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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$21.95 -0.32 (-1.44%)
Closing price 03/26/2025 04:10 PM Eastern
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$21.96 +0.00 (+0.02%)
As of 03/26/2025 07:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
1082
Total
Institutional Inflows
(last 12 months)
$7.06B
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$110.72M
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SCHB Institutional Buying and Selling by Quarter

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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
3/24/2025Fulcrum Equity Management32,304$733K0.7%+188.6%0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC1,916,503$43.51M0.1%+230.6%0.134%
3/10/2025 SpringVest Wealth Management LLC36,359$825K0.7%N/A0.003%
3/7/2025 Aegis Wealth Management LLC34,589$785K0.5%N/A0.002%
3/5/2025 Phocas Financial Corp.36,417$827K0.1%+200.0%0.003%
2/28/2025 Brooklyn FI LLC459,902$10.44M1.7%+254.6%0.032%
2/27/2025 Skyline Advisors Inc.100,481$2.28M0.9%+200.0%0.007%
2/27/2025 Carolinas Wealth Consulting LLC5,438$123K0.0%+210.9%0.000%
2/25/2025 B. Riley Wealth Advisors Inc.474,324$10.77M0.4%+177.3%0.033%
2/25/2025 Integrated Advisors Network LLC65,499$1.49M0.1%+201.8%0.005%
2/25/2025 Garde Capital Inc.19,974$453K0.0%+206.6%0.001%
2/24/2025 Pullen Investment Management LLC231,021$5.24M3.4%+200.0%0.016%
2/24/2025 Wilkins Miller Wealth Management LLC113,582$2.58M2.7%N/A0.008%
2/24/2025 Great Valley Advisor Group Inc.707,094$16.05M0.4%+166.3%0.049%
2/24/2025 Ameriflex Group Inc.5,175$121K0.1%N/A0.000%
2/21/2025 Aberdeen Wealth Management LLC1,633$37K0.0%+200.2%0.000%
2/21/2025 Perennial Advisors LLC30,099$683K0.1%N/A0.007%
2/21/2025 Vermillion Wealth Management Inc.1,376$31K0.0%N/A0.000%
2/20/2025 Forum Financial Management LP20,480$465K0.0%+207.4%0.004%
2/20/2025 Michels Family Financial LLC11,651$264K0.2%N/A0.003%
2/19/2025 North Star Asset Management Inc.2,943,378$66.82M3.0%+201.0%0.640%
2/19/2025 Wilson & Boucher Capital Management LLC283,132$6.43M4.6%+200.9%0.062%
2/18/2025 Wick Capital Partners LLC9,468$215K0.1%+203.7%0.002%
2/18/2025 Western Wealth Management LLC35,133$798K0.2%-3.1%0.008%
2/18/2025 Retirement Planning Group LLC5,777,637$131.15M6.6%+222.5%1.257%
2/18/2025 Connecticut Wealth Management LLC75,640$1.90M0.1%+1,486.4%0.016%
2/18/2025 Pacific Center for Financial Services6,693$152K0.0%+199.7%0.001%
2/18/2025 Pinkerton Retirement Specialists LLC548,603$12.45M1.8%+158.3%0.119%
2/18/2025 49 Wealth Management LLC11,078$251K0.0%+219.2%0.002%
2/18/2025 Orion Capital Management LLC10,101$229K0.1%+164.5%0.002%
2/18/2025 AlphaQ Advisors LLC17,186$390K1.1%+209.8%0.004%
2/18/2025 McIlrath & Eck LLC4,230$96K0.0%+200.0%0.001%
2/18/2025 McCarthy Asset Management Inc.102,506$2.33M1.6%+142.8%0.022%
2/18/2025 Monograph Wealth Advisors LLC34,453$782K0.1%+219.4%0.007%
2/18/2025 Focus Partners Advisor Solutions LLC173,827$3.95M0.1%+169.8%0.038%
2/18/2025 Continuum Advisory LLC59,616$1.35M0.2%+0.9%0.013%
2/18/2025 Royal Capital Wealth Management LLC18,070$410K0.3%+200.1%0.004%
2/18/2025 Glen Eagle Advisors LLC2,059$47K0.0%+51,375.0%0.000%
2/17/2025 US Financial Advisors LLC10,428$237K0.1%+200.0%0.002%
2/17/2025 Waverly Advisors LLC1,183,899$26.88M0.4%+216.6%0.258%
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2/17/2025 Vivaldi Capital Management LP215,099$5.01M0.8%+194.6%0.047%
2/17/2025 Two Sigma Investments LP395,100$8.97M0.0%N/A0.086%
2/17/2025 Tolleson Wealth Management Inc.78,212$1.78M0.4%+200.0%0.017%
2/17/2025 Studio Investment Management LLC1,092$25K0.0%+200.0%0.000%
2/17/2025 Snowden Capital Advisors LLC11,355$258K0.0%+200.0%0.002%
2/17/2025 Silvercrest Asset Management Group LLC11,226$255K0.0%+200.0%0.002%
2/17/2025 Royal Bank of Canada2,435,811$55.29M0.0%+212.9%0.530%
2/17/2025 Quadcap Wealth Management LLC9,932$225K0.0%N/A0.002%
2/17/2025 Quantinno Capital Management LP68,560$1.56M0.0%N/A0.015%
2/17/2025 Main Management LLC11,220$255K0.0%+200.0%0.002%
2/17/2025 Main Street Group LTD73,096$1.66M0.6%+184.8%0.016%
2/17/2025 NorthRock Partners LLC17,338$394K0.0%N/A0.004%
2/17/2025 Laird Norton Wetherby Wealth Management LLC36,861$837K0.0%+200.0%0.008%
2/17/2025 Lionshead Wealth Management LLC90,906$2.06M1.5%N/A0.020%
2/17/2025 Guardian Wealth Advisors LLC NC9,628$219K0.0%+201.5%0.002%
2/17/2025 Graver Capital Management LLC287,205$6.52M6.8%N/A0.062%
2/17/2025 Greenline Partners LLC24,543$557K0.1%+201.0%0.005%
2/17/2025 Focus Partners Wealth1,094,011$25.11M0.1%+524.9%0.238%
2/17/2025 Ellevest Inc.634,796$14.41M0.8%+162.0%0.138%
2/17/2025 Evensky & Katz LLC9,325,113$211.68M13.8%+187.7%2.029%
2/17/2025 Fairview Capital Investment Management LLC16,139$366K0.0%+216.3%0.004%
2/17/2025 Fiduciary Trust Co363,357$8.25M0.1%+195.0%0.079%
2/17/2025 Circle Wealth Management LLC3,027,213$68.72M1.5%+199.5%0.659%
2/17/2025 Diligent Investors LLC47,392$1.08M0.2%+187.6%0.010%
2/17/2025 EP Wealth Advisors LLC111,214$2.53M0.0%+325.1%0.024%
2/17/2025 CoreCap Advisors LLC65,210$1.48M0.1%+191.2%0.014%
2/17/2025 Cornerstone Financial Group LLC NE 10,122$230K0.2%N/A0.002%
2/17/2025 Cresset Asset Management LLC297,683$6.76M0.0%+57.8%0.065%
2/17/2025 Cambridge Investment Research Advisors Inc.1,513,266$34.35M0.1%+150.0%0.329%
2/17/2025 Cetera Investment Advisers560,605$12.73M0.0%+227.5%0.122%
2/17/2025 BOKF NA4,794$108K0.0%+94.6%0.001%
2/17/2025 Bosun Asset Management LLC30,000$681K0.3%+200.0%0.007%
2/17/2025 Bowie Capital Management LLC39,000$885K0.0%+200.0%0.008%
2/17/2025 Cahill Financial Advisors Inc.39,710$901K0.1%+760.5%0.009%
2/17/2025 Captrust Financial Advisors3,320,913$75.39M0.2%+191.1%0.722%
2/17/2025 Cardiff Park Advisors LLC253,984$5.77M0.5%+201.1%0.055%
2/17/2025 Chapman Financial Group LLC132,478$3.01M2.4%N/A0.029%
2/17/2025 Brown Advisory Inc.2,803,176$63.63M0.1%+199.8%0.610%
2/17/2025 Baird Financial Group Inc.66,377$1.51M0.0%+265.4%0.014%
2/17/2025 Bank of America Corp DE3,085,001$70.03M0.0%+202.8%0.671%
2/17/2025 BIP Wealth LLC12,797$290K0.0%+200.0%0.003%
2/17/2025 Ameriprise Financial Inc.443,973$10.08M0.0%+222.2%0.097%
2/17/2025 Ancora Advisors LLC84,656$1.92M0.0%+203.9%0.018%
2/17/2025 Aptus Capital Advisors LLC1,990,981$45.20M0.5%+252.9%0.433%
2/17/2025 Apex Wealth Management LLC17,009$386K0.3%N/A0.004%
2/17/2025 Asset Management Group Inc.99,362$2.26M0.4%+200.1%0.022%
2/17/2025 Accredited Wealth Management LLC17,249$392K0.3%N/A0.004%
2/14/2025 West Paces Advisors Inc.105,543$2.40M0.6%+198.7%0.023%
2/14/2025 Mercer Global Advisors Inc. ADV2,006,071$45.54M0.1%+42.7%0.436%
2/14/2025 Davidson Kahn Capital Management LLC299,846$6.81M6.3%N/A0.065%
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2/14/2025 FAS Wealth Partners Inc.118,284$2.69M0.2%+176.6%0.026%
2/14/2025 Jane Street Group LLC321,175$7.29M0.0%+3,681.6%0.070%
2/14/2025 Westbourne Investments Inc.67,362$1.53M0.9%N/A0.015%
2/14/2025 Rehmann Capital Advisory Group27,748$630K0.0%+200.0%0.006%
2/14/2025 Waterford Advisors LLC22,944$521K0.3%+200.0%0.005%
2/14/2025 WealthCollab LLC158,082$3.59M2.3%+197.1%0.034%
2/14/2025 Becker Capital Management Inc.8,845$201K0.0%N/A0.002%
2/14/2025 Comerica Bank11,636$264K0.0%+178.4%0.003%
2/14/2025 AQR Capital Management LLC272,916$6.20M0.0%+213.7%0.059%
2/14/2025 Firestone Capital Management250,319$5.68M1.4%+242.7%0.054%
(Data available from 1/1/2016 forward)

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SCHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHB shares?

During the previous two years, 1,257 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.18B), Betterment LLC ($403.46M), Rebalance LLC ($260.39M), SCS Capital Management LLC ($231.63M), Evensky & Katz LLC ($211.68M), Hengehold Capital Management LLC ($202.99M), and Strid Group LLC ($193.64M).Learn more on SCHB's institutional investors.

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

Of the 1,193 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: Brooklyn FI LLC ($23.48M), Betterment LLC ($11.72M), Strategic Financial Concepts LLC ($9.74M), Rebalance LLC ($8.56M), Hengehold Capital Management LLC ($6.72M), HighTower Advisors LLC ($6.47M), and SCS Capital Management LLC ($6.43M).

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

Institutional investors have bought a total of 332,602,092 shares in the last 24 months. This purchase volume represents approximately $7.41B in transactions.

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

Of the 633 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 ($1.05M), Envestnet Asset Management Inc. ($757.94K), Evensky & Katz LLC ($652.93K), 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 22,157,598 shares in the last 24 months. This volume of shares sold represents approximately $391.29M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 3/27/2025 by MarketBeat.com Staff
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