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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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 | 21M | $1.3B | -3% | Jun 2024 |
|
Betterment | 6.3M | $386M | -3% | Mar 2024 |
|
Strategic Financial Concepts | 4.7M | $291M | 6212% | Jun 2024 |
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SCS Capital Management | 4.0M | $245M | 0% | Mar 2024 |
|
Rebalance | 3.7M | $230M | 2% | Jun 2024 |
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Evensky & Katz | 3.3M | $208M | -3% | Jun 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 |
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Bouchey Financial | 2.5M | $160M | 4% | Jun 2024 |
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HighTower Advisors | 2.5M | $155M | 3% | Jun 2024 |
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HB Wealth Management | 2.2M | $141M | -1% | Jun 2024 |
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HT Partners | 2.2M | $141M | 0% | Jun 2024 |
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Evergreen Advisors | 2.2M | $137M | 1% | Jun 2024 |
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Callan Capital | 2.0M | $126M | -1% | Jun 2024 |
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Hanson & Doremus Investment Management | 1.9M | $122M | 1% | Jun 2024 |
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Retirement Planning Group | 1.8M | $114M | -13% | Jun 2024 |
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BKD Wealth Advisors | 1.8M | $110M | 2% | Jun 2024 |
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Accredited Investors | 1.6M | $101M | 55% | Jun 2024 |
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HHM Wealth Advisors | 1.5M | $96M | -1% | Jun 2024 |
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Captrust Financial Advisors | 1.5M | $94M | 2% | Jun 2024 |
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Summit Financial Strategies | 1.4M | $88M | 2% | Jun 2024 |
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TruNorth Capital Management | 1.3M | $82M | 1% | Jun 2024 |
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National Bank Of Canada /fi/ | 1.2M | $79M | -5% | Jun 2024 |
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Mariner Wealth Advisors | 1.2M | $78M | 2% | Jun 2024 |
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Ballentine Partners | 1.1M | $68M | -2% | Jun 2024 |
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Morgan Stanley | 1.1M | $68M | 16% | Jun 2024 |
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Morton Brown Family Wealth | 1.1M | $68M | 2% | Jun 2024 |
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HBK Sorce Advisory | 1.0M | $65M | 0% | Jun 2024 |
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Circle Wealth Management | 1.0M | $65M | 0% | Jun 2024 |
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Socha Financial Group | 1.0M | $64M | 2% | Jun 2024 |
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Bank of America Corporation | 993k | $62M | -7% | Jun 2024 |
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North Star Asset Management | 967k | $61M | 0% | Jun 2024 |
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Asset Advisors Investment Management | 967k | $61M | -6% | Jun 2024 |
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CliftonLarsonAllen Wealth Advisors | 941k | $59M | 0% | Jun 2024 |
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Brown Advisory Holdings Incorporated | 936k | $59M | 12% | Jun 2024 |
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P-Solve | 884k | $56M | -2% | Jun 2024 |
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Manchester Financial | 839k | $53M | 3% | Jun 2024 |
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D L Carlson Investment Group | 834k | $52M | 4% | Jun 2024 |
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Caprock | 780k | $49M | 0% | Jun 2024 |
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SNS Financial | 774k | $49M | -1% | Jun 2024 |
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Royal Bank of Canada | 771k | $49M | 5% | Jun 2024 |
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Compass Financial Group | 762k | $48M | 16% | Jun 2024 |
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Myecfo | 755k | $48M | 0% | Jun 2024 |
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Compass Advisory Group | 744k | $47M | 1% | Jun 2024 |
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Morningstar Investment Services | 724k | $44M | -49% | Mar 2024 |
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Envestnet Asset Management | 717k | $45M | -20% | Jun 2024 |
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Members Advisory Group | 708k | $45M | -2% | Jun 2024 |
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Creative Planning | 680k | $43M | 2% | Jun 2024 |
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LPL Financial | 641k | $40M | -2% | Jun 2024 |
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Wagner Bowman Management | 638k | $40M | 6% | Jun 2024 |
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Legacy Financial Strategies | 620k | $39M | 4% | Jun 2024 |
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Resources Investment Advisors | 602k | $38M | -1% | Jun 2024 |
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Cambridge Investment Research Advisors | 581k | $37M | 5% | Jun 2024 |
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Savant Capital Management | 577k | $36M | -2% | Jun 2024 |
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Wells Fargo & Company | 576k | $36M | 2% | Jun 2024 |
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Ethos Financial Group | 575k | $36M | 3% | Jun 2024 |
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Wealth Enhancement Advisory Services | 565k | $36M | 8% | Jun 2024 |
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Branch Banking & Trust Company | 555k | $35M | -4% | Jun 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 | 522k | $33M | 1% | Jun 2024 |
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Advisor Group Holdings | 514k | $31M | 10% | Mar 2024 |
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Cape Investment Advisory | 511k | $32M | 0% | Jun 2024 |
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Genesee Capital Advisors | 494k | $31M | 0% | Jun 2024 |
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Legacy Private Trust | 483k | $30M | 0% | Jun 2024 |
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Mercer Global Advisors | 478k | $30M | -65% | Jun 2024 |
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Roundview Capital | 448k | $28M | 45% | Jun 2024 |
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Goldman Sachs Group | 419k | $26M | 181% | Jun 2024 |
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Pegasus Asset Management | 415k | $26M | 2% | Jun 2024 |
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Sunpointe | 413k | $26M | 100% | Jun 2024 |
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Family Firm | 408k | $8.2M | 245% | Jun 2024 |
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First National Corp | 400k | $25M | -16% | Jun 2024 |
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Truepoint | 400k | $25M | -1% | 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 |
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Gemmer Asset Management | 392k | $25M | 2% | Jun 2024 |
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Shilanski & Associates | 379k | $24M | 3% | Jun 2024 |
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Valley National Advisers | 369k | $23M | 5% | Jun 2024 |
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American Investment Services | 364k | $23M | -2% | Jun 2024 |
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Jpmorgan Chase & Co | 363k | $23M | -38% | Jun 2024 |
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Bartlett & Co. Wealth Management | 363k | $23M | -3% | Jun 2024 |
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Goepper Burkhardt | 362k | $23M | 1% | Jun 2024 |
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Ogorek Anthony Joseph | 360k | $23M | -3% | Jun 2024 |
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HPM Partners | 355k | $22M | -10% | Jun 2024 |
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Strategic Advisors | 353k | $22M | -3% | Jun 2024 |
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Warren Averett Asset Management | 352k | $22M | 992% | Mar 2024 |
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Leading Edge Financial Planning | 351k | $22M | 9% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 345k | $22M | 1% | Jun 2024 |
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Strategic Financial Planning | 342k | $22M | 5% | Jun 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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United Capital Financial Advisers | 329k | $21M | -7% | Jun 2024 |
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GSG Advisors | 322k | $20M | 1% | Jun 2024 |
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Robinson Smith Wealth Advisors | 320k | $20M | 7% | Jun 2024 |
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Breakwater Investment Management | 316k | $20M | -2% | Jun 2024 |
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Cobblestone Capital Advisors | 315k | $20M | -9% | Jun 2024 |
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Great Lakes Retirement | 300k | $19M | -1% | Jun 2024 |
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Marshall Financial Group | 296k | $19M | -2% | Jun 2024 |
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Great Valley Advisor Group | 294k | $19M | 5% | Jun 2024 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 293k | $19M | -2% | Jun 2024 |
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Ellevest | 287k | $18M | 0% | Mar 2024 |
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Meridian Wealth Partners | 284k | $18M | 5% | Jun 2024 |
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Schaeffer Financial | 283k | $18M | -1% | Jun 2024 |
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Harbour Investments | 277k | $17M | 4% | Jun 2024 |
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Wynn Capital | 277k | $17M | 4% | Jun 2024 |
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TrinityPoint Wealth | 277k | $17M | 0% | Jun 2024 |
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Stonekeep Investments | 269k | $17M | 100% | Jun 2024 |
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Tradition Wealth Management | 269k | $17M | 1% | Jun 2024 |
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Roble, Belko & Company | 268k | $16M | -3% | Mar 2024 |
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Madden Advisory Services | 268k | $17M | 0% | Jun 2024 |
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Juncture Wealth Strategies | 259k | $16M | 4% | Jun 2024 |
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Sym Financial Corporation | 259k | $16M | 0% | Jun 2024 |
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Ashford Advisors | 257k | $16M | 0% | Jun 2024 |
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Tanglewood Wealth Management | 254k | $16M | -1% | Jun 2024 |
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CI Private Wealth | 252k | $16M | 0% | Jun 2024 |
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Elgethun Capital Management | 246k | $15M | 2% | Mar 2024 |
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James J. Burns & Company | 244k | $15M | 56% | Jun 2024 |
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Pinkerton Retirement Specialists | 236k | $15M | -31% | Jun 2024 |
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Almanack Investment Partners | 235k | $15M | -1% | Jun 2024 |
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PrairieView Partners | 234k | $15M | -2% | Jun 2024 |
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Christensen, King & Associates Investment Services | 231k | $15M | -1% | Jun 2024 |
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Lodestar Private Asset Management | 223k | $14M | -5% | Jun 2024 |
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Dodds Wealth | 218k | $14M | 18% | Jun 2024 |
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Carnick & Kubik | 217k | $14M | 9% | Jun 2024 |
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Davis Capital Management | 214k | $14M | 3% | Jun 2024 |
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Stifel Financial | 213k | $13M | -2% | Jun 2024 |
|
Blue Bell Private Wealth Management | 211k | $13M | -1% | Jun 2024 |
|
Spinnaker Investment Group | 207k | $13M | -3% | Jun 2024 |
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Empower Advisory Group | 205k | $13M | 4% | Jun 2024 |
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Libra Wealth | 204k | $13M | -1% | Jun 2024 |
|
Roger Wittlin Investment Advisory | 203k | $13M | 8% | Jun 2024 |
|
Financial Services Advisory | 198k | $12M | -52% | Jun 2024 |
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Envestnet Portfolio Solutions | 197k | $12M | -8% | Jun 2024 |
|
Intelligence Driven Advisers | 195k | $12M | -2% | Jun 2024 |
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Milestone Investment Advisors | 194k | $12M | -5% | Jun 2024 |
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Commonwealth Equity Services | 194k | $12M | 1% | Jun 2024 |
|
FMR | 191k | $12M | 100% | Mar 2024 |
|
Vista Capital Partners | 190k | $12M | -3% | Jun 2024 |
|
Colony | 188k | $12M | 222% | Jun 2024 |
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Valicenti Advisory Services | 187k | $12M | 0% | Jun 2024 |
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SigFig Wealth Management | 187k | $9.2M | 4% | Jun 2024 |
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Blue Investment Partners | 178k | $11M | 4% | Jun 2024 |
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Lido Advisors | 174k | $11M | 1% | Jun 2024 |
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Raymond James & Associates | 174k | $11M | 1% | Jun 2024 |
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Opes Wealth Management | 173k | $11M | -4% | Jun 2024 |
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National Asset Management | 173k | $11M | 3% | Jun 2024 |
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Gyl Financial Synergies | 172k | $11M | -6% | Jun 2024 |
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Carmichael Hill & Associates | 167k | $11M | 1% | Jun 2024 |
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TPG Advisors | 164k | $10M | 100% | Jun 2024 |
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Leavell Investment Management | 164k | $10M | 3% | Jun 2024 |
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Atomi Financial Group | 163k | $10M | -2% | Jun 2024 |
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Towercrest Capital Management | 161k | $10M | -4% | Jun 2024 |
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Alliance Wealth Management | 161k | $10M | -4% | Jun 2024 |
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Susquehanna International | 157k | $9.8M | -40% | Jun 2024 |
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Mission Wealth Management | 16k | $984k | -92% | Jun 2024 |
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