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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$23.95 +0.13 (+0.55%)
Closing price 07/2/2025 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)
1119
Total
Institutional Inflows
(last 12 months)
$7.40B
Number of
Institutional Sellers
(last 12 months)
475
Total
Institutional Outflows
(last 12 months)
$456.70M
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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
7/1/2025 Burkett Financial Services LLC42,147$1.00M0.4%-2.2%0.003%
7/1/2025 Kera Capital Partners Inc.83,703$2.00M0.4%+1.2%0.006%
6/17/2025Howe & Rusling Inc.87,690$1.89M0.2%+2.2%0.006%
6/13/2025Optima Capital LLC89,990$1.94M1.2%-15.5%0.006%
6/6/2025Blue Oak Capital LLC13,220$285K0.2%N/A0.001%
6/5/2025Osterweis Capital Management Inc.127,751$2.75M0.0%-9.5%0.009%
6/2/2025Modern Wealth Management LLC253,045$5.45M0.2%N/A0.018%
5/28/2025Intrua Financial LLC155,159$3.34M0.5%-68.6%0.011%
5/27/2025Advisors Capital Management LLC12,244$264K0.0%-9.8%0.001%
5/21/2025Westbourne Investments Inc.66,292$1.43M0.9%-1.6%0.005%
5/21/2025McAdam LLC26,153$563K0.0%-12.2%0.002%
5/21/2025Geneos Wealth Management Inc.13,211$284K0.0%+626.3%0.001%
5/20/2025Belpointe Asset Management LLC59,943$1.29M0.1%+110.6%0.004%
5/20/2025Focus Partners Wealth1,115,572$24.02M0.1%+2.0%0.077%
5/20/2025Integrity Alliance LLC.19,578$422K0.0%N/A0.001%
5/20/2025Anchor Investment Management LLC18,125$390K0.0%+5.2%0.001%
5/19/2025SageView Advisory Group LLC138,715$2.99M0.1%-0.6%0.010%
5/19/2025Advisory Alpha LLC96,234$2.07M0.1%+13.1%0.007%
5/19/2025Game Plan Financial Advisors LLC146,842$3.16M1.5%-0.7%0.010%
5/19/2025SCS Capital Management LLC11,901,176$256.23M3.3%+16.6%0.826%
5/16/2025Wilson & Boucher Capital Management LLC258,808$5.57M4.2%-8.6%0.018%
5/16/2025Bell Investment Advisors Inc24,434$526K0.1%-47.9%0.002%
5/16/2025Signature Estate & Investment Advisors LLC42,708$920K0.0%+4.0%0.003%
5/16/2025Everstar Asset Management LLC59,946$1.32M0.2%-9.0%0.004%
5/16/2025Goldman Sachs Group Inc.1,549,572$33.36M0.0%+50.4%0.108%
5/16/2025Cape Investment Advisory Inc.1,559,190$33.57M13.4%-1.1%0.108%
5/16/2025Jones Financial Companies Lllp315,195$6.80M0.0%-11.8%0.022%
5/16/2025Pinnacle Family Advisors LLC201,669$4.34M2.4%+0.9%0.014%
5/16/2025Plancorp LLC44,221$952K0.0%+45.7%0.003%
5/16/2025NewEdge Advisors LLC448,360$9.65M0.1%+4.9%0.031%
5/16/2025Integrated Wealth Concepts LLC186,210$4.01M0.0%+2.1%0.013%
5/16/2025Greenline Partners LLC216,841$4.67M0.7%+783.5%0.015%
5/16/2025Curi RMB Capital LLC58,714$1.26M0.0%-1.0%0.004%
5/16/2025AQR Capital Management LLC279,642$6.02M0.0%+2.5%0.019%
5/16/2025Ancora Advisors LLC87,355$1.88M0.0%+3.2%0.006%
5/15/2025EP Wealth Advisors LLC109,691$2.36M0.0%-1.4%0.008%
5/15/2025Focus Partners Advisor Solutions LLC197,812$4.26M0.1%+13.8%0.014%
5/15/2025Flputnam Investment Management Co.10,274$221K0.0%N/A0.001%
5/15/2025Royal Bank of Canada2,513,552$54.12M0.0%+3.2%0.175%
5/15/2025Betterment LLC17,254,102$371.48M0.9%-2.9%1.198%
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5/15/2025MAI Capital Management1,006,158$21.66M0.2%+1.2%0.070%
5/15/2025Connecticut Wealth Management LLC12,096$260K0.0%-84.0%0.001%
5/15/2025Baird Financial Group Inc.51,815$1.12M0.0%-21.9%0.004%
5/15/2025Tortoise Investment Management LLC152,371$3.28M0.3%-7.9%0.011%
5/15/2025Mission Creek Capital Partners Inc.33,156$714K0.2%-8.4%0.002%
5/15/2025Oarsman Capital Inc.37,566$809K0.1%+1.6%0.003%
5/15/2025D L Carlson Investment Group Inc.2,763,501$59.50M11.4%+0.7%0.192%
5/14/2025Wealth Preservation Advisors LLC1,380$30K0.0%N/A0.000%
5/14/2025Ieq Capital LLC113,377$2.44M0.0%+198.1%0.008%
5/14/2025Redwood Investment Management LLC12,843$277K0.0%N/A0.001%
5/14/2025McCarthy Asset Management Inc.98,548$2.12M1.5%-3.9%0.007%
5/14/2025Islay Capital Management LLC302,673$6.52M4.4%-14.0%0.021%
5/14/2025Comerica Bank15,506$334K0.0%+33.3%0.001%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,474$32K0.0%N/A0.000%
5/14/2025Broadleaf Partners LLC24,019$517K0.1%+2.2%0.002%
5/14/2025B&D White Capital Company LLC63,633$1.37M0.2%-5.5%0.004%
5/14/2025Smartleaf Asset Management LLC11,485$246K0.0%+1,728.8%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.514,188$11.07M0.0%+4.6%0.036%
5/14/2025Lionshead Wealth Management LLC48,036$1.03M1.1%-47.2%0.003%
5/14/2025Avalon Advisory Group140,625$3.03M1.4%-15.6%0.010%
5/14/2025Heritage Wealth Partners LLC17,787$383K0.6%N/A0.001%
5/14/2025Van Hulzen Asset Management LLC12,873$277K0.0%+57.5%0.001%
5/14/2025Kestra Advisory Services LLC2,008,516$47.42M0.2%+1,807.0%0.139%
5/14/2025Strategic Financial Planning Inc.950,892$20.47M14.1%+0.3%0.066%
5/14/2025Circle Wealth Management LLC2,758,008$59.38M1.4%-8.9%0.192%
5/14/2025D.B. Root & Company LLC482,232$10.38M3.4%+0.6%0.033%
5/14/2025Compound Planning Inc.546,481$11.77M0.5%-21.3%0.038%
5/14/2025Barnes Wealth Management Group Inc17,293$372K0.2%+30.1%0.001%
5/14/2025Resolute Advisors LLC17,511$377K0.1%+10.0%0.001%
5/14/2025CW Advisors LLC22,467$485K0.0%-6.5%0.002%
5/14/2025Summit Financial LLC237,448$5.11M0.1%+147.4%0.016%
5/14/2025Accredited Wealth Management LLC16,736$360K0.3%-3.0%0.001%
5/14/2025Elevate Wealth Advisory Inc.2,703$58K0.0%-22.3%0.000%
5/14/2025Joseph P. Lucia & Associates LLC345,692$7.44M3.4%+2.5%0.024%
5/14/2025Osterweis Capital Management Inc.127,751$2.75M0.0%-9.5%0.009%
5/14/2025Asset Management Group Inc.94,875$2.04M0.4%-4.5%0.007%
5/14/2025Capital Analysts LLC26,026$560K0.0%+35.9%0.002%
5/14/2025Tradition Wealth Management LLC805,334$17.34M1.5%+0.5%0.056%
5/14/2025Berkshire Asset Management LLC PA196,668$4.29M0.2%-1.1%0.014%
5/14/2025Blue Investment Partners LLC587,011$12.64M4.8%+2.8%0.041%
5/14/2025GSG Advisors LLC1,053,371$21.99M7.2%+4.5%0.073%
5/14/2025RWA Wealth Partners LLC109,572$2.36M0.0%+0.5%0.008%
5/13/2025Aptus Capital Advisors LLC2,047,607$44.09M0.5%+2.8%0.142%
5/13/2025Brooklyn Investment Group2,283$49K0.0%N/A0.000%
5/13/2025Freestone Capital Holdings LLC30,614$659K0.0%-21.0%0.002%
5/13/2025Spreng Capital Management Inc.153,990$3.32M1.5%-9.2%0.011%
5/13/2025Compass Financial Group INC SD2,963,018$63.79M12.1%+8.9%0.206%
5/13/2025Ethos Financial Group LLC1,869,318$42.42M4.1%-0.1%0.130%
5/13/2025CacheTech Inc.89,752$1.93M0.4%+4.5%0.006%
5/13/2025Raymond James Financial Inc.1,047,068$22.54M0.0%+9.9%0.073%
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5/13/2025Somerset Group LLC14,837$319K0.3%+3.8%0.001%
5/13/2025Cresset Asset Management LLC411,881$8.87M0.0%+38.4%0.029%
5/13/2025Weik Capital Management91,300$1.97M0.8%+4.4%0.006%
5/13/2025Forvis Mazars Wealth Advisors LLC5,611,991$120.83M2.9%-1.5%0.390%
5/13/2025Nations Financial Group Inc. IA ADV11,209$241K0.0%N/A0.001%
5/13/2025Compass Advisory Group LLC2,340,131$50.38M17.5%+0.2%0.163%
5/13/2025Long Island Wealth Management Inc.557,063$11.99M7.3%+6.5%0.039%
5/13/2025Kovitz Investment Group Partners LLC308,543$6.64M0.0%+76.9%0.021%
5/13/2025Evensky & Katz LLC9,020,739$194.22M13.0%-3.3%0.626%
5/13/2025Holderness Investments Co.92,652$2.00M0.5%+3.4%0.006%
(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, 1,286 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.26B), Betterment LLC ($371.48M), Rebalance LLC ($257.28M), SCS Capital Management LLC ($256.23M), Evensky & Katz LLC ($194.22M), Hengehold Capital Management LLC ($194.05M), and Strid Group LLC ($185.47M).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 1,220 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: Brooklyn FI LLC ($23.51M), Betterment LLC ($11.72M), Strategic Financial Concepts LLC ($9.74M), Rebalance LLC ($9.01M), SCS Capital Management LLC ($8.12M), Hengehold Capital Management LLC ($6.59M), and HighTower Advisors LLC ($6.46M).

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

Institutional investors have bought a total of 327,848,306 shares in the last 24 months. This purchase volume represents approximately $7.40B in transactions.

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

Of the 475 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: Empower Advisory Group LLC ($4.32M), Retirement Planning Group LLC ($4.28M), Wealthfront Advisers LLC ($1.80M), Mercer Global Advisors Inc. ADV ($871.94K), Betterment LLC ($519.52K), Evensky & Katz LLC ($458.42K), and Captrust Financial Advisors ($345.66K).

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

Institutional investors have sold a total of 21,226,013 shares in the last 24 months. This volume of shares sold represents approximately $456.70M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 7/3/2025 by MarketBeat.com Staff
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