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
Download as csv
Download as Excel
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 | 51M | $1.5B | -2% | Jun 2026 |
|
| UBS Group | 49M | $1.4B | 1% | Jun 2026 |
|
| Betterment | 15M | $443M | -3% | Jun 2026 |
|
| Rebalance | 15M | $448M | 4% | Sep 2026 |
|
| SCS Capital Management | 12M | $346M | 0% | Jun 2026 |
|
| Ubs Global Asset Management Americas | 11M | $331M | -3% | Jun 2026 |
|
| HighTower Advisors | 9.3M | $269M | 4% | Jun 2026 |
|
| Strid | 8.6M | $251M | 0% | Sep 2026 |
|
| Evensky & Katz | 7.8M | $229M | -2% | Sep 2026 |
|
| Hengehold Capital Management | 7.6M | $223M | 0% | Sep 2026 |
|
| Hanson & Doremus Investment Management | 7.1M | $209M | 1% | Sep 2026 |
|
| HB Wealth Management | 6.5M | $191M | -1% | Sep 2026 |
|
| Evergreen Advisors | 6.2M | $183M | -1% | Sep 2026 |
|
| HT Partners | 6.1M | $177M | 0% | Sep 2026 |
|
| BKD Wealth Advisors | 6.0M | $175M | -3% | Sep 2026 |
|
| Savant Capital Management | 5.9M | $161M | 100% | Jun 2026 |
|
| TruNorth Capital Management | 5.6M | $164M | 3% | Sep 2026 |
|
| HHM Wealth Advisors | 5.3M | $152M | 2% | Jun 2026 |
|
| AlphaCore Capital | 5.2M | $152M | -2% | Jun 2026 |
|
| Mariner Wealth Advisors | 4.7M | $136M | -6% | Jun 2026 |
|
| Accredited Investors | 4.4M | $129M | -4% | Jun 2026 |
|
| Morton Brown Family Wealth | 4.4M | $128M | 2% | Sep 2026 |
|
| Captrust Financial Advisors | 3.7M | $106M | -10% | Jun 2026 |
|
| Warren Averett Asset Management | 3.5M | $102M | 15% | Jun 2026 |
|
| Compass Financial Group | 3.4M | $101M | -12% | Sep 2026 |
|
| Manchester Financial | 3.4M | $99M | 0% | Sep 2026 |
|
| Creative Planning | 3.3M | $96M | 3% | Jun 2026 |
|
| Ballentine Partners | 3.3M | $94M | 0% | Jun 2026 |
|
| HBK Sorce Advisory | 3.2M | $94M | 1% | Jun 2026 |
|
| Quantinno Capital Management | 3.1M | $89M | 11% | Jun 2026 |
|
| LPL Financial | 3.0M | $86M | 2% | Jun 2026 |
|
| Jones Financial Companies, L.L | 3.0M | $84M | 13% | Jun 2026 |
|
| Royal Bank of Canada | 2.9M | $84M | 0% | Jun 2026 |
|
| North Star Asset Management | 2.8M | $80M | 3% | Jun 2026 |
|
| Asset Advisors Investment Management | 2.7M | $81M | 0% | Sep 2026 |
|
| Legacy Financial Strategies | 2.7M | $80M | 2% | Sep 2026 |
|
| Brown Advisory Holdings Incorporated | 2.7M | $79M | 0% | Jun 2026 |
|
| Gallagher Fiduciary Advisors | 2.7M | $78M | -96% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 2.7M | $77M | 7% | Sep 2026 |
|
| Circle Wealth Management | 2.6M | $76M | 0% | Jun 2026 |
|
| D L Carlson Investment Group | 2.6M | $75M | 0% | Jun 2026 |
|
| Myecfo | 2.6M | $75M | -1% | Sep 2026 |
|
| Winthrop Advisory Group | 2.5M | $74M | 2% | Sep 2026 |
|
| Bank of America Corporation | 2.5M | $74M | -21% | Jun 2026 |
|
| SNS Financial | 2.5M | $73M | 40% | Jun 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 2.5M | $73M | -2% | Sep 2026 |
|
| Bouchey Financial | 2.4M | $70M | -1% | Jun 2026 |
|
| Wells Fargo & Company | 2.4M | $69M | 16% | Jun 2026 |
|
| Colony | 2.4M | $69M | -10% | Jun 2026 |
|
| Aptus Capital Advisors | 2.3M | $67M | 4% | Jun 2026 |
|
| Sunburst Financial Group | 2.3M | $67M | 1% | Sep 2026 |
|
| Mercer Global Advisors | 2.2M | $64M | -13% | Jun 2026 |
|
| Caprock | 2.1M | $60M | 0% | Jun 2026 |
|
| Wagner Bowman Management | 2.1M | $60M | -2% | Jun 2026 |
|
| Summit Financial Strategies | 1.8M | $53M | -22% | Sep 2026 |
|
| Hanson McClain Advisors | 1.8M | $52M | 6% | Jun 2026 |
|
| Ethos Financial Group | 1.8M | $51M | -11% | Jun 2026 |
|
| Capital Management Associates | 1.8M | $52M | -1% | Sep 2026 |
|
| Roundview Capital | 1.7M | $51M | 4% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 1.7M | $50M | 0% | Jun 2026 |
|
| Tanglewood Wealth Management | 1.7M | $49M | 5% | Sep 2026 |
|
| HPM Partners | 1.7M | $48M | 27% | Jun 2026 |
|
| Boulder Wealth Advisors | 1.6M | $48M | 1% | Jun 2026 |
|
| Cape Investment Advisory | 1.6M | $48M | 2% | Sep 2026 |
|
| Modern Wealth Management | 1.6M | $46M | 4% | Jun 2026 |
|
| Appalachian Capital Management | 1.6M | $46M | 0% | Sep 2026 |
|
| Branch Banking & Trust Company | 1.6M | $46M | -5% | Sep 2026 |
|
| Boyum Wealth Architects | 1.5M | $45M | 0% | Sep 2026 |
|
| AQR Capital Management | 1.4M | $42M | 34% | Jun 2026 |
|
| Goldman Sachs Group | 1.4M | $40M | 0% | Jun 2026 |
|
| Jaffetilchin Investment Partners | 1.4M | $40M | 1% | Jun 2026 |
|
| MAI Wealth Advisors | 1.3M | $37M | 2% | Jun 2026 |
|
| Legacy Private Trust | 1.2M | $37M | 0% | Sep 2026 |
|
| Facet Wealth | 1.2M | $36M | -1% | Jun 2026 |
|
| John Boyer | 1.2M | $36M | 100% | Sep 2026 |
|
| FMR | 1.2M | $35M | 13% | Jun 2026 |
|
| Juncture Wealth Strategies | 1.2M | $35M | -1% | Sep 2026 |
|
| Sym Financial Corporation | 1.2M | $35M | 0% | Sep 2026 |
|
| Chicago Partners Investment | 1.2M | $35M | 7% | Sep 2026 |
|
| Members Advisory Group | 1.2M | $34M | -25% | Jun 2026 |
|
| Harbour Investments | 1.2M | $34M | 4% | Jun 2026 |
|
| Pegasus Asset Management | 1.2M | $34M | 0% | Jun 2026 |
|
| Raymond James Financial | 1.2M | $34M | 5% | Jun 2026 |
|
| Goepper Burkhardt | 1.2M | $34M | 2% | Jun 2026 |
|
| WT Wealth Management | 1.1M | $33M | -2% | Sep 2026 |
|
| Jpmorgan Chase & Co | 1.1M | $32M | 100% | Jun 2026 |
|
| GSG Advisors | 1.1M | $32M | 1% | Jun 2026 |
|
| Gemmer Asset Management | 1.1M | $32M | -2% | Sep 2026 |
|
| Robinson Smith Wealth Advisors | 1.1M | $32M | 1% | Sep 2026 |
|
| Truepoint | 1.1M | $31M | -3% | Jun 2026 |
|
| Retirement Planning Group | 1.1M | $31M | -1% | Sep 2026 |
|
| Alliancebernstein | 1.0M | $26M | 8% | Jun 2026 |
|
| Genesee Capital Advisors | 1.0M | $30M | -2% | Sep 2026 |
|
| Dodds Wealth | 1.0M | $30M | 1% | Jun 2026 |
|
| Walker Financial Services | 1.0M | $30M | 9% | Sep 2026 |
|
| CI Private Wealth | 1.0M | $29M | 15% | Jun 2026 |
|
| Patriot Investment Management | 997k | $29M | -1% | Sep 2026 |
|
| Strategic Advisors | 987k | $29M | -3% | Sep 2026 |
|
| Downshift Financial | 984k | $29M | 8% | Sep 2026 |
|
| Wynn Capital | 981k | $29M | 2% | Sep 2026 |
|
| Envestnet Asset Management | 970k | $28M | 12% | Jun 2026 |
|
| Stonekeep Investments | 957k | $28M | 1% | Sep 2026 |
|
| Meridian Wealth Partners | 937k | $27M | 2% | Jun 2026 |
|
| Valley National Advisers | 929k | $27M | -1% | Sep 2026 |
|
| Phil A. Younker & Associates | 926k | $27M | -13% | Jun 2026 |
|
| Schaeffer Financial | 906k | $27M | 0% | Sep 2026 |
|
| Great Lakes Retirement | 887k | $26M | -2% | Sep 2026 |
|
| Lido Advisors | 887k | $26M | 5% | Jun 2026 |
|
| Assetmark | 883k | $26M | 2% | Sep 2026 |
|
| Davis Capital Management | 878k | $26M | 3% | Sep 2026 |
|
| EP Wealth Advisors | 853k | $25M | 470% | Jun 2026 |
|
| TrueNorth | 852k | $25M | 0% | Jun 2026 |
|
| Advisor Group Holdings | 846k | $25M | 0% | Jun 2026 |
|
| Strategic Financial Planning | 841k | $24M | 100% | Jun 2026 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 837k | $24M | -1% | Jun 2026 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 837k | $25M | -3% | Sep 2026 |
|
| Beacon Pointe Advisors | 837k | $24M | -12% | Jun 2026 |
|
| Davidson Kahn Capital Management | 808k | $24M | 17% | Sep 2026 |
|
| Breakwater Investment Management | 798k | $23M | -7% | Sep 2026 |
|
| Tradition Wealth Management | 787k | $23M | 1% | Jun 2026 |
|
| United Capital Financial Advisers | 779k | $23M | -3% | Jun 2026 |
|
| Vista Capital Partners | 765k | $22M | -4% | Jun 2026 |
|
| Nalls Sherbakoff Group | 765k | $22M | -3% | Jun 2026 |
|
| Socha Financial Group | 764k | $22M | 0% | Jun 2026 |
|
| Global Wealth Management | 757k | $22M | -7% | Sep 2026 |
|
| LLBH Private Wealth Management | 732k | $21M | 0% | Jun 2026 |
|
| Resources Investment Advisors | 730k | $21M | -3% | Jun 2026 |
|
| Bartlett & Co. Wealth Management | 723k | $21M | 0% | Jun 2026 |
|
| Commonwealth Equity Services | 718k | $21M | 6% | Jun 2026 |
|
| Ameriprise Financial | 715k | $21M | 25% | Jun 2026 |
|
| Focus Financial Network | 701k | $21M | -1% | Sep 2026 |
|
| Libra Wealth | 695k | $20M | -2% | Jun 2026 |
|
| IFP Advisors | 689k | $20M | 15% | Sep 2026 |
|
| James J. Burns & Company | 686k | $20M | -3% | Sep 2026 |
|
| Kestra Advisory Services | 676k | $20M | 90% | Jun 2026 |
|
| Atomi Financial Group | 671k | $19M | 2% | Jun 2026 |
|
| Roble, Belko & Company | 665k | $19M | 0% | Jun 2026 |
|
| Zhang Financial | 660k | $19M | -1% | Jun 2026 |
|
| Nicolet Bankshares | 650k | $19M | -7% | Jun 2026 |
|
| Bond & Devick Financial Network | 621k | $18M | 1% | Sep 2026 |
|
| Wiley Bros.-aintree Capital | 620k | $18M | 6% | Jun 2026 |
|
| Christensen, King & Associates Investment Services | 609k | $18M | 2% | Sep 2026 |
|
| Liberty Capital Management | 608k | $18M | 100% | Jun 2026 |
|
| Valicenti Advisory Services | 602k | $18M | -1% | Sep 2026 |
|
| Madden Advisory Services | 596k | $17M | -1% | Jun 2026 |
|
| Blue Bell Private Wealth Management | 576k | $17M | 3% | Sep 2026 |
|
| Brooklyn FI | 576k | $17M | 2% | Jun 2026 |
|
| Elgethun Capital Management | 563k | $16M | -1% | Jun 2026 |
|
| Compass Advisory Group | 558k | $16M | 0% | Jun 2026 |
|
| Ashford Advisors | 557k | $16M | 5% | Jun 2026 |
|
| Lodestar Private Asset Management | 534k | $16M | -5% | Sep 2026 |
|
| HORAN Wealth | 528k | $15M | -50% | Jun 2026 |
|
| Sentinus | 521k | $15M | -25% | Jun 2026 |
|
| Leading Edge Financial Planning | 122k | $3.6M | -93% | Sep 2026 |
|