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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$27.94 +0.22 (+0.79%)
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)
828
Total
Institutional Inflows
(last 12 months)
$3.80B
Number of
Institutional Sellers
(last 12 months)
661
Total
Institutional Outflows
(last 12 months)
$1.42B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp80,042$2.01M0.0%-4.8%0.005%
5/5/2026Milestone Investment Advisors LLC533,182$13.38M3.2%-1.5%0.036%
5/5/2026IMC Chicago LLC17,919$450K0.0%N/A0.001%
5/5/2026Geneos Wealth Management Inc.32,553$817K0.0%-4.5%0.002%
5/5/2026Northstar Financial Companies Inc.19,975$501K0.4%+42.9%0.001%
5/5/2026Ethos Financial Group LLC2,026,333$50.86M3.7%+3.6%0.137%
5/5/2026SouthState Bank Corp23,521$590K0.0%-9.2%0.002%
5/5/2026 Wealthgarden F.S. LLC34,107$856K0.6%+1.2%0.002%
5/5/2026 Avantax Planning Partners Inc.51,316$1.29M0.0%-4.2%0.003%
5/4/2026 Milestones Private Investment Advisors LLC37,466$940K0.8%-75.7%0.003%
5/4/2026 Retirement Planning Group LLC1,086,268$27.27M0.8%-8.0%0.073%
5/4/2026 NBZ Investment Advisors LLC305,630$7.67M3.3%-2.2%0.021%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management218,927$5.50M0.1%-2.0%0.015%
5/4/2026 Glassman Wealth Services5,579$140K0.0%-37.4%0.000%
5/4/2026 Bleakley Financial Group LLC11,058$278K0.0%N/A0.001%
5/4/2026 NWF Advisory Services Inc.8,268$208K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC969,307$26.64M0.5%+0.3%0.066%
5/2/2026 International Assets Investment Management LLC3,426$87K0.0%+71.2%0.000%
5/2/2026 Silver Oak Advisory Group Inc.150,176$3.77M1.6%-1.9%0.010%
5/2/2026 Diversify Wealth Management LLC52,350$1.44M0.0%+33.1%0.004%
5/2/2026 Towercrest Capital Management404,680$10.16M1.6%-0.9%0.027%
5/2/2026 Valmark Advisers Inc.288,243$7.24M0.1%+1.1%0.019%
5/2/2026 R. W. Roge & Company Inc.25,969$651K0.3%-6.9%0.002%
5/2/2026 AF Advisors Inc.20,749$521K0.3%-23.0%0.001%
5/2/2026 Carnegie Investment Counsel335,409$8.42M0.2%+2.6%0.023%
5/1/2026 Luminvest Wealth Management LLC74,021$1.86M0.5%-0.6%0.005%
5/1/2026 Citizens Financial Group Inc. RI9,253$232K0.0%-4.4%0.001%
5/1/2026 Midwest Trust Co11,888$298K0.0%-7.1%0.001%
5/1/2026 Fifth Third Bancorp58,736$1.47M0.0%+45.6%0.004%
5/1/2026 Summit Financial Strategies Inc.2,672,115$67.07M5.3%-16.1%0.181%
5/1/2026 Van Cleef Asset Management Inc79,668$2M0.2%-6.0%0.005%
5/1/2026 Farrow Financial Inc.106,388$2.67M1.5%+27.7%0.007%
5/1/2026 Sequoia Financial Advisors LLC439,073$11.02M0.1%-6.4%0.030%
5/1/2026 KLCM Advisors Inc.51,631$1.30M0.1%+4.6%0.003%
4/30/2026 Accredited Investors Inc.4,607,337$115.64M6.2%-2.4%0.312%
4/30/2026 Robinson Smith Wealth Advisors LLC1,080,467$27.12M18.3%+0.6%0.073%
4/30/2026 Team Hewins LLC19,280$484K0.1%+79.1%0.001%
4/30/2026 Kestra Advisory Services LLC355,039$8.91M0.0%-13.2%0.024%
4/30/2026 Granite Investment Partners LLC181,793$4.56M0.3%-1.6%0.012%
4/30/2026 Beam Wealth Advisors Inc.10,456$262K0.1%N/A0.001%
4/30/2026 Staley Capital Advisers Inc.54,723$1.37M0.1%-16.3%0.004%
4/29/2026 Rockwood Wealth Management LLC33,898$851K0.1%N/A0.002%
4/29/2026 Cvfg LLC13,616$342K0.0%N/A0.001%
4/29/2026 Flatrock Wealth Partners LLC137,288$3.45M1.6%N/A0.009%
4/29/2026 Montag A & Associates Inc.4,883$123K0.0%+26.2%0.000%
4/29/2026 Nicholas Hoffman & Company LLC.86,775$2.18M0.1%+23.6%0.006%
4/29/2026 Alliance Wealth Management Group404,680$10.16M2.2%-0.9%0.027%
4/29/2026 Downshift Financial LLC700,795$19.19M9.3%+75.4%0.047%
4/29/2026 Integrated Advisors Network LLC48,096$1.21M0.1%-13.5%0.003%
4/29/2026 Clay Northam Wealth Management LLC21,521$540K0.3%-5.1%0.001%
4/29/2026 Kiley Juergens Wealth Management LLC186,262$4.68M0.8%+0.8%0.013%
4/29/2026 Canvas Wealth Advisors LLC18,124$455K0.1%N/A0.001%
4/28/2026 Red Mountain Financial LLC12,618$317K0.3%+9.2%0.001%
4/28/2026 Libra Wealth LLC711,919$17.87M5.0%-3.2%0.048%
4/28/2026 Planning Center Inc.10,431$262K0.0%-12.2%0.001%
4/28/2026 Appleton Partners Inc. MA15,655$393K0.0%-2.4%0.001%
4/28/2026 Whittier Trust Co. of Nevada Inc.11,038$281K0.0%-3.5%0.001%
4/28/2026 Bogart Wealth LLC68,100$1.71M0.1%+15.4%0.005%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC847,358$23.40M7.0%-1.1%0.057%
4/28/2026 GM Advisory Group LLC86,934$2.18M0.1%N/A0.006%
4/28/2026 Pennsylvania Capital Management Inc. ADV8,462$212K0.1%+9.2%0.001%
4/28/2026 Walkner Condon Financial Advisors LLC25,092$630K0.1%+7.5%0.002%
4/28/2026 Peak Financial Management Inc.468,548$11.76M3.0%+0.2%0.032%
4/28/2026 Howe & Rusling Inc.84,967$2.13M0.1%-3.7%0.006%
4/28/2026 Clear Retirement Advice LLC79,917$2.01M1.6%+11.5%0.005%
4/28/2026 Whitegate Investment Counselors Inc.128,422$3.22M1.0%+6.6%0.009%
4/28/2026 Koshinski Asset Management Inc.137,776$3.46M0.2%-0.3%0.009%
4/28/2026 WBH Advisory Inc.2,119,640$53.63M4.0%+4.3%0.144%
4/27/2026 Hendershot Investments Inc.87,244$2.19M0.3%+1.8%0.006%
4/27/2026 Appalachian Capital Management Ltd1,573,653$39.50M31.6%+1.1%0.107%
4/27/2026 HB Wealth Management LLC6,595,221$165.54M1.1%-1.4%0.447%
4/27/2026 BIP Wealth LLC26,855$674K0.0%+5.6%0.002%
4/27/2026 World Investment Advisors70,631$1.77M0.0%+26.1%0.005%
4/27/2026 Lodestar Private Asset Management LLC578,083$14.51M1.4%-4.0%0.039%
4/27/2026 Private Advisor Group LLC344,957$8.66M0.0%+2.2%0.023%
4/27/2026 Elevation Point Wealth Partners LLC45,006$1.13M0.0%+339.4%0.003%
4/27/2026 Sound Income Strategies LLC1,364$35K0.0%N/A0.000%
4/25/2026 Keybank National Association OH82,841$2.08M0.0%-9.9%0.006%
4/25/2026 Clarity Wealth Advisors LLC18,556$466K0.1%-4.6%0.001%
4/25/2026 Randolph Co Inc8,813$221K0.0%+6.9%0.001%
4/25/2026 Heritage Oak Wealth Advisors LLC19,431$488K0.2%-3.4%0.001%
4/25/2026 Smithbridge Asset Management Inc. DE21,127$530K0.1%-51.5%0.001%
4/25/2026 BetterWealth LLC9,469$238K0.0%N/A0.001%
4/24/2026 Midwest Capital Advisors LLC102,911$2.58M1.2%+11.7%0.007%
4/24/2026 RKL Wealth Management LLC62,923$1.58M0.1%-4.5%0.004%
4/24/2026 True Blue Financial LLC27,801$698K0.6%+88.1%0.002%
4/24/2026 James Investment Research Inc.235,391$5.91M0.7%+15.3%0.016%
4/24/2026 Financial Life Planners1,067$27K0.0%N/A0.000%
4/24/2026 Alley Investment Management Company LLC9,566$240K0.0%-3.7%0.001%
4/24/2026 Wealth Care LLC185,803$4.66M4.1%N/A0.013%
4/24/2026 Equita Financial Network Inc.288,872$7.25M2.3%-1.6%0.020%
4/23/2026 Kohmann Bosshard Financial Services LLC14,197$356K0.0%+6.7%0.001%
4/23/2026 Manchester Financial Inc.3,426,829$86.01M16.5%-0.2%0.232%
4/23/2026 Cross Staff Investments Inc124,540$3.13M2.0%+0.8%0.008%
4/23/2026 Graver Capital Management LLC260,511$6.54M5.0%+2.8%0.018%
4/23/2026 Forum Financial Management LP30,502$766K0.0%-9.1%0.002%
4/23/2026 EWA LLC24,139$606K0.1%-16.7%0.002%
4/23/2026 Bigelow Investment Advisors LLC73,080$1.83M0.7%-15.5%0.005%
4/23/2026 Noble Family Wealth LLC99,349$2.49M0.5%-1.8%0.007%
4/23/2026 waypoint wealth counsel66,985$1.68M0.9%-35.2%0.005%


SCHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHB shares?

During the previous two years, 1,426 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 ($1.40B), 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.

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

Of the 1,386 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 ($10.35M), Strategic Financial Concepts LLC ($9.66M), and SCS Capital Management LLC ($8.45M).

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

Institutional investors have bought a total of 155,675,097 shares in the last 24 months. This purchase volume represents approximately $3.80B in transactions.

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

Of the 660 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), Wealthfront Advisers LLC ($4.86M), Empower Advisory Group LLC ($4.39M), Arax Advisory Partners ($3.87M), Socha Financial Group LLC ($2.40M), Compass Advisory Group LLC ($1.88M), and Capital Management Associates Inc ($1.75M).

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

Institutional investors have sold a total of 57,004,626 shares in the last 24 months. This volume of shares sold represents approximately $1.42B in transactions.


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This page (NYSEARCA:SCHB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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