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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$28.42 +0.21 (+0.74%)
As of 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)
820
Total
Institutional Inflows
(last 12 months)
$3.76B
Number of
Institutional Sellers
(last 12 months)
659
Total
Institutional Outflows
(last 12 months)
$1.44B
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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
5/8/2026PNC Financial Services Group Inc.162,264$4.07M0.0%+28.4%0.011%
5/8/2026HORAN Wealth LLC1,051,472$26.46M2.5%+102.5%0.071%
5/8/2026Summit Asset Management LLC23,964$601K0.1%-5.1%0.002%
5/8/2026Glenview Trust Co8,235$207K0.0%-22.1%0.001%
5/8/2026 JMG Financial Group Ltd.300,653$7.55M0.2%+1.4%0.020%
5/7/2026 Legacy Wealth Managment LLC ID4,762$120K0.1%+125.7%0.000%
5/7/2026 Earned Wealth Advisors LLC61,451$1.54M0.1%-8.6%0.004%
5/7/2026 Grant Street Asset Management Inc.53,104$1.33M0.3%+2.1%0.004%
5/7/2026 Lowe Brockenbrough & Co. Inc.123,751$3.11M0.2%-10.1%0.008%
5/7/2026 NWK Group Inc.1,897$48K0.0%+23.0%0.000%
5/7/2026 Scarborough Advisors LLC5,128$129K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC255,752$6.42M0.1%+1.5%0.017%
5/7/2026 Planning Alternatives Ltd. ADV157,971$3.97M0.5%-0.7%0.011%
5/7/2026 Decker Wealth Management LLC8,700$218K0.0%N/A0.001%
5/7/2026 True North Advisors LLC504,798$12.67M1.4%-15.2%0.034%
5/7/2026 Tandem Wealth Advisors LLC19,588$492K0.2%+95.5%0.001%
5/6/2026 Aviance Capital Partners LLC16,563$416K0.0%-12.7%0.001%
5/6/2026 GatePass Capital LLC29,090$730K0.3%-9.4%0.002%
5/6/2026 IMA Advisory Services Inc.853,890$21.43M2.1%-2.2%0.058%
5/6/2026 Bartlett & CO. Wealth Management LLC725,195$20.10M0.3%-0.2%0.049%
5/6/2026 Zhang Financial LLC666,381$16.73M0.6%+2.8%0.045%
5/6/2026 Simon Quick Advisors LLC8,979$225K0.0%-4.2%0.001%
5/6/2026 Kera Capital Partners Inc.77,572$1.95M0.2%+1.4%0.005%
5/6/2026 Townsend Asset Management Corp NC ADV26,972$677K0.2%-15.4%0.002%
5/6/2026 Advisortrust Partners LLC27,797$698K0.3%-3.9%0.002%
5/6/2026 Morling Financial Advisors LLC55,361$1.39M0.4%-2.7%0.004%
5/6/2026 Assetmark Inc.791,488$19.87M0.0%-2.7%0.054%
5/6/2026 Main Street Group LTD57,384$1.44M0.4%-14.2%0.004%
5/6/2026 Angeles Wealth Management LLC108,801$2.73M0.1%+0.5%0.007%
5/6/2026 Bessemer Group Inc.7,554$190K0.0%+25.9%0.001%
5/6/2026 SteelPeak Wealth LLC71,391$1.79M0.1%-4.7%0.005%
5/6/2026 Ashford Advisors LLC529,754$14.05M3.3%-8.2%0.036%
5/6/2026 Independent Financial Group LLC14,080$353K0.0%N/A0.001%
5/5/2026 Evergreen Advisors LLC6,280,152$157.63M37.0%+1.8%0.425%
5/5/2026 Noesis Capital Mangement Corp11,055$277K0.0%-3.3%0.001%
5/5/2026 Wealthfront Advisers LLC52,556,138$1.32B2.9%-1.9%3.554%
5/5/2026 D.A. Davidson & CO.57,812$1.45M0.0%+5.4%0.004%
5/5/2026 Members Advisory Group LLC1,583,312$39.74M13.6%-0.9%0.107%
5/5/2026 NerdWallet Wealth Partners LLC9,017$226K0.1%+4.5%0.001%
5/5/2026 Bank of New York Mellon Corp80,042$2.01M0.0%-4.8%0.005%
5/5/2026 Milestone Investment Advisors LLC533,182$13.38M3.2%-1.5%0.036%
5/5/2026 IMC Chicago LLC17,919$450K0.0%N/A0.001%
5/5/2026 Geneos Wealth Management Inc.32,553$817K0.0%-4.5%0.002%
5/5/2026 Northstar Financial Companies Inc.19,975$501K0.4%+42.9%0.001%
5/5/2026 Ethos Financial Group LLC2,026,333$50.86M3.7%+3.6%0.137%
5/5/2026 SouthState Bank Corp23,521$590K0.0%-9.2%0.002%
5/5/2026 Wealthgarden F.S. LLC34,107$856K0.6%+1.2%0.002%
5/5/2026 Avantax Planning Partners Inc.51,316$1.29M0.0%-4.2%0.003%
5/4/2026 Milestones Private Investment Advisors LLC37,466$940K0.8%-75.7%0.003%
5/4/2026 Retirement Planning Group LLC1,086,268$27.27M0.8%-8.0%0.073%
5/4/2026 NBZ Investment Advisors LLC305,630$7.67M3.3%-2.2%0.021%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management218,927$5.50M0.1%-2.0%0.015%
5/4/2026 Glassman Wealth Services5,579$140K0.0%-37.4%0.000%
5/4/2026 Bleakley Financial Group LLC11,058$278K0.0%N/A0.001%
5/4/2026 NWF Advisory Services Inc.8,268$208K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC969,307$26.64M0.5%+0.3%0.066%
5/2/2026 International Assets Investment Management LLC3,426$87K0.0%+71.2%0.000%
5/2/2026 Silver Oak Advisory Group Inc.150,176$3.77M1.6%-1.9%0.010%
5/2/2026 Diversify Wealth Management LLC52,350$1.44M0.0%+33.1%0.004%
5/2/2026 Towercrest Capital Management404,680$10.16M1.6%-0.9%0.027%
5/2/2026 Valmark Advisers Inc.288,243$7.24M0.1%+1.1%0.019%
5/2/2026 R. W. Roge & Company Inc.25,969$651K0.3%-6.9%0.002%
5/2/2026 AF Advisors Inc.20,749$521K0.3%-23.0%0.001%
5/2/2026 Carnegie Investment Counsel335,409$8.42M0.2%+2.6%0.023%
5/1/2026 Luminvest Wealth Management LLC74,021$1.86M0.5%-0.6%0.005%
5/1/2026 Citizens Financial Group Inc. RI9,253$232K0.0%-4.4%0.001%
5/1/2026 Midwest Trust Co11,888$298K0.0%-7.1%0.001%
5/1/2026 Fifth Third Bancorp58,736$1.47M0.0%+45.6%0.004%
5/1/2026 Summit Financial Strategies Inc.2,672,115$67.07M5.3%-16.1%0.181%
5/1/2026 Van Cleef Asset Management Inc79,668$2M0.2%-6.0%0.005%
5/1/2026 Farrow Financial Inc.106,388$2.67M1.5%+27.7%0.007%
5/1/2026 Sequoia Financial Advisors LLC439,073$11.02M0.1%-6.4%0.030%
5/1/2026 KLCM Advisors Inc.51,631$1.30M0.1%+4.6%0.003%
4/30/2026 Accredited Investors Inc.4,607,337$115.64M6.2%-2.4%0.312%
4/30/2026 Robinson Smith Wealth Advisors LLC1,080,467$27.12M18.3%+0.6%0.073%
4/30/2026 Team Hewins LLC19,280$484K0.1%+79.1%0.001%
4/30/2026 Kestra Advisory Services LLC355,039$8.91M0.0%-13.2%0.024%
4/30/2026 Granite Investment Partners LLC181,793$4.56M0.3%-1.6%0.012%
4/30/2026 Beam Wealth Advisors Inc.10,456$262K0.1%N/A0.001%
4/30/2026 Staley Capital Advisers Inc.54,723$1.37M0.1%-16.3%0.004%
4/29/2026 Rockwood Wealth Management LLC33,898$851K0.1%N/A0.002%
4/29/2026 Cvfg LLC13,616$342K0.0%N/A0.001%
4/29/2026 Flatrock Wealth Partners LLC137,288$3.45M1.6%N/A0.009%
4/29/2026 Montag A & Associates Inc.4,883$123K0.0%+26.2%0.000%
4/29/2026 Nicholas Hoffman & Company LLC.86,775$2.18M0.1%+23.6%0.006%
4/29/2026 Alliance Wealth Management Group404,680$10.16M2.2%-0.9%0.027%
4/29/2026 Downshift Financial LLC700,795$19.19M9.3%+75.4%0.047%
4/29/2026 Integrated Advisors Network LLC48,096$1.21M0.1%-13.5%0.003%
4/29/2026 Clay Northam Wealth Management LLC21,521$540K0.3%-5.1%0.001%
4/29/2026 Kiley Juergens Wealth Management LLC186,262$4.68M0.8%+0.8%0.013%
4/29/2026 Canvas Wealth Advisors LLC18,124$455K0.1%N/A0.001%
4/28/2026 Red Mountain Financial LLC12,618$317K0.3%+9.2%0.001%
4/28/2026 Libra Wealth LLC711,919$17.87M5.0%-3.2%0.048%
4/28/2026 Planning Center Inc.10,431$262K0.0%-12.2%0.001%
4/28/2026 Appleton Partners Inc. MA15,655$393K0.0%-2.4%0.001%
4/28/2026 Whittier Trust Co. of Nevada Inc.11,038$281K0.0%-3.5%0.001%
4/28/2026 Bogart Wealth LLC68,100$1.71M0.1%+15.4%0.005%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC847,358$23.40M7.0%-1.1%0.057%
4/28/2026 GM Advisory Group LLC86,934$2.18M0.1%N/A0.006%
4/28/2026 Pennsylvania Capital Management Inc. ADV8,462$212K0.1%+9.2%0.001%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,429 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 ($1.32B), Betterment LLC ($423.78M), Rebalance LLC ($392.49M), SCS Capital Management LLC ($312.38M), Strid Group LLC ($228.64M), and HighTower Advisors LLC ($226.41M).Learn more on Schwab US Broad Market ETF's institutional investors.

Of the 1,389 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 ($23.42M), Betterment LLC ($11.72M), Rebalance LLC ($11.36M), Evergreen Advisors LLC ($10.46M), Strategic Financial Concepts LLC ($9.66M), and SCS Capital Management LLC ($8.45M).

Institutional investors have bought a total of 153,841,569 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

Of the 658 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: Wealthfront Advisers LLC ($5.87M), Bouchey Financial Group Ltd ($5.77M), Empower Advisory Group LLC ($4.39M), Arax Advisory Partners ($3.87M), Socha Financial Group LLC ($2.40M), Compass Advisory Group LLC ($1.88M), and Capital Management Associates Inc ($1.75M).

Institutional investors have sold a total of 57,818,626 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.


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This page (NYSEARCA:SCHB) was last updated on 5/8/2026 by MarketBeat.com Staff.
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