 12% Mar 2023
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Raymond James Financial Services Advisors 158k $7.6M 1% Mar 2023
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Beacon Wealthcare 157k $7.5M 10% Mar 2023
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Successful Portfolios 157k $7.5M -2% Mar 2023
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IFP Advisors 157k $11M -6% Mar 2023
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Opes Wealth Management 157k $7.5M 18% Mar 2023
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Zhang Financial 156k $7.5M -1% Mar 2023
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Valley Forge Investment Consultants Inc Adv 156k $7.5M -2% Mar 2023
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Waldron 151k $7.2M 0% Mar 2023
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Ameriprise Financial 148k $7.1M 5% Mar 2023
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Gyl Financial Synergies 145k $6.5M -12% Dec 2022
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Spreng Capital Management 144k $6.9M -1% Mar 2023
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Pegasus Partners 131k $6.3M -11% Mar 2023
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Fort Pitt Capital 111k $5.3M -25% Mar 2023
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Krilogy Financial 64k $3.1M -66% Mar 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
Ubs Global Asset Management Americas Sep 2022 2.6M $108M
Pasadena Private Wealth Dec 2022 476k $21M
Wealth CMT Dec 2022 161k $7.2M