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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$28.22 -0.44 (-1.54%)
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)
746
Total
Institutional Inflows
(last 12 months)
$3.28B
Number of
Institutional Sellers
(last 12 months)
616
Total
Institutional Outflows
(last 12 months)
$1.12B
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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
7/10/2026 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%
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$65.64M10.6%+4.2%0.152%
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%
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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%
6/11/2026LFG Wealth Partners LLC9,087$228K0.1%N/A0.001%
6/10/2026FAS 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%
6/3/2026Stillwater Private Wealth LLC307,962$7.73M6.5%N/A0.021%
6/3/2026Parallel Advisors LLC255,752$6.42M0.1%+1.5%0.017%
6/3/2026NewEdge 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%
5/29/2026Asset Dedication LLC143,455$3.60M0.3%+14.4%0.010%
5/26/2026Glenmede Trust Co. NA96,691$2.43M0.0%+26.9%0.007%
5/26/2026Ruggaard & Associates LLC9,887$248K0.1%-3.7%0.001%
5/20/2026SHUTTLEWORTH & Co23,523$590K0.5%+3.8%0.002%
5/20/2026FinArc Investments Inc.16,674$419K0.4%N/A0.001%
5/19/2026Western Wealth Management LLC103,898$2.61M0.1%+64.2%0.007%
5/19/2026NewEdge Advisors LLC380,770$9.56M0.2%-22.6%0.026%
5/19/2026Bank of America Corp DE3,194,228$80.18M0.0%-0.6%0.216%
5/19/2026Wilson & Boucher Capital Management LLC260,175$6.53M4.3%-0.4%0.018%
5/19/2026Edgestream Partners L.P.14,625$367K0.0%-37.4%0.001%
5/19/2026Vestwell Advisors LLC424,244$10.65M2.9%+1.7%0.029%
5/19/2026Chesapeake Wealth Management191,976$4.82M1.5%-1.1%0.013%
5/19/2026Arkadios Wealth Advisors75,144$1.89M0.0%+91.1%0.005%
5/18/2026 EverSource Wealth Advisors LLC45,398$1.14M0.0%-5.0%0.003%
5/18/2026Royal Bank of Canada2,881,786$72.33M0.0%+5.0%0.195%
5/18/2026Reliant Wealth Planning24,003$602K0.2%-11.7%0.002%
5/18/2026Eley Financial Management Inc55,291$1.39M0.5%-18.8%0.004%
5/16/2026Quantinno Capital Management LP2,783,258$69.86M0.1%+39.6%0.188%
5/15/2026Cardiff Park Advisors LLC267,869$6.72M0.5%+0.1%0.018%
5/15/2026Intelligence Driven Advisers LLC563,390$14.14M2.5%-39.1%0.038%
5/15/2026Everest Financial Group LLC10,444$262K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC3,061,232$76.84M0.6%+1.4%0.207%
5/15/2026Asset Management Group Inc.91,489$2.30M0.4%-3.9%0.006%
5/15/2026Vivaldi Capital Management LP228,098$5.73M0.8%-0.8%0.015%
5/15/2026Bridgewater Advisors Inc.37,107$931K0.1%+2.7%0.003%
5/14/2026Rockbridge Investment Management LCC343,642$8.63M0.8%-0.9%0.023%
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5/14/2026 GC Wealth Management RIA LLC17,178$431K0.0%+2.6%0.001%
5/14/2026Compound Planning Inc.658,318$16.52M0.5%+0.1%0.045%
5/14/2026Modern Wealth Management LLC1,529,638$38.70M0.7%+2.9%0.103%
5/14/2026Keebeck Wealth Management46,980$1.18M0.1%-6.0%0.003%
5/14/2026RMG Wealth Management LLC50,005$1.26M0.1%-10.6%0.003%
5/14/2026Sei Investments Co.14,817$372K0.0%N/A0.001%
5/14/2026Lido Advisors LLC846,394$21.25M0.1%+5.9%0.057%
5/13/2026Cetera Investment Advisers365,023$9.16M0.0%-52.5%0.025%
5/13/2026GSG Advisors LLC1,093,847$27.46M7.1%+1.4%0.074%
5/13/2026Wealthspire Retirement LLC100,362$2.52M0.2%+1.0%0.007%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,431 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 1,395 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 ($11.31M), Evergreen Advisors LLC ($10.46M), Strategic Financial Concepts LLC ($9.66M), and SCS Capital Management LLC ($8.45M).

Institutional investors have bought a total of 132,721,034 shares in the last 24 months. This purchase volume represents approximately $3.28B in transactions.

Of the 614 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: Wealthfront Advisers LLC ($5.87M), Bouchey Financial Group Ltd ($5.77M), Arax Advisory Partners ($3.87M), 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 43,714,223 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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This page (NYSEARCA:SCHB) was last updated on 7/29/2026 by MarketBeat.com Staff.
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