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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$25.98 +0.16 (+0.62%)
Closing price 10/8/2025 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)
1178
Total
Institutional Inflows
(last 12 months)
$9.48B
Number of
Institutional Sellers
(last 12 months)
519
Total
Institutional Outflows
(last 12 months)
$740.36M
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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
10/8/2025YHB Investment Advisors Inc.105,018$2.70M0.2%+5.6%0.007%
10/8/2025Fiduciary Alliance LLC16,827$433K0.0%-10.0%0.001%
10/8/2025Firethorn Wealth Partners LLC54,623$1.40M0.6%-5.0%0.004%
10/8/2025Legacy Private Trust Co.1,339,147$34.43M2.1%-2.6%0.092%
10/8/2025Kwmg LLC8,772$226K0.0%N/A0.001%
10/8/2025Wedmont Private Capital497,337$12.84M0.5%-2.3%0.034%
10/8/2025Chesley Taft & Associates LLC69,606$1.79M0.1%-1.4%0.005%
10/8/2025Cypress Point Wealth Management LLC150,524$3.87M0.8%-7.7%0.010%
10/7/2025 Walker Financial Services Inc.427,492$10.99M4.3%N/A0.029%
10/7/2025 Wynn Capital LLC887,500$22.82M11.1%+1.9%0.061%
10/7/2025 EWG Elevate Inc.26,470$681K0.2%-26.0%0.002%
10/7/2025 Carolina Wealth Advisors LLC15,000$386K0.2%+12.8%0.001%
10/7/2025 Salem Investment Counselors Inc.135,412$3.48M0.1%+24.0%0.009%
10/7/2025 Sonora Investment Management Group LLC25,671$660K0.0%+54.6%0.002%
10/7/2025 Thrive Wealth Management LLC127,295$3.27M0.5%+4.9%0.009%
10/6/2025 ARS Wealth Advisors Group LLC9,779$251K0.0%+4.3%0.001%
10/6/2025 TruWealth Advisors LLC472,025$12.14M0.6%-0.1%0.032%
10/6/2025 Boltwood Capital Management105,750$2.72M0.7%-3.0%0.007%
10/6/2025 Cambridge Financial Group LLC190,393$4.90M1.6%+0.3%0.013%
10/3/2025 Shorepoint Capital Partners LLC53,664$1.38M0.3%N/A0.004%
10/3/2025 Breakwater Investment Management887,200$22.81M8.4%-5.2%0.061%
10/2/2025 Boyum Wealth Architects LLC1,225,521$31.51M19.4%+10.3%0.085%
10/2/2025 Boyum Wealth Architects LLC1,225,521$31.51M19.4%+10.3%0.085%
10/2/2025 AHL Investment Management Inc.288,578$7.42M5.1%-1.3%0.020%
10/2/2025 Investors Research Corp4,148$107K0.0%-21.9%0.000%
10/1/2025 Beacon Wealthcare LLC452,104$11.62M4.1%-0.3%0.031%
9/29/2025Vestwell Advisors LLC448,494$10.69M4.4%N/A0.031%
9/26/2025Corient Private Wealth LLC693,121$16.52M0.0%+3.3%0.048%
9/26/2025Capital A Wealth Management LLC3,968$95K1.0%+2,021.9%0.000%
9/25/2025CacheTech Inc.113,506$2.71M0.5%+26.5%0.008%
9/25/2025Adams Wealth Management113,506$2.71M0.5%+26.5%0.008%
9/12/2025Valeo Financial Advisors LLC18,215$434K0.0%-2.4%0.001%
9/11/2025Milestones Private Investment Advisors LLC151,864$3.62M2.7%N/A0.011%
9/10/2025WT Wealth Management1,284,069$30.60M9.1%+0.3%0.089%
9/9/2025 Cambridge Financial Group LLC189,882$4.53M1.7%+43.8%0.013%
9/4/2025ZynergyRetirementPlanningLLC13,860$330K0.2%-10.1%0.001%
9/4/2025V. M. Manning & CO. Inc.14,419$359K0.4%N/A0.001%
9/4/2025Osaic Holdings Inc.690,914$16.46M0.0%+0.6%0.048%
8/29/2025Total Investment Management Inc.26,869$640K0.1%+5.8%0.002%
8/28/2025Midwestern Financial LLC IA249,976$5.96M5.6%N/A0.017%
8/27/2025Orion Porfolio Solutions LLC117,081$2.79M0.0%+12.1%0.008%
8/25/2025Fulcrum Equity Management41,805$996K1.0%+19.4%0.003%
8/19/2025B. Riley Wealth Advisors Inc.9,256$221K0.0%N/A0.001%
8/19/2025Cape Investment Advisory Inc.1,583,013$37.72M13.8%+1.5%0.109%
8/19/2025Advisory Services Network LLC60,029$1.46M0.0%+1.8%0.004%
8/19/2025Anchor Investment Management LLC19,025$453K0.0%+5.0%0.001%
8/19/2025Asset Dedication LLC135,596$3.23M0.2%+3.5%0.009%
8/18/2025Tactive Advisors LLC77,555$1.85M0.6%N/A0.005%
8/18/2025Geneos Wealth Management Inc.33,800$805K0.0%+155.8%0.002%
8/18/2025National Bank of Canada FI4,051,638$96.55M0.1%-8.4%0.280%
8/15/2025Orcam Financial Group326,901$7.79M6.8%+0.3%0.023%
8/15/2025FFT Wealth Management LLC325,395$7.93M1.6%-4.8%0.023%
8/15/2025Corient Private Wealth LLC1,386,236$33.04M0.0%+106.5%0.096%
8/15/2025WealthCollab LLC152,194$3.63M2.0%-2.0%0.011%
8/15/2025Equitable Holdings Inc.229,974$5.48M0.0%+17.9%0.016%
8/15/2025Chapman Financial Group LLC115,995$2.76M2.3%N/A0.008%
8/15/2025Captrust Financial Advisors3,396,843$80.95M0.2%+0.3%0.235%
8/15/2025Prevail Innovative Wealth Advisors LLC43,614$1.04M0.2%+28.3%0.003%
8/15/2025WFA of San Diego LLC76,943$1.83M1.4%N/A0.005%
8/15/2025Tolleson Wealth Management Inc.70,940$1.69M0.3%-9.3%0.005%
8/15/2025Smartleaf Asset Management LLC31,420$745K0.1%+173.6%0.002%
8/15/2025Ruggaard & Associates LLC10,277$245K0.1%-23.3%0.001%
8/15/2025Orion Porfolio Solutions LLC117,081$2.79M0.0%+12.1%0.008%
8/15/2025MML Investors Services LLC72,115$1.72M0.0%-7.0%0.005%
8/15/2025Modern Wealth Management LLC279,101$6.65M0.2%+10.3%0.019%
8/15/2025IHT Wealth Management LLC98,968$2.36M0.1%-20.5%0.007%
8/15/2025Freedom Financial Partners LLC56,553$1.35M0.6%-4.4%0.004%
8/15/2025Great Valley Advisor Group Inc.415,324$9.90M0.2%-37.9%0.029%
8/15/2025Group One Trading LLC4,699$112K0.0%N/A0.000%
8/15/2025Gallagher Fiduciary Advisors LLC64,764,324$1.54B2.2%+2,295.8%4.480%
8/15/2025EP Wealth Advisors LLC138,146$3.29M0.0%+25.9%0.010%
8/15/2025Curi Capital LLC75,856$1.81M0.0%+29.2%0.005%
8/15/2025Bank of America Corp DE3,250,928$77.47M0.0%+3.4%0.225%
8/15/2025Ameriprise Financial Inc.457,300$10.91M0.0%+4.6%0.032%
8/15/2025AQR Capital Management LLC509,428$12.14M0.0%+82.2%0.035%
8/14/2025Connecticut Wealth Management LLC8,928$213K0.0%-26.2%0.001%
8/14/2025Vista Capital Partners Inc.888,459$21.17M2.3%+70.0%0.061%
8/14/2025Jane Street Group LLC174,602$4.16M0.0%+330.6%0.012%
8/14/2025Ausdal Financial Partners Inc.109,389$2.61M0.2%+2.2%0.008%
8/14/2025Raymond James Financial Inc.1,339,244$31.91M0.0%+27.9%0.093%
8/14/2025Betterment LLC16,827,398$401.00M0.9%-2.5%1.164%
8/14/2025Quantinno Capital Management LP1,234,589$29.42M0.1%+942.2%0.085%
8/14/2025Diversify Wealth Management LLC39,311$974K0.1%-6.1%0.003%
8/14/2025Diversify Advisory Services LLC10,272$255K0.0%-50.0%0.001%
8/14/2025Vivaldi Capital Management LP206,880$4.93M0.7%-1.8%0.014%
8/14/2025Operose Advisors LLC86,841$2.07M0.6%+1.6%0.006%
8/14/2025HUB Investment Partners LLC79,752$1.90M0.1%+2.4%0.006%
8/14/2025Ieq Capital LLC120,819$2.88M0.0%+6.6%0.008%
8/14/2025Main Street Financial Solutions LLC320,591$7.64M0.6%-7.3%0.022%
8/14/2025Osterweis Capital Management Inc.99,437$2.37M0.1%-22.2%0.007%
8/14/2025FAS Wealth Partners Inc.121,874$2.90M0.2%+2.7%0.008%
8/14/2025Becker Capital Management Inc.8,840$211K0.0%N/A0.001%
8/14/2025NewEdge Advisors LLC446,488$10.64M0.1%-0.4%0.031%
8/14/2025Qube Research & Technologies Ltd10,940$261K0.0%-47.9%0.001%
8/14/2025Acorn Wealth Advisors LLC50,194$1.20M0.4%-21.9%0.003%
8/14/2025Prestige Wealth Management Group LLC95,388$2.27M0.5%-9.4%0.007%
8/14/2025Gerber Kawasaki Wealth & Investment Management31,046$740K0.0%-1.7%0.002%
8/14/2025SVB Wealth LLC64,890$1.55M0.1%N/A0.004%
8/14/2025Baker Avenue Asset Management LP9,219$220K0.0%N/A0.001%
8/14/2025Cerity Partners LLC1,143,261$27.24M0.0%+3.1%0.079%
(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, 1,319 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 1,266 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 414,088,251 shares in the last 24 months. This purchase volume represents approximately $9.48B in transactions.

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

Of the 513 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 Hengehold Capital Management LLC ($562.35K).

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

Institutional investors have sold a total of 32,820,159 shares in the last 24 months. This volume of shares sold represents approximately $740.36M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 10/9/2025 by MarketBeat.com Staff
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