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 |
|---|---|---|---|---|---|
| Wealthfront Advisers | 26M | $1.2B | -17% | Mar 2023 |
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| Betterment | 7.2M | $325M | -2% | Dec 2022 |
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| SCS Capital Management | 4.5M | $214M | -7% | Mar 2023 |
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| Evensky & Katz | 3.9M | $188M | 0% | Mar 2023 |
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| Rebalance | 3.0M | $143M | 1% | Mar 2023 |
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| Strid | 2.4M | $116M | 3% | Mar 2023 |
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| HB Wealth Management | 2.4M | $116M | -11% | Mar 2023 |
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| Hengehold Capital Management | 2.4M | $116M | 9% | Mar 2023 |
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| HT Partners | 2.3M | $111M | -2% | Mar 2023 |
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| Retirement Planning Group | 2.2M | $105M | 2% | Mar 2023 |
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| Callan Capital | 2.2M | $104M | 2% | Mar 2023 |
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| HBK Sorce Advisory | 2.1M | $96M | 90% | Dec 2022 |
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| Evergreen Advisors | 2.1M | $102M | 2% | Mar 2023 |
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| Bouchey Financial | 2.0M | $97M | 0% | Mar 2023 |
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| Hanson & Doremus Investment Management | 1.8M | $84M | -2% | Mar 2023 |
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| Envestnet Asset Management | 1.7M | $79M | -5% | Mar 2023 |
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| Fft Wealth Management | 1.5M | $69M | 1% | Dec 2022 |
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| Lgl Partners | 1.5M | $68M | 0% | Dec 2022 |
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| HHM Wealth Advisors | 1.5M | $71M | -3% | Mar 2023 |
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| BKD Wealth Advisors | 1.5M | $70M | 6% | Mar 2023 |
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| Summit Financial Strategies | 1.4M | $67M | 2% | Mar 2023 |
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| Mariner Wealth Advisors | 1.3M | $58M | -6% | Dec 2022 |
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| Captrust Financial Advisors | 1.1M | $54M | 7% | Mar 2023 |
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| Ballentine Partners | 1.1M | $54M | -1% | Mar 2023 |
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| Bank of America Corporation | 1.0M | $49M | -26% | Mar 2023 |
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| HighTower Advisors | 1.0M | $49M | 1% | Mar 2023 |
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| Circle Wealth Management | 1.0M | $49M | -1% | Mar 2023 |
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| Asset Advisors Investment Management | 985k | $47M | -1% | Mar 2023 |
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| Mercer Global Advisors | 959k | $46M | -12% | Mar 2023 |
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| Brown Advisory Holdings Incorporated | 933k | $45M | -2% | Mar 2023 |
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| Socha Financial Group | 906k | $43M | 1% | Mar 2023 |
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| CliftonLarsonAllen Wealth Advisors | 895k | $43M | -7% | Mar 2023 |
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| Accredited Investors | 895k | $43M | 21% | Mar 2023 |
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| North Star Asset Management | 879k | $42M | 0% | Mar 2023 |
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| National Bank Of Canada /fi/ | 876k | $42M | -14% | Mar 2023 |
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| P-Solve | 857k | $41M | 0% | Mar 2023 |
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| Caprock | 800k | $38M | 2% | Mar 2023 |
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| Manchester Financial | 797k | $38M | 1% | Mar 2023 |
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| Morton Brown Family Wealth | 795k | $38M | 15% | Mar 2023 |
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| Morgan Stanley | 775k | $35M | 100% | Dec 2022 |
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| AE Wealth Management | 771k | $37M | -7% | Mar 2023 |
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| Royal Bank of Canada | 755k | $34M | 0% | Dec 2022 |
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| Creative Planning | 740k | $33M | -20% | Dec 2022 |
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| Members Advisory Group | 730k | $35M | 0% | Mar 2023 |
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| Branch Banking & Trust Company | 656k | $31M | 3% | Mar 2023 |
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| SNS Financial | 636k | $30M | -1% | Mar 2023 |
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| First Republic Investment Management | 616k | $30M | -3% | Mar 2023 |
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| Pinkerton Retirement Specialists | 576k | $28M | 0% | Mar 2023 |
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| Advisor Group Holdings | 550k | $26M | 5% | Mar 2023 |
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| Sym Financial Corporation | 543k | $26M | -1% | Mar 2023 |
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| Morningstar Investment Services | 541k | $24M | 4% | Dec 2022 |
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| Patriot Investment Management | 538k | $26M | -6% | Mar 2023 |
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| First National Corp | 528k | $25M | 16% | Mar 2023 |
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| Wagner Bowman Management | 528k | $25M | 7% | Mar 2023 |
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| United Capital Financial Advisers | 520k | $23M | -22% | Dec 2022 |
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| Financial Architects | 519k | $23M | -2% | Dec 2022 |
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| Buckingham Capital Management | 516k | $25M | 4% | Mar 2023 |
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| Legacy Financial Strategies | 511k | $25M | 3% | Mar 2023 |
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| LPL Financial | 474k | $23M | -18% | Mar 2023 |
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| Wells Fargo & Company | 473k | $21M | 11% | Dec 2022 |
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| Legacy Private Trust | 466k | $22M | -5% | Mar 2023 |
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| Belpointe Asset Management | 447k | $20M | 750% | Dec 2022 |
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| Bartlett & Co. | 446k | $21M | 0% | Mar 2023 |
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| D L Carlson Investment Group | 439k | $21M | 2% | Mar 2023 |
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| Strategic Advisors | 424k | $20M | -1% | Mar 2023 |
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| Juncture Wealth Strategies | 422k | $20M | -43% | Mar 2023 |
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| Truepoint | 419k | $20M | 0% | Mar 2023 |
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| UBS Group | 404k | $19M | -6% | Mar 2023 |
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| Pegasus Asset Management | 388k | $19M | 1% | Mar 2023 |
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| Cobblestone Capital Advisors | 384k | $18M | -2% | Mar 2023 |
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| Ethos Financial Group | 383k | $18M | 20% | Mar 2023 |
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| Jaffetilchin Investment Partners | 378k | $18M | 20% | Mar 2023 |
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| Sunburst Financial Group | 367k | $18M | 2% | Mar 2023 |
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| American Investment Services | 367k | $16M | 0% | Mar 2023 |
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| Personal Capital Advisors | 362k | $16M | 75% | Dec 2022 |
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| Winthrop Advisory Group | 358k | $17M | -1% | Mar 2023 |
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| Madden Advisory Services | 348k | $17M | -1% | Mar 2023 |
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| PBWM Holdings | 347k | $17M | 0% | Mar 2023 |
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| Goepper Burkhardt | 341k | $15M | -6% | Dec 2022 |
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| Gemmer Asset Management | 340k | $16M | -1% | Mar 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 339k | $16M | 1% | Mar 2023 |
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| HPM Partners | 335k | $16M | -20% | Mar 2023 |
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| Roble, Belko & Company | 335k | $16M | -7% | Mar 2023 |
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| Carnick & Kubik | 330k | $16M | 148% | Mar 2023 |
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| Strategic Financial Planning | 326k | $16M | 2% | Mar 2023 |
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| Great Lakes Retirement | 323k | $16M | -4% | Mar 2023 |
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| Meridian Wealth Partners | 315k | $15M | 3% | Mar 2023 |
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| Marshall Financial Group | 313k | $15M | -4% | Mar 2023 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 313k | $15M | -4% | Mar 2023 |
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| Boulder Wealth Advisors | 306k | $14M | 100% | Dec 2022 |
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| Ogorek Anthony Joseph | 304k | $15M | 3% | Mar 2023 |
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| Resources Investment Advisors | 301k | $14M | -22% | Mar 2023 |
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| Column Capital Advisors | 289k | $14M | 0% | Mar 2023 |
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| Cambridge Investment Research Advisors | 288k | $14M | -21% | Mar 2023 |
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| TrueNorth | 278k | $13M | 3% | Mar 2023 |
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| Shilanski & Associates | 278k | $13M | 4% | Mar 2023 |
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| Genesee Capital Advisors | 275k | $13M | 0% | Mar 2023 |
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| Ashford Advisors | 271k | $13M | 0% | Mar 2023 |
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| PrairieView Partners | 267k | $13M | -1% | Mar 2023 |
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| Susquehanna International | 266k | $13M | 24% | Mar 2023 |
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| Freedom Wealth Alliance | 262k | $13M | 1% | Mar 2023 |
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| TrinityPoint Wealth | 262k | $13M | 3% | Mar 2023 |
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| Great Valley Advisor Group | 261k | $13M | -1% | Mar 2023 |
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| Valley National Advisers | 260k | $13M | -7% | Mar 2023 |
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| Lodestar Private Asset Management | 258k | $12M | -7% | Mar 2023 |
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| Compass Financial Group | 258k | $12M | 90% | Mar 2023 |
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| Ellevest | 255k | $12M | 11% | Mar 2023 |
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| WT Wealth Management | 254k | $12M | -3% | Mar 2023 |
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| Savant Capital Management | 247k | $12M | 12% | Mar 2023 |
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| Elgethun Capital Management | 245k | $12M | 2% | Mar 2023 |
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| Roundview Capital | 244k | $12M | 1% | Mar 2023 |
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| Intelligence Driven Advisers | 244k | $12M | -3% | Mar 2023 |
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| Spinnaker Investment Group | 242k | $12M | -6% | Mar 2023 |
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| Harbour Investments | 236k | $11M | 6% | Mar 2023 |
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| Tradition Wealth Management | 230k | $11M | -3% | Mar 2023 |
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| Blue Bell Private Wealth Management | 226k | $11M | -2% | Mar 2023 |
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| Milestone Investment Advisors | 224k | $11M | 0% | Mar 2023 |
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| SigFig Wealth Management | 218k | $11M | 2% | Mar 2023 |
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| Tanglewood Wealth Management | 214k | $10M | -3% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 214k | $10M | 24% | Mar 2023 |
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| Vista Capital Partners | 209k | $10M | 7% | Mar 2023 |
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| Rainsberger Wealth Advisors | 202k | $9.6M | 3% | Mar 2023 |
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| Empower Advisory Group | 194k | $9.3M | 100% | Mar 2023 |
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| Trellis Advisors | 188k | $8.4M | -4% | Dec 2022 |
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| Everhart Financial Group | 182k | $8.7M | 2% | Mar 2023 |
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| Commonwealth Equity Services | 179k | $8.6M | -6% | Mar 2023 |
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| Five Oceans Advisors | 178k | $8.5M | -7% | Mar 2023 |
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| Libra Wealth | 175k | $9.1M | -3% | Mar 2023 |
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| Lido Advisors | 173k | $8.3M | 299% | Mar 2023 |
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| D.B. Root & Company | 172k | $8.2M | -2% | Mar 2023 |
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| National Asset Management | 169k | $8.1M | -3% | Mar 2023 |
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| Goldman Sachs Group | 167k | $8.0M | 199% | Mar 2023 |
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| EWG Elevate | 164k | $7.9M | -66% | Mar 2023 |
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| Carmichael Hill & Associates | 163k | $7.8M | 0% | Mar 2023 |
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| Alliance Wealth Management | 163k | $7.8M | 1% | Mar 2023 |
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| Towercrest Capital Management | 163k | $7.8M | 1% | Mar 2023 |
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| Roger Wittlin Investment Advisory | 163k | $7.8M | 4% | Mar 2023 |
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| Sequoia Financial Advisors | 161k | $7.7M | -7% | Mar 2023 |
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| Motive Wealth Advisors | 160k | $7.7M | 0% | Mar 2023 |
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| James J. Burns & Company | 158k | $7.6M | 48% | Mar 2023 |
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| Regis Management Company | 158k | $7.6M | 12% | Mar 2023 |
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| Raymond James Financial Services Advisors | 158k | $7.6M | 1% | Mar 2023 |
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| Beacon Wealthcare | 157k | $7.5M | 10% | Mar 2023 |
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| Successful Portfolios | 157k | $7.5M | -2% | Mar 2023 |
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| IFP Advisors | 157k | $11M | -6% | Mar 2023 |
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| Opes Wealth Management | 157k | $7.5M | 18% | Mar 2023 |
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| Zhang Financial | 156k | $7.5M | -1% | Mar 2023 |
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| Valley Forge Investment Consultants Inc Adv | 156k | $7.5M | -2% | Mar 2023 |
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| Waldron | 151k | $7.2M | 0% | Mar 2023 |
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| Ameriprise Financial | 148k | $7.1M | 5% | Mar 2023 |
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| Gyl Financial Synergies | 145k | $6.5M | -12% | Dec 2022 |
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| Spreng Capital Management | 144k | $6.9M | -1% | Mar 2023 |
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| Pegasus Partners | 131k | $6.3M | -11% | Mar 2023 |
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| Fort Pitt Capital | 111k | $5.3M | -25% | Mar 2023 |
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| Krilogy Financial | 64k | $3.1M | -66% | Mar 2023 |
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Who sold out of Schwab U S Broad Market ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ubs Global Asset Management Americas | Sep 2022 | 2.6M | $108M |
| Pasadena Private Wealth | Dec 2022 | 476k | $21M |
| Wealth CMT | Dec 2022 | 161k | $7.2M |