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 58M $1.3B 100% Mar 2025
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Betterment 18M $404M 194% Dec 2024
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Rebalance 12M $257M 4% Mar 2025
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SCS Capital Management 12M $256M 17% Mar 2025
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Evensky & Katz 9.3M $212M 188% Dec 2024
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Hengehold Capital Management 9.0M $194M 1% Mar 2025
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Strid 8.6M $186M 1% Mar 2025
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Bouchey Financial 8.2M $185M 213% Dec 2024
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HighTower Advisors 8.1M $185M 206% Dec 2024
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HB Wealth Management 6.5M $139M -1% Mar 2025
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HT Partners 6.4M $137M 5% Mar 2025
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Hanson & Doremus Investment Management 6.3M $135M 6% Mar 2025
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Evergreen Advisors 6.3M $135M -1% Mar 2025
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Callan Capital 5.9M $127M -1% Mar 2025
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BKD Wealth Advisors 5.6M $121M -1% Mar 2025
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Accredited Investors 4.9M $111M 201% Dec 2024
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National Bank Of Canada /fi/ 4.4M $95M 7% Mar 2025
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Mariner Wealth Advisors 4.3M $92M 7% Mar 2025
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TruNorth Capital Management 4.3M $92M 6% Mar 2025
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HHM Wealth Advisors 4.2M $90M 4% Mar 2025
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Summit Financial Strategies 3.9M $84M -4% Mar 2025
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Morton Brown Family Wealth 3.7M $79M 3% Mar 2025
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Capital Management Associates 3.5M $76M 108% Mar 2025
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Manchester Financial 3.5M $79M 201% Dec 2024
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Captrust Financial Advisors 3.4M $73M 2% Mar 2025
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Morgan Stanley 3.3M $75M 100% Dec 2024
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Socha Financial Group 3.2M $69M 3% Mar 2025
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HBK Sorce Advisory 3.1M $67M 1% Mar 2025
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Ballentine Partners 3.1M $66M -1% Mar 2025
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Bank of America Corporation 3.1M $70M 203% Dec 2024
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Circle Wealth Management 3.0M $69M 200% Dec 2024
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Compass Financial Group 3.0M $64M 9% Mar 2025
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North Star Asset Management 2.9M $63M -1% Mar 2025
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Asset Advisors Investment Management 2.9M $62M -1% Mar 2025
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Brown Advisory Holdings Incorporated 2.8M $61M 1% Mar 2025
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D L Carlson Investment Group 2.8M $60M 1% Mar 2025
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LPL Financial 2.7M $58M 29% Mar 2025
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P-Solve 2.6M $60M 198% Dec 2024
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CliftonLarsonAllen Wealth Advisors 2.6M $55M -7% Mar 2025
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Royal Bank of Canada 2.5M $54M 3% Mar 2025
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Legacy Financial Strategies 2.5M $54M 5% Mar 2025
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Myecfo 2.4M $51M 4% Mar 2025
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Compass Advisory Group 2.3M $53M 185% Dec 2024
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Caprock 2.2M $51M 201% Dec 2024
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Wagner Bowman Management 2.1M $46M 4% Mar 2025
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Creative Planning 2.1M $45M 1% Mar 2025
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Wealth Enhancement Advisory Services 2.1M $45M 9% Mar 2025
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Aptus Capital Advisors 2.0M $44M 3% Mar 2025
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Wells Fargo & Company 2.0M $43M 5% Mar 2025
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Mercer Global Advisors 2.0M $43M 0% Mar 2025
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Sunburst Financial Group 2.0M $43M 3% Mar 2025
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Branch Banking & Trust Company 1.9M $42M 10% Mar 2025
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Savant Capital Management 1.9M $41M 14% Mar 2025
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Ethos Financial Group 1.9M $42M 0% Mar 2025
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Envestnet Asset Management 1.9M $40M -3% Mar 2025
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SNS Financial 1.9M $40M -4% Mar 2025
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Retirement Planning Group 1.8M $38M -69% Mar 2025
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Roundview Capital 1.7M $36M 6% Mar 2025
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Members Advisory Group 1.7M $36M 5% Mar 2025
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Resources Investment Advisors 1.6M $35M -14% Mar 2025
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Boulder Wealth Advisors 1.6M $34M 2% Mar 2025
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Cape Investment Advisory 1.6M $34M -1% Mar 2025
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Goldman Sachs Group 1.5M $33M 50% Mar 2025
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Jaffetilchin Investment Partners 1.5M $33M -2% Mar 2025
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Buckingham Capital Management 1.5M $34M 169% Dec 2024
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Genesee Capital Advisors 1.5M $32M -3% Mar 2025
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Hanson McClain Advisors 1.5M $31M 64% Mar 2025
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Winthrop Advisory Group 1.4M $31M -3% Mar 2025
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Cambridge Investment Research Advisors 1.4M $30M -7% Mar 2025
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Leading Edge Financial Planning 1.3M $28M 4% Mar 2025
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Charles Schwab Investment Management 1.3M $28M 6% Mar 2025
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WT Wealth Management 1.3M $29M 3% Dec 2024
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UBS Group 1.2M $27M -3% Mar 2025
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Pegasus Asset Management 1.2M $26M -2% Mar 2025
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Warren Averett Asset Management 1.2M $27M 217% Dec 2024
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Legacy Private Trust 1.2M $25M -20% Mar 2025
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Gemmer Asset Management 1.2M $25M 1% Mar 2025
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Truepoint 1.2M $25M -1% Mar 2025
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Strategic Advisors 1.2M $25M 11% Mar 2025
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Shilanski & Associates 1.2M $25M 4% Mar 2025
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Colony 1.1M $24M 2% Mar 2025
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HPM Partners 1.1M $24M -6% Mar 2025
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Valley National Advisers 1.1M $17M 3% Mar 2025
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Jpmorgan Chase & Co 1.1M $24M 0% Mar 2025
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Carnick & Kubik 1.1M $23M 0% Mar 2025
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Goepper Burkhardt 1.1M $23M 0% Mar 2025
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Patriot Investment Management 1.1M $23M -4% Mar 2025
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Robinson Smith Wealth Advisors 1.1M $23M 2% Mar 2025
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GSG Advisors 1.1M $22M 4% Mar 2025
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Bartlett & Co. Wealth Management 1.1M $23M -2% Mar 2025
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Facet Wealth 1.1M $23M 1446% Mar 2025
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Global Wealth Management 1.1M $23M -1% Mar 2025
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Raymond James Financial 1.0M $23M 10% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 1.0M $22M -1% Mar 2025
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MAI Wealth Advisors 1.0M $22M 1% Mar 2025
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Phil A. Younker & Associates 1.0M $22M -7% Mar 2025
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Sontag Advisory 1.0M $22M 98% Mar 2025
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First National Corp 987k $21M -3% Mar 2025
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Ogorek Anthony Joseph 948k $22M 183% Dec 2024
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Strategic Financial Planning 948k $22M 194% Dec 2024
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Breakwater Investment Management 946k $20M 0% Mar 2025
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Focus Financial Network 935k $20M 4% Mar 2025
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FMR 903k $19M 8% Mar 2025
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Chicago Partners Investment 899k $19M 59% Mar 2025
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Harbour Investments 892k $19M 1% Mar 2025
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United Capital Financial Advisers 891k $19M -2% Mar 2025
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Great Lakes Retirement 888k $19M 0% Mar 2025
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Meridian Wealth Partners 877k $20M 202% Dec 2024
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Wynn Capital 867k $19M -1% Mar 2025
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Carlton, Hoffferkamp & Jenks Wealth Management 862k $17M -1% Mar 2025
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Dodds Wealth 861k $19M 14% Mar 2025
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Stonekeep Investments 859k $19M 8% Mar 2025
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Schaeffer Financial 843k $18M -2% Mar 2025
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Cobblestone Capital Advisors 837k $18M -8% Mar 2025
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Siligmueller & Norvid Wealth Advisors 830k $18M 100% Mar 2025
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TrueNorth 828k $18M 1% Mar 2025
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TrinityPoint Wealth 812k $18M 196% Dec 2024
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Marshall Financial Group 808k $17M -1% Mar 2025
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Tradition Wealth Management 801k $18M 200% Dec 2024
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Lido Advisors 794k $18M 409% Dec 2024
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Juncture Wealth Strategies 786k $17M -2% Mar 2025
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Madden Advisory Services 782k $18M 201% Dec 2024
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Sym Financial Corporation 780k $18M 100% Dec 2024
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Roble, Belko & Company 762k $16M 0% Mar 2025
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Ashford Advisors 746k $16M -2% Mar 2025
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Davis Capital Management 726k $16M 5% Mar 2025
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James J. Burns & Company 719k $16M -3% Mar 2025
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Advisor Group Holdings 687k $15M 5% Mar 2025
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Elgethun Capital Management 684k $15M -4% Mar 2025
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Tanglewood Wealth Management 675k $15M -10% Mar 2025
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CI Private Wealth 671k $15M -5% Mar 2025
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Great Valley Advisor Group 669k $14M -5% Mar 2025
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Christensen, King & Associates Investment Services 641k $14M -3% Mar 2025
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Jones Financial Companies, L.L 640k $14M 79% Mar 2025
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Ellevest 635k $14M 162% Dec 2024
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Stifel Financial 633k $14M 202% Dec 2024
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Lodestar Private Asset Management 629k $14M -2% Mar 2025
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PrairieView Partners 625k $13M -4% Mar 2025
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Blue Bell Private Wealth Management 623k $13M -1% Mar 2025
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Roger Wittlin Investment Advisory 620k $13M -1% Mar 2025
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Intelligence Driven Advisers 607k $13M 14% Mar 2025
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Prosperitas Financial 604k $13M 15% Mar 2025
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Valicenti Advisory Services 595k $13M 4% Mar 2025
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Commonwealth Equity Services 594k $14M 209% Dec 2024
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Libra Wealth 589k $13M -1% Mar 2025
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Blue Investment Partners 587k $13M 3% Mar 2025
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Milestone Investment Advisors 585k $13M -2% Mar 2025
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Empower Advisory Group 582k $13M -88% Mar 2025
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Spinnaker Investment Group 571k $12M -1% Mar 2025
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SigFig Wealth Management 569k $8.8M 8% Mar 2025
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Atomi Financial Group 547k $12M -21% Mar 2025
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Family Firm 429k $9.2M -38% Mar 2025
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Almanack Investment Partners 346k $7.4M -40% Mar 2025
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Who sold out of Schwab U S Broad Market ETF?

Fund or Company Name Date Sold Shares Held Valued At
Weaver Capital Management Dec 2024 1.5M $34M
Financial Services Advisory Dec 2024 1.1M $25M