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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$24.77 -0.17 (-0.68%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
1172
Total
Institutional Inflows
(last 12 months)
$9.45B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$743.67M
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SCHB Institutional Buying and Selling by Quarter

Schwab US Broad Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Total Investment Management Inc.26,869$640K0.1%+5.8%0.002%
8/28/2025 Midwestern Financial LLC IA249,976$5.96M5.6%N/A0.017%
8/27/2025 Orion Porfolio Solutions LLC117,081$2.79M0.0%+12.1%0.008%
8/25/2025 Fulcrum Equity Management41,805$996K1.0%+19.4%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.9,256$221K0.0%N/A0.001%
8/19/2025 Cape Investment Advisory Inc.1,583,013$37.72M13.8%+1.5%0.109%
8/19/2025 Advisory Services Network LLC60,029$1.46M0.0%+1.8%0.004%
8/19/2025 Anchor Investment Management LLC19,025$453K0.0%+5.0%0.001%
8/19/2025 Asset Dedication LLC135,596$3.23M0.2%+3.5%0.009%
8/18/2025 Tactive Advisors LLC77,555$1.85M0.6%N/A0.005%
8/18/2025 Geneos Wealth Management Inc.33,800$805K0.0%+155.8%0.002%
8/18/2025 National Bank of Canada FI4,051,638$96.55M0.1%-8.4%0.280%
8/15/2025 Orcam Financial Group326,901$7.79M6.8%+0.3%0.023%
8/15/2025 FFT Wealth Management LLC325,395$7.93M1.6%-4.8%0.023%
8/15/2025 Corient Private Wealth LLC1,386,236$33.04M0.0%+106.5%0.096%
8/15/2025 WealthCollab LLC152,194$3.63M2.0%-2.0%0.011%
8/15/2025 Equitable Holdings Inc.229,974$5.48M0.0%+17.9%0.016%
8/15/2025 Chapman Financial Group LLC115,995$2.76M2.3%N/A0.008%
8/15/2025 Captrust Financial Advisors3,396,843$80.95M0.2%+0.3%0.235%
8/15/2025 Prevail Innovative Wealth Advisors LLC43,614$1.04M0.2%+28.3%0.003%
8/15/2025 WFA of San Diego LLC76,943$1.83M1.4%N/A0.005%
8/15/2025 Tolleson Wealth Management Inc.70,940$1.69M0.3%-9.3%0.005%
8/15/2025 Smartleaf Asset Management LLC31,420$745K0.1%+173.6%0.002%
8/15/2025 Ruggaard & Associates LLC10,277$245K0.1%-23.3%0.001%
8/15/2025 Orion Porfolio Solutions LLC117,081$2.79M0.0%+12.1%0.008%
8/15/2025 MML Investors Services LLC72,115$1.72M0.0%-7.0%0.005%
8/15/2025 Modern Wealth Management LLC279,101$6.65M0.2%+10.3%0.019%
8/15/2025 IHT Wealth Management LLC98,968$2.36M0.1%-20.5%0.007%
8/15/2025 Freedom Financial Partners LLC56,553$1.35M0.6%-4.4%0.004%
8/15/2025 Great Valley Advisor Group Inc.415,324$9.90M0.2%-37.9%0.029%
8/15/2025 Group One Trading LLC4,699$112K0.0%N/A0.000%
8/15/2025 Gallagher Fiduciary Advisors LLC64,764,324$1.54B2.2%+2,295.8%4.480%
8/15/2025 EP Wealth Advisors LLC138,146$3.29M0.0%+25.9%0.010%
8/15/2025 Curi Capital LLC75,856$1.81M0.0%+29.2%0.005%
8/15/2025 Bank of America Corp DE3,250,928$77.47M0.0%+3.4%0.225%
8/15/2025 Ameriprise Financial Inc.457,300$10.91M0.0%+4.6%0.032%
8/15/2025 AQR Capital Management LLC509,428$12.14M0.0%+82.2%0.035%
8/14/2025 Connecticut Wealth Management LLC8,928$213K0.0%-26.2%0.001%
8/14/2025 Vista Capital Partners Inc.888,459$21.17M2.3%+70.0%0.061%
8/14/2025 Jane Street Group LLC174,602$4.16M0.0%+330.6%0.012%
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8/14/2025 Ausdal Financial Partners Inc.109,389$2.61M0.2%+2.2%0.008%
8/14/2025 Raymond James Financial Inc.1,339,244$31.91M0.0%+27.9%0.093%
8/14/2025 Betterment LLC16,827,398$401.00M0.9%-2.5%1.164%
8/14/2025 Quantinno Capital Management LP1,234,589$29.42M0.1%+942.2%0.085%
8/14/2025 Diversify Wealth Management LLC39,311$974K0.1%-6.1%0.003%
8/14/2025 Diversify Advisory Services LLC10,272$255K0.0%-50.0%0.001%
8/14/2025 Vivaldi Capital Management LP206,880$4.93M0.7%-1.8%0.014%
8/14/2025 Operose Advisors LLC86,841$2.07M0.6%+1.6%0.006%
8/14/2025 HUB Investment Partners LLC79,752$1.90M0.1%+2.4%0.006%
8/14/2025 Ieq Capital LLC120,819$2.88M0.0%+6.6%0.008%
8/14/2025 Main Street Financial Solutions LLC320,591$7.64M0.6%-7.3%0.022%
8/14/2025 Osterweis Capital Management Inc.99,437$2.37M0.1%-22.2%0.007%
8/14/2025 FAS Wealth Partners Inc.121,874$2.90M0.2%+2.7%0.008%
8/14/2025 Becker Capital Management Inc.8,840$211K0.0%N/A0.001%
8/14/2025 NewEdge Advisors LLC446,488$10.64M0.1%-0.4%0.031%
8/14/2025 Qube Research & Technologies Ltd10,940$261K0.0%-47.9%0.001%
8/14/2025 Acorn Wealth Advisors LLC50,194$1.20M0.4%-21.9%0.003%
8/14/2025 Prestige Wealth Management Group LLC95,388$2.27M0.5%-9.4%0.007%
8/14/2025 Gerber Kawasaki Wealth & Investment Management31,046$740K0.0%-1.7%0.002%
8/14/2025 SVB Wealth LLC64,890$1.55M0.1%N/A0.004%
8/14/2025 Baker Avenue Asset Management LP9,219$220K0.0%N/A0.001%
8/14/2025 Cerity Partners LLC1,143,261$27.24M0.0%+3.1%0.079%
8/13/2025 Hendershot Investments Inc.85,750$2.04M0.3%+2.0%0.006%
8/13/2025 StoneX Group Inc.12,061$287K0.0%-53.4%0.001%
8/13/2025 SageView Advisory Group LLC127,374$3.13M0.1%-8.2%0.009%
8/13/2025 Cresset Asset Management LLC398,870$9.51M0.0%-3.2%0.028%
8/13/2025 Strategic Family Wealth Counselors L.L.C.250,238$5.96M1.7%-0.2%0.017%
8/13/2025 Brown Advisory Inc.2,738,170$65.25M0.1%-2.9%0.189%
8/13/2025 SCS Capital Management LLC12,223,396$291.28M3.2%+2.7%0.845%
8/13/2025 Milestone Investment Advisors LLC570,127$13.59M3.5%-2.6%0.039%
8/13/2025 GeoWealth Management LLC99,655$2.38M0.1%+15.7%0.007%
8/13/2025 Baird Financial Group Inc.90,329$2.15M0.0%+74.3%0.006%
8/13/2025 NYL Investors LLC199,907$4.76M1.3%+3.9%0.014%
8/13/2025 CW Advisors LLC55,364$1.32M0.0%+146.4%0.004%
8/13/2025 Twin Peaks Wealth Advisors LLC3,125$77K0.0%N/A0.000%
8/13/2025 Strategic Financial Planning Inc.982,798$23.42M14.6%+3.4%0.068%
8/13/2025 Granite Investment Partners LLC184,918$4.41M0.2%-1.2%0.013%
8/13/2025 Pinkerton Wealth LLC37,768$900K0.1%-91.4%0.003%
8/13/2025 Beacon Pointe Advisors LLC196,074$4.67M0.0%-1.8%0.014%
8/13/2025 D L Carlson Investment Group Inc.2,616,852$62.36M11.4%-5.3%0.181%
8/13/2025 Fisher Asset Management LLC23,966$571K0.0%+133.6%0.002%
8/13/2025 Smith Moore & CO.126,397$3.01M0.3%+10.6%0.009%
8/13/2025 Solutions 4 Wealth Ltd18,355$437K0.7%-9.1%0.001%
8/13/2025 Everstar Asset Management LLC63,019$1.50M0.9%-2.5%0.004%
8/13/2025 Lido Advisors LLC790,976$18.85M0.1%+4.1%0.055%
8/13/2025 Meridian Wealth Partners LLC881,493$21.01M3.0%+3.1%0.061%
8/13/2025 Northwestern Mutual Wealth Management Co.519,812$12.39M0.0%+1.1%0.036%
8/13/2025 Mayfair Advisory Group LLC113,354$2.78M1.3%+5.8%0.008%
8/13/2025 Elgethun Capital Management661,901$15.77M3.2%-3.2%0.046%
8/13/2025 Baltimore Washington Financial Advisors Inc.16,461$392K0.0%+2.8%0.001%
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8/13/2025 Quadrant Capital Group LLC77,257$1.84M0.1%-41.4%0.005%
8/13/2025 Farnam Financial LLC204,160$4.87M4.4%-6.9%0.014%
8/13/2025 Choreo LLC128,972$3.07M0.0%+87.6%0.009%
8/13/2025 Russell Investments Group Ltd.9,924$236K0.0%+18.5%0.001%
8/12/2025 J.W. Cole Advisors Inc.69,581$1.66M0.0%+20.0%0.005%
8/12/2025 Blueprint Financial Advisors LLC203,143$4.84M1.6%-2.4%0.014%
8/12/2025 North Star Asset Management Inc.2,664,456$63.49M2.7%-8.4%0.184%
8/12/2025 Financial Advocates Investment Management13,599$324K0.0%-15.5%0.001%
8/12/2025 Laurel Wealth Advisors LLC80,093$1.91M0.0%+2,337.4%0.006%
8/12/2025 One Charles Private Wealth Services LLC228,227$5.44M1.5%N/A0.016%
(Data available from 1/1/2016 forward)

SCHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHB shares?

During the previous two years, 1,313 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Gallagher Fiduciary Advisors LLC ($1.54B), Wealthfront Advisers LLC ($1.34B), Betterment LLC ($401.00M), Rebalance LLC ($313.58M), SCS Capital Management LLC ($291.28M), Evensky & Katz LLC ($209.24M), and Strid Group LLC ($206.32M).Learn more on Schwab US Broad Market ETF's institutional investors.

Which institutional investors have been buying Schwab US Broad Market ETF's stock?

Of the 1,260 institutional investors that purchased Schwab US Broad Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gallagher Fiduciary Advisors LLC ($62.06M), Brooklyn FI LLC ($23.47M), Betterment LLC ($11.72M), Strategic Financial Concepts LLC ($9.74M), Rebalance LLC ($9.62M), SCS Capital Management LLC ($8.45M), and Kingstone Capital Partners Texas LLC ($6.78M).

How much institutional buying is happening at Schwab US Broad Market ETF?

Institutional investors have bought a total of 412,699,132 shares in the last 24 months. This purchase volume represents approximately $9.45B in transactions.

Which of Schwab US Broad Market ETF's major shareholders have been selling company stock?

Of the 520 institutional investors that sold Schwab US Broad Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Empower Advisory Group LLC ($4.39M), Retirement Planning Group LLC ($4.26M), Wealthfront Advisers LLC ($3.86M), Socha Financial Group LLC ($2.27M), Capital Management Associates Inc ($1.75M), Betterment LLC ($946.22K), and Evensky & Katz LLC ($606.66K).

How much institutional selling is happening at Schwab US Broad Market ETF?

Institutional investors have sold a total of 32,991,111 shares in the last 24 months. This volume of shares sold represents approximately $743.67M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 9/2/2025 by MarketBeat.com Staff
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