Public ownership evidence

Schwab U.S. Broad Market ETF (SCHB) Ownership Disclosures

Read SCHB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab U.S. Broad Market ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2025-12-31
Available
2026-09-01
Reported shares
1,711
Value (USD)
$44,880
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCHB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCHB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-011,711$44,880None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29496,534$10,690,383None
Corient Private Wealth LP2026-06-302026-08-281,001,507$29,003,649None
Redwood Investment Management, LLC2025-03-312026-08-2812,843$277,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,325$67,332None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,621$65,787None
HORAN Wealth, LLC2026-06-302026-08-27527,998$15,290,814None
Dakota Wealth Management2025-09-302026-08-2718,633$479,055None
Dakota Wealth Management2025-12-312026-08-27151,000$3,960,732None
Dakota Wealth Management2026-03-312026-08-27150,638$3,781,016None
Redwood Investment Management, LLC2025-06-302026-08-2712,881$307,000None
Redwood Investment Management, LLC2025-09-302026-08-2712,919$332,000None
Redwood Investment Management, LLC2025-12-312026-08-2713,969$366,000None
Advus Financial Partners, LLC2026-06-302026-08-26119,245$3,453,321None
Advus Financial Partners, LLC2026-03-312026-08-26130,398$3,272,980None
Advus Financial Partners, LLC2025-12-312026-08-26133,035$3,489,515None
Advus Financial Partners, LLC2025-09-302026-08-26147,229$3,785,255None
Advus Financial Partners, LLC2025-06-302026-08-26168,934$4,025,687None
Advus Financial Partners, LLC2025-03-312026-08-26264,816$5,701,491None
Advus Financial Partners, LLC2024-12-312026-08-26270,936$6,150,243None
Advus Financial Partners, LLC2024-09-302026-08-2688,424$5,881,981None
Advus Financial Partners, LLC2024-06-302026-08-2690,067$5,662,501None
Advus Financial Partners, LLC2024-03-312026-08-2693,026$5,679,252None
Advus Financial Partners, LLC2023-12-312026-08-26101,929$5,674,367None
Advus Financial Partners, LLC2023-09-302026-08-26161,045$8,028,097None
Advus Financial Partners, LLC2023-06-302026-08-26160,109$8,277,648None
Advus Financial Partners, LLC2023-03-312026-08-26153,348$7,337,710None
Advus Financial Partners, LLC2022-12-312026-08-26140,457$6,293,860None
Advus Financial Partners, LLC2022-09-302026-08-26142,172$5,969,785None
Advus Financial Partners, LLC2022-06-302026-08-26142,871$6,313,488None
Advus Financial Partners, LLC2022-03-312026-08-26140,039$7,476,688None
Advus Financial Partners, LLC2021-09-302026-08-2667,893$7,672,609None
Financial Insights, Inc.2026-06-302026-08-2610,995$318,415None
Bernard Wealth Management Corp.2026-06-302026-08-22239$6,909None
Layline Advisors, LLC2026-06-302026-08-2121,007$608,371None
Rehmann Capital Advisory Group2026-06-302026-08-2130,390$880,114None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-213,288$95,231None
Custos Family Office, LLC2026-03-312026-08-2022,503$564,831None
Custos Family Office, LLC2026-06-302026-08-2022,503$651,694None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-20253,826$7,350,788None
Kingsview Wealth Management, LLC2026-06-302026-08-2022,988$665,726None
Prosperitas Financial LLC2026-06-302026-08-20408,771$11,837,995None
Prosperitas Financial LLC2026-06-302026-08-20117$3,388None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,198,557$63,670,201None
Beacon Pointe Advisors, LLC2026-06-302026-08-19836,559$24,226,749None
Leo H. Evart, Inc.2026-06-302026-08-194,044$117,100None
Orion Capital Management LLC2026-06-302026-08-1910,558$305,760None
Denver PWM, LLC2026-06-302026-08-1920,364$611,941None
Glenview Trust Co2026-06-302026-08-1915,235$441,205None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-192,772,864$80,302,130None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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