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 | ||
---|---|---|---|---|---|---|
Wealthfront Advisers | 9.1M | $830M | -1% | Dec 2020 | ||
Milliman Financial Risk Management | 5.1M | $464M | 5% | Dec 2020 | ||
SCS Capital Management | 4.9M | $445M | -5% | Dec 2020 | ||
Betterment | 4.5M | $412M | -6% | Dec 2020 | ||
Evensky & Katz | 2.2M | $213M | -6% | Mar 2021 | ||
HT Partners | 1.2M | $117M | -5% | Mar 2021 | ||
HBK Sorce Advisory | 1.1M | $103M | 2% | Dec 2020 | ||
Strid | 1.1M | $98M | -1% | Dec 2020 | ||
Retirement Planning Group | 1.1M | $97M | -1% | Dec 2020 | ||
Evergreen Advisors | 924k | $84M | -6% | Dec 2020 | ||
JBJ Investment Partners | 919k | $84M | 6% | Dec 2020 | ||
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Homrich Berg | 898k | $82M | 20% | Dec 2020 | ||
Bouchey Financial | 889k | $81M | 0% | Dec 2020 | ||
Callan Capital | 882k | $80M | -6% | Dec 2020 | ||
Hanson & Doremus Investment Management | 773k | $70M | 2% | Dec 2020 | ||
Bank of America Corporation | 756k | $69M | -1% | Dec 2020 | ||
Hengehold Capital Management | 722k | $66M | 14% | Dec 2020 | ||
P-Solve | 688k | $63M | 5% | Dec 2020 | ||
CliftonLarsonAllen Wealth Advisors | 555k | $51M | -1% | Dec 2020 | ||
Advisor Group Holdings | 551k | $50M | 5% | Dec 2020 | ||
United Capital Financial Advisers | 528k | $48M | -1% | Dec 2020 | ||
Total Investment Management | 524k | $48M | 1586% | Dec 2020 | ||
Envestnet Asset Management | 519k | $47M | 14% | Dec 2020 | ||
Circle Wealth Management | 514k | $47M | -2% | Dec 2020 | ||
Brown Advisory Holdings Incorporated | 510k | $46M | 0% | Dec 2020 | ||
HHM Wealth Advisors | 461k | $42M | -1% | Dec 2020 | ||
Summit Financial Strategies | 460k | $42M | -1% | Dec 2020 | ||
Asset Advisors Investment Management | 434k | $43M | 4% | Mar 2021 | ||
SNS Financial | 414k | $38M | 1% | Dec 2020 | ||
Mariner Wealth Advisors | 392k | $36M | -1% | Dec 2020 | ||
Sym Financial Corporation | 389k | $38M | 0% | Mar 2021 | ||
HighTower Advisors | 381k | $35M | 56% | Dec 2020 | ||
North Star Asset Management | 377k | $34M | -2% | Dec 2020 | ||
Almanack Investment Partners | 367k | $33M | 1% | Dec 2020 | ||
Ballentine Partners | 358k | $33M | -3% | Dec 2020 | ||
Gemmer Asset Management | 336k | $31M | -2% | Dec 2020 | ||
Captrust Financial Advisors | 316k | $29M | 2% | Dec 2020 | ||
Fort Pitt Capital | 315k | $30M | -5% | Mar 2021 | ||
Royal Bank of Canada | 308k | $28M | 2% | Dec 2020 | ||
First National Corp | 308k | $28M | 5% | Dec 2020 | ||
BKD Wealth Advisors | 296k | $27M | -11% | Dec 2020 | ||
Creative Planning | 294k | $27M | 0% | Dec 2020 | ||
Financial Architects | 282k | $26M | 10% | Dec 2020 | ||
Pinkerton Retirement Specialists | 279k | $25M | -12% | Dec 2020 | ||
Strategic Advisors | 272k | $25M | 15% | Dec 2020 | ||
Accredited Investors | 261k | $25M | -3% | Mar 2021 | ||
Legacy Financial Strategies | 261k | $24M | 0% | Dec 2020 | ||
Manchester Financial | 251k | $23M | 12% | Dec 2020 | ||
Cobblestone Capital Advisors | 248k | $23M | -5% | Dec 2020 | ||
Branch Banking & Trust Company | 246k | $22M | 10% | Dec 2020 | ||
LPL Financial | 244k | $22M | 0% | Dec 2020 | ||
UBS Group | 244k | $22M | -80% | Dec 2020 | ||
Madden Advisory Services | 243k | $22M | -3% | Dec 2020 | ||
Wagner Bowman Management | 241k | $23M | -1% | Mar 2021 | ||
Roble, Belko & Company | 238k | $22M | -3% | Dec 2020 | ||
Legacy Private Trust | 233k | $23M | -3% | Mar 2021 | ||
Bartlett & Co. | 232k | $22M | -3% | Mar 2021 | ||
Truepoint | 222k | $20M | -3% | Dec 2020 | ||
WT Wealth Management | 220k | $20M | -2% | Dec 2020 | ||
EWG Elevate | 210k | $20M | 2% | Mar 2021 | ||
Elgethun Capital Management | 208k | $19M | -1% | Dec 2020 | ||
PBWM Holdings | 208k | $20M | -9% | Mar 2021 | ||
Caprock | 206k | $19M | 1% | Dec 2020 | ||
Goepper Burkhardt | 200k | $18M | 100% | Dec 2020 | ||
Buckingham Capital Management | 198k | $18M | 2% | Dec 2020 | ||
Juncture Wealth Strategies | 195k | $19M | -32% | Mar 2021 | ||
Wells Fargo & Company | 194k | $18M | 0% | Dec 2020 | ||
Morgan Stanley | 185k | $17M | 1% | Dec 2020 | ||
Tanglewood Wealth Management | 181k | $17M | 14% | Dec 2020 | ||
Carlton, Hoffferkamp & Jenks Wealth Management | 181k | $17M | -2% | Dec 2020 | ||
Strategic Financial Planning | 179k | $16M | 1% | Dec 2020 | ||
Unitrin | 178k | $16M | 0% | Dec 2020 | ||
Pegasus Asset Management | 174k | $16M | 0% | Dec 2020 | ||
Sunburst Financial Group | 171k | $16M | 0% | Dec 2020 | ||
Valley National Advisers | 159k | $15M | -5% | Dec 2020 | ||
Brouwer & Janachowski | 154k | $14M | -5% | Dec 2020 | ||
Jaffetilchin Investment Partners | 150k | $14M | -6% | Dec 2020 | ||
PrairieView Partners | 140k | $13M | -3% | Dec 2020 | ||
Blue Bell Private Wealth Management | 139k | $13M | -2% | Dec 2020 | ||
Meridian Wealth Advisors | 138k | $11M | 100% | Dec 2020 | ||
Eagle Capital Management | 137k | $13M | -41% | Dec 2020 | ||
AdvisorNet Financial | 136k | $13M | -2% | Mar 2021 | ||
TrueNorth | 134k | $12M | 33% | Dec 2020 | ||
Wealth Enhancement Advisory Services | 133k | $12M | -3% | Dec 2020 | ||
TrinityPoint Wealth | 130k | $12M | 0% | Dec 2020 | ||
Gyl Financial Synergies | 129k | $12M | -2% | Dec 2020 | ||
Genesee Capital Advisors | 129k | $12M | 12% | Mar 2021 | ||
Intelligence Driven Advisers | 125k | $12M | -2% | Mar 2021 | ||
Tradition Wealth Management | 125k | $11M | 100% | Dec 2020 | ||
Marshall Financial Group | 123k | $11M | 23% | Dec 2020 | ||
USAdvisors Wealth Management | 122k | $11M | -10% | Dec 2020 | ||
Meridian Wealth Partners | 122k | $11M | 0% | Dec 2020 | ||
Rockbridge Investment Management, LCC | 119k | $11M | -4% | Dec 2020 | ||
SigFig Wealth Management | 115k | $10M | 11% | Dec 2020 | ||
Spreng Capital Management | 114k | $10M | 6% | Dec 2020 | ||
D L Carlson Investment Group | 114k | $10M | 8% | Dec 2020 | ||
Bft Financial Group | 109k | $11M | 14% | Mar 2021 | ||
Roundview Capital | 108k | $9.8M | 2% | Dec 2020 | ||
Mercer Global Advisors | 106k | $9.7M | 136% | Dec 2020 | ||
Opes Wealth Management | 106k | $9.5M | 1% | Dec 2020 | ||
Commonwealth Equity Services | 105k | $9.6M | 1% | Dec 2020 | ||
Resources Investment Advisors | 98k | $8.9M | -14% | Dec 2020 | ||
IFP Advisors | 95k | $8.6M | -2% | Dec 2020 | ||
D.B. Root & Company | 92k | $8.4M | -12% | Dec 2020 | ||
Prime Capital Investment Advisors | 89k | $8.1M | 52% | Dec 2020 | ||
Trellis Advisors | 89k | $8.1M | -3% | Dec 2020 | ||
Portfolio Solutions | 87k | $7.9M | 5% | Dec 2020 | ||
Savant Capital Management | 86k | $7.8M | -4% | Dec 2020 | ||
Everhart Financial Group | 86k | $8.3M | -4% | Mar 2021 | ||
Patriot Investment Management | 85k | $7.7M | -71% | Dec 2020 | ||
Strategic Capital Advisers | 85k | $7.7M | -1% | Dec 2020 | ||
Susquehanna International | 84k | $7.6M | -40% | Dec 2020 | ||
Personal Capital Advisors | 84k | $7.6M | 4% | Dec 2020 | ||
Kestra Advisory Services | 83k | $7.5M | 370% | Dec 2020 | ||
Bond & Devick Financial Network | 82k | $7.5M | 100% | Dec 2020 | ||
Cambridge Investment Research Advisors | 82k | $7.4M | -3% | Dec 2020 | ||
Aurora Private Wealth | 81k | $7.8M | 6% | Mar 2021 | ||
Regis Management Company | 79k | $7.6M | 3% | Mar 2021 | ||
Shilanski & Associates | 79k | $7.6M | 2% | Mar 2021 | ||
Sequoia Financial Advisors | 78k | $7.1M | 3% | Dec 2020 | ||
Capital Investment Advisory Services | 77k | $7.0M | 14% | Dec 2020 | ||
Fagan Associates | 77k | $7.0M | 17% | Dec 2020 | ||
JMG Financial Group | 77k | $7.0M | -8% | Dec 2020 | ||
Carmichael Hill & Associates | 76k | $7.0M | 2% | Dec 2020 | ||
Waldron | 75k | $6.8M | 0% | Dec 2020 | ||
Alliance Wealth Management | 74k | $6.7M | -2% | Dec 2020 | ||
Towercrest Capital Management | 74k | $6.7M | -2% | Dec 2020 | ||
Iwamoto Kong & Co | 74k | $6.7M | 0% | Dec 2020 | ||
Hoover Financial Advisors | 72k | $6.7M | -3% | Dec 2020 | ||
Kalos Management | 71k | $6.5M | 1% | Dec 2020 | ||
Sheets Smith Wealth Management | 70k | $6.4M | -12% | Dec 2020 | ||
Curbstone Financial Management | 70k | $6.8M | -1% | Mar 2021 | ||
Main Street Financial Solutions | 69k | $6.3M | 100% | Dec 2020 | ||
Planning Alternatives | 69k | $6.7M | -22% | Mar 2021 | ||
Family Firm | 68k | $6.3M | -11% | Dec 2020 | ||
Islay Capital Management | 67k | $6.1M | -2% | Dec 2020 | ||
JFS Wealth Advisors | 66k | $6.0M | 2% | Dec 2020 | ||
Financeware | 66k | $6.0M | 0% | Dec 2020 | ||
Valley Forge Investment Consultants Inc Adv | 64k | $5.8M | 100% | Dec 2020 | ||
Milestone Group | 64k | $5.8M | -38% | Dec 2020 | ||
CVA Family Office | 63k | $6.1M | 5% | Mar 2021 | ||
Ballast Advisors | 63k | $5.7M | -4% | Dec 2020 | ||
Raymond James Financial Services Advisors | 60k | $5.5M | 3% | Dec 2020 | ||
Goldman Sachs Group | 60k | $5.5M | 0% | Dec 2020 | ||
Meridian Wealth Management | 58k | $5.3M | 0% | Dec 2020 | ||
Advisory Services Network | 58k | $5.3M | 7% | Dec 2020 | ||
SeaCrest Wealth Management | 57k | $5.2M | 5% | Dec 2020 | ||
Ogorek Anthony Joseph | 56k | $5.1M | 14% | Dec 2020 | ||
Mutual Advisors | 56k | $5.1M | 2% | Dec 2020 | ||
Successful Portfolios | 55k | $5.0M | -3% | Dec 2020 | ||
Garrison Financial | 54k | $4.9M | -37% | Dec 2020 | ||
Wealth CMT | 52k | $4.7M | -40% | Dec 2020 | ||
Beacon Investment Management | 48k | $4.4M | -21% | Dec 2020 | ||
Eudaimonia Partners | 43k | $3.9M | -27% | Dec 2020 | ||
Blueprint Investment Partners | 87.00 | $7.9k | -100% | Dec 2020 |
Who sold out of Schwab U S Broad Market ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
WBI Investments | Sep 2020 | 99k | $7.9M |
tru Independence | Sep 2020 | 82k | $6.5M |