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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$29.81 +0.20 (+0.68%)
Closing price 10/5/2026 04:10 PM Eastern
Extended Trading
$29.82 +0.01 (+0.02%)
As of 10/5/2026 07:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
685
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
10/5/2026Rosenberg Matthew Hamilton145,091$4.25M0.8%-0.3%0.010%
10/5/2026Ridgewood Investments LLC116,090$3.40M1.2%-0.5%0.008%
10/5/2026Tompkins Financial Corp38,998$1.14M0.1%N/A0.003%
10/5/2026Ferguson Wellman Capital Management Inc.14,535$426K0.0%N/A0.001%
10/5/2026Eastern Bank2,184$64K0.0%N/A0.000%
10/2/2026 Boltwood Capital Management101,082$2.96M0.7%-1.5%0.007%
10/2/2026 CX Institutional92,135$2.70M0.1%+5.4%0.006%
10/2/2026 Beacon Wealthcare LLC416,101$12.20M3.9%-0.9%0.027%
10/1/2026 Roxbury Financial LLC2,438$71K0.1%-19.3%0.000%
10/1/2026 Parrish Capital LLC7,503$220K0.2%+6.6%0.000%
9/23/2026QRG Capital Management Inc.11,657$338K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.282,657$8.19M0.0%-1.4%0.019%
9/23/2026Envestnet Asset Management Inc.969,875$28.09M0.0%+11.8%0.064%
9/15/2026Cherry Tree Wealth Management LLC112,414$3.26M0.6%-1.5%0.007%
9/9/2026Bouchey Financial Group Ltd.2,424,447$70.21M4.5%-1.1%0.162%
9/9/2026Tortoise Investment Management LLC145,287$4.21M0.3%-0.7%0.010%
9/9/2026Sequoia Financial Advisors LLC427,052$12.37M0.1%-2.7%0.028%
9/9/2026Tidal Investments LLC45,100$1.31M0.0%+47.4%0.003%
9/9/2026Cahill Financial Advisors Inc.24,379$706K0.1%-10.6%0.002%
9/9/2026MCF Advisors LLC107,501$3.11M0.1%-15.5%0.007%
9/9/2026Gemmer Asset Management LLC1,104,883$32.00M2.2%-1.2%0.074%
9/9/2026Capital Analysts LLC48,692$1.41M0.0%+74.9%0.003%
9/9/2026Summit Financial Strategies Inc.2,326,085$67.36M4.7%-12.9%0.155%
9/9/2026Pinnacle Wealth Management Advisory Group LLC31,359$908K0.1%+4.4%0.002%
9/9/2026NorthRock Partners LLC34,542$1M0.0%+3.9%0.002%
9/9/2026Integrated Wealth Concepts LLC220,987$6.40M0.0%+6.0%0.015%
9/9/2026NewEdge Advisors LLC526,748$15.26M0.0%+12.0%0.035%
9/9/2026IFP Advisors Inc601,558$17.42M0.3%+5.3%0.040%
9/9/2026Roble Belko & Company Inc665,320$19.27M2.1%-0.5%0.044%
9/8/2026Allworth Financial LP1,809,502$52.40M0.2%+6.2%0.121%
9/8/2026Waverly Advisors LLC3,529,934$102.23M0.6%+15.3%0.235%
9/4/2026Parkside Financial Bank & Trust14,640$424K0.0%-16.5%0.001%
9/2/2026Range Advisory LLC66,755$1.93M0.2%+71.4%0.004%
9/2/2026Capital & Planning LLC30,216$875K0.5%N/A0.002%
9/1/2026 Parrish Capital LLC7,041$204K0.2%N/A0.000%
8/27/2026Corient Private Wealth LP1,001,507$29.00M0.0%+15.0%0.067%
8/26/2026HORAN Wealth LLC527,998$15.29M1.9%-49.8%0.035%
8/25/2026Advus Financial Partners LLC119,245$3.45M0.8%-8.6%0.008%
8/25/2026Financial Insights Inc.10,995$318K0.1%N/A0.001%
8/23/2026Ameritas Advisory Services LLC17,576$509K0.0%N/A0.001%
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8/23/2026Morling Financial Advisors LLC54,435$1.58M0.4%-1.7%0.004%
8/23/2026Aspire Capital Advisors LLC168,788$4.89M1.0%+4.1%0.011%
8/23/2026Members Advisory Group LLC1,179,830$34.17M9.5%-25.5%0.079%
8/23/2026Guardian Wealth Management Inc.36,953$1.07M0.5%-16.3%0.002%
8/23/2026HB Wealth Management LLC6,571,056$190.30M1.1%-0.4%0.438%
8/23/2026Clay Northam Wealth Management LLC20,916$606K0.3%-2.8%0.001%
8/22/2026Noble Wealth Partners LLC7,159$207K0.2%N/A0.000%
8/22/2026Compass Financial Management LLC1,280$38K0.0%N/A0.000%
8/22/2026Markowski Investments1,065$31K0.0%N/A0.000%
8/22/2026Cooke Wealth Management LLC15,247$442K0.4%+9.1%0.001%
8/22/2026Cornerstone Advisors Asset Management LLC32,164$931K0.1%+22.6%0.002%
8/22/2026Concurrent Investment Advisors LLC77,866$2.26M0.0%+4.4%0.005%
8/22/2026Prosperitas Financial LLC408,888$11.84M3.8%-2.3%0.027%
8/21/2026Greenspring Advisors LLC51,255$1.48M0.1%+2.8%0.003%
8/21/2026Continuum Advisory LLC4,386$127K0.0%N/A0.000%
8/21/2026MBA Advisors LLC208,878$6.05M2.0%+2.7%0.014%
8/21/2026Firestone Capital Management234,751$6.80M1.3%-0.9%0.016%
8/21/2026Chesapeake Wealth Management192,369$5.57M1.6%+0.2%0.013%
8/21/2026Acorn Wealth Advisors LLC54,416$1.58M0.4%+8.6%0.004%
8/21/2026Investors Research Corp4,018$116K0.0%-14.4%0.000%
8/20/2026Avant Capital LLC187,926$5.44M3.4%+0.5%0.013%
8/20/2026Nwam LLC17,048$494K0.0%-3.8%0.001%
8/20/2026Rehmann Capital Advisory Group30,390$880K0.0%+1.6%0.002%
8/20/2026CMH Wealth Management LLC70,320$2.04M0.3%+4.5%0.005%
8/20/2026Denver PWM LLC20,364$612K0.2%-12.7%0.001%
8/20/2026Strategic Advisors LLC1,021,776$29.59M5.6%-7.8%0.068%
8/20/2026Oarsman Capital Inc.43,292$1.25M0.1%-1.1%0.003%
8/20/2026Greenleaf Trust40,725$1.18M0.0%+0.9%0.003%
8/12/2026Compass Financial Management LLC1,280$38K0.0%N/A0.000%
7/10/2026Regent Peak Wealth Advisors LLC75,700$2.19M0.4%-2.6%0.005%
7/10/2026Abound Wealth Management37,430$1.08M0.2%+1.7%0.003%
7/10/2026Envision Financial LLC76,886$2.23M1.0%+23.6%0.005%
7/10/2026Investors Research Corp4,018$116K0.0%-14.4%0.000%
7/10/2026Whitener Capital Management Inc.173,802$5.03M1.1%-3.0%0.012%
7/10/2026JFS Wealth Advisors LLC292,101$8.46M0.4%-2.2%0.020%
7/10/2026Fiduciary Financial Group LLC7,151$207K0.0%N/A0.000%
7/10/2026Stonekeep Investments LLC945,015$27.37M15.9%+3.2%0.063%
7/10/2026Financial Designs Corp107,175$3.10M1.7%-4.7%0.007%
7/10/2026Spinnaker Investment Group LLC516,662$14.96M2.4%+6.4%0.035%
7/10/2026Fulcrum Equity Management39,412$1.14M0.8%+41.3%0.003%
7/10/2026Redhawk Wealth Advisors Inc.63,123$1.83M0.2%-9.8%0.004%
7/10/2026Wealthcare Advisory Partners LLC159,615$4.62M0.1%-15.6%0.011%
7/9/2026Financial Management Professionals Inc.82,591$2.39M0.2%-2.9%0.006%
7/9/2026Asset Advisory Group Inc.229,821$6.66M2.9%-1.2%0.015%
7/9/2026Focus Financial Network Inc.710,192$20.57M0.6%+1.5%0.048%
7/9/2026Legacy Wealth Management LLC41,259$1.20M0.1%+1.1%0.003%
7/9/2026Kastel Capital Advisors LLC102,003$2.95M1.8%-6.6%0.007%
7/9/2026Exchange Bank75,676$2.19M1.4%-1.1%0.005%
7/9/2026Whitaker Myers Wealth Managers LTD.45,239$1.31M0.2%-1.7%0.003%
7/9/2026Aletheian Wealth Advisors LLC22,072$639K0.3%-12.1%0.001%
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7/9/2026Everhart Financial Group Inc.400,094$11.59M0.7%-5.2%0.027%
7/9/2026Jacobs & Co. CA12,669$366K0.0%-24.5%0.001%
7/9/2026Sax Wealth Advisors LLC287,299$8.32M0.3%N/A0.019%
7/9/2026Sunburst Financial Group LLC2,266,615$65.64M10.8%+4.2%0.151%
7/9/2026Valeo Financial Advisors LLC15,440$447K0.0%-3.8%0.001%
7/9/2026Worth Asset Management LLC19,002$550K0.2%+55.3%0.001%
7/8/20263 Factor Indexing LLC119,039$3.45M2.9%-0.5%0.008%
7/8/2026Chesley Taft & Associates LLC127,633$3.70M0.1%-2.4%0.009%
7/8/2026First Heartland Consultants Inc.20,836$603K0.0%N/A0.001%
7/8/2026Kwmg LLC11,868$344K0.0%+4.6%0.001%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,431 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 1,399 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 ($23.40M), Betterment LLC ($11.72M), Rebalance LLC ($11.31M), Evergreen Advisors LLC ($10.44M), SCS Capital Management LLC ($8.45M), and Kingstone Capital Partners Texas LLC ($6.78M).

Institutional investors have bought a total of 54,832,023 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Of the 570 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: Bouchey Financial Group Ltd ($5.77M), Arax Advisory Partners ($3.87M), Wealthfront Advisers LLC ($3.80M), Compass Advisory Group LLC ($1.88M), Cape Investment Advisory Inc. ($1.57M), Summit Financial Strategies Inc. ($1.37M), and Kovitz Investment Group Partners LLC ($1.35M).

Institutional investors have sold a total of 39,203,114 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


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Institutional ownership data for NYSEARCA:SCHB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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