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 | 58M | $1.3B | 100% | Mar 2025 |
|
Betterment | 18M | $404M | 194% | Dec 2024 |
|
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 |
|
Family Firm | 429k | $9.2M | -38% | Mar 2025 |
|
Almanack Investment Partners | 346k | $7.4M | -40% | Mar 2025 |
|
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 |