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Schwab US Broad Market ETF (SCHB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
1120
Total
Institutional Inflows
(last 12 months)
$7.43B
Number of
Institutional Sellers
(last 12 months)
474
Total
Institutional Outflows
(last 12 months)
$456.42M
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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
6/6/2025 Blue Oak Capital LLC13,220$285K0.2%N/A0.001%
6/5/2025 Osterweis Capital Management Inc.127,751$2.75M0.0%-9.5%0.009%
6/2/2025 Modern Wealth Management LLC253,045$5.45M0.2%N/A0.018%
5/28/2025 Intrua Financial LLC155,159$3.34M0.5%-68.6%0.011%
5/27/2025 Advisors Capital Management LLC12,244$264K0.0%-9.8%0.001%
5/21/2025 Westbourne Investments Inc.66,292$1.43M0.9%-1.6%0.005%
5/21/2025 McAdam LLC26,153$563K0.0%-12.2%0.002%
5/21/2025 Geneos Wealth Management Inc.13,211$284K0.0%+626.3%0.001%
5/20/2025 Belpointe Asset Management LLC59,943$1.29M0.1%+110.6%0.004%
5/20/2025 Focus Partners Wealth1,115,572$24.02M0.1%+2.0%0.077%
5/20/2025 Integrity Alliance LLC.19,578$422K0.0%N/A0.001%
5/20/2025 Anchor Investment Management LLC18,125$390K0.0%+5.2%0.001%
5/19/2025 SageView Advisory Group LLC138,715$2.99M0.1%-0.6%0.010%
5/19/2025 Advisory Alpha LLC96,234$2.07M0.1%+13.1%0.007%
5/19/2025 Game Plan Financial Advisors LLC146,842$3.16M1.5%-0.7%0.010%
5/19/2025 SCS Capital Management LLC11,901,176$256.23M3.3%+16.6%0.826%
5/16/2025 Wilson & Boucher Capital Management LLC258,808$5.57M4.2%-8.6%0.018%
5/16/2025 Bell Investment Advisors Inc24,434$526K0.1%-47.9%0.002%
5/16/2025 Signature Estate & Investment Advisors LLC42,708$920K0.0%+4.0%0.003%
5/16/2025 Everstar Asset Management LLC59,946$1.32M0.2%-9.0%0.004%
5/16/2025 Goldman Sachs Group Inc.1,549,572$33.36M0.0%+50.4%0.108%
5/16/2025 Cape Investment Advisory Inc.1,559,190$33.57M13.4%-1.1%0.108%
5/16/2025 Jones Financial Companies Lllp315,195$6.80M0.0%-11.8%0.022%
5/16/2025 Pinnacle Family Advisors LLC201,669$4.34M2.4%+0.9%0.014%
5/16/2025 Plancorp LLC44,221$952K0.0%+45.7%0.003%
5/16/2025 NewEdge Advisors LLC448,360$9.65M0.1%+4.9%0.031%
5/16/2025 Integrated Wealth Concepts LLC186,210$4.01M0.0%+2.1%0.013%
5/16/2025 Greenline Partners LLC216,841$4.67M0.7%+783.5%0.015%
5/16/2025 Curi RMB Capital LLC58,714$1.26M0.0%-1.0%0.004%
5/16/2025 AQR Capital Management LLC279,642$6.02M0.0%+2.5%0.019%
5/16/2025 Ancora Advisors LLC87,355$1.88M0.0%+3.2%0.006%
5/15/2025 EP Wealth Advisors LLC109,691$2.36M0.0%-1.4%0.008%
5/15/2025 Focus Partners Advisor Solutions LLC197,812$4.26M0.1%+13.8%0.014%
5/15/2025 Flputnam Investment Management Co.10,274$221K0.0%N/A0.001%
5/15/2025 Royal Bank of Canada2,513,552$54.12M0.0%+3.2%0.175%
5/15/2025 Betterment LLC17,254,102$371.48M0.9%-2.9%1.198%
5/15/2025 MAI Capital Management1,006,158$21.66M0.2%+1.2%0.070%
5/15/2025 Connecticut Wealth Management LLC12,096$260K0.0%-84.0%0.001%
5/15/2025 Baird Financial Group Inc.51,815$1.12M0.0%-21.9%0.004%
5/15/2025 Tortoise Investment Management LLC152,371$3.28M0.3%-7.9%0.011%
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5/15/2025 Mission Creek Capital Partners Inc.33,156$714K0.2%-8.4%0.002%
5/15/2025 Oarsman Capital Inc.37,566$809K0.1%+1.6%0.003%
5/15/2025 D L Carlson Investment Group Inc.2,763,501$59.50M11.4%+0.7%0.192%
5/14/2025 Wealth Preservation Advisors LLC1,380$30K0.0%N/A0.000%
5/14/2025 Ieq Capital LLC113,377$2.44M0.0%+198.1%0.008%
5/14/2025 Redwood Investment Management LLC12,843$277K0.0%N/A0.001%
5/14/2025 McCarthy Asset Management Inc.98,548$2.12M1.5%-3.9%0.007%
5/14/2025 Islay Capital Management LLC302,673$6.52M4.4%-14.0%0.021%
5/14/2025 Comerica Bank15,506$334K0.0%+33.3%0.001%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC1,474$32K0.0%N/A0.000%
5/14/2025 Broadleaf Partners LLC24,019$517K0.1%+2.2%0.002%
5/14/2025 B&D White Capital Company LLC63,633$1.37M0.2%-5.5%0.004%
5/14/2025 Smartleaf Asset Management LLC11,485$246K0.0%+1,728.8%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.514,188$11.07M0.0%+4.6%0.036%
5/14/2025 Lionshead Wealth Management LLC48,036$1.03M1.1%-47.2%0.003%
5/14/2025 Avalon Advisory Group140,625$3.03M1.4%-15.6%0.010%
5/14/2025 Heritage Wealth Partners LLC17,787$383K0.6%N/A0.001%
5/14/2025 Van Hulzen Asset Management LLC12,873$277K0.0%+57.5%0.001%
5/14/2025 Kestra Advisory Services LLC2,008,516$47.42M0.2%+1,807.0%0.139%
5/14/2025 Strategic Financial Planning Inc.950,892$20.47M14.1%+0.3%0.066%
5/14/2025 Circle Wealth Management LLC2,758,008$59.38M1.4%-8.9%0.192%
5/14/2025 D.B. Root & Company LLC482,232$10.38M3.4%+0.6%0.033%
5/14/2025 Compound Planning Inc.546,481$11.77M0.5%-21.3%0.038%
5/14/2025 Barnes Wealth Management Group Inc17,293$372K0.2%+30.1%0.001%
5/14/2025 Resolute Advisors LLC17,511$377K0.1%+10.0%0.001%
5/14/2025 CW Advisors LLC22,467$485K0.0%-6.5%0.002%
5/14/2025 Summit Financial LLC237,448$5.11M0.1%+147.4%0.016%
5/14/2025 Accredited Wealth Management LLC16,736$360K0.3%-3.0%0.001%
5/14/2025 Elevate Wealth Advisory Inc.2,703$58K0.0%-22.3%0.000%
5/14/2025 Joseph P. Lucia & Associates LLC345,692$7.44M3.4%+2.5%0.024%
5/14/2025 Osterweis Capital Management Inc.127,751$2.75M0.0%-9.5%0.009%
5/14/2025 Asset Management Group Inc.94,875$2.04M0.4%-4.5%0.007%
5/14/2025 Capital Analysts LLC26,026$560K0.0%+35.9%0.002%
5/14/2025 Tradition Wealth Management LLC805,334$17.34M1.5%+0.5%0.056%
5/14/2025 Berkshire Asset Management LLC PA196,668$4.29M0.2%-1.1%0.014%
5/14/2025 Blue Investment Partners LLC587,011$12.64M4.8%+2.8%0.041%
5/14/2025 GSG Advisors LLC1,053,371$21.99M7.2%+4.5%0.073%
5/14/2025 RWA Wealth Partners LLC109,572$2.36M0.0%+0.5%0.008%
5/13/2025 Aptus Capital Advisors LLC2,047,607$44.09M0.5%+2.8%0.142%
5/13/2025 Brooklyn Investment Group2,283$49K0.0%N/A0.000%
5/13/2025 Freestone Capital Holdings LLC30,614$659K0.0%-21.0%0.002%
5/13/2025 Spreng Capital Management Inc.153,990$3.32M1.5%-9.2%0.011%
5/13/2025 Compass Financial Group INC SD2,963,018$63.79M12.1%+8.9%0.206%
5/13/2025 Ethos Financial Group LLC1,869,318$42.42M4.1%-0.1%0.130%
5/13/2025 CacheTech Inc.89,752$1.93M0.4%+4.5%0.006%
5/13/2025 Raymond James Financial Inc.1,047,068$22.54M0.0%+9.9%0.073%
5/13/2025 Somerset Group LLC14,837$319K0.3%+3.8%0.001%
5/13/2025 Cresset Asset Management LLC411,881$8.87M0.0%+38.4%0.029%
5/13/2025 Weik Capital Management91,300$1.97M0.8%+4.4%0.006%
5/13/2025 Forvis Mazars Wealth Advisors LLC5,611,991$120.83M2.9%-1.5%0.390%
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5/13/2025 Nations Financial Group Inc. IA ADV11,209$241K0.0%N/A0.001%
5/13/2025 Compass Advisory Group LLC2,340,131$50.38M17.5%+0.2%0.163%
5/13/2025 Long Island Wealth Management Inc.557,063$11.99M7.3%+6.5%0.039%
5/13/2025 Kovitz Investment Group Partners LLC308,543$6.64M0.0%+76.9%0.021%
5/13/2025 Evensky & Katz LLC9,020,739$194.22M13.0%-3.3%0.626%
5/13/2025 Holderness Investments Co.92,652$2.00M0.5%+3.4%0.006%
5/13/2025 Financial Network Wealth Advisors LLC2,425$52K0.1%N/A0.000%
5/13/2025 NFP Retirement Inc.104,572$2.25M0.2%-2.2%0.007%
5/13/2025 Brooklyn FI LLC495,858$10.71M3.3%+7.8%0.034%
5/13/2025 HighTower Advisors LLC7,934,598$170.83M0.2%-2.6%0.551%
(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, 1,285 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.26B), Betterment LLC ($371.48M), Rebalance LLC ($257.28M), SCS Capital Management LLC ($256.23M), Evensky & Katz LLC ($194.22M), Hengehold Capital Management LLC ($194.05M), and Strid Group LLC ($185.47M).Learn more on SCHB's institutional investors.

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

Of the 1,220 institutional investors that purchased Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brooklyn FI LLC ($23.51M), Betterment LLC ($11.72M), Strategic Financial Concepts LLC ($9.74M), Rebalance LLC ($9.01M), SCS Capital Management LLC ($8.12M), Hengehold Capital Management LLC ($6.59M), and HighTower Advisors LLC ($6.46M).

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

Institutional investors have bought a total of 348,146,677 shares in the last 24 months. This purchase volume represents approximately $7.77B in transactions.

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

Of the 687 institutional investors that sold Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Planning Group LLC ($4.40M), Empower Advisory Group LLC ($4.32M), Wealthfront Advisers LLC ($2.58M), HBK Sorce Advisory LLC ($1.20M), Mercer Global Advisors Inc. ADV ($1.05M), Evensky & Katz LLC ($956.87K), and Envestnet Asset Management Inc. ($732.33K).

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

Institutional investors have sold a total of 30,949,655 shares in the last 24 months. This volume of shares sold represents approximately $628.27M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 6/11/2025 by MarketBeat.com Staff
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