NYSEARCA:SCHB

Schwab US Broad Market ETF Institutional Ownership

$102.35
+0.85 (+0.84 %)
(As of 05/7/2021 12:00 AM ET)
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Today's Range
$101.62
$102.47
50-Day Range
$94.37
$102.35
52-Week Range
$64.93
$102.72
Volume384,348 shs
Average Volume599,926 shs
Market Capitalization$20.88 billion
P/E RatioN/A
Dividend Yield1.41%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Schwab US Broad Market ETF (NYSEARCA SCHB) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/7/2021Penobscot Investment Management Company Inc.11,582$1.12M0.2%+22.3%0.006%
5/7/2021BlackRock Inc.51,951$5.03M0.0%-2.3%0.025%
5/7/2021Cambridge Investment Research Advisors Inc.129,851$12.56M0.1%+58.9%0.064%
5/7/2021Mariner LLC398,600$38.55M0.3%+1.6%0.196%
5/7/2021Mengis Capital Management Inc.5,510$0.53M0.1%+59.0%0.003%
5/7/2021Robertson Stephens Wealth Management LLC51,057$4.94M0.8%+14.1%0.025%
5/7/2021Gerber Kawasaki Wealth & Investment Management3,921$0.38M0.0%+40.1%0.002%
5/7/2021Meridian Wealth Management LLC44,881$4.34M0.6%-23.1%0.022%
5/7/2021D.A. Davidson & CO.9,764$0.94M0.0%+16.9%0.005%
5/7/2021Sowell Financial Services LLC34,174$3.47M0.1%+3.3%0.017%
5/7/2021Jackson Hole Capital Partners LLC21,661$2.10M0.9%-6.1%0.011%
5/7/2021Valley National Advisers Inc.137,081$13.26M2.6%-13.9%0.067%
5/7/2021Strategic Financial Planning Inc.203,725$19.70M14.7%+13.6%0.100%
5/7/2021Novare Capital Management LLC21,148$2.05M0.2%+6.3%0.010%
5/7/2021Legacy Financial Strategies LLC206,517$19.97M10.6%-20.7%0.101%
5/7/2021The PNC Financial Services Group Inc.17,402$1.68M0.0%+8.8%0.009%
5/7/2021Keybank National Association OH9,132$0.88M0.0%+96.8%0.004%
5/7/2021Prime Capital Investment Advisors LLC93,026$9M0.6%+4.3%0.046%
5/7/2021Altfest L J & Co. Inc.41,348$4M0.9%-0.7%0.020%
5/7/2021Trellis Advisors LLC88,516$8.56M4.8%-0.1%0.043%
5/7/2021Brighton Jones LLC28,712$2.78M0.2%+3.5%0.014%
5/7/2021Fifth Third Bancorp2,726$0.26M0.0%-7.5%0.001%
5/7/2021Summit Asset Management LLC6,545$0.63M0.2%+27.1%0.003%
5/6/2021ZWJ Investment Counsel Inc.26,405$2.55M0.2%+7.9%0.013%
5/6/2021AJ Wealth Strategies LLC38,195$3.69M0.3%-8.0%0.019%
5/6/2021Bigelow Investment Advisors LLC18,625$1.80M0.9%+2.6%0.009%
5/6/2021Blankinship & Foster LLC7,250$0.70M0.3%-12.2%0.004%
5/6/2021Prospera Financial Services Inc4,373$0.42M0.0%+7.8%0.002%
5/6/2021Staley Capital Advisers Inc.16,524$1.60M0.1%-6.1%0.008%
5/6/2021Koshinski Asset Management Inc.42,507$4.11M0.4%-3.1%0.021%
5/6/2021Papp L Roy & Associates26,271$2.54M0.4%-27.7%0.013%
5/6/2021Larson Financial Group LLC2,183$0.21M0.1%+7.1%0.001%
5/6/2021Family Firm Inc.71,355$6.90M2.0%+4.6%0.035%
5/6/2021Avalon Advisory Group39,311$3.80M1.9%-7.9%0.019%
5/6/2021Fagan Associates Inc.75,835$7.33M1.7%-1.1%0.037%
5/6/2021Stonebridge Financial Planning Group LLC397$40K0.0%N/A0.000%
5/5/2021Stockman Wealth Management Inc.35,872$3.47M1.0%+8.6%0.018%
5/5/2021Strategic Advisors LLC265,729$25.70M7.5%-2.1%0.130%
5/5/2021Horan Capital Advisors LLC.55,205$5.34M2.6%+11.0%0.027%
5/5/2021Tortoise Investment Management LLC9,901$0.96M0.2%+9.8%0.005%
5/5/2021Peachtree Investment Partners LLC19,413$1.88M1.1%+70.2%0.010%
5/5/2021Newman Dignan & Sheerar Inc.6,824$0.66M0.2%-6.3%0.003%
5/5/2021Slow Capital Inc.16,890$1.63M0.4%-1.6%0.008%
5/5/2021Destination Wealth Management25,009$2.42M0.1%-0.8%0.012%
5/5/2021Capital Investment Advisory Services LLC79,798$7.72M1.1%+4.0%0.039%
5/5/2021Human Investing LLC3,104$0.30M0.1%-5.1%0.002%
5/5/2021JMG Financial Group Ltd.71,847$6.95M0.4%-6.2%0.035%
5/5/2021DHJJ Financial Advisors Ltd.22,171$2.14M1.2%-0.7%0.011%
5/5/2021Ausdal Financial Partners Inc.13,270$1.28M0.2%+10.3%0.007%
5/5/2021Cullen Frost Bankers Inc.2,604$0.25M0.0%+925.2%0.001%
5/5/2021SP Asset Management2,116$0.22M0.0%N/A0.001%
5/5/2021Weatherly Asset Management L. P.5,765$0.56M0.1%-2.7%0.003%
5/4/2021Acas LLC5,993$0.58M0.9%N/A0.003%
5/4/2021D.B. Root & Company LLC89,714$8.68M3.4%-2.3%0.044%
5/4/2021Bingham Osborn & Scarborough LLC4,638$0.45M0.0%N/A0.002%
5/4/2021Buckingham Capital Management Inc.189,222$18.30M3.1%-4.3%0.093%
5/4/2021Envestnet Asset Management Inc.417,760$40.40M0.0%-19.5%0.205%
5/4/2021Valley Forge Investment Consultants Inc. ADV58,785$5.69M3.9%-8.2%0.029%
5/4/2021Palisade Asset Management LLC3,358$0.33M0.0%+3.7%0.002%
5/4/2021Commonwealth Equity Services LLC101,125$9.78M0.0%-3.8%0.050%
5/4/2021GYL Financial Synergies LLC126,195$12.20M6.7%-2.3%0.062%
5/4/2021Danda Trouve Investment Management Inc.16,405$1.59M2.0%+30,279.6%0.008%
5/4/2021Bouchey Financial Group Ltd902,219$87.25M14.1%+1.5%0.443%
5/4/2021Diversified Portfolios Inc.20,318$1.97M0.6%-2.9%0.010%
5/4/2021Madden Advisory Services Inc.233,621$22.59M17.7%-3.8%0.115%
5/4/2021Alliance Wealth Management Group84,639$8.19M3.1%+14.3%0.042%
5/4/2021Ieq Capital LLC2,634$0.26M0.0%N/A0.001%
5/4/2021Valmark Advisers Inc.38,108$3.69M0.1%+5.5%0.019%
5/4/2021Savant Capital LLC81,314$7.86M0.4%-4.9%0.040%
5/4/2021Retirement Group LLC16,794$1.62M0.7%+6.4%0.008%
5/4/2021Northern Capital Management Inc.6,875$0.67M0.6%+3.4%0.003%
5/3/2021Asset Dedication LLC34,145$3.30M0.7%-14.6%0.017%
5/3/2021Ellevest Inc.14,786$1.43M0.2%+1.4%0.007%
5/3/2021Focused Wealth Management Inc11,024$1.07M0.2%-2.4%0.005%
5/3/2021AlphaStar Capital Management LLC19,250$1.86M0.3%-2.5%0.009%
5/3/2021Fiduciary Group LLC35,643$3.62M0.4%-0.4%0.018%
5/3/2021White Pine Investment CO15,205$1.47M0.5%-0.9%0.007%
5/3/2021Manchester Financial Inc.269,262$26.04M12.1%+7.2%0.132%
5/3/202155I LLC30,955$2.99M0.2%+1.4%0.015%
5/3/2021Moisand Fitzgerald Tamayo LLC3,779$0.37M0.2%+16.1%0.002%
5/3/2021Hanson & Doremus Investment Management772,706$74.73M17.3%-0.1%0.380%
5/3/2021Hendershot Investments Inc.12,360$1.20M0.3%+2.8%0.006%
5/3/2021Washburn Capital Management Inc.6,724$0.65M0.4%-23.3%0.003%
4/30/2021JBJ Investment Partners LLC911,088$88.11M19.3%-0.9%0.447%
4/30/2021Signaturefd LLC9,062$0.88M0.0%+55.7%0.004%
4/30/2021Sigma Investment Counselors Inc.16,255$1.57M0.1%+5.6%0.008%
4/30/2021Hengehold Capital Management LLC773,085$74.77M10.4%+7.0%0.380%
4/30/2021Ifrah Financial Services Inc.6,650$0.64M0.2%+2.4%0.003%
4/30/2021US Financial Advisors LLC53,647$5.19M1.4%+8.6%0.026%
4/30/2021Trustcore Financial Services LLC2,785$0.27M0.0%-13.8%0.001%
4/30/2021MADDEN SECURITIES Corp11,679$1.13M0.7%-35.9%0.006%
4/30/2021IFP Advisors Inc68,624$6.63M0.1%-27.7%0.034%
4/30/2021Greenleaf Trust2,980$0.29M0.0%N/A0.001%
4/30/2021Truepoint Inc.220,378$21.31M1.3%-0.5%0.108%
4/30/2021Bond & Devick Financial Network Inc.82,686$8M7.4%+0.4%0.041%
4/30/2021Buckingham Strategic Wealth LLC34,909$3.38M0.2%-1.4%0.017%
4/30/2021Wealthcare Advisory Partners LLC2,180$0.21M0.0%-26.9%0.001%
4/29/2021CAPROCK Group Inc.209,348$20.25M2.2%+1.8%0.103%
4/29/2021Spreng Capital Management Inc.119,265$11.53M8.0%+4.3%0.059%
4/29/2021Peak Financial Management Inc.54,886$5.31M1.9%+1.5%0.027%
(Data available from 1/1/2016 forward)

This page was last updated on 5/9/2021 by MarketBeat.com Staff
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