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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$29.70 -0.11 (-0.37%)
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)
682
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
569
Total
Institutional Outflows
(last 12 months)
$1.01B
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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
8/27/2026 Corient Private Wealth LP1,001,507$29.00M0.0%+15.0%0.067%
8/26/2026 HORAN Wealth LLC527,998$15.29M1.9%-49.8%0.035%
8/25/2026 Advus Financial Partners LLC119,245$3.45M0.8%-8.6%0.008%
8/25/2026 Financial Insights Inc.10,995$318K0.1%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC17,576$509K0.0%N/A0.001%
8/23/2026 Morling Financial Advisors LLC54,435$1.58M0.4%-1.7%0.004%
8/23/2026 Aspire Capital Advisors LLC168,788$4.89M1.0%+4.1%0.011%
8/23/2026 Members Advisory Group LLC1,179,830$34.17M9.5%-25.5%0.079%
8/23/2026 Guardian Wealth Management Inc.36,953$1.07M0.5%-16.3%0.002%
8/23/2026 HB Wealth Management LLC6,571,056$190.30M1.1%-0.4%0.438%
8/23/2026 Clay Northam Wealth Management LLC20,916$606K0.3%-2.8%0.001%
8/22/2026 Noble Wealth Partners LLC7,159$207K0.2%N/A0.000%
8/22/2026 Compass Financial Management LLC1,280$38K0.0%N/A0.000%
8/22/2026 Markowski Investments1,065$31K0.0%N/A0.000%
8/22/2026 Cooke Wealth Management LLC15,247$442K0.4%+9.1%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC32,164$931K0.1%+22.6%0.002%
8/22/2026 Concurrent Investment Advisors LLC77,866$2.26M0.0%+4.4%0.005%
8/22/2026 Prosperitas Financial LLC408,888$11.84M3.8%-2.3%0.027%
8/21/2026 Greenspring Advisors LLC51,255$1.48M0.1%+2.8%0.003%
8/21/2026 Continuum Advisory LLC4,386$127K0.0%N/A0.000%
8/21/2026 MBA Advisors LLC208,878$6.05M2.0%+2.7%0.014%
8/21/2026 Firestone Capital Management234,751$6.80M1.3%-0.9%0.016%
8/21/2026 Chesapeake Wealth Management192,369$5.57M1.6%+0.2%0.013%
8/21/2026 Acorn Wealth Advisors LLC54,416$1.58M0.4%+8.6%0.004%
8/21/2026 Investors Research Corp4,018$116K0.0%-14.4%0.000%
8/20/2026 Avant Capital LLC187,926$5.44M3.4%+0.5%0.013%
8/20/2026 Nwam LLC17,048$494K0.0%-3.8%0.001%
8/20/2026 Rehmann Capital Advisory Group30,390$880K0.0%+1.6%0.002%
8/20/2026 CMH Wealth Management LLC70,320$2.04M0.3%+4.5%0.005%
8/20/2026 Denver PWM LLC20,364$612K0.2%-12.7%0.001%
8/20/2026 Strategic Advisors LLC1,021,776$29.59M5.6%-7.8%0.068%
8/20/2026 Oarsman Capital Inc.43,292$1.25M0.1%-1.1%0.003%
8/20/2026 Greenleaf Trust40,725$1.18M0.0%+0.9%0.003%
8/12/2026 Compass Financial Management LLC1,280$38K0.0%N/A0.000%
7/10/2026 Regent Peak Wealth Advisors LLC75,700$2.19M0.4%-2.6%0.005%
7/10/2026 Abound Wealth Management37,430$1.08M0.2%+1.7%0.003%
7/10/2026 Envision Financial LLC76,886$2.23M1.0%+23.6%0.005%
7/10/2026 Investors Research Corp4,018$116K0.0%-14.4%0.000%
7/10/2026 Whitener Capital Management Inc.173,802$5.03M1.1%-3.0%0.012%
7/10/2026 JFS Wealth Advisors LLC292,101$8.46M0.4%-2.2%0.020%
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7/10/2026 Fiduciary Financial Group LLC7,151$207K0.0%N/A0.000%
7/10/2026 Stonekeep Investments LLC945,015$27.37M15.9%+3.2%0.063%
7/10/2026 Financial Designs Corp107,175$3.10M1.7%-4.7%0.007%
7/10/2026 Spinnaker Investment Group LLC516,662$14.96M2.4%+6.4%0.035%
7/10/2026 Fulcrum Equity Management39,412$1.14M0.8%+41.3%0.003%
7/10/2026 Redhawk Wealth Advisors Inc.63,123$1.83M0.2%-9.8%0.004%
7/10/2026 Wealthcare Advisory Partners LLC159,615$4.62M0.1%-15.6%0.011%
7/9/2026 Financial Management Professionals Inc.82,591$2.39M0.2%-2.9%0.006%
7/9/2026 Asset Advisory Group Inc.229,821$6.66M2.9%-1.2%0.015%
7/9/2026 Focus Financial Network Inc.710,192$20.57M0.6%+1.5%0.048%
7/9/2026 Legacy Wealth Management LLC41,259$1.20M0.1%+1.1%0.003%
7/9/2026 Kastel Capital Advisors LLC102,003$2.95M1.8%-6.6%0.007%
7/9/2026 Exchange Bank75,676$2.19M1.4%-1.1%0.005%
7/9/2026 Whitaker Myers Wealth Managers LTD.45,239$1.31M0.2%-1.7%0.003%
7/9/2026 Aletheian Wealth Advisors LLC22,072$639K0.3%-12.1%0.001%
7/9/2026 Everhart Financial Group Inc.400,094$11.59M0.7%-5.2%0.027%
7/9/2026 Jacobs & Co. CA12,669$366K0.0%-24.5%0.001%
7/9/2026 Sax Wealth Advisors LLC287,299$8.32M0.3%N/A0.019%
7/9/2026 Sunburst Financial Group LLC2,266,615$65.64M10.8%+4.2%0.151%
7/9/2026 Valeo Financial Advisors LLC15,440$447K0.0%-3.8%0.001%
7/9/2026 Worth Asset Management LLC19,002$550K0.2%+55.3%0.001%
7/8/2026 3 Factor Indexing LLC119,039$3.45M2.9%-0.5%0.008%
7/8/2026 Chesley Taft & Associates LLC127,633$3.70M0.1%-2.4%0.009%
7/8/2026 First Heartland Consultants Inc.20,836$603K0.0%N/A0.001%
7/8/2026 Kwmg LLC11,868$344K0.0%+4.6%0.001%
7/8/2026 Aurora Investment Managers LLC.8,918$258K0.2%N/A0.001%
7/8/2026 Wynn Capital LLC963,366$27.90M12.5%+3.2%0.065%
7/8/2026 Scott & Selber Inc.25,448$737K0.2%-6.0%0.002%
7/8/2026 NerdWallet Wealth Partners LLC10,346$300K0.1%+14.7%0.001%
7/8/2026 Attessa Capital LLC48,135$1.39M0.6%-1.0%0.003%
7/8/2026 Elevation Wealth Partners LLC115,740$3.35M1.0%-1.8%0.008%
7/8/2026 Apella Capital LLC34,321$993K0.0%+42.7%0.002%
7/8/2026 Westmount Partners LLC35,593$1.03M0.2%-2.6%0.002%
7/8/2026 Byrne Asset Management LLC2,020$59K0.0%N/A0.000%
7/8/2026 Clark Asset Management LLC269,334$7.80M0.6%+11.1%0.018%
7/8/2026 Evanson Financial LLC38,978$1.13M0.1%N/A0.003%
7/8/2026 Thrive Wealth Management LLC135,713$3.93M0.5%+2.9%0.009%
7/8/2026 Archer Investment Management LLC129,422$3.75M1.3%+6.3%0.009%
7/7/2026 Foster Group Inc.113,474$3.29M0.1%-1.1%0.008%
7/7/2026 Integral Investment Advisors Inc.23,250$673K0.1%N/A0.002%
7/7/2026 Avior Wealth Management LLC861,398$24.95M0.7%-0.2%0.058%
7/7/2026 Value Investment Professionals LLC66,283$1.92M1.6%N/A0.004%
7/7/2026 Crescent Sterling Ltd.7,426$215K0.2%N/A0.000%
7/7/2026 Canandaigua 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%
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6/11/2026 LFG Wealth Partners LLC9,087$228K0.1%N/A0.001%
6/10/2026 FAS Wealth Partners Inc.90,838$2.28M0.1%-17.2%0.006%
6/8/2026 First National Bank of Mount Dora Trust Investment Services83,063$2.09M0.5%+1.4%0.006%
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%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,428 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 1,396 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 54,918,342 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Of the 569 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), Kovitz Investment Group Partners LLC ($1.35M), and Weaver Capital Management LLC ($1.29M).

Institutional investors have sold a total of 38,819,369 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
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