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Schwab US Broad Market ETF (SCHB) Institutional Ownership

$64.61
-0.03 (-0.05%)
(As of 11:04 AM ET)

Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
563
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
470
Total
Institutional Outflows
(last 12 months)
$519.15M
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SCHB Institutional Buying and Selling by Quarter

Schwab US Broad Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2024Valley National Advisers Inc.368,946$23.20M3.4%+5.5%0.080%
7/18/2024Silver Lake Advisory LLC40,590$2.55M0.5%N/A0.009%
7/17/2024W.H. Cornerstone Investments Inc.8,916$561K0.4%-2.9%0.002%
7/17/2024Whitener Capital Management Inc.84,381$5.31M1.6%+2.5%0.018%
7/17/2024Manchester Financial Inc.838,549$52.72M13.0%+3.2%0.182%
7/17/2024Sharkey Howes & Javer135,893$8.54M1.4%-5.8%0.030%
7/17/2024James J. Burns & Company LLC243,837$15.33M3.0%+55.8%0.053%
7/17/2024Leavell Investment Management Inc.163,924$10.34M0.6%+3.5%0.036%
7/17/2024Strid Group LLC2,752,877$173.07M28.6%+7.6%0.599%
7/17/2024West Paces Advisors Inc.35,951$2.26M0.6%-2.0%0.008%
7/17/2024Hengehold Capital Management LLC3,017,217$189.69M19.7%-0.2%0.656%
7/17/2024Redhawk Wealth Advisors Inc.70,051$4.40M0.7%-3.8%0.015%
7/17/2024Seed Wealth Management Inc.71,731$4.51M3.9%-1.8%0.016%
7/17/2024TruWealth Advisors LLC149,339$9.39M0.6%-0.2%0.032%
7/16/2024Envestnet Portfolio Solutions Inc.196,996$12.39M0.0%-8.0%0.043%
7/16/2024RHS Financial LLC136,987$8.61M5.3%-2.0%0.030%
7/16/2024Great Valley Advisor Group Inc.294,224$18.50M0.5%+5.5%0.064%
7/16/2024Wealth Enhancement Advisory Services LLC564,543$35.49M0.1%+8.2%0.123%
7/16/2024AA Financial Advisors LLC5,894$371K0.1%+9.7%0.001%
7/16/2024Smith & Howard Wealth Management LLC23,407$1.47M0.4%-1.1%0.005%
7/16/2024Friedenthal Financial2,228$140K0.1%-8.7%0.000%
7/16/2024Mason & Associates LLC38,225$2.40M0.8%N/A0.008%
7/16/2024EWG Elevate Inc.147,839$9.30M3.4%-1.9%0.032%
7/16/2024Gemmer Asset Management LLC392,249$24.66M2.7%+2.2%0.085%
7/16/2024JFS Wealth Advisors LLC115,548$7.27M0.6%+8.7%0.025%
7/16/2024Bangor Savings Bank1,668$105K0.0%+881.2%0.000%
7/16/2024Buckingham Capital Management Inc.545,433$34.29M4.1%+1.0%0.119%
7/16/2024Sequoia Financial Advisors LLC152,323$9.58M0.1%-1.8%0.033%
7/16/2024Walter & Keenan Wealth Management LLC IN ADV91,534$5.76M1.8%-0.2%0.020%
7/16/2024Financial Designs Corp46,609$2.93M2.0%-0.9%0.010%
7/16/2024Sterling Group Wealth Management LLC17,455$1.10M0.6%N/A0.004%
7/15/2024Diligent Investors LLC16,517$1.04M0.3%-4.6%0.004%
7/15/2024Dynamic Advisor Solutions LLC10,971$690K0.0%+13.9%0.002%
7/15/2024Transform Wealth LLC216,628$13.66M1.0%+9.3%0.047%
7/15/2024D.B. Root & Company LLC159,074$10.00M3.4%+2.1%0.035%
7/15/2024Patriot Investment Management Group Inc.397,055$24.96M2.0%+0.6%0.086%
7/15/2024AHL Investment Management Inc.83,419$5.25M3.8%+8.2%0.018%
7/15/2024West Financial Advisors LLC9,053$569K0.1%+2.3%0.002%
7/15/2024Orcam Financial Group109,652$6.89M7.4%-1.3%0.024%
7/15/2024Newman Dignan & Sheerar Inc.22,608$1.42M0.4%+9.6%0.005%
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7/13/2024Sunburst Financial Group LLC527,119$33.14M9.0%+7.5%0.115%
7/13/2024Spectrum Asset Management Inc. NB CA 31,266$1.97M0.9%-16.4%0.007%
7/13/2024Retirement Planning Group LLC1,813,286$114.00M7.2%-12.7%0.394%
7/13/2024GSG Advisors LLC321,840$20.26M7.2%+0.8%0.070%
7/13/2024Compass Ion Advisors LLC60,961$3.72M0.5%+3.4%0.013%
7/13/2024Muirfield Wealth Advisors LLC13,658$859K0.8%-2.0%0.003%
7/12/2024Thrive Wealth Management LLC25,903$1.63M0.3%+19.5%0.006%
7/12/2024Successful Portfolios LLC71,852$4.52M3.2%-0.4%0.016%
7/12/2024Bond & Devick Financial Network Inc.134,827$8.48M4.5%+0.8%0.029%
7/12/2024Alliance Wealth Management Group160,566$10.10M2.8%-3.7%0.035%
7/12/2024Gleason Group Inc.30,510$1.92M0.4%+1.6%0.007%
7/12/2024Bruce G. Allen Investments LLC464$29K0.0%N/A0.000%
7/12/2024Legacy Wealth Management Inc12,478$784K0.1%-13.3%0.003%
7/12/2024QRG Capital Management Inc.10,286$647K0.0%+12.7%0.002%
7/12/2024Tlwm9,911$623K0.1%-2.6%0.002%
7/12/2024First National Corp MA ADV400,404$25.17M6.0%-15.7%0.087%
7/12/2024Annex Advisory Services LLC9,951$626K0.0%-5.4%0.002%
7/12/2024Capital Investment Advisors LLC5,988$376K0.0%+54.9%0.001%
7/12/2024Baldwin Brothers LLC MA5,715$359K0.0%+3.6%0.001%
7/12/2024Carolina Wealth Advisors LLC4,585$288K0.1%-4.0%0.001%
7/12/2024Rebalance LLC3,656,627$229.89M18.5%+1.6%0.795%
7/12/2024CRA Financial Services LLC53,387$3.36M0.7%-0.8%0.012%
7/12/2024Cliftonlarsonallen Wealth Advisors LLC940,697$59.14M1.3%+0.4%0.205%
7/12/2024DHJJ Financial Advisors Ltd.45,148$2.84M1.2%-0.8%0.010%
7/11/2024Cambridge Advisors Inc.47,485$2.99M0.7%+1.3%0.010%
7/11/2024Reliant Wealth Planning17,026$1.07M0.5%+87.9%0.004%
7/11/2024John W. Brooker & Co. CPAs46,856$2.95M1.5%-1.4%0.010%
7/11/2024U.S. Capital Wealth Advisors LLC3,804$239K0.0%-71.3%0.001%
7/11/2024Canandaigua National Bank & Trust Co.5,300$333K0.0%N/A0.001%
7/11/2024Juncture Wealth Strategies LLC258,753$16.27M6.8%+4.0%0.056%
7/11/2024Worth Asset Management LLC4,716$296K0.2%-40.2%0.001%
7/11/2024Strategic Advisors LLC352,664$22.17M4.3%-3.4%0.077%
7/11/2024WBH Advisory Inc.637,630$40.09M4.1%+6.2%0.139%
7/11/2024CX Institutional14,264$897K0.0%+3.6%0.003%
7/11/2024Salem Investment Counselors Inc.40,486$2.55M0.1%-3.8%0.009%
7/11/2024Kohmann Bosshard Financial Services LLC41,974$2.64M0.4%-20.0%0.009%
7/10/2024 Csenge Advisory Group47,754$3.00M0.2%-1.5%0.010%
7/10/2024 Compass Financial Group INC SD761,874$47.90M10.4%+16.2%0.166%
7/10/2024 Legacy Financial Strategies LLC620,012$39.44M9.5%+4.1%0.135%
7/10/2024Simplicity Wealth LLC5,488$345K0.0%-30.0%0.001%
7/10/2024 Valeo Financial Advisors LLC5,197$327K0.0%+10.4%0.001%
7/10/2024 CGN Advisors LLC40,984$2.58M0.3%-2.9%0.009%
7/10/2024 Burkett Financial Services LLC13,299$836K0.4%+19.6%0.003%
7/10/2024 Triangle Securities Wealth Management33,877$2.13M0.6%-1.9%0.007%
7/10/2024 Five Oceans Advisors139,376$8.76M4.6%-4.2%0.030%
7/10/2024 CWM LLC120,560$7.58M0.0%+5.4%0.026%
7/10/2024Fiduciary Alliance LLC3,486$221K0.0%-13.8%0.001%
7/10/2024 CVA Family Office LLC98,464$6.19M1.1%-1.6%0.021%
7/10/2024 Apella Capital LLC5,768$369K0.0%+17.9%0.001%
7/9/2024 Park Avenue Securities LLC12,141$763K0.0%-3.0%0.003%
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7/9/2024 Astoria Portfolio Advisors LLC.3,384$213K0.1%N/A0.001%
7/9/2024 Kingswood Wealth Advisors LLC19,375$1.22M0.1%-3.0%0.004%
7/9/2024 Olistico Wealth LLC1,103$69K0.0%N/A0.000%
7/9/2024 Northwest Capital Management Inc20,246$1.27M0.5%-18.2%0.004%
7/9/2024 Trust Co. of Vermont2,545$160K0.0%+109.8%0.001%
7/9/2024 Monterey Private Wealth Inc.5,517$347K0.1%-24.2%0.001%
7/9/2024 ZRC Wealth Management LLC39,811$2.50M1.2%-13.6%0.009%
7/9/2024 Mather Group LLC.44,199$2.70M0.0%+2.9%0.010%
7/9/2024Myecfo LLC755,325$47.49M27.4%+0.3%0.164%
7/9/2024 Great Waters Wealth Management36,514$2.30M0.4%-2.9%0.008%
(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, 1,018 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.18B), Betterment LLC ($335.75M), Rebalance LLC ($229.89M), SCS Capital Management LLC ($211.07M), Evensky & Katz LLC ($207.27M), Hengehold Capital Management LLC ($189.69M), and Strid Group LLC ($173.07M).Learn more on SCHB's institutional investors.

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

Of the 854 institutional investors that purchased Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rebalance LLC ($3.70M), Wealthfront Advisers LLC ($2.89M), UBS Asset Management Americas Inc. ($2.58M), Spectrum Management Group LLC ($2.10M), TruNorth Capital Management LLC ($1.29M), Hengehold Capital Management LLC ($1.20M), and HBK Sorce Advisory LLC ($1.11M).

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

Institutional investors have bought a total of 55,906,810 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

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

Of the 660 institutional investors that sold Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($6.01M), HBK Sorce Advisory LLC ($1.20M), National Bank of Canada FI ($919.15K), SCS Capital Management LLC ($913.02K), Creative Planning ($785.05K), Envestnet Asset Management Inc. ($746.47K), and Evensky & Katz LLC ($583.28K).

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

Institutional investors have sold a total of 28,088,936 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.


This page (NYSEARCA:SCHB) was last updated on 7/18/2024 by MarketBeat.com Staff

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