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Schwab US Broad Market ETF (SCHB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
1164
Total
Institutional Inflows
(last 12 months)
$7.92B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$727.92M
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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
8/14/2025Raymond James Financial Inc.1,339,244$31.91M0.0%+27.9%0.093%
8/14/2025Betterment LLC16,827,398$401.00M0.9%-2.5%1.164%
8/14/2025Quantinno Capital Management LP1,234,589$29.42M0.1%+942.2%0.085%
8/14/2025Diversify Wealth Management LLC39,311$974K0.1%-6.1%0.003%
8/14/2025Diversify Advisory Services LLC10,272$255K0.0%-50.0%0.001%
8/14/2025Vivaldi Capital Management LP206,880$4.93M0.7%-1.8%0.014%
8/14/2025Operose Advisors LLC86,841$2.07M0.6%+1.6%0.006%
8/14/2025HUB Investment Partners LLC79,752$1.90M0.1%+2.4%0.006%
8/14/2025Ieq Capital LLC120,819$2.88M0.0%+6.6%0.008%
8/14/2025Main Street Financial Solutions LLC320,591$7.64M0.6%-7.3%0.022%
8/14/2025Osterweis Capital Management Inc.99,437$2.37M0.1%-22.2%0.007%
8/14/2025FAS Wealth Partners Inc.121,874$2.90M0.2%+2.7%0.008%
8/14/2025Becker Capital Management Inc.8,840$211K0.0%N/A0.001%
8/14/2025NewEdge Advisors LLC446,488$10.64M0.1%-0.4%0.031%
8/14/2025Qube Research & Technologies Ltd10,940$261K0.0%-47.9%0.001%
8/14/2025Acorn Wealth Advisors LLC50,194$1.20M0.4%-21.9%0.003%
8/14/2025Prestige Wealth Management Group LLC95,388$2.27M0.5%-9.4%0.007%
8/14/2025Gerber Kawasaki Wealth & Investment Management31,046$740K0.0%-1.7%0.002%
8/14/2025SVB Wealth LLC64,890$1.55M0.1%N/A0.004%
8/14/2025 Baker Avenue Asset Management LP9,219$220K0.0%N/A0.001%
8/14/2025 Cerity Partners LLC1,143,261$27.24M0.0%+3.1%0.079%
8/13/2025 Hendershot Investments Inc.85,750$2.04M0.3%+2.0%0.006%
8/13/2025 StoneX Group Inc.12,061$287K0.0%-53.4%0.001%
8/13/2025 SageView Advisory Group LLC127,374$3.13M0.1%-8.2%0.009%
8/13/2025 Cresset Asset Management LLC398,870$9.51M0.0%-3.2%0.028%
8/13/2025 Strategic Family Wealth Counselors L.L.C.250,238$5.96M1.7%-0.2%0.017%
8/13/2025 Brown Advisory Inc.2,738,170$65.25M0.1%-2.9%0.189%
8/13/2025 SCS Capital Management LLC12,223,396$291.28M3.2%+2.7%0.845%
8/13/2025 Milestone Investment Advisors LLC570,127$13.59M3.5%-2.6%0.039%
8/13/2025 GeoWealth Management LLC99,655$2.38M0.1%+15.7%0.007%
8/13/2025 Baird Financial Group Inc.90,329$2.15M0.0%+74.3%0.006%
8/13/2025 NYL Investors LLC199,907$4.76M1.3%+3.9%0.014%
8/13/2025 CW Advisors LLC55,364$1.32M0.0%+146.4%0.004%
8/13/2025 Twin Peaks Wealth Advisors LLC3,125$77K0.0%N/A0.000%
8/13/2025 Strategic Financial Planning Inc.982,798$23.42M14.6%+3.4%0.068%
8/13/2025 Granite Investment Partners LLC184,918$4.41M0.2%-1.2%0.013%
8/13/2025 Pinkerton Wealth LLC37,768$900K0.1%-91.4%0.003%
8/13/2025 Beacon Pointe Advisors LLC196,074$4.67M0.0%-1.8%0.014%
8/13/2025 D L Carlson Investment Group Inc.2,616,852$62.36M11.4%-5.3%0.181%
8/13/2025 Fisher Asset Management LLC23,966$571K0.0%+133.6%0.002%
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8/13/2025 Smith Moore & CO.126,397$3.01M0.3%+10.6%0.009%
8/13/2025 Solutions 4 Wealth Ltd18,355$437K0.7%-9.1%0.001%
8/13/2025 Everstar Asset Management LLC63,019$1.50M0.9%-2.5%0.004%
8/13/2025 Lido Advisors LLC790,976$18.85M0.1%+4.1%0.055%
8/13/2025 Meridian Wealth Partners LLC881,493$21.01M3.0%+3.1%0.061%
8/13/2025 Northwestern Mutual Wealth Management Co.519,812$12.39M0.0%+1.1%0.036%
8/13/2025 Mayfair Advisory Group LLC113,354$2.78M1.3%+5.8%0.008%
8/13/2025 Elgethun Capital Management661,901$15.77M3.2%-3.2%0.046%
8/13/2025 Baltimore Washington Financial Advisors Inc.16,461$392K0.0%+2.8%0.001%
8/13/2025 Quadrant Capital Group LLC77,257$1.84M0.1%-41.4%0.005%
8/13/2025 Farnam Financial LLC204,160$4.87M4.4%-6.9%0.014%
8/13/2025 Choreo LLC128,972$3.07M0.0%+87.6%0.009%
8/13/2025 Russell Investments Group Ltd.9,924$236K0.0%+18.5%0.001%
8/12/2025 J.W. Cole Advisors Inc.69,581$1.66M0.0%+20.0%0.005%
8/12/2025 Blueprint Financial Advisors LLC203,143$4.84M1.6%-2.4%0.014%
8/12/2025 North Star Asset Management Inc.2,664,456$63.49M2.7%-8.4%0.184%
8/12/2025 Financial Advocates Investment Management13,599$324K0.0%-15.5%0.001%
8/12/2025 Laurel Wealth Advisors LLC80,093$1.91M0.0%+2,337.4%0.006%
8/12/2025 One Charles Private Wealth Services LLC228,227$5.44M1.5%N/A0.016%
8/12/2025 Steward Partners Investment Advisory LLC32,000$763K0.0%+98.1%0.002%
8/12/2025 Jaffetilchin Investment Partners LLC1,539,575$36.69M2.4%+1.6%0.106%
8/12/2025 Quadcap Wealth Management LLC12,491$298K0.0%+25.7%0.001%
8/12/2025 CreativeOne Wealth LLC13,713$327K0.0%+46.9%0.001%
8/12/2025 Global Retirement Partners LLC129,657$3.09M0.1%N/A0.009%
8/12/2025 Waterloo Capital L.P.40,002$953K0.1%-2.4%0.003%
8/12/2025 Eley Financial Management Inc69,503$1.66M0.6%+25.7%0.005%
8/12/2025 Aspiring Ventures LLC165,124$3.94M1.7%+2.7%0.011%
8/12/2025 WealthBridge Capital Management LLC13,075$312K0.1%-10.2%0.001%
8/12/2025 AlphaCore Capital LLC5,953,464$141.87M5.4%+1,400.4%0.412%
8/12/2025 Kohmann Bosshard Financial Services LLC12,658$302K0.0%-88.1%0.001%
8/12/2025 Franklin Resources Inc.24,880$593K0.0%+85.2%0.002%
8/12/2025 Blueprint Investment Partners LLC185,274$4.42M0.8%-39.5%0.013%
8/12/2025 MAI Capital Management1,113,342$26.53M0.2%+10.7%0.077%
8/12/2025 JPMorgan Chase & Co.1,122,755$26.76M0.0%+2.3%0.078%
8/12/2025 Archvest Wealth Advisors Inc.8,517$203K0.2%N/A0.001%
8/12/2025 Passive Capital Management LLC.540,099$12.87M4.0%-1.1%0.037%
8/12/2025 Auxano Advisors LLC10,268$245K0.1%-31.9%0.001%
8/12/2025 Howe & Rusling Inc.91,866$2.19M0.2%+4.8%0.006%
8/12/2025 Lionshead Wealth Management LLC48,786$1.16M1.1%+1.6%0.003%
8/12/2025 17 Capital Partners LLC8,547$204K0.1%N/A0.001%
8/11/2025 VSM Wealth Advisory LLC469,414$11.19M3.7%-1.6%0.033%
8/11/2025 Morling Financial Advisors LLC57,815$1.38M0.5%+16.7%0.004%
8/11/2025 HHM Wealth Advisors LLC5,468,240$130.31M15.5%+31.3%0.379%
8/11/2025 Wealthspire Advisors LLC1,000,692$23.85M0.1%-0.3%0.069%
8/11/2025 MainStreet Investment Advisors LLC36,225$863K0.1%-6.1%0.003%
8/11/2025 Rockbridge Investment Management LCC359,342$8.56M0.9%-0.6%0.025%
8/11/2025 Nordwand Advisors LLC10,200$243K0.0%N/A0.001%
8/11/2025 WBI Investments LLC203,177$4.84M1.3%N/A0.014%
8/11/2025 Mosaic Family Wealth Partners LLC9,872$235K0.0%N/A0.001%
8/11/2025 Farrow Financial Inc.38,792$924K0.6%+10.5%0.003%
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8/11/2025 Foundation Wealth Management LLC PA30,144$718K0.3%+116.2%0.002%
8/11/2025 Bell Investment Advisors Inc2,152$51K0.0%-91.2%0.000%
8/8/2025 Tortoise Investment Management LLC154,301$3.68M0.4%+1.3%0.011%
8/8/2025 Firestone Capital Management246,343$5.87M1.4%-1.6%0.017%
8/8/2025 Rockefeller Capital Management L.P.354,112$8.44M0.0%+123.7%0.025%
8/8/2025 Kingsview Wealth Management LLC10,841$258K0.0%N/A0.001%
8/8/2025 Citizens Financial Group Inc. RI20,595$491K0.0%-48.7%0.001%
8/8/2025 Avantax Advisory Services Inc.81,215$1.94M0.0%+3.4%0.006%
8/8/2025 ProVise Management Group LLC246,506$5.87M0.5%-0.8%0.017%
8/8/2025 Glaxis Capital Management LLC9,315$222K0.3%N/A0.001%
(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, 1,309 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.34B), Betterment LLC ($401.00M), Rebalance LLC ($313.58M), SCS Capital Management LLC ($291.28M), Evensky & Katz LLC ($209.24M), Strid Group LLC ($206.32M), and Hengehold Capital Management LLC ($201.38M).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 1,252 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 ($23.47M), Betterment LLC ($11.72M), Strategic Financial Concepts LLC ($9.74M), Rebalance LLC ($9.62M), SCS Capital Management LLC ($8.45M), Kingstone Capital Partners Texas LLC ($6.78M), and HighTower Advisors LLC ($6.46M).

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

Institutional investors have bought a total of 348,501,666 shares in the last 24 months. This purchase volume represents approximately $7.92B in transactions.

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

Of the 517 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 ($4.39M), Retirement Planning Group LLC ($4.26M), Wealthfront Advisers LLC ($3.86M), Socha Financial Group LLC ($2.27M), Capital Management Associates Inc ($1.75M), Betterment LLC ($946.22K), and Evensky & Katz LLC ($606.66K).

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

Institutional investors have sold a total of 32,334,006 shares in the last 24 months. This volume of shares sold represents approximately $727.92M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 8/14/2025 by MarketBeat.com Staff
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