Who owns Schwab U S Broad Market ETF?

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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 Actions
Wealthfront Advisers 21M $1.3B -3% Jun 2024
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Betterment 6.3M $386M -3% Mar 2024
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Strategic Financial Concepts 4.7M $291M 6212% Jun 2024
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SCS Capital Management 4.0M $245M 0% Mar 2024
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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
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Blue Bell Private Wealth Management 211k $13M -1% Jun 2024
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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
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Roger Wittlin Investment Advisory 203k $13M 8% Jun 2024
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Financial Services Advisory 198k $12M -52% Jun 2024
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Envestnet Portfolio Solutions 197k $12M -8% Jun 2024
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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
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FMR 191k $12M 100% Mar 2024
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Vista Capital Partners 190k $12M -3% Jun 2024
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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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