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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$22.84 +0.10 (+0.44%)
(As of 11/18/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
560
Total
Institutional Inflows
(last 12 months)
$568.95M
Number of
Institutional Sellers
(last 12 months)
454
Total
Institutional Outflows
(last 12 months)
$140.86M
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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
11/18/2024Wilson & Boucher Capital Management LLC94,094$6.26M4.3%+0.6%0.020%
11/18/2024GG Group Ventures LLC12,285$817K1.2%+168.8%0.003%
11/18/2024McCarthy Asset Management Inc.42,225$2.81M1.7%-2.6%0.009%
11/15/2024Prestige Wealth Management Group LLC42,154$2.80M0.6%-7.8%0.009%
11/15/2024Guardian Wealth Management Inc.23,197$1.54M1.1%-3.1%0.005%
11/15/2024Continuum Advisory LLC59,077$3.93M0.5%+201.3%0.013%
11/15/2024Glass Jacobson Investment Advisors llc20,135$1.34M0.4%+18.8%0.004%
11/15/2024Passive Capital Management LLC.181,532$12.08M4.2%-1.7%0.039%
11/15/2024Orion Portfolio Solutions LLC24,660$1.64M0.0%+35.3%0.005%
11/15/2024 National Bank of Canada FI1,400,052$93.13M0.1%+12.2%0.305%
11/15/2024EP Wealth Advisors LLC26,160$1.74M0.0%+6.0%0.006%
11/15/2024Jane Street Group LLC8,493$565K0.0%-25.8%0.002%
11/15/2024 Stifel Financial Corp209,723$13.95M0.0%-1.7%0.046%
11/15/2024 SageView Advisory Group LLC31,441$2.09M0.1%-1.9%0.007%
11/15/2024 Pinnacle Family Advisors LLC62,183$4.14M2.1%-6.0%0.014%
11/15/2024 IHT Wealth Management LLC69,601$4.60M0.1%+63.1%0.015%
11/15/2024 Integrated Wealth Concepts LLC67,582$4.50M0.1%+1.4%0.015%
11/15/2024 HighTower Advisors LLC2,660,625$177M0.3%+7.8%0.579%
11/15/2024 Royal Capital Wealth Management LLC6,021$401K0.3%-9.7%0.001%
11/14/2024 Cobblestone Capital Advisors LLC NY308,812$20.54M1.2%-1.9%0.067%
11/14/2024 Tradition Wealth Management LLC266,889$17.75M1.6%-0.8%0.058%
11/14/2024 Circle Wealth Management LLC1,010,660$67.23M1.5%-1.4%0.220%
11/14/2024 Flow Traders U.S. LLC5,934$395K0.0%-13.5%0.001%
11/14/2024 Captrust Financial Advisors1,141,005$75.90M0.2%-23.3%0.248%
11/14/2024 Rockefeller Capital Management L.P.24,988$1.66M0.0%-1.8%0.005%
11/14/2024 Fiduciary Trust Co123,192$8.20M0.1%-1.4%0.027%
11/14/2024 WFA of San Diego LLC32,260$2.15M1.8%-4.1%0.007%
11/14/2024 Bell Investment Advisors Inc15,509$1.03M0.2%-19.4%0.003%
11/13/2024 FMR LLC283,117$18.83M0.0%+16.7%0.062%
11/13/2024 Blue Investment Partners LLC187,485$12.47M5.1%+5.5%0.041%
11/13/2024 Acorn Wealth Advisors LLC17,048$1.13M0.5%-21.4%0.004%
11/13/2024 Alliance Wealth Management Group159,228$10.59M2.7%-0.8%0.035%
11/13/2024 Independent Advisor Alliance40,154$2.67M0.1%-33.9%0.009%
11/12/2024Larson Financial Group LLC10,883$724K0.0%-40.2%0.002%
11/12/2024 Truepoint Inc.395,060$26.28M0.7%-1.3%0.086%
11/12/2024 Towercrest Capital Management159,304$10.60M1.7%-0.8%0.035%
11/12/2024 Cerity Partners LLC375,895$25.01M0.1%+5.8%0.082%
11/12/2024 Great Valley Advisor Group Inc.265,479$17.66M0.4%-9.8%0.058%
11/12/2024 Nwam LLC8,351$556K0.0%N/A0.002%
11/12/2024 Meridian Wealth Management LLC165,081$10.98M0.5%N/A0.036%
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11/12/2024 Asset Management Group Inc.33,108$2.20M0.4%+1.8%0.007%
11/12/2024 Wrenne Financial Planning LLC76,073$5.06M3.0%+3.8%0.017%
11/9/2024 Axos Invest Inc.75,977$5.05M3.5%N/A0.017%
11/9/2024 Creekside Partners83,452$5.55M2.9%+1.1%0.018%
11/8/2024 Citizens Financial Group Inc. RI13,290$884K0.0%+3.7%0.003%
11/8/2024 Glaxis Capital Management LLC3,076$205K0.8%N/A0.001%
11/8/2024 Grant Street Asset Management Inc.16,815$1.12M0.3%-4.8%0.004%
11/8/2024 Commerce Bank4,910$327K0.0%-10.4%0.001%
11/8/2024 Sachetta LLC46,002$3.06M1.2%+11.9%0.010%
11/8/2024 Roger Wittlin Investment Advisory LLC204,343$13.59M7.8%+0.6%0.044%
11/8/2024 Avior Wealth Management LLC347,329$23.10M0.9%+0.8%0.076%
11/8/2024 Horan Capital Advisors LLC.155,140$10.32M3.4%+0.6%0.034%
11/8/2024 PNC Financial Services Group Inc.39,377$2.62M0.0%+31.5%0.009%
11/8/2024 Phocas Financial Corp.12,139$807.49M3.1%-5.3%0.003%
11/8/2024 Equita Financial Network Inc.93,643$6.23M2.3%+0.5%0.020%
11/8/2024 Prospera Financial Services Inc9,307$619K0.0%+7.3%0.002%
11/7/2024 Caprock Group LLC744,533$49.53M1.8%-4.6%0.162%
11/7/2024 Pathstone Holdings LLC48,663$3.24M0.0%+5.0%0.011%
11/7/2024 Aviance Capital Partners LLC6,583$438K0.1%-24.3%0.001%
11/7/2024 Joseph Group Capital Management991$66K0.0%N/A0.000%
11/7/2024 OneAscent Wealth Management LLC7,531$501K0.2%N/A0.002%
11/7/2024 Elm Partners Management LLC24,363$1.62M0.1%+12.9%0.005%
11/7/2024 Islay Capital Management LLC120,500$8.02M5.4%+1.9%0.026%
11/7/2024 MAI Capital Management84,046$5.59M0.1%+1.8%0.018%
11/7/2024 TrinityPoint Wealth LLC274,155$18.24M2.6%-1.0%0.060%
11/7/2024 Claro Advisors LLC3,023$201K0.0%N/A0.001%
11/6/2024 Sawgrass Asset Management LLC75,717$5.04M0.5%+23.8%0.016%
11/6/2024 Spinnaker Investment Group LLC201,666$13.42M3.3%-2.5%0.044%
11/6/2024 Accredited Investors Inc.1,619,374$107.72M6.2%+0.5%0.352%
11/6/2024 RIA Advisory Group LLC8,526$567K0.2%N/A0.002%
11/6/2024 NYL Investors LLC67,700$4.50M0.3%+2.1%0.015%
11/6/2024 Agilis Partners LLC882,348$58.69M17.4%-0.2%0.192%
11/6/2024 Black Diamond Financial LLC5,609$373K0.1%-10.8%0.001%
11/6/2024 OneDigital Investment Advisors LLC634,689$42.22M0.5%+5.4%0.138%
11/6/2024 Traction Financial Partners LLC8,291$552K0.4%-18.1%0.002%
11/6/2024 Intelligence Driven Advisers LLC191,538$12.74M1.8%-1.9%0.042%
11/6/2024 Main Street Financial Solutions LLC111,697$7.43M0.7%-3.7%0.024%
11/6/2024 Schrum Private Wealth Management LLC11,900$792K0.4%+100.0%0.003%
11/6/2024 Oppenheimer & Co. Inc.4,369$291K0.0%N/A0.001%
11/6/2024 Cornerstone Planning Group LLC10,138$674K0.1%-72.2%0.002%
11/6/2024 OLD Second National Bank of Aurora2,750$183K0.0%N/A0.001%
11/5/2024 Carlton Hofferkamp & Jenks Wealth Management LLC868,604$57.78M18.6%+196.4%0.189%
11/5/2024 Souders Financial Advisors90,630$6.03M0.8%+1.6%0.020%
11/5/2024 Empower Advisory Group LLC199,048$13.24M0.0%-3.1%0.043%
11/5/2024 Aptus Capital Advisors LLC564,118$37.53M0.6%+6,850.7%0.123%
11/5/2024 Missouri Trust & Investment Co13,294$884K0.3%-23.9%0.003%
11/5/2024 Prime Capital Investment Advisors LLC152,013$10.11M0.1%+0.6%0.033%
11/5/2024 Savvy Advisors Inc.10,009$666K0.1%+6.3%0.002%
11/5/2024 Harbour Investments Inc.280,036$18.63M0.6%+1.0%0.061%
11/5/2024 Everhart Financial Group Inc.162,192$10.79M2.4%-0.5%0.035%
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11/4/2024 Buckingham Capital Management Inc.555,851$36.98M4.2%+1.9%0.121%
11/4/2024 Jaffetilchin Investment Partners LLC497,351$33.08M2.5%-4.7%0.108%
11/4/2024 Bond & Devick Financial Network Inc.186,163$12.38M5.3%+38.1%0.040%
11/4/2024 Marshall Financial Group Inc. ADV283,132$18.83M5.7%-4.4%0.062%
11/4/2024 Stockman Wealth Management Inc.10,318$686K0.1%-8.0%0.002%
11/4/2024 Meritage Portfolio Management32,669$2.17M0.1%+41.4%0.007%
11/4/2024 Round Rock Advisors LLC3,028$201K0.0%N/A0.001%
11/4/2024 Axxcess Wealth Management LLC12,158$809K0.0%+33.0%0.003%
11/2/2024 Rocky Mountain Advisers LLC125,782$8.37M2.5%+1.1%0.027%
11/2/2024 RKL Wealth Management LLC70,357$4.68M0.4%-12.6%0.015%
(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, 1,043 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.18B), Phocas Financial Corp. ($807.49M), Betterment LLC ($335.75M), Rebalance LLC ($254.40M), Evensky & Katz LLC ($215.59M), SCS Capital Management LLC ($211.07M), and Hengehold Capital Management LLC ($203.29M).Learn more on SCHB's institutional investors.

Which institutional investors have been buying Schwab US Broad Market ETF stock?

Of the 843 institutional investors that purchased Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($4.70M), Rebalance LLC ($3.86M), TruNorth Capital Management LLC ($1.32M), Accredited Investors Inc. ($1.12M), HBK Sorce Advisory LLC ($1.11M), Cliftonlarsonallen Wealth Advisors LLC ($1.02M), and HighTower Advisors LLC ($982.79K).

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

Institutional investors have bought a total of 54,681,481 shares in the last 24 months. This purchase volume represents approximately $990.35M in transactions.

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

Of the 672 institutional investors that sold Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($6.01M), HBK Sorce Advisory LLC ($1.20M), Mercer Global Advisors Inc. ADV ($1.14M), Envestnet Asset Management Inc. ($857.04K), Evensky & Katz LLC ($681.50K), Juncture Wealth Strategies LLC ($512.68K), and HB Wealth Management LLC ($485.85K).

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

Institutional investors have sold a total of 24,660,774 shares in the last 24 months. This volume of shares sold represents approximately $428.40M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 11/18/2024 by MarketBeat.com Staff
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