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
SCS Capital Management 5.3M $222M -4% Sep 2022
Evensky & Katz 3.9M $176M -1% Dec 2022
Milliman Financial Risk Management 3.3M $138M 3% Sep 2022
HB Wealth Management 2.7M $122M 30% Dec 2022
Strid 2.5M $103M -3% Sep 2022
HT Partners 2.4M $102M 0% Sep 2022
Hengehold Capital Management 2.3M $95M -3% Sep 2022
Retirement Planning Group 2.2M $91M -1% Sep 2022
Evergreen Advisors 2.1M $88M 3% Sep 2022
Bouchey Financial 2.1M $86M 0% Sep 2022
Envestnet Asset Management 1.8M $78M -3% Sep 2022

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Hanson & Doremus Investment Management 1.8M $80M 7% Dec 2022
Fft Wealth Management 1.5M $64M 0% Sep 2022
Lgl Partners 1.5M $64M 0% Sep 2022
HHM Wealth Advisors 1.4M $61M 9% Sep 2022
Mariner Wealth Advisors 1.4M $58M 100% Sep 2022
Summit Financial Strategies 1.4M $61M -1% Dec 2022
Mercer Global Advisors 1.2M $50M -2% Sep 2022
National Bank Of Canada /fi/ 1.1M $0 -12% Sep 2022
HighTower Advisors 1.0M $43M 1% Sep 2022
Captrust Financial Advisors 991k $42M -4% Sep 2022
Asset Advisors Investment Management 985k $41M 9% Sep 2022
BKD Wealth Advisors 944k $40M 25% Sep 2022
Creative Planning 922k $39M -23% Sep 2022
North Star Asset Management 868k $37M 10% Sep 2022
P-Solve 860k $36M -1% Sep 2022
Caprock 783k $35M 41% Dec 2022
Royal Bank of Canada 754k $32M 100% Sep 2022
AE Wealth Management 747k $31M 14% Sep 2022
Ballentine Partners 746k $31M 4% Sep 2022
Members Advisory Group 729k $31M 0% Sep 2022
United Capital Financial Advisers 664k $28M -5% Sep 2022
Morton Brown Family Wealth 638k $27M -8% Sep 2022
SNS Financial 633k $27M 0% Sep 2022
Patriot Investment Management 595k $25M 4% Sep 2022
Branch Banking & Trust Company 593k $25M 3% Sep 2022
Sym Financial Corporation 542k $23M -2% Sep 2022
Buckingham Capital Management 498k $22M 22% Dec 2022
Wagner Bowman Management 495k $21M 5% Sep 2022
Legacy Financial Strategies 495k $21M 2% Sep 2022
Legacy Private Trust 489k $22M 1% Dec 2022
EWG Elevate 488k $22M 2% Dec 2022
Accredited Investors 478k $20M -3% Sep 2022
Bartlett & Co. 445k $20M -1% Dec 2022
First Republic Investment Management 436k $18M 5% Sep 2022
Strategic Advisors 429k $19M -4% Dec 2022
UBS Group 419k $0 -3% Sep 2022
Cobblestone Capital Advisors 390k $16M -3% Sep 2022
Pegasus Asset Management 380k $16M 1% Sep 2022
American Investment Services 367k $15M 4% Sep 2022
D L Carlson Investment Group 362k $15M 19% Sep 2022
Sunburst Financial Group 360k $16M -1% Dec 2022
Madden Advisory Services 351k $15M 0% Sep 2022
Winthrop Advisory Group 350k $15M 2% Sep 2022
WT Wealth Management 349k $15M -18% Sep 2022
PBWM Holdings 348k $16M 3% Dec 2022
Cambridge Investment Research Advisors 347k $15M 41% Sep 2022
Gemmer Asset Management 344k $15M -44% Dec 2022
Nelson, Van Denburg & Campbell Wealth Management 337k $14M 0% Sep 2022
Harbour Investments 333k $15M 0% Sep 2022
First National Corp 329k $14M 16% Sep 2022
Carlton, Hoffferkamp & Jenks Wealth Management 325k $14M -1% Sep 2022
Juncture Wealth Strategies 304k $13M 6% Sep 2022
Ogorek Anthony Joseph 302k $13M -1% Sep 2022
Meridian Wealth Partners 293k $12M 100% Sep 2022
PrairieView Partners 291k $12M 1% Sep 2022
Valley National Advisers 280k $13M -8% Dec 2022
TrueNorth 274k $12M -2% Sep 2022
Genesee Capital Advisors 271k $11M 1% Sep 2022
Ashford Advisors 271k $11M 0% Sep 2022
Great Valley Advisor Group 257k $11M 6% Sep 2022
TrinityPoint Wealth 256k $11M -2% Sep 2022
Spinnaker Investment Group 256k $12M -7% Dec 2022
Intelligence Driven Advisers 253k $12M -5% Dec 2022
Savant Capital Management 246k $10M 8% Sep 2022
Schaeffer Financial 242k $10M 3% Sep 2022
Blue Bell Private Wealth Management 240k $10M -3% Sep 2022
Roundview Capital 232k $9.7M 0% Sep 2022
Tanglewood Wealth Management 226k $9.5M -13% Sep 2022
SigFig Wealth Management 216k $12M -8% Sep 2022
Krilogy Financial 213k $8.9M 2% Sep 2022
Personal Capital Advisors 207k $8.7M -17% Sep 2022
Resources Investment Advisors 206k $8.6M 4% Sep 2022
National Asset Management 196k $8.2M -3% Sep 2022
Trellis Advisors 196k $8.2M 11% Sep 2022
Libra Wealth 196k $8.2M 1% Sep 2022
Five Oceans Advisors 192k $8.6M 1% Dec 2022
Sequoia Financial Advisors 178k $8.0M 2% Dec 2022
Everhart Financial Group 176k $7.4M -17% Sep 2022
Wealth Enhancement Advisory Services 174k $7.4M -2% Sep 2022
D.B. Root & Company 172k $7.2M -1% Sep 2022
Carmichael Hill & Associates 169k $7.1M 3% Sep 2022
IFP Advisors 168k $11M 4% Sep 2022
Gyl Financial Synergies 166k $7.0M 8% Sep 2022
Alliance Wealth Management 164k $6.9M -16% Sep 2022
Wealth CMT 161k $7.2M 57% Dec 2022
Opes Wealth Management 161k $6.7M 1% Sep 2022
Motive Wealth Advisors 160k $6.7M 0% Sep 2022
Valley Forge Investment Consultants Inc Adv 159k $6.7M 0% Sep 2022
Zhang Financial 158k $7.1M 0% Dec 2022
Spreng Capital Management 152k $6.4M -6% Sep 2022
Fort Pitt Capital 148k $6.2M -10% Sep 2022
Successful Portfolios 148k $6.2M 0% Sep 2022
Curbstone Financial Management 144k $6.0M 0% Sep 2022
Regis Management Company 141k $5.9M 0% Sep 2022
Raymond James Financial Services Advisors 141k $5.9M 2% Sep 2022
JMG Financial Group 137k $5.7M 0% Sep 2022
RHS Financial 137k $6.1M 25% Dec 2022
Carnick & Kubik 133k $6.0M 2044% Dec 2022
Bond & Devick Financial Network 131k $5.9M 3% Dec 2022
Sheets Smith Wealth Management 131k $5.5M 2% Sep 2022
Cardiff Park Advisors 129k $5.4M 33% Sep 2022
Horan Capital Advisors 128k $5.4M 3% Sep 2022
Orcam Financial Group 125k $5.3M 0% Sep 2022
JFS Wealth Advisors 124k $5.2M -3% Sep 2022
FMR 121k $5.1M 3% Sep 2022
CVA Family Office 119k $5.0M 0% Sep 2022
TruWealth Advisors 119k $5.0M -3% Sep 2022
Main Street Financial Solutions 117k $4.9M -32% Sep 2022
PFG Advisors 117k $4.9M 100% Sep 2022
Vista Capital Partners 117k $4.9M 10% Sep 2022
Family Firm 116k $4.9M -23% Sep 2022
James J. Burns & Company 113k $4.7M 100% Sep 2022
Valicenti Advisory Services 113k $5.1M 0% Dec 2022
Sargent Bickham Lagudis 113k $5.1M -2% Dec 2022
Rocky Mountain Advisers 108k $4.5M -14% Sep 2022
Stockman Asset Management 104k $4.4M -1% Sep 2022
Beacon Wealthcare 104k $4.4M -20% Sep 2022
Kalos Management 103k $4.5M -3% Sep 2022
Newman & Schimel 101k $4.5M 7% Dec 2022
Peak Financial Management 101k $4.3M 2% Sep 2022
Garrison Financial 98k $4.1M -3% Sep 2022
Pegasus Partners 98k $4.1M 58% Sep 2022
Planning Alternatives 97k $4.1M 0% Sep 2022
APCM Wealth Management for Individuals 96k $4.0M 7% Sep 2022
Facet Wealth 94k $4.2M -9% Sep 2022
Lowe, Brockenbrough & Company 93k $3.9M 7% Sep 2022
Walter & Keenan Financial Consulting 93k $3.9M -1% Sep 2022
Liberty Capital Management 92k $4.1M 4% Dec 2022
Altfest L J & Co 92k $3.9M 2% Sep 2022
Parallel Advisors 92k $3.9M 2% Sep 2022
Wade Financial Advisory 92k $4.1M 12% Dec 2022
Milestone Group 91k $3.8M 100% Sep 2022
ProVise Management Group 90k $3.8M -2% Sep 2022
Whitener Capital Management 90k $3.8M -1% Sep 2022
Alpha Omega Wealth Management 88k $3.7M -4% Sep 2022
SeaCrest Wealth Management 87k $3.7M -6% Sep 2022
Beacon Pointe Advisors 87k $3.7M 0% Sep 2022
ValMark Advisers 87k $3.7M 4% Sep 2022
Fagan Associates 86k $3.6M -1% Sep 2022
Ahl Investment Management 82k $3.7M -16% Dec 2022
Silver Oak Advisory Group 75k $3.2M -16% Sep 2022
Diversified Portfolios 72k $3.0M -40% Sep 2022
Ellevest 62k $2.6M -31% Sep 2022
Shilanski & Associates 58k $2.4M -75% Sep 2022
Danda Trouve Investment Management 51k $2.1M -52% Sep 2022
Elm Partners Management 39k $1.6M -59% Sep 2022

Who sold out of Schwab U S Broad Market ETF?

Fund or Company Name Date Sold Shares Held Valued At
CliftonLarsonAllen Wealth Advisors Jun 2022 986k $44M
Almanack Investment Partners Jun 2022 918k $41M
Bank Hapoalim Bm Jun 2022 278k $12M
Roger Wittlin Investment Advisory Jun 2022 247k $11M
Aurora Private Wealth Sep 2022 213k $9.0M
Omnia Family Wealth Jun 2022 155k $6.8M
Econ Financial Services Corp Jun 2022 103k $4.6M