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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$29.17 +0.06 (+0.21%)
As of 05/29/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
793
Total
Institutional Inflows
(last 12 months)
$3.62B
Number of
Institutional Sellers
(last 12 months)
643
Total
Institutional Outflows
(last 12 months)
$1.31B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2026Asset Dedication LLC143,455$3.60M0.3%+14.4%0.010%
5/26/2026 Glenmede Trust Co. NA96,691$2.43M0.0%+26.9%0.007%
5/26/2026 Ruggaard & Associates LLC9,887$248K0.1%-3.7%0.001%
5/20/2026 SHUTTLEWORTH & Co23,523$590K0.5%+3.8%0.002%
5/20/2026 FinArc Investments Inc.16,674$419K0.4%N/A0.001%
5/19/2026 Western Wealth Management LLC103,898$2.61M0.1%+64.2%0.007%
5/19/2026 NewEdge Advisors LLC380,770$9.56M0.2%-22.6%0.026%
5/19/2026 Bank of America Corp DE3,194,228$80.18M0.0%-0.6%0.216%
5/19/2026 Wilson & Boucher Capital Management LLC260,175$6.53M4.3%-0.4%0.018%
5/19/2026 Edgestream Partners L.P.14,625$367K0.0%-37.4%0.001%
5/19/2026 Vestwell Advisors LLC424,244$10.65M2.9%+1.7%0.029%
5/19/2026 Chesapeake Wealth Management191,976$4.82M1.5%-1.1%0.013%
5/19/2026 Arkadios 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%
5/18/2026 Royal Bank of Canada2,881,786$72.33M0.0%+5.0%0.195%
5/18/2026 Reliant Wealth Planning24,003$602K0.2%-11.7%0.002%
5/18/2026 Eley Financial Management Inc55,291$1.39M0.5%-18.8%0.004%
5/16/2026 Quantinno Capital Management LP2,783,258$69.86M0.1%+39.6%0.188%
5/15/2026 Cardiff Park Advisors LLC267,869$6.72M0.5%+0.1%0.018%
5/15/2026 Intelligence Driven Advisers LLC563,390$14.14M2.5%-39.1%0.038%
5/15/2026 Everest Financial Group LLC10,444$262K0.0%N/A0.001%
5/15/2026 Waverly Advisors LLC3,061,232$76.84M0.6%+1.4%0.207%
5/15/2026 Asset Management Group Inc.91,489$2.30M0.4%-3.9%0.006%
5/15/2026 Vivaldi Capital Management LP228,098$5.73M0.8%-0.8%0.015%
5/15/2026 Bridgewater Advisors Inc.37,107$931K0.1%+2.7%0.003%
5/14/2026 Rockbridge Investment Management LCC343,642$8.63M0.8%-0.9%0.023%
5/14/2026 GC Wealth Management RIA LLC17,178$431K0.0%+2.6%0.001%
5/14/2026 Compound Planning Inc.658,318$16.52M0.5%+0.1%0.045%
5/14/2026 Modern Wealth Management LLC1,529,638$38.70M0.7%+2.9%0.103%
5/14/2026 Keebeck Wealth Management46,980$1.18M0.1%-6.0%0.003%
5/14/2026 RMG Wealth Management LLC50,005$1.26M0.1%-10.6%0.003%
5/14/2026 Sei Investments Co.14,817$372K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC846,394$21.25M0.1%+5.9%0.057%
5/13/2026 Cetera Investment Advisers365,023$9.16M0.0%-52.5%0.025%
5/13/2026 GSG Advisors LLC1,093,847$27.46M7.1%+1.4%0.074%
5/13/2026 Wealthspire Retirement LLC100,362$2.52M0.2%+1.0%0.007%
5/13/2026 American Investment Services Inc.102,885$2.58M0.6%-10.2%0.007%
5/13/2026 Prestige Wealth Management Group LLC88,047$2.21M0.4%-7.5%0.006%
5/13/2026 Quantum Capital Management LLC NJ7,417$186K0.0%-8.3%0.001%
5/13/2026 NewEdge Wealth LLC84,469$2.12M0.0%-22.7%0.006%
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5/13/2026 Goepper Burkhardt LLC1,138,014$28.56M9.5%-1.0%0.077%
5/13/2026 First Citizens Bank & Trust Co.16,136$405K0.0%N/A0.001%
5/12/2026 CacheTech Inc.82,652$2.08M0.4%+2.9%0.006%
5/8/2026 PNC Financial Services Group Inc.162,264$4.07M0.0%+28.4%0.011%
5/8/2026 HORAN Wealth LLC1,051,472$26.46M2.5%+102.5%0.071%
5/8/2026 Summit Asset Management LLC23,964$601K0.1%-5.1%0.002%
5/8/2026 Glenview Trust Co8,235$207K0.0%-22.1%0.001%
5/8/2026 JMG Financial Group Ltd.300,653$7.55M0.2%+1.4%0.020%
5/7/2026 Legacy Wealth Managment LLC ID4,762$120K0.1%+125.7%0.000%
5/7/2026 Earned Wealth Advisors LLC61,451$1.54M0.1%-8.6%0.004%
5/7/2026 Grant Street Asset Management Inc.53,104$1.33M0.3%+2.1%0.004%
5/7/2026 Lowe Brockenbrough & Co. Inc.123,751$3.11M0.2%-10.1%0.008%
5/7/2026 NWK Group Inc.1,897$48K0.0%+23.0%0.000%
5/7/2026 Scarborough Advisors LLC5,128$129K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC255,752$6.42M0.1%+1.5%0.017%
5/7/2026 Planning Alternatives Ltd. ADV157,971$3.97M0.5%-0.7%0.011%
5/7/2026 Decker Wealth Management LLC8,700$218K0.0%N/A0.001%
5/7/2026 True North Advisors LLC504,798$12.67M1.4%-15.2%0.034%
5/7/2026 Tandem Wealth Advisors LLC19,588$492K0.2%+95.5%0.001%
5/6/2026 Aviance Capital Partners LLC16,563$416K0.0%-12.7%0.001%
5/6/2026 GatePass Capital LLC29,090$730K0.3%-9.4%0.002%
5/6/2026 IMA Advisory Services Inc.853,890$21.43M2.1%-2.2%0.058%
5/6/2026 Bartlett & CO. Wealth Management LLC725,195$20.10M0.3%-0.2%0.049%
5/6/2026 Zhang Financial LLC666,381$16.73M0.6%+2.8%0.045%
5/6/2026 Simon Quick Advisors LLC8,979$225K0.0%-4.2%0.001%
5/6/2026 Kera Capital Partners Inc.77,572$1.95M0.2%+1.4%0.005%
5/6/2026 Townsend Asset Management Corp NC ADV26,972$677K0.2%-15.4%0.002%
5/6/2026 Advisortrust Partners LLC27,797$698K0.3%-3.9%0.002%
5/6/2026 Morling Financial Advisors LLC55,361$1.39M0.4%-2.7%0.004%
5/6/2026 Assetmark Inc.791,488$19.87M0.0%-2.7%0.054%
5/6/2026 Main Street Group LTD57,384$1.44M0.4%-14.2%0.004%
5/6/2026 Angeles Wealth Management LLC108,801$2.73M0.1%+0.5%0.007%
5/6/2026 Bessemer Group Inc.7,554$190K0.0%+25.9%0.001%
5/6/2026 SteelPeak Wealth LLC71,391$1.79M0.1%-4.7%0.005%
5/6/2026 Ashford Advisors LLC529,754$14.05M3.3%-8.2%0.036%
5/6/2026 Independent Financial Group LLC14,080$353K0.0%N/A0.001%
5/5/2026 Evergreen Advisors LLC6,280,152$157.63M37.0%+1.8%0.425%
5/5/2026 Noesis Capital Mangement Corp11,055$277K0.0%-3.3%0.001%
5/5/2026 Wealthfront Advisers LLC52,556,138$1.32B2.9%-1.9%3.554%
5/5/2026 D.A. Davidson & CO.57,812$1.45M0.0%+5.4%0.004%
5/5/2026 Members Advisory Group LLC1,583,312$39.74M13.6%-0.9%0.107%
5/5/2026 NerdWallet Wealth Partners LLC9,017$226K0.1%+4.5%0.001%
5/5/2026 Bank of New York Mellon Corp80,042$2.01M0.0%-4.8%0.005%
5/5/2026 Milestone Investment Advisors LLC533,182$13.38M3.2%-1.5%0.036%
5/5/2026 IMC Chicago LLC17,919$450K0.0%N/A0.001%
5/5/2026 Geneos Wealth Management Inc.32,553$817K0.0%-4.5%0.002%
5/5/2026 Northstar Financial Companies Inc.19,975$501K0.4%+42.9%0.001%
5/5/2026 Ethos Financial Group LLC2,026,333$50.86M3.7%+3.6%0.137%
5/5/2026 SouthState Bank Corp23,521$590K0.0%-9.2%0.002%
5/5/2026 Wealthgarden F.S. LLC34,107$856K0.6%+1.2%0.002%
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5/5/2026 Avantax Planning Partners Inc.51,316$1.29M0.0%-4.2%0.003%
5/4/2026 Milestones Private Investment Advisors LLC37,466$940K0.8%-75.7%0.003%
5/4/2026 Retirement Planning Group LLC1,086,268$27.27M0.8%-8.0%0.073%
5/4/2026 NBZ Investment Advisors LLC305,630$7.67M3.3%-2.2%0.021%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management218,927$5.50M0.1%-2.0%0.015%
5/4/2026 Glassman Wealth Services5,579$140K0.0%-37.4%0.000%
5/4/2026 Bleakley Financial Group LLC11,058$278K0.0%N/A0.001%
5/4/2026 NWF Advisory Services Inc.8,268$208K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC969,307$26.64M0.5%+0.3%0.066%
5/2/2026 International Assets Investment Management LLC3,426$87K0.0%+71.2%0.000%


SCHB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,429 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 1,390 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 ($11.36M), 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 147,117,213 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

Of the 643 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), Socha Financial Group LLC ($2.40M), Compass Advisory Group LLC ($1.88M), Capital Management Associates Inc ($1.75M), and Cape Investment Advisory Inc. ($1.57M).

Institutional investors have sold a total of 51,667,623 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


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This page (NYSEARCA:SCHB) was last updated on 5/30/2026 by MarketBeat.com Staff.
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