Free Trial
→ I was wrong about Trump (From Porter & Company) (Ad) Free SCHB Stock Alerts

Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$24.08 -0.09 (-0.35%)
As of 12:26 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
1125
Total
Institutional Inflows
(last 12 months)
$7.59B
Number of
Institutional Sellers
(last 12 months)
485
Total
Institutional Outflows
(last 12 months)
$466.52M
Get SCHB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Broad Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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
7/11/2025AA Financial Advisors LLC14,169$338K0.1%+3.3%0.001%
7/11/2025Essex Savings Bank15,324$365K0.1%-9.9%0.001%
7/11/2025SeaCrest Wealth Management LLC241,166$5.75M0.6%+1.0%0.017%
7/11/2025Kingstone Capital Partners Texas LLC6,780,272$161.57M0.0%N/A0.471%
7/10/2025Pachira Investments Inc.16,004$381K0.3%-7.9%0.001%
7/10/2025Triangle Securities Wealth Management116,743$2.78M0.7%+13.5%0.008%
7/10/2025AHL Investment Management Inc.292,296$6.97M4.6%-0.7%0.020%
7/10/2025Legacy Financial Strategies LLC2,545,750$60.67M11.9%+2.5%0.177%
7/10/2025Voisard Asset Management Group Inc.26,811$639K0.2%-14.5%0.002%
7/10/2025YHB Investment Advisors Inc.99,482$2.37M0.2%+2.3%0.007%
7/10/2025Redhawk Wealth Advisors Inc.95,774$2.28M0.3%-16.0%0.007%
7/10/2025Mogy Joel R Investment Counsel Inc.16,398$391K0.0%N/A0.001%
7/10/2025Envision Financial LLC50,751$1.21M0.8%+6.9%0.004%
7/10/2025Weinberger Asset Management Inc532,427$12.69M4.9%-1.6%0.037%
7/10/2025Bigelow Investment Advisors LLC87,563$2.09M0.9%-1.2%0.006%
7/10/2025Cypress Point Wealth Management LLC163,152$3.89M0.9%+0.4%0.011%
7/10/2025Wealth Enhancement Advisory Services LLC2,260,548$54.57M0.1%+7.9%0.157%
7/10/2025Sharkey Howes & Javer323,899$7.72M1.0%-11.3%0.022%
7/10/2025Wedmont Private Capital509,143$12.27M0.5%+3.3%0.035%
7/10/2025Secure Asset Management LLC10,165$242K0.0%N/A0.001%
7/10/2025Stonekeep Investments LLC862,130$20.55M13.8%+0.4%0.060%
7/10/2025Brooklyn FI LLC451,216$10.75M2.8%-9.0%0.031%
7/10/2025Signal Advisors Wealth LLC8,790$209K0.0%N/A0.001%
7/10/2025Focus Financial Network Inc.688,588$16.41M0.6%-26.3%0.048%
7/9/2025 Breakwater Investment Management936,063$22.31M8.6%-1.1%0.065%
7/9/2025 Intelligence Driven Advisers LLC1,040,325$24.79M3.7%+71.5%0.072%
7/9/2025 Archer Investment Management LLC148,566$3.54M2.6%-15.7%0.010%
7/9/2025 Chesley Taft & Associates LLC70,606$1.68M0.1%-1.3%0.005%
7/9/2025 Sunpointe LLC30,826$735K0.3%-2.5%0.002%
7/9/2025 Seaside Wealth Management Inc.243,239$5.80M1.8%+8.0%0.017%
7/9/2025 Westshore Wealth LLC8,457$202K0.1%N/A0.001%
7/9/2025 GSG Advisors LLC1,088,248$25.93M7.5%+3.3%0.076%
7/9/2025 Goelzer Investment Management Inc.25,314$603K0.0%+12.9%0.002%
7/9/2025 Seneca House Advisors18,802$448K0.2%+16.0%0.001%
7/9/2025 Thrive Wealth Management LLC121,310$2.89M0.5%+17.4%0.008%
7/9/2025 Krilogy Financial LLC149,836$3.57M0.2%-0.7%0.010%
7/9/2025 Fragasso Financial Advisors Inc11,401$272K0.0%-19.0%0.001%
7/9/2025 Fiduciary Alliance LLC18,688$445K0.0%-9.9%0.001%
7/9/2025 Exchange Bank77,350$1.84M1.5%-0.6%0.005%
7/9/2025 Boyum Wealth Architects LLC1,110,715$26.47M19.5%+1.9%0.077%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/9/2025 Pacific Capital Wealth Advisors Inc.28,500$683K0.1%-53.6%0.002%
7/9/2025 Christopher J. Hasenberg Inc1,084$26K0.0%+310.6%0.000%
7/9/2025 Brand Asset Management Group Inc.8,976$214K0.1%N/A0.001%
7/9/2025 Westmount Partners LLC33,315$794K0.2%-2.2%0.002%
7/9/2025 High Probability Advisors LLC36,325$866K0.1%+9.9%0.003%
7/9/2025 ACT Wealth Management LLC11,200$267K0.1%+4.2%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB36,225$863K0.0%-6.1%0.003%
7/8/2025 First National Corp MA ADV979,600$23.34M4.7%-0.7%0.068%
7/8/2025 Juncture Wealth Strategies LLC1,261,049$30.05M10.7%+60.4%0.088%
7/8/2025 Arlington Trust Co LLC18,686$445K0.1%-3.3%0.001%
7/8/2025 Beacon Wealthcare LLC453,641$10.81M4.1%-1.2%0.031%
7/8/2025 Canandaigua National Bank & Trust Co.15,900$379K0.0%-13.0%0.001%
7/8/2025 Boltwood Capital Management108,965$2.60M0.7%+2.5%0.008%
7/8/2025 Legacy Private Trust Co.1,374,564$32.76M2.1%+17.2%0.095%
7/8/2025 Parallel Advisors LLC250,368$5.97M0.1%+2.0%0.017%
7/7/2025 Accelerate Investment Advisors LLC8,646$206K0.2%-12.7%0.001%
7/7/2025 Whitaker Myers Wealth Managers LTD.47,311$1.13M0.3%-1.1%0.003%
7/7/2025 Salem Investment Counselors Inc.109,172$2.60M0.1%-1.6%0.008%
7/7/2025 TruWealth Advisors LLC472,490$11.26M0.6%+1.9%0.033%
7/7/2025 Wilson & Boucher Capital Management LLC263,443$6.28M4.4%+1.8%0.018%
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%
5/21/2025 Westbourne 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%
5/16/2025 Wilson & 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
(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, 1,293 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 1,227 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), Kingstone Capital Partners Texas LLC ($6.78M), and Hengehold Capital Management LLC ($6.59M).

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

Institutional investors have bought a total of 335,966,105 shares in the last 24 months. This purchase volume represents approximately $7.59B in transactions.

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

Of the 482 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 21,629,849 shares in the last 24 months. This volume of shares sold represents approximately $466.52M in transactions.


Related Companies

This page (NYSEARCA:SCHB) was last updated on 7/11/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
The DOJ Just Paved the Way for Account Seizures
Washington is running out of money…And guess where they'll look next? When governments go broke, they take ...
Priority Gold | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Here's the last trade you should make before heading out for the weekend tomorrow.
Make this one trade at 2:59 PM on Friday afternoon, and you'll thank me on Monday morning.
Timothy Sykes | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored