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NYSEARCA:SCHB

Schwab US Broad Market ETF (SCHB) Institutional Ownership

$49.05
-0.72 (-1.45%)
(As of 10/3/2023 ET)
Compare
Today's Range
$48.87
▼
$49.63
50-Day Range
$49.05
▼
$53.57
52-Week Range
$40.92
▼
$53.71
Volume
995,869 shs
Average Volume
801,848 shs
Market Capitalization
$21.85 billion
Assets Under Management
$22.25 billion
Dividend Yield
1.47%
Net Expense Ratio
0.03%
ProfileChartHeadlinesHoldingsOptions ChainRatings

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

Number of
Institutional Buyers
(last 12 months)
626
Total
Institutional Inflows
(last 12 months)
$3.50 B
Number of
Institutional Sellers
(last 12 months)
529
Total
Institutional Outflows
(last 12 months)
$894.17 M
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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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2023Appleton Partners Inc. MA7,458$0.37M0.0%-16.3%0.002%
9/12/2023Farther Finance Advisors LLC17,995$0.93M0.2%+311.1%0.004%
9/7/2023Strategic Financial Concepts LLC69,165$3.58M1.3%-0.3%0.016%
8/30/2023Western Wealth Management LLC32,754$1.69M0.1%+0.8%0.007%
8/29/2023Myecfo LLC650,982$33.66M17.5%-3.1%0.146%
8/23/2023Rappaport Reiches Capital Management LLC61,944$3.20M1.3%+21.6%0.014%
8/22/2023Asset Dedication LLC71,854$3.71M0.3%-2.0%0.016%
8/21/2023BOKF NA2,463$0.13M0.0%-16.3%0.001%
8/21/2023Osaic Holdings Inc.503,305$26.01M0.0%-8.5%0.113%
8/17/2023Orion Portfolio Solutions LLC12,568$0.65M0.0%-3.3%0.003%
8/17/2023Coppell Advisory Solutions LLC4,144$0.21M0.1%-33.1%0.001%
8/16/2023Goepper Burkhardt LLC352,557$18.23M11.0%+0.2%0.079%
8/16/2023CreativeOne Wealth LLC4,057$0.21M0.0%-43.8%0.001%
8/15/2023Alliancebernstein L.P.70,173$3.63M0.0%+8.4%0.016%
8/15/2023Wells Fargo & Company MN450,773$23.31M0.0%+1.8%0.101%
8/15/2023IMA Wealth Inc.282,311$14.60M3.7%+1.6%0.063%
8/15/2023Jaffetilchin Investment Partners LLC402,845$20.83M2.2%+6.7%0.090%
8/15/2023Atlas Capital Advisors LLC48,906$2.53M0.4%-0.7%0.011%
8/15/2023Retirement Group LLC15,660$0.81M0.3%-17.2%0.004%
8/15/2023Moneta Group Investment Advisors LLC56,447$2.92M0.1%+16.8%0.013%
8/15/2023Integrated Wealth Concepts LLC63,253$3.27M0.1%+1.4%0.014%
8/15/2023Blueprint Investment Partners LLC67,915$3.51M1.3%-3.5%0.015%
8/15/2023Crestwood Advisors Group LLC9,015$0.47M0.0%-50.5%0.002%
8/15/2023Holderness Investments Co.21,973$1.14M0.4%+10.5%0.005%
8/15/2023Colony Group LLC51,784$2.68M0.0%-1.1%0.012%
8/15/2023IHT Wealth Management LLC51,685$2.67M0.1%-14.3%0.012%
8/15/2023Y Intercept Hong Kong Ltd8,602$0.45M0.0%+21.2%0.002%
8/15/2023Goldman Sachs Group Inc.150,227$7.77M0.0%-9.9%0.034%
8/15/2023Belpointe Asset Management LLC5,252$0.27M0.0%-86.0%0.001%
8/15/2023Ambassador Advisors LLC9,295$0.48M0.1%-22.7%0.002%
8/15/2023Laurel Wealth Advisors LLC2,055$0.11M0.0%+166.5%0.000%
8/15/2023Front Row Advisors LLC5,837$0.30M0.1%-28.7%0.001%
8/15/2023Harbour Investments Inc.248,721$12.86M0.6%+5.3%0.056%
8/15/2023Waverly Advisors LLC7,118$0.37M0.0%+35.5%0.002%
8/15/2023Captrust Financial Advisors1,117,329$57.77M0.2%-0.7%0.251%
8/15/2023Tyler Stone Wealth Management1,460$75K0.0%N/A0.000%
8/15/2023Royal Bank of Canada758,991$39.24M0.0%-5.1%0.170%
8/15/2023Rockefeller Capital Management L.P.12,136$0.63M0.0%-9.2%0.003%
8/15/2023Segall Bryant & Hamill LLC19,702$1.02M0.0%+1.5%0.004%
8/15/2023SRS Capital Advisors Inc.47,746$2.47M0.3%+23.0%0.011%
8/15/2023Stifel Financial Corp205,271$10.61M0.0%+996.5%0.046%
8/15/2023Grant Street Asset Management Inc.20,194$1.04M0.4%+1.5%0.005%
8/15/2023Gray Wealth Management Inc.24,138$1.25M0.6%-2.6%0.005%
8/15/2023Greenline Partners LLC15,037$0.78M0.1%-21.2%0.003%
8/15/2023Berkshire Asset Management LLC PA64,543$3.34M0.2%-2.9%0.014%
8/15/2023Balentine LLC5,142$0.27M0.0%N/A0.001%
8/15/2023Beacon Pointe Advisors LLC86,483$4.47M0.1%+4.7%0.019%
8/15/2023Cantor Fitzgerald L. P.10,883$0.56M0.0%-9.3%0.002%
8/14/2023Vivaldi Capital Management LP76,433$3.95M1.2%-2.8%0.017%
8/14/2023Mercer Global Advisors Inc. ADV909,775$47.04M0.2%-5.1%0.204%
8/14/2023Orion Portfolio Solutions LLC12,568$0.65M0.0%-3.3%0.003%
8/14/2023United Capital Financial Advisers LLC480,515$24.84M0.1%-5.0%0.108%
8/14/2023Chilton Capital Management LLC19,646$1.02M0.1%-1.0%0.004%
8/14/2023Sowell Financial Services LLC17,219$0.89M0.0%+22.6%0.004%
8/14/2023IFP Advisors Inc147,604$7.63M0.3%-6.2%0.033%
8/14/2023Morningstar Investment Services LLC621,789$31.77M0.4%+8.8%0.140%
8/14/2023Tower Research Capital LLC TRC 1,141$59K0.0%-97.9%0.000%
8/14/2023Kohmann Bosshard Financial Services LLC48,737$2.52M0.4%+1,014.0%0.011%
8/14/2023MML Investors Services LLC134,319$6.94M0.0%+32.5%0.030%
8/14/2023Buckingham Strategic Partners39,155$2.02M0.1%-2.5%0.009%
8/14/2023Van Cleef Asset Management Inc31,761$1.64M0.3%-1.6%0.007%
8/14/2023Investors Research Corp1,770$92K0.0%-46.9%0.000%
8/14/2023Jackson Hole Capital Partners LLC39,793$2.06M0.6%-1.1%0.009%
8/14/2023Howe & Rusling Inc.27,381$1.42M0.2%-15.1%0.006%
8/14/2023Cerity Partners LLC348,321$18.01M0.1%+4.0%0.078%
8/14/2023Eqis Capital Management Inc.134,425$6.95M0.8%+40.1%0.030%
8/11/2023SageView Advisory Group LLC6,687$0.35M0.0%N/A0.002%
8/11/2023Robertson Stephens Wealth Management LLC85,960$4.44M0.3%+1.8%0.019%
8/11/2023Renaissance Technologies LLC16,300$0.84M0.0%+101.2%0.004%
8/11/2023Baird Financial Group Inc.22,205$1.15M0.0%-32.1%0.005%
8/11/2023BlackRock Inc.8,595$0.44M0.0%-87.6%0.002%
8/11/2023Buckingham Strategic Wealth LLC97,442$5.04M0.1%+13.0%0.022%
8/11/2023Missouri Trust & Investment Co19,595$1.01M0.6%-5.9%0.004%
8/11/2023Smith Moore & CO.44,207$2.29M0.3%-3.5%0.010%
8/11/2023Kestra Advisory Services LLC21,765$1.13M0.0%+24.4%0.005%
8/11/2023Financial Engines Advisors L.L.C.7,437$0.38M0.0%N/A0.002%
8/11/2023V Wealth Advisors LLC16,674$0.86M0.1%+3.0%0.004%
8/11/2023Trexquant Investment LP10,463$0.54M0.0%+112.1%0.002%
8/11/2023Strategic Financial Planning Inc.318,892$16.49M14.6%-2.1%0.072%
8/11/2023Elgethun Capital Management240,602$12.44M3.7%-1.8%0.054%
8/11/2023JPMorgan Chase & Co.84,210$4.35M0.0%+12.3%0.019%
8/11/2023PNC Financial Services Group Inc.33,908$1.75M0.0%-1.2%0.008%
8/11/2023Northern Trust Corp78,989$4.08M0.0%-5.4%0.018%
8/11/2023Capital Performance Advisors LLP15,057$0.78M0.4%N/A0.003%
8/10/2023Osaic Holdings Inc.503,305$26.01M0.0%-8.5%0.113%
8/10/2023Bessemer Group Inc.1,129$58K0.0%+36.5%0.000%
8/10/2023WFA of San Diego LLC46,322$2.40M2.4%-4.0%0.010%
8/10/2023Libra Wealth LLC224,598$11.61M6.3%+28.3%0.050%
8/10/2023Marshall Financial Group Inc. ADV310,983$16.08M6.2%-0.5%0.070%
8/10/2023Strategic Family Wealth Counselors L.L.C.91,028$4.71M2.2%+0.3%0.020%
8/10/2023Commonwealth Equity Services LLC188,956$9.77M0.0%+5.4%0.042%
8/10/2023Johnson Investment Counsel Inc.103,355$5.34M0.1%+0.2%0.023%
8/10/2023Bedel Financial Consulting Inc.11,790$0.61M0.1%+28.7%0.003%
8/10/2023Treynor Bancshares Inc.4,068$0.21M0.1%N/A0.001%
8/10/2023Rinkey Investments9,126$0.47M0.2%-5.3%0.002%
8/10/2023Quadrant Capital Group LLC45,648$2.36M0.2%+2.7%0.010%
8/10/2023US Bancorp DE25,125$1.30M0.0%+2.5%0.006%
8/10/2023Private Advisor Group LLC61,799$3.27M0.0%+5.7%0.014%
8/10/2023Alliance Wealth Management Group180,158$9.31M3.0%+10.5%0.040%
8/10/2023YHB Investment Advisors Inc.40,962$2.12M0.2%-2.5%0.009%
(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, 1,053 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.24B), Betterment LLC ($340.42M), SCS Capital Management LLC ($213.71M), Evensky & Katz LLC ($194.90M), Rebalance LLC ($185.31M), Hengehold Capital Management LLC ($143.16M), and Milliman Financial Risk Management LLC ($138.36M).Learn more on SCHB's institutional investors.

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

Of the 1,000 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: Moneta Group Investment Advisors LLC ($45.43M), Wealthfront Advisers LLC ($18.13M), Rebalance LLC ($3.58M), UBS Asset Management Americas Inc. ($2.58M), Spectrum Management Group LLC ($2.10M), Coulter & Justus Financial Services LLC ($2.03M), and Evensky & Katz LLC ($2.01M).

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

Institutional investors have bought a total of 157,511,631 shares in the last 24 months. This purchase volume represents approximately $7.70B in transactions.

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

Of the 639 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 ($5.22M), SCS Capital Management LLC ($1.36M), HBK Sorce Advisory LLC ($1.16M), National Bank of Canada FI ($0.92M), Creative Planning ($0.76M), Milliman Financial Risk Management LLC ($0.75M), and Bank of America Corp DE ($0.62M).

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

Institutional investors have sold a total of 28,631,788 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


This page (NYSEARCA:SCHB) was last updated on 10/3/2023 by MarketBeat.com Staff

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