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