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 | Actions |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors | 69M | $2.8M | 2535% | Mar 2026 |
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| Wealthfront Advisers | 53M | $1.3B | -2% | Mar 2026 |
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| UBS Group | 49M | $1.2B | 3330% | Mar 2026 |
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| Betterment | 16M | $424M | -2% | Dec 2025 |
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| Rebalance | 15M | $379M | 1% | Mar 2026 |
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| SCS Capital Management | 12M | $301M | 1% | Mar 2026 |
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| Ubs Global Asset Management Americas | 12M | $297M | 301% | Mar 2026 |
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| HighTower Advisors | 9.0M | $225M | 4% | Mar 2026 |
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| Strid | 8.6M | $217M | -1% | Mar 2026 |
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| Evensky & Katz | 8.2M | $205M | -1% | Mar 2026 |
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| Hengehold Capital Management | 7.7M | $194M | 0% | Mar 2026 |
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| Hanson & Doremus Investment Management | 7.0M | $177M | 0% | Mar 2026 |
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| HB Wealth Management | 6.6M | $166M | -1% | Mar 2026 |
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| Evergreen Advisors | 6.3M | $158M | 2% | Mar 2026 |
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| BKD Wealth Advisors | 6.2M | $156M | 1% | Mar 2026 |
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| HT Partners | 6.2M | $155M | 2% | Mar 2026 |
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| AlphaCore Capital | 5.4M | $134M | -8% | Mar 2026 |
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| TruNorth Capital Management | 5.2M | $131M | 2% | Mar 2026 |
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| HHM Wealth Advisors | 5.1M | $129M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 5.0M | $125M | 12% | Mar 2026 |
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| Accredited Investors | 4.6M | $116M | -2% | Mar 2026 |
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| Captrust Financial Advisors | 4.2M | $111M | 25% | Dec 2025 |
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| Morton Brown Family Wealth | 4.0M | $101M | 4% | Mar 2026 |
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| Compass Financial Group | 3.9M | $97M | 6% | Mar 2026 |
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| Manchester Financial | 3.4M | $86M | 0% | Mar 2026 |
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| Morgan Stanley | 3.4M | $85M | 5% | Mar 2026 |
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| Ballentine Partners | 3.3M | $82M | 2% | Mar 2026 |
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| Creative Planning | 3.2M | $80M | -16% | Mar 2026 |
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| Bank of America Corporation | 3.2M | $80M | 100% | Mar 2026 |
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| HBK Sorce Advisory | 3.1M | $89M | 1% | Mar 2026 |
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| Warren Averett Asset Management | 3.0M | $79M | 4% | Dec 2025 |
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| Savant Capital Management | 3.0M | $75M | 6% | Mar 2026 |
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| LPL Financial | 2.9M | $73M | 2% | Mar 2026 |
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| Royal Bank of Canada | 2.9M | $72M | 8% | Mar 2026 |
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| Quantinno Capital Management | 2.8M | $70M | 40% | Mar 2026 |
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| Asset Advisors Investment Management | 2.8M | $69M | -2% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 2.7M | $68M | -1% | Mar 2026 |
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| North Star Asset Management | 2.7M | $67M | 0% | Mar 2026 |
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| Summit Financial Strategies | 2.7M | $67M | -16% | Mar 2026 |
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| Circle Wealth Management | 2.6M | $66M | 1% | Mar 2026 |
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| Colony | 2.6M | $69M | 130% | Dec 2025 |
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| Legacy Financial Strategies | 2.6M | $66M | 1% | Mar 2026 |
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| D L Carlson Investment Group | 2.6M | $65M | 0% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 2.6M | $65M | 9% | Mar 2026 |
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| Myecfo | 2.6M | $64M | 3% | Mar 2026 |
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| Mercer Global Advisors | 2.5M | $64M | -5% | Mar 2026 |
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| Bouchey Financial | 2.5M | $64M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.4M | $63M | 5% | Dec 2025 |
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| Winthrop Advisory Group | 2.4M | $60M | 4% | Mar 2026 |
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| Aptus Capital Advisors | 2.2M | $57M | 2% | Mar 2026 |
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| Sunburst Financial Group | 2.2M | $55M | 2% | Mar 2026 |
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| Wagner Bowman Management | 2.1M | $54M | 4% | Mar 2026 |
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| Caprock | 2.1M | $53M | 0% | Mar 2026 |
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| Wells Fargo & Company | 2.1M | $52M | 6% | Mar 2026 |
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| Ethos Financial Group | 2.0M | $51M | 4% | Mar 2026 |
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| SNS Financial | 1.8M | $45M | 0% | Mar 2026 |
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| Capital Management Associates | 1.8M | $45M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.7M | $43M | -4% | Mar 2026 |
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| Roundview Capital | 1.7M | $42M | -1% | Mar 2026 |
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| CWM | 1.6M | $43M | 305% | Dec 2025 |
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| Leading Edge Financial Planning | 1.6M | $41M | 8% | Mar 2026 |
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| Branch Banking & Trust Company | 1.6M | $41M | 4% | Mar 2026 |
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| Genesee Capital Advisors | 1.6M | $41M | -1% | Mar 2026 |
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| Boulder Wealth Advisors | 1.6M | $41M | 2% | Mar 2026 |
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| Members Advisory Group | 1.6M | $40M | -1% | Mar 2026 |
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| Appalachian Capital Management | 1.6M | $40M | 1% | Mar 2026 |
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| Cape Investment Advisory | 1.6M | $41M | 12159% | Dec 2025 |
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| Tanglewood Wealth Management | 1.5M | $39M | 91% | Mar 2026 |
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| Boyum Wealth Architects | 1.5M | $42M | 8% | Mar 2026 |
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| Modern Wealth Management | 1.5M | $39M | -2% | Dec 2025 |
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| Hanson McClain Advisors | 1.4M | $37M | 0% | Dec 2025 |
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| Goldman Sachs Group | 1.4M | $35M | 18% | Mar 2026 |
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| Jaffetilchin Investment Partners | 1.4M | $34M | -13% | Mar 2026 |
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| HPM Partners | 1.3M | $33M | 16% | Mar 2026 |
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| Legacy Private Trust | 1.3M | $32M | -4% | Mar 2026 |
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| Raymond James Financial | 1.3M | $33M | -11% | Dec 2025 |
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| Juncture Wealth Strategies | 1.3M | $32M | -1% | Mar 2026 |
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| Facet Wealth | 1.2M | $31M | 22% | Mar 2026 |
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| MAI Wealth Advisors | 1.2M | $31M | 6% | Mar 2026 |
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| Sym Financial Corporation | 1.2M | $30M | 0% | Mar 2026 |
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| WT Wealth Management | 1.2M | $30M | -2% | Mar 2026 |
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| Pegasus Asset Management | 1.2M | $29M | -1% | Mar 2026 |
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| Goepper Burkhardt | 1.1M | $29M | -1% | Mar 2026 |
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| Harbour Investments | 1.1M | $28M | 9% | Mar 2026 |
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| Gemmer Asset Management | 1.1M | $28M | -1% | Mar 2026 |
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| Strategic Advisors | 1.1M | $29M | -2% | Dec 2025 |
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| Truepoint | 1.1M | $28M | -2% | Mar 2026 |
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| GSG Advisors | 1.1M | $28M | 1% | Mar 2026 |
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| Retirement Planning Group | 1.1M | $27M | -8% | Mar 2026 |
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| Robinson Smith Wealth Advisors | 1.1M | $27M | 1% | Mar 2026 |
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| AQR Capital Management | 1.1M | $27M | -5% | Mar 2026 |
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| Phil A. Younker & Associates | 1.1M | $27M | -7% | Mar 2026 |
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| HORAN Wealth | 1.1M | $27M | 103% | Mar 2026 |
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| Patriot Investment Management | 1.0M | $26M | -3% | Mar 2026 |
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| Dodds Wealth | 1.0M | $25M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 1.0M | $26M | 64% | Dec 2025 |
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| Chicago Partners Investment | 969k | $27M | 0% | Mar 2026 |
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| Alliancebernstein | 954k | $25M | 4% | Mar 2026 |
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| FMR | 944k | $25M | -12% | Dec 2025 |
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| Strategic Financial Planning | 939k | $25M | -10% | Dec 2025 |
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| Valley National Advisers | 938k | $24M | -15% | Mar 2026 |
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| Wynn Capital | 933k | $23M | 3% | Mar 2026 |
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| Stonekeep Investments | 915k | $23M | 100% | Mar 2026 |
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| Great Lakes Retirement | 912k | $23M | 0% | Mar 2026 |
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| Schaeffer Financial | 902k | $23M | 2% | Mar 2026 |
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| Meridian Wealth Partners | 895k | $24M | 0% | Dec 2025 |
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| Breakwater Investment Management | 872k | $23M | -2% | Dec 2025 |
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| CI Private Wealth | 871k | $22M | 5% | Mar 2026 |
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| Envestnet Asset Management | 868k | $22M | 137% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 863k | $22M | 2% | Mar 2026 |
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| TrueNorth | 854k | $21M | -2% | Mar 2026 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 847k | $23M | -1% | Mar 2026 |
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| Lido Advisors | 846k | $21M | 6% | Mar 2026 |
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| Davis Capital Management | 836k | $21M | 4% | Mar 2026 |
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| Global Wealth Management | 818k | $21M | -7% | Mar 2026 |
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| Advisor Group Holdings | 809k | $21M | -5% | Dec 2025 |
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| Nalls Sherbakoff Group | 809k | $21M | -6% | Dec 2025 |
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| United Capital Financial Advisers | 803k | $20M | -3% | Mar 2026 |
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| Vista Capital Partners | 800k | $20M | -1% | Mar 2026 |
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| Tradition Wealth Management | 798k | $21M | -1% | Dec 2025 |
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| Assetmark | 792k | $20M | -3% | Mar 2026 |
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| Walker Financial Services | 785k | $20M | 26% | Mar 2026 |
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| Socha Financial Group | 761k | $19M | -5% | Mar 2026 |
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| Resources Investment Advisors | 755k | $19M | -43% | Mar 2026 |
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| LLBH Private Wealth Management | 741k | $19M | -1% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 725k | $20M | 0% | Mar 2026 |
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| MidWestOne Financial Group | 721k | $19M | 19% | Dec 2025 |
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| Libra Wealth | 712k | $18M | -3% | Mar 2026 |
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| James J. Burns & Company | 710k | $18M | -1% | Mar 2026 |
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| Downshift Financial | 701k | $19M | 75% | Mar 2026 |
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| Focus Financial Network | 700k | $18M | 6% | Mar 2026 |
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| Sentinus | 699k | $18M | -10% | Mar 2026 |
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| Commonwealth Equity Services | 679k | $17M | -2% | Mar 2026 |
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| Roble, Belko & Company | 668k | $17M | -9% | Mar 2026 |
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| Zhang Financial | 666k | $17M | 3% | Mar 2026 |
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| Atomi Financial Group | 658k | $17M | 3% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 615k | $15M | 0% | Mar 2026 |
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| Bond & Devick Financial Network | 608k | $15M | 4% | Mar 2026 |
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| Davidson Kahn Capital Management | 603k | $15M | 21% | Mar 2026 |
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| Madden Advisory Services | 603k | $15M | -14% | Mar 2026 |
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| Blue Bell Private Wealth Management | 597k | $15M | -1% | Mar 2026 |
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| Valicenti Advisory Services | 597k | $15M | 5% | Mar 2026 |
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| Empower Advisory Group | 590k | $16M | 23% | Dec 2025 |
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| Lodestar Private Asset Management | 578k | $15M | -4% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 573k | $15M | 541% | Dec 2025 |
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| IFP Advisors | 571k | $14M | 0% | Mar 2026 |
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| Ameriprise Financial | 570k | $14M | 0% | Mar 2026 |
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| Brooklyn FI | 567k | $14M | 28% | Mar 2026 |
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| Elgethun Capital Management | 567k | $14M | 7% | Mar 2026 |
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| Intelligence Driven Advisers | 563k | $14M | -39% | Mar 2026 |
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| Compass Advisory Group | 557k | $14M | -71% | Mar 2026 |
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| Ashford Advisors | 530k | $14M | -8% | Mar 2026 |
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| True North Advisors | 505k | $13M | -15% | Mar 2026 |
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| Farther Finance Advisors | 416k | $11M | -37% | Mar 2026 |
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| Cetera Investment Advisers | 365k | $9.2M | -52% | Mar 2026 |
|
Who sold out of Schwab U S Broad Market ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.8M | $74M |
| Jpmorgan Chase & Co | Sep 2025 | 1.2M | $31M |