Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free SCHB Stock Alerts

Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$28.45 -0.79 (-2.70%)
As of 06/5/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
794
Total
Institutional Inflows
(last 12 months)
$3.63B
Number of
Institutional Sellers
(last 12 months)
644
Total
Institutional Outflows
(last 12 months)
$1.31B
Get SCHB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Broad Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHB Institutional Buying and Selling by Quarter

Schwab US Broad Market ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Wealthquest Corp10,171$255K0.0%-10.5%0.001%
6/3/2026 Stillwater Private Wealth LLC307,962$7.73M6.5%N/A0.021%
6/3/2026 Parallel Advisors LLC255,752$6.42M0.1%+1.5%0.017%
6/3/2026 NewEdge Advisors LLC470,267$11.80M0.0%-4.4%0.032%
6/1/2026 Financial Solutions Advisory Group Inc.195,424$4.91M0.7%N/A0.013%
5/29/2026 Asset Dedication LLC143,455$3.60M0.3%+14.4%0.010%
5/26/2026 Glenmede Trust Co. NA96,691$2.43M0.0%+26.9%0.007%
5/26/2026 Ruggaard & Associates LLC9,887$248K0.1%-3.7%0.001%
5/20/2026 SHUTTLEWORTH & Co23,523$590K0.5%+3.8%0.002%
5/20/2026 FinArc Investments Inc.16,674$419K0.4%N/A0.001%
5/19/2026 Western Wealth Management LLC103,898$2.61M0.1%+64.2%0.007%
5/19/2026 NewEdge Advisors LLC380,770$9.56M0.2%-22.6%0.026%
5/19/2026 Bank of America Corp DE3,194,228$80.18M0.0%-0.6%0.216%
5/19/2026 Wilson & Boucher Capital Management LLC260,175$6.53M4.3%-0.4%0.018%
5/19/2026 Edgestream Partners L.P.14,625$367K0.0%-37.4%0.001%
5/19/2026 Vestwell Advisors LLC424,244$10.65M2.9%+1.7%0.029%
5/19/2026 Chesapeake Wealth Management191,976$4.82M1.5%-1.1%0.013%
5/19/2026 Arkadios Wealth Advisors75,144$1.89M0.0%+91.1%0.005%
5/18/2026 EverSource Wealth Advisors LLC45,398$1.14M0.0%-5.0%0.003%
5/18/2026 Royal Bank of Canada2,881,786$72.33M0.0%+5.0%0.195%
5/18/2026 Reliant Wealth Planning24,003$602K0.2%-11.7%0.002%
5/18/2026 Eley Financial Management Inc55,291$1.39M0.5%-18.8%0.004%
5/16/2026 Quantinno Capital Management LP2,783,258$69.86M0.1%+39.6%0.188%
5/15/2026 Cardiff Park Advisors LLC267,869$6.72M0.5%+0.1%0.018%
5/15/2026 Intelligence Driven Advisers LLC563,390$14.14M2.5%-39.1%0.038%
5/15/2026 Everest Financial Group LLC10,444$262K0.0%N/A0.001%
5/15/2026 Waverly Advisors LLC3,061,232$76.84M0.6%+1.4%0.207%
5/15/2026 Asset Management Group Inc.91,489$2.30M0.4%-3.9%0.006%
5/15/2026 Vivaldi Capital Management LP228,098$5.73M0.8%-0.8%0.015%
5/15/2026 Bridgewater Advisors Inc.37,107$931K0.1%+2.7%0.003%
5/14/2026 Rockbridge Investment Management LCC343,642$8.63M0.8%-0.9%0.023%
5/14/2026 GC Wealth Management RIA LLC17,178$431K0.0%+2.6%0.001%
5/14/2026 Compound Planning Inc.658,318$16.52M0.5%+0.1%0.045%
5/14/2026 Modern Wealth Management LLC1,529,638$38.70M0.7%+2.9%0.103%
5/14/2026 Keebeck Wealth Management46,980$1.18M0.1%-6.0%0.003%
5/14/2026 RMG Wealth Management LLC50,005$1.26M0.1%-10.6%0.003%
5/14/2026 Sei Investments Co.14,817$372K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC846,394$21.25M0.1%+5.9%0.057%
5/13/2026 Cetera Investment Advisers365,023$9.16M0.0%-52.5%0.025%
5/13/2026 GSG Advisors LLC1,093,847$27.46M7.1%+1.4%0.074%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
5/13/2026 Wealthspire Retirement LLC100,362$2.52M0.2%+1.0%0.007%
5/13/2026 American Investment Services Inc.102,885$2.58M0.6%-10.2%0.007%
5/13/2026 Prestige Wealth Management Group LLC88,047$2.21M0.4%-7.5%0.006%
5/13/2026 Quantum Capital Management LLC NJ7,417$186K0.0%-8.3%0.001%
5/13/2026 NewEdge Wealth LLC84,469$2.12M0.0%-22.7%0.006%
5/13/2026 Goepper Burkhardt LLC1,138,014$28.56M9.5%-1.0%0.077%
5/13/2026 First Citizens Bank & Trust Co.16,136$405K0.0%N/A0.001%
5/12/2026 CacheTech Inc.82,652$2.08M0.4%+2.9%0.006%
5/8/2026 PNC Financial Services Group Inc.162,264$4.07M0.0%+28.4%0.011%
5/8/2026 HORAN Wealth LLC1,051,472$26.46M2.5%+102.5%0.071%
5/8/2026 Summit Asset Management LLC23,964$601K0.1%-5.1%0.002%
5/8/2026 Glenview 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,430 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 1,391 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 147,358,098 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

Of the 644 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), Arax Advisory Partners ($3.87M), Socha Financial Group LLC ($2.40M), Compass Advisory Group LLC ($1.88M), Capital Management Associates Inc ($1.75M), and Cape Investment Advisory Inc. ($1.57M).

Institutional investors have sold a total of 51,676,809 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


Related Companies

This page (NYSEARCA:SCHB) was last updated on 6/7/2026 by MarketBeat.com Staff.
From Our Partners
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel