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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$24.82 +0.05 (+0.18%)
As of 12:29 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)
1162
Total
Institutional Inflows
(last 12 months)
$7.86B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$696.90M
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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
8/12/2025J.W. Cole Advisors Inc.69,581$1.66M0.0%+20.0%0.005%
8/12/2025Blueprint Financial Advisors LLC203,143$4.84M1.6%-2.4%0.014%
8/12/2025North Star Asset Management Inc.2,664,456$63.49M2.7%-8.4%0.184%
8/12/2025Financial Advocates Investment Management13,599$324K0.0%-15.5%0.001%
8/12/2025Laurel Wealth Advisors LLC80,093$1.91M0.0%+2,337.4%0.006%
8/12/2025One Charles Private Wealth Services LLC228,227$5.44M1.5%N/A0.016%
8/12/2025Steward Partners Investment Advisory LLC32,000$763K0.0%+98.1%0.002%
8/12/2025Jaffetilchin Investment Partners LLC1,539,575$36.69M2.4%+1.6%0.106%
8/12/2025Quadcap Wealth Management LLC12,491$298K0.0%+25.7%0.001%
8/12/2025CreativeOne Wealth LLC13,713$327K0.0%+46.9%0.001%
8/12/2025Global Retirement Partners LLC129,657$3.09M0.1%N/A0.009%
8/12/2025Waterloo Capital L.P.40,002$953K0.1%-2.4%0.003%
8/12/2025Eley Financial Management Inc69,503$1.66M0.6%+25.7%0.005%
8/12/2025Aspiring Ventures LLC165,124$3.94M1.7%+2.7%0.011%
8/12/2025WealthBridge Capital Management LLC13,075$312K0.1%-10.2%0.001%
8/12/2025AlphaCore Capital LLC5,953,464$141.87M5.4%+1,400.4%0.412%
8/12/2025Kohmann Bosshard Financial Services LLC12,658$302K0.0%-88.1%0.001%
8/12/2025Franklin Resources Inc.24,880$593K0.0%+85.2%0.002%
8/12/2025Blueprint Investment Partners LLC185,274$4.42M0.8%-39.5%0.013%
8/12/2025MAI Capital Management1,113,342$26.53M0.2%+10.7%0.077%
8/12/2025JPMorgan Chase & Co.1,122,755$26.76M0.0%+2.3%0.078%
8/12/2025Archvest Wealth Advisors Inc.8,517$203K0.2%N/A0.001%
8/12/2025Passive Capital Management LLC.540,099$12.87M4.0%-1.1%0.037%
8/12/2025Auxano Advisors LLC10,268$245K0.1%-31.9%0.001%
8/12/2025Howe & Rusling Inc.91,866$2.19M0.2%+4.8%0.006%
8/12/2025Lionshead Wealth Management LLC48,786$1.16M1.1%+1.6%0.003%
8/12/202517 Capital Partners LLC8,547$204K0.1%N/A0.001%
8/11/2025 VSM Wealth Advisory LLC469,414$11.19M3.7%-1.6%0.033%
8/11/2025 Morling Financial Advisors LLC57,815$1.38M0.5%+16.7%0.004%
8/11/2025 HHM Wealth Advisors LLC5,468,240$130.31M15.5%+31.3%0.379%
8/11/2025 Wealthspire Advisors LLC1,000,692$23.85M0.1%-0.3%0.069%
8/11/2025 MainStreet Investment Advisors LLC36,225$863K0.1%-6.1%0.003%
8/11/2025 Rockbridge Investment Management LCC359,342$8.56M0.9%-0.6%0.025%
8/11/2025 Nordwand Advisors LLC10,200$243K0.0%N/A0.001%
8/11/2025 WBI Investments LLC203,177$4.84M1.3%N/A0.014%
8/11/2025 Mosaic Family Wealth Partners LLC9,872$235K0.0%N/A0.001%
8/11/2025 Farrow Financial Inc.38,792$924K0.6%+10.5%0.003%
8/11/2025 Foundation Wealth Management LLC PA30,144$718K0.3%+116.2%0.002%
8/11/2025 Bell Investment Advisors Inc2,152$51K0.0%-91.2%0.000%
8/8/2025 Tortoise Investment Management LLC154,301$3.68M0.4%+1.3%0.011%
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8/8/2025 Firestone Capital Management246,343$5.87M1.4%-1.6%0.017%
8/8/2025 Rockefeller Capital Management L.P.354,112$8.44M0.0%+123.7%0.025%
8/8/2025 Kingsview Wealth Management LLC10,841$258K0.0%N/A0.001%
8/8/2025 Citizens Financial Group Inc. RI20,595$491K0.0%-48.7%0.001%
8/8/2025 Avantax Advisory Services Inc.81,215$1.94M0.0%+3.4%0.006%
8/8/2025 ProVise Management Group LLC246,506$5.87M0.5%-0.8%0.017%
8/8/2025 Glaxis Capital Management LLC9,315$222K0.3%N/A0.001%
8/8/2025 Thoroughbred Financial Services LLC9,804$233K0.0%N/A0.001%
8/8/2025 Cetera Investment Advisers635,212$15.14M0.0%+8.0%0.044%
8/8/2025 CWS Financial Advisors LLC8,580$204K0.1%N/A0.001%
8/8/2025 Creative Planning2,235,852$53.28M0.0%+6.5%0.155%
8/8/2025 WealthShield Partners LLC11,477$273K0.0%-4.4%0.001%
8/8/2025 Truepoint Inc.1,135,811$27.07M0.7%-2.3%0.079%
8/8/2025 Meridian Wealth Management LLC483,046$11.51M0.5%-6.4%0.033%
8/8/2025 Empower Advisory Group LLC506,851$12.08M0.0%-12.9%0.035%
8/8/2025 Foundations Investment Advisors LLC21,183$505K0.0%+12.4%0.001%
8/8/2025 Islay Capital Management LLC257,185$6.13M4.0%-15.0%0.018%
8/8/2025 Capstone Financial Advisors Inc.23,491$560K0.0%-2.9%0.002%
8/8/2025 Advisors Capital Management LLC12,718$303K0.0%+3.9%0.001%
8/8/2025 Family Firm Inc.441,861$10.53M2.5%+3.0%0.031%
8/8/2025 Glassman Wealth Services16,846$401K0.1%+202.0%0.001%
8/8/2025 Intrua Financial LLC131,441$3.13M0.4%-15.3%0.009%
8/8/2025 W.H. Cornerstone Investments Inc.48,082$1.15M0.7%+12.7%0.003%
8/8/2025 D Orazio & Associates Inc.81,745$1.95M0.3%+63.4%0.006%
8/8/2025 Accredited Investors Inc.4,883,682$116.38M6.9%-0.2%0.339%
8/8/2025 PNC Financial Services Group Inc.107,772$2.57M0.0%-6.1%0.007%
8/8/2025 United Asset Strategies Inc.16,737$399K0.0%-7.1%0.001%
8/8/2025 Bouchey Financial Group Ltd8,275,927$197.22M16.4%+0.5%0.574%
8/8/2025 Apex Wealth Management LLC51,093$1.22M1.0%+191.7%0.004%
8/8/2025 IMA Advisory Services Inc.852,181$20.31M2.2%+3.0%0.059%
8/7/2025 Fagan Associates Inc.341,799$8.15M1.3%+2.7%0.024%
8/7/2025 Clarity Wealth Advisors LLC21,916$522K0.1%-5.5%0.002%
8/7/2025 New England Private Wealth Advisors LLC8,717$213K0.0%N/A0.001%
8/7/2025 Lakeridge Wealth Management LLC18,672$445K0.2%-8.5%0.001%
8/7/2025 49 Wealth Management LLC10,759$256K0.0%+9.5%0.001%
8/7/2025 Alpha Cubed Investments LLC9,135$218K0.0%-10.3%0.001%
8/7/2025 Allworth Financial LP1,465,459$34.92M0.2%+0.8%0.102%
8/7/2025 Addison Advisors LLC2,364$56K0.0%+319.1%0.000%
8/7/2025 Fonville Wealth Management LLC61,136$1.46M0.4%-0.8%0.004%
8/7/2025 Winthrop Capital Management LLC23,700$565K0.1%-22.1%0.002%
8/7/2025 Summit Asset Management LLC24,625$587K0.1%+2.8%0.002%
8/7/2025 Brio Consultants LLC148,220$3.53M0.5%+87.9%0.010%
8/7/2025 GS Investments Inc.25,370$605K0.3%-2.3%0.002%
8/6/2025 Prospera Financial Services Inc81,358$1.94M0.0%+118.5%0.006%
8/6/2025 RWA Wealth Partners LLC96,875$2.31M0.0%-11.6%0.007%
8/6/2025 Van Cleef Asset Management Inc84,793$2.02M0.2%-5.9%0.006%
8/6/2025 Disciplined Investors L.L.C.331,818$7.91M6.2%-0.2%0.023%
8/6/2025 AE Wealth Management LLC25,449$606K0.0%-23.6%0.002%
8/6/2025 Summit Wealth & Retirement Planning Inc.239,977$5.72M1.5%-0.3%0.017%
8/6/2025 Rialto Wealth Management LLC121,377$2.89M0.8%-1.6%0.008%
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8/6/2025 Walkner Condon Financial Advisors LLC23,837$568K0.1%+7.0%0.002%
8/6/2025 Bryn Mawr Trust Advisors LLC10,228$244K0.0%N/A0.001%
8/6/2025 Savant Capital LLC2,322,096$55.34M0.3%+20.8%0.161%
8/6/2025 OneAscent Wealth Management LLC34,079$812K0.3%+117.2%0.002%
8/6/2025 Horizon Investment Services LLC29,162$695K0.3%-4.4%0.002%
8/6/2025 Modera Wealth Management LLC113,653$2.71M0.0%+18.6%0.008%
8/6/2025 Soltis Investment Advisors LLC41,727$994K0.1%+15.1%0.003%
8/6/2025 Souders Financial Advisors98,485$2.35M0.3%-18.1%0.007%
8/6/2025 Golden State Wealth Management LLC2,289$55K0.0%+4,138.9%0.000%
8/6/2025 HORAN Wealth LLC482,739$11.50M3.5%N/A0.033%
(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, 1,304 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.34B), Betterment LLC ($371.48M), Rebalance LLC ($313.58M), SCS Capital Management LLC ($256.23M), Evensky & Katz LLC ($209.24M), Strid Group LLC ($206.32M), and Hengehold Capital Management LLC ($201.38M).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 1,249 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: Brooklyn FI LLC ($23.47M), Betterment LLC ($11.72M), Strategic Financial Concepts LLC ($9.74M), Rebalance LLC ($9.62M), SCS Capital Management LLC ($8.12M), Kingstone Capital Partners Texas LLC ($6.78M), 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 346,366,986 shares in the last 24 months. This purchase volume represents approximately $7.86B in transactions.

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

Of the 505 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), Evensky & Katz LLC ($606.66K), 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 31,034,724 shares in the last 24 months. This volume of shares sold represents approximately $696.90M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 8/13/2025 by MarketBeat.com Staff
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