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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$28.94 -0.15 (-0.52%)
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)
801
Total
Institutional Inflows
(last 12 months)
$3.63B
Number of
Institutional Sellers
(last 12 months)
643
Total
Institutional Outflows
(last 12 months)
$1.31B
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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
7/7/2026Avior Wealth Management LLC861,398$24.95M0.7%-0.2%0.058%
7/7/2026Value Investment Professionals LLC66,283$1.92M1.6%N/A0.004%
7/7/2026Crescent Sterling Ltd.7,426$215K0.2%N/A0.000%
7/7/2026Canandaigua National Bank & Trust Co.16,608$481K0.0%N/A0.001%
7/7/2026 CGN Advisors LLC64,224$1.86M0.1%-1.7%0.004%
7/7/2026 CoreCap Advisors LLC57,147$1.66M0.0%+3.1%0.004%
7/6/2026 Vigilare Wealth Management11,130$322K0.1%+3.9%0.001%
7/2/2026 Burkett Financial Services LLC37,050$1.07M0.3%-8.4%0.002%
7/2/2026 CX Institutional87,379$2.53M0.1%+4.4%0.006%
7/1/2026 Beacon Wealthcare LLC419,941$12.16M3.9%-3.4%0.028%
6/11/2026LFG Wealth Partners LLC9,087$228K0.1%N/A0.001%
6/10/2026FAS Wealth Partners Inc.90,838$2.28M0.1%-17.2%0.006%
6/8/2026First National Bank of Mount Dora Trust Investment Services83,063$2.09M0.5%+1.4%0.006%
6/3/2026Wealthquest Corp10,171$255K0.0%-10.5%0.001%
6/3/2026Stillwater Private Wealth LLC307,962$7.73M6.5%N/A0.021%
6/3/2026Parallel Advisors LLC255,752$6.42M0.1%+1.5%0.017%
6/3/2026NewEdge Advisors LLC470,267$11.80M0.0%-4.4%0.032%
6/1/2026Financial Solutions Advisory Group Inc.195,424$4.91M0.7%N/A0.013%
5/29/2026Asset Dedication LLC143,455$3.60M0.3%+14.4%0.010%
5/26/2026Glenmede Trust Co. NA96,691$2.43M0.0%+26.9%0.007%
5/26/2026Ruggaard & Associates LLC9,887$248K0.1%-3.7%0.001%
5/20/2026SHUTTLEWORTH & Co23,523$590K0.5%+3.8%0.002%
5/20/2026FinArc Investments Inc.16,674$419K0.4%N/A0.001%
5/19/2026Western Wealth Management LLC103,898$2.61M0.1%+64.2%0.007%
5/19/2026NewEdge Advisors LLC380,770$9.56M0.2%-22.6%0.026%
5/19/2026Bank of America Corp DE3,194,228$80.18M0.0%-0.6%0.216%
5/19/2026Wilson & Boucher Capital Management LLC260,175$6.53M4.3%-0.4%0.018%
5/19/2026Edgestream Partners L.P.14,625$367K0.0%-37.4%0.001%
5/19/2026Vestwell Advisors LLC424,244$10.65M2.9%+1.7%0.029%
5/19/2026Chesapeake Wealth Management191,976$4.82M1.5%-1.1%0.013%
5/19/2026Arkadios Wealth Advisors75,144$1.89M0.0%+91.1%0.005%
5/18/2026EverSource Wealth Advisors LLC45,398$1.14M0.0%-5.0%0.003%
5/18/2026Royal Bank of Canada2,881,786$72.33M0.0%+5.0%0.195%
5/18/2026Reliant Wealth Planning24,003$602K0.2%-11.7%0.002%
5/18/2026Eley Financial Management Inc55,291$1.39M0.5%-18.8%0.004%
5/16/2026Quantinno Capital Management LP2,783,258$69.86M0.1%+39.6%0.188%
5/15/2026Cardiff Park Advisors LLC267,869$6.72M0.5%+0.1%0.018%
5/15/2026Intelligence Driven Advisers LLC563,390$14.14M2.5%-39.1%0.038%
5/15/2026Everest Financial Group LLC10,444$262K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC3,061,232$76.84M0.6%+1.4%0.207%
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5/15/2026Asset Management Group Inc.91,489$2.30M0.4%-3.9%0.006%
5/15/2026Vivaldi Capital Management LP228,098$5.73M0.8%-0.8%0.015%
5/15/2026Bridgewater Advisors Inc.37,107$931K0.1%+2.7%0.003%
5/14/2026Rockbridge Investment Management LCC343,642$8.63M0.8%-0.9%0.023%
5/14/2026GC Wealth Management RIA LLC17,178$431K0.0%+2.6%0.001%
5/14/2026Compound Planning Inc.658,318$16.52M0.5%+0.1%0.045%
5/14/2026Modern Wealth Management LLC1,529,638$38.70M0.7%+2.9%0.103%
5/14/2026Keebeck Wealth Management46,980$1.18M0.1%-6.0%0.003%
5/14/2026RMG Wealth Management LLC50,005$1.26M0.1%-10.6%0.003%
5/14/2026Sei Investments Co.14,817$372K0.0%N/A0.001%
5/14/2026Lido Advisors LLC846,394$21.25M0.1%+5.9%0.057%
5/13/2026Cetera Investment Advisers365,023$9.16M0.0%-52.5%0.025%
5/13/2026GSG Advisors LLC1,093,847$27.46M7.1%+1.4%0.074%
5/13/2026Wealthspire Retirement LLC100,362$2.52M0.2%+1.0%0.007%
5/13/2026American Investment Services Inc.102,885$2.58M0.6%-10.2%0.007%
5/13/2026Prestige Wealth Management Group LLC88,047$2.21M0.4%-7.5%0.006%
5/13/2026Quantum Capital Management LLC NJ7,417$186K0.0%-8.3%0.001%
5/13/2026NewEdge Wealth LLC84,469$2.12M0.0%-22.7%0.006%
5/13/2026Goepper Burkhardt LLC1,138,014$28.56M9.5%-1.0%0.077%
5/13/2026First Citizens Bank & Trust Co.16,136$405K0.0%N/A0.001%
5/12/2026CacheTech Inc.82,652$2.08M0.4%+2.9%0.006%
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%
5/8/2026JMG Financial Group Ltd.300,653$7.55M0.2%+1.4%0.020%
5/7/2026Legacy Wealth Managment LLC ID4,762$120K0.1%+125.7%0.000%
5/7/2026Earned Wealth Advisors LLC61,451$1.54M0.1%-8.6%0.004%
5/7/2026Grant Street Asset Management Inc.53,104$1.33M0.3%+2.1%0.004%
5/7/2026Lowe Brockenbrough & Co. Inc.123,751$3.11M0.2%-10.1%0.008%
5/7/2026NWK Group Inc.1,897$48K0.0%+23.0%0.000%
5/7/2026Scarborough Advisors LLC5,128$129K0.0%N/A0.000%
5/7/2026Parallel Advisors LLC255,752$6.42M0.1%+1.5%0.017%
5/7/2026Planning Alternatives Ltd. ADV157,971$3.97M0.5%-0.7%0.011%
5/7/2026Decker Wealth Management LLC8,700$218K0.0%N/A0.001%
5/7/2026True North Advisors LLC504,798$12.67M1.4%-15.2%0.034%
5/7/2026Tandem Wealth Advisors LLC19,588$492K0.2%+95.5%0.001%
5/6/2026Aviance Capital Partners LLC16,563$416K0.0%-12.7%0.001%
5/6/2026GatePass Capital LLC29,090$730K0.3%-9.4%0.002%
5/6/2026IMA Advisory Services Inc.853,890$21.43M2.1%-2.2%0.058%
5/6/2026Bartlett & CO. Wealth Management LLC725,195$20.10M0.3%-0.2%0.049%
5/6/2026Zhang Financial LLC666,381$16.73M0.6%+2.8%0.045%
5/6/2026Simon Quick Advisors LLC8,979$225K0.0%-4.2%0.001%
5/6/2026Kera Capital Partners Inc.77,572$1.95M0.2%+1.4%0.005%
5/6/2026Townsend Asset Management Corp NC ADV26,972$677K0.2%-15.4%0.002%
5/6/2026Advisortrust Partners LLC27,797$698K0.3%-3.9%0.002%
5/6/2026Morling Financial Advisors LLC55,361$1.39M0.4%-2.7%0.004%
5/6/2026Assetmark Inc.791,488$19.87M0.0%-2.7%0.054%
5/6/2026Main Street Group LTD57,384$1.44M0.4%-14.2%0.004%
5/6/2026Angeles Wealth Management LLC108,801$2.73M0.1%+0.5%0.007%
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5/6/2026Bessemer Group Inc.7,554$190K0.0%+25.9%0.001%
5/6/2026SteelPeak Wealth LLC71,391$1.79M0.1%-4.7%0.005%
5/6/2026Ashford Advisors LLC529,754$14.05M3.3%-8.2%0.036%
5/6/2026Independent Financial Group LLC14,080$353K0.0%N/A0.001%
5/5/2026Evergreen Advisors LLC6,280,152$157.63M37.0%+1.8%0.425%
5/5/2026Noesis Capital Mangement Corp11,055$277K0.0%-3.3%0.001%
5/5/2026Wealthfront Advisers LLC52,556,138$1.32B2.9%-1.9%3.554%
5/5/2026D.A. Davidson & CO.57,812$1.45M0.0%+5.4%0.004%
5/5/2026Members Advisory Group LLC1,583,312$39.74M13.6%-0.9%0.107%
5/5/2026NerdWallet Wealth Partners LLC9,017$226K0.1%+4.5%0.001%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,432 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 1,394 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 147,448,367 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

Of the 641 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 51,696,108 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


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This page (NYSEARCA:SCHB) was last updated on 7/7/2026 by MarketBeat.com Staff.
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