Who owns Schwab U S Broad Market ETF?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 22M $1.3B -4% Mar 2024
 View chart
Betterment 6.3M $386M -3% Mar 2024
 View chart
SCS Capital Management 4.0M $245M 0% Mar 2024
 View chart
Rebalance 3.6M $220M 1% Mar 2024
 View chart
Evensky & Katz 3.4M $207M -4% Mar 2024
 View chart
Hengehold Capital Management 3.0M $185M 0% Mar 2024
 View chart
Strid 2.6M $156M 4% Mar 2024
 View chart
Bouchey Financial 2.4M $149M 2% Mar 2024
 View chart
HighTower Advisors 2.4M $146M 2% Mar 2024
 View chart
HB Wealth Management 2.3M $139M -3% Mar 2024
 View chart
HT Partners 2.2M $136M 1% Mar 2024
 View chart
Evergreen Advisors 2.2M $132M -2% Mar 2024
 View chart
Retirement Planning Group 2.1M $127M -4% Mar 2024
 View chart
Callan Capital 2.0M $124M -5% Mar 2024
 View chart
Hanson & Doremus Investment Management 1.9M $117M 1% Mar 2024
 View chart
BKD Wealth Advisors 1.7M $104M 6% Mar 2024
 View chart
HHM Wealth Advisors 1.5M $93M 0% Mar 2024
 View chart
Captrust Financial Advisors 1.5M $89M 8% Mar 2024
 View chart
Summit Financial Strategies 1.4M $84M -2% Mar 2024
 View chart
Mercer Global Advisors 1.4M $79M 80% Mar 2024
 View chart
National Bank Of Canada /fi/ 1.3M $80M 22% Mar 2024
 View chart
Mariner Wealth Advisors 1.2M $75M -2% Mar 2024
 View chart
Ballentine Partners 1.1M $67M -2% Mar 2024
 View chart
Bank of America Corporation 1.1M $65M -1% Mar 2024
 View chart
Morton Brown Family Wealth 1.0M $64M 0% Mar 2024
 View chart
HBK Sorce Advisory 1.0M $63M 1% Mar 2024
 View chart
Accredited Investors 1.0M $63M 3% Mar 2024
 View chart
Circle Wealth Management 1.0M $63M 0% Mar 2024
 View chart
Asset Advisors Investment Management 1.0M $63M 2% Mar 2024
 View chart
Socha Financial Group 993k $61M 0% Mar 2024
 View chart
North Star Asset Management 967k $59M 3% Mar 2024
 View chart
CliftonLarsonAllen Wealth Advisors 937k $57M 3% Mar 2024
 View chart
Morgan Stanley 929k $57M 6% Mar 2024
 View chart
P-Solve 898k $55M -1% Mar 2024
 View chart
Envestnet Asset Management 893k $55M -31% Mar 2024
 View chart
Brown Advisory Holdings Incorporated 836k $51M 0% Mar 2024
 View chart
Manchester Financial 813k $50M 4% Mar 2024
 View chart
D L Carlson Investment Group 799k $49M 5% Mar 2024
 View chart
Caprock 782k $48M -1% Mar 2024
 View chart
SNS Financial 779k $48M 21% Mar 2024
 View chart
Myecfo 753k $46M 4% Mar 2024
 View chart
Compass Advisory Group 735k $45M 1% Mar 2024
 View chart
Royal Bank of Canada 733k $45M -3% Mar 2024
 View chart
Morningstar Investment Services 724k $44M -49% Mar 2024
 View chart
Members Advisory Group 720k $44M 0% Mar 2024
 View chart
Creative Planning 666k $41M -2% Mar 2024
 View chart
Compass Financial Group 656k $40M 21% Mar 2024
 View chart
LPL Financial 651k $40M 31% Mar 2024
 View chart
Resources Investment Advisors 607k $37M 126% Mar 2024
 View chart
Wagner Bowman Management 600k $37M 8% Mar 2024
 View chart
Legacy Financial Strategies 596k $36M 2% Mar 2024
 View chart
Jpmorgan Chase & Co 587k $36M 1% Mar 2024
 View chart
Savant Capital Management 586k $36M -3% Mar 2024
 View chart
Branch Banking & Trust Company 578k $35M 2% Mar 2024
 View chart
Wells Fargo & Company 567k $35M 11% Mar 2024
 View chart
Ethos Financial Group 557k $34M 1% Mar 2024
 View chart
Cambridge Investment Research Advisors 551k $34M 70% Mar 2024
 View chart
Buckingham Capital Management 540k $33M 1% Mar 2024
 View chart
Wealth Enhancement Advisory Services 522k $32M -1% Mar 2024
 View chart
Jaffetilchin Investment Partners 515k $31M 29% Mar 2024
 View chart
Advisor Group Holdings 514k $31M 10% Mar 2024
 View chart
Cape Investment Advisory 505k $28M 0% Dec 2023
 View chart
Genesee Capital Advisors 495k $30M 45% Mar 2024
 View chart
Sunburst Financial Group 490k $30M 13% Mar 2024
 View chart
Legacy Private Trust 483k $30M -1% Mar 2024
 View chart
First National Corp 475k $26M 0% Mar 2024
 View chart
WT Wealth Management 418k $23M 0% Dec 2023
 View chart
Financial Services Advisory 414k $25M -2% Mar 2024
 View chart
Focus Financial Network 410k $23M 100% Dec 2023
 View chart
Pegasus Asset Management 407k $25M 2% Mar 2024
 View chart
Truepoint 404k $25M -2% Mar 2024
 View chart
Patriot Investment Management 395k $24M -3% Mar 2024
 View chart
Focus Financial Network 395k $23M 100% Mar 2024
 View chart
HPM Partners 393k $24M 0% Mar 2024
 View chart
Winthrop Advisory Group 392k $24M 1% Mar 2024
 View chart
Gemmer Asset Management 384k $23M 0% Mar 2024
 View chart
Bartlett & Co. Wealth Management 373k $23M 0% Mar 2024
 View chart
Bartlett & Co. 372k $21M -13% Dec 2023
 View chart
American Investment Services 371k $23M 0% Mar 2024
 View chart
Ogorek Anthony Joseph 369k $23M -2% Mar 2024
 View chart
Shilanski & Associates 368k $22M 2% Mar 2024
 View chart
Strategic Advisors 365k $22M -2% Mar 2024
 View chart
Goepper Burkhardt 359k $22M 2% Mar 2024
 View chart
United Capital Financial Advisers 353k $22M -6% Mar 2024
 View chart
Warren Averett Asset Management 352k $22M 992% Mar 2024
 View chart
Valley National Advisers 350k $19M 7% Mar 2024
 View chart
Cobblestone Capital Advisors 344k $21M -2% Mar 2024
 View chart
Nelson, Van Denburg & Campbell Wealth Management 340k $21M 0% Mar 2024
 View chart
Pinkerton Retirement Specialists 340k $21M -21% Mar 2024
 View chart
UBS Group 334k $20M 6% Mar 2024
 View chart
Strategic Financial Planning 326k $20M -4% Mar 2024
 View chart
Nalls Sherbakoff Group 321k $18M 1% Dec 2023
 View chart
Leading Edge Financial Planning 321k $20M 102% Mar 2024
 View chart
GSG Advisors 319k $19M -5% Mar 2024
 View chart
Roundview Capital 308k $19M 17% Mar 2024
 View chart
Great Lakes Retirement 304k $19M -2% Mar 2024
 View chart
Marshall Financial Group 301k $18M -1% Mar 2024
 View chart
Robinson Smith Wealth Advisors 300k $18M 1% Mar 2024
 View chart
Carlton, Hoffferkamp & Jenks Wealth Management 300k $18M -6% Mar 2024
 View chart
Ellevest 287k $18M 0% Mar 2024
 View chart
Schaeffer Financial 286k $18M 0% Mar 2024
 View chart
Great Valley Advisor Group 279k $17M -3% Mar 2024
 View chart
TrinityPoint Wealth 276k $17M 0% Mar 2024
 View chart
Meridian Wealth Partners 270k $17M -22% Mar 2024
 View chart
Roble, Belko & Company 268k $16M -3% Mar 2024
 View chart
Wynn Capital 268k $16M -3% Mar 2024
 View chart
Madden Advisory Services 267k $16M -2% Mar 2024
 View chart
Tradition Wealth Management 266k $16M 3% Mar 2024
 View chart
Harbour Investments 262k $15M 1% Dec 2023
 View chart
Susquehanna International 259k $16M 7% Mar 2024
 View chart
Sym Financial Corporation 259k $16M -41% Mar 2024
 View chart
Tanglewood Wealth Management 257k $16M -2% Mar 2024
 View chart
Ashford Advisors 257k $16M -5% Mar 2024
 View chart
CI Private Wealth 252k $15M 4% Mar 2024
 View chart
Juncture Wealth Strategies 249k $15M 3% Mar 2024
 View chart
Elgethun Capital Management 246k $15M 2% Mar 2024
 View chart
PrairieView Partners 238k $15M -3% Mar 2024
 View chart
Almanack Investment Partners 237k $15M 37% Mar 2024
 View chart
Lodestar Private Asset Management 234k $14M -2% Mar 2024
 View chart
Stifel Financial 218k $13M 3% Mar 2024
 View chart
Envestnet Portfolio Solutions 214k $13M -2% Mar 2024
 View chart
Blue Bell Private Wealth Management 214k $13M -2% Mar 2024
 View chart
Spinnaker Investment Group 213k $13M -2% Mar 2024
 View chart
Davis Capital Management 208k $13M 2% Mar 2024
 View chart
Mission Wealth Management 206k $13M 934% Mar 2024
 View chart
Milestone Investment Advisors 205k $13M -3% Mar 2024
 View chart
Libra Wealth 205k $13M -3% Mar 2024
 View chart
Rainsberger Wealth Advisors 203k $11M -1% Dec 2023
 View chart
Intelligence Driven Advisers 199k $12M -5% Mar 2024
 View chart
Carnick & Kubik 198k $12M 19% Mar 2024
 View chart
Empower Advisory Group 197k $12M 0% Mar 2024
 View chart
Vista Capital Partners 196k $12M -1% Mar 2024
 View chart
Commonwealth Equity Services 191k $12M 0% Mar 2024
 View chart
FMR 191k $12M 32% Mar 2024
 View chart
Roger Wittlin Investment Advisory 188k $12M -12% Mar 2024
 View chart
Valicenti Advisory Services 187k $11M 0% Mar 2024
 View chart
Dodds Wealth 185k $11M 23% Mar 2024
 View chart
Gyl Financial Synergies 182k $11M 3% Mar 2024
 View chart
Opes Wealth Management 180k $11M 0% Mar 2024
 View chart
SigFig Wealth Management 180k $9.2M -6% Mar 2024
 View chart
Raymond James & Associates 172k $11M 13% Mar 2024
 View chart
Lido Advisors 172k $11M -3% Mar 2024
 View chart
Blue Investment Partners 172k $11M 18% Mar 2024
 View chart
National Asset Management 168k $8.4M -2% Mar 2024
 View chart
Towercrest Capital Management 167k $10M -2% Mar 2024
 View chart
Alliance Wealth Management 167k $10M -2% Mar 2024
 View chart
Atomi Financial Group 166k $10M -3% Mar 2024
 View chart
Carmichael Hill & Associates 165k $10M 1% Mar 2024
 View chart
Everhart Financial Group 164k $10M -1% Mar 2024
 View chart
Beacon Wealthcare 161k $9.8M -1% Mar 2024
 View chart
Motive Wealth Advisors 160k $9.8M 0% Mar 2024
 View chart
Regis Management Company 159k $9.7M -1% Mar 2024
 View chart
Prime Capital Investment Advisors 159k $9.7M -4% Mar 2024
 View chart
Rockbridge Investment Management, LCC 157k $9.6M -4% Mar 2024
 View chart
James J. Burns & Company 157k $9.5M -6% Mar 2024
 View chart
D.B. Root & Company 156k $9.5M -8% Mar 2024
 View chart
EWG Elevate 151k $9.2M -22% Mar 2024
 View chart
Goldman Sachs Group 149k $9.1M -74% Mar 2024
 View chart
Equita Financial Network 111k $6.8M -31% Mar 2024
 View chart
Fft Wealth Management 96k $5.9M -94% Mar 2024
 View chart
Lgl Partners 14k $865k -99% Mar 2024
 View chart
AE Wealth Management 11k $697k -94% Mar 2024
 View chart

Who sold out of Schwab U S Broad Market ETF?

Fund or Company Name Date Sold Shares Held Valued At
Trellis Advisors Sep 2023 183k $9.1M