Free Trial
→ What most folks don’t know about oil (BIG missed opportunity) (From ProsperityPub) (Ad) Free SCHB Stock Alerts

Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$22.90 +0.26 (+1.15%)
(As of 12/20/2024 05:40 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
565
Total
Institutional Inflows
(last 12 months)
$580.38M
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$139.19M
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
12/19/2024 Independent Solutions Wealth Management LLC50,726$3.37M0.8%-10.4%0.011%
12/13/2024 B. Riley Wealth Advisors Inc.171,042$11.31M0.3%-0.9%0.037%
12/3/2024 Boulder Wealth Advisors LLC502,321$33.41M18.2%N/A0.109%
11/27/2024 Franklin Resources Inc.4,420$294K0.0%+952.4%0.001%
11/26/2024 Asset Advisors Investment Management LLC965,092$64.20M6.7%-0.2%0.210%
11/25/2024 Tidal Investments LLC11,031$734K0.0%N/A0.002%
11/25/2024 Destination Wealth Management98,413$6.55M0.2%-1.2%0.021%
11/25/2024 Wilmington Savings Fund Society FSB10,574$703K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC16,470$1.10M0.0%+119.5%0.004%
11/25/2024 Sanctuary Advisors LLC30,939$2.06M0.0%+194.9%0.007%
11/22/2024 Fulcrum Equity Management11,192$744K0.6%+6.3%0.002%
11/21/2024 Tudor Financial Inc.14,970$996K0.6%N/A0.003%
11/18/2024 Wilson & Boucher Capital Management LLC94,094$6.26M4.3%+0.6%0.020%
11/18/2024 GG Group Ventures LLC12,285$817K1.2%+168.8%0.003%
11/18/2024 McCarthy Asset Management Inc.42,225$2.81M1.7%-2.6%0.009%
11/15/2024 Prestige Wealth Management Group LLC42,154$2.80M0.6%-7.8%0.009%
11/15/2024 Guardian Wealth Management Inc.23,197$1.54M1.1%-3.1%0.005%
11/15/2024 Continuum Advisory LLC59,077$3.93M0.5%+201.3%0.013%
11/15/2024 Glass Jacobson Investment Advisors llc20,135$1.34M0.4%+18.8%0.004%
11/15/2024 Passive Capital Management LLC.181,532$12.08M4.2%-1.7%0.039%
11/15/2024 Orion 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%
11/15/2024 EP Wealth Advisors LLC26,160$1.74M0.0%+6.0%0.006%
11/15/2024 Jane 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
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%
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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
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%
(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, 1,048 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 847 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 55,084,371 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 673 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 24,652,733 shares in the last 24 months. This volume of shares sold represents approximately $428.37M in transactions.


Related Companies

This page (NYSEARCA:SCHB) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
⭕ [URGENT] Buy Alert just triggered
My absolute favorite stock just hit a critical "buy now" trigger price.
Behind the Markets | Sponsored