Who owns Schwab U S Broad Market ETF?
- Ticker: SCHB
- CUSIP Number: 808524102
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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 | ||
---|---|---|---|---|---|---|
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 |