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Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$23.36 -0.14 (-0.60%)
Closing price 01/31/2025 04:10 PM Eastern
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$23.33 -0.03 (-0.13%)
As of 01/31/2025 07:46 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)
777
Total
Institutional Inflows
(last 12 months)
$3.06B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$129.22M
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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
1/31/2025Global Retirement Partners LLC140,530$3.19M0.1%+199.2%0.031%
1/31/2025Cornerstone Advisors Asset Management LLC25,849$587K0.1%+201.1%0.006%
1/31/2025Bigelow Investment Advisors LLC92,111$2.09M1.0%+174.8%0.020%
1/31/2025Klingman & Associates LLC17,400$395K0.0%+210.2%0.004%
1/31/2025Callahan Advisors LLC56,693$1.29M0.1%+193.1%0.012%
1/31/2025Morton Brown Family Wealth LLC3,570,574$81.05M28.2%+209.6%0.777%
1/31/2025Creative Capital Management Investments LLC11,802$268K0.1%+200.0%0.003%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,826$586K0.0%+200.0%0.006%
1/31/2025Traction Financial Partners LLC28,950$657K0.5%+249.2%0.006%
1/31/2025Valley Wealth Managers Inc.2,262$51K0.0%+45.5%0.000%
1/31/2025Bfsg LLC5,646$128K0.0%+652.8%0.001%
1/31/2025Buckingham Capital Management Inc.1,495,896$33.96M3.9%+169.1%0.325%
1/31/2025HighMark Wealth Management LLC2,546$58K0.0%+200.9%0.001%
1/31/2025Atria Wealth Solutions Inc.286,489$6.50M0.1%+314.3%0.062%
1/31/2025Venturi Wealth Management LLC4,881$111K0.0%+200.0%0.001%
1/31/2025D.A. Davidson & CO.53,442$1.21M0.0%+200.0%0.012%
1/31/2025Empower Advisory Group LLC4,892,270$111.06M0.4%+2,357.8%1.064%
1/31/2025Truist Financial Corp1,776,157$40.32M0.1%+225.3%0.386%
1/31/2025Droms Strauss Advisors Inc. MO ADV9,605$218K0.1%+193.1%0.002%
1/31/2025Ifrah Financial Services Inc.10,476$238K0.1%+177.8%0.002%
1/31/2025Human Investing LLC1,830$42K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC27,139$638K0.0%-12.3%0.006%
1/31/2025Nicholas Hoffman & Company LLC.61,604$1.40M0.1%+173.5%0.013%
1/31/2025Total Investment Management Inc.22,998$522K0.1%+248.5%0.005%
1/31/2025Americana Partners LLC11,859$269K0.0%+200.0%0.003%
1/31/2025Opus Capital Group LLC196,170$4.45M0.6%+198.2%0.043%
1/31/2025Capital Performance Advisors LLP53,750$1.22M0.4%+200.0%0.012%
1/31/2025Strategic Advisors LLC1,043,278$23.68M4.3%+206.3%0.227%
1/31/2025WBH Advisory Inc.2,037,851$46.26M4.3%+210.3%0.443%
1/31/2025JFS Wealth Advisors LLC320,124$7.27M0.5%+189.5%0.070%
1/31/2025Pinnacle Wealth Management Advisory Group LLC25,146$571K0.1%+194.3%0.005%
1/31/2025J.W. Cole Advisors Inc.25,006$568K0.0%+210.5%0.005%
1/30/2025 Opes Wealth Management LLC524,870$11.92M2.4%+199.1%0.114%
1/30/2025 Valmark Advisers Inc.292,379$6.64M0.1%+192.5%0.064%
1/30/2025 Csenge Advisory Group137,351$3.12M0.2%-3.4%0.030%
1/30/2025 Waypoint Wealth Partners Inc.73,938$1.68M0.5%+200.0%0.016%
1/30/2025 NYL Investors LLC213,000$4.84M0.4%+214.6%0.046%
1/30/2025 James Investment Research Inc.125,493$2.85M0.3%+273.2%0.027%
1/30/2025 Game Plan Financial Advisors LLC147,870$3.36M1.6%+188.5%0.032%
1/30/2025 Agilis Partners LLC2,625,342$59.60M17.9%+197.5%0.571%
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1/30/2025 JNBA Financial Advisors1,992$45K0.0%+200.0%0.000%
1/30/2025 Strategic Financial Concepts LLC228,222$5.18M0.2%+203.3%0.050%
1/30/2025 Allworth Financial LP887,772$20.90M0.1%+1,937.0%0.193%
1/30/2025 Principal Securities Inc.2,415$55K0.0%+245.0%0.001%
1/30/2025 Everhart Financial Group Inc.458,028$10.40M2.1%+182.4%0.100%
1/30/2025 Lakeridge Wealth Management LLC20,691$470K0.2%+200.0%0.005%
1/30/2025 Beacon Capital Management LLC1,216$28K0.0%+200.2%0.000%
1/30/2025 Seascape Capital Management65,809$1.49M0.5%+269.3%0.014%
1/30/2025 American Financial Advisors LLC13,928$316K0.0%+177.3%0.003%
1/30/2025 Montag A & Associates Inc.3,776$86K0.0%+201.1%0.001%
1/30/2025 Wedgewood Investors Inc. PA9,074$206K0.2%+200.3%0.002%
1/30/2025 Roxbury Financial LLC2,968$70K0.1%N/A0.001%
1/30/2025 Manchester Capital Management LLC2,026$46K0.0%+151.1%0.000%
1/30/2025 Compass Financial Group INC SD2,720,223$61.75M11.7%+222.4%0.592%
1/30/2025 Maryland Capital Advisors Inc.1,161$26K0.0%+200.0%0.000%
1/30/2025 Quadrant Private Wealth Management LLC38,667$878K0.2%+198.4%0.008%
1/30/2025 Valeo Financial Advisors LLC16,468$374K0.0%+200.0%0.004%
1/30/2025 Blue Trust Inc.9,855$224K0.0%+129.6%0.002%
1/30/2025 Chevy Chase Trust Holdings LLC247,245$5.61M0.0%+200.0%0.054%
1/30/2025 W.H. Cornerstone Investments Inc.39,915$906K0.6%+385.3%0.009%
1/30/2025 Squire Investment Management Company LLC12,000$272K0.1%+200.0%0.003%
1/30/2025 Root Financial Partners LLC34,694$788K0.1%+358.5%0.008%
1/30/2025 Walkner Condon Financial Advisors LLC20,694$470K0.1%+200.0%0.005%
1/30/2025 Values Added Financial LLC105,749$2.40M1.4%+196.2%0.023%
1/30/2025 Bogart Wealth LLC66,831$1.52M0.1%+199.7%0.015%
1/30/2025 DHJJ Financial Advisors Ltd.132,488$3.01M1.2%+198.2%0.029%
1/30/2025 Attessa Capital LLC77,608$1.76M1.2%N/A0.017%
1/30/2025 Manchester Financial Inc.3,491,496$79.26M17.3%+201.4%0.760%
1/30/2025 Sunburst Financial Group LLC1,939,840$44.03M10.9%+251.8%0.422%
1/30/2025 Life Planning Partners Inc11,577$263K0.0%N/A0.003%
1/30/2025 Intelligence Driven Advisers LLC531,432$12.06M2.3%+177.5%0.116%
1/29/2025 Hudock Inc.34,809$790K0.1%+200.3%0.008%
1/29/2025 Morris Financial Concepts Inc.19,830$450K0.2%+199.5%0.004%
1/29/2025 Tranquility Partners LLC14,685$333K0.1%+200.0%0.003%
1/29/2025 Sawgrass Asset Management LLC153,201$3.48M0.4%+102.3%0.033%
1/29/2025 PrairieView Partners LLC650,287$14.76M1.5%+190.4%0.141%
1/29/2025 R. W. Roge & Company Inc.34,119$774K0.4%+177.3%0.007%
1/29/2025 McClarren Financial Advisors Inc.1,669$37K0.1%N/A0.000%
1/29/2025 Three Bridge Wealth Advisors LLC11,378$258K0.1%+197.1%0.002%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors47,361$1.08M0.1%+450.1%0.010%
1/29/2025 Naples Global Advisors LLC160,684$3.65M0.3%+196.8%0.035%
1/29/2025 Evolution Advisers Inc.4,828$109K0.1%+218.1%0.001%
1/29/2025 Diversified Portfolios Inc.214,110$4.86M0.5%+200.0%0.047%
1/29/2025 Keener Financial Planning LLC21,006$476K0.3%+200.0%0.005%
1/29/2025 Avidian Wealth Enterprises LLC49,658$1.13M0.1%+200.9%0.011%
1/29/2025 Great Lakes Retirement Inc.887,907$20.16M2.6%+196.1%0.193%
1/29/2025 Alaska Wealth Advisors21,501$488K0.1%+189.9%0.005%
1/29/2025 Capital Advisors Inc. OK89,973$2.04M0.0%+166.1%0.020%
1/29/2025 SRH Advisors LLC381,490$8.66M2.6%+203.3%0.083%
1/29/2025 L. Roy Papp & Associates LLP147,672$3.35M0.4%+214.6%0.032%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
1/29/2025 Leavell Investment Management Inc.505,354$11.47M0.6%+206.4%0.110%
1/29/2025 Gradient Capital Advisors LLC77,553$1.76M0.6%+197.3%0.017%
1/29/2025 CAP Partners LLC39,324$893K0.6%+234.9%0.009%
1/29/2025 Index Fund Advisors Inc.15,947$362K0.0%+200.0%0.003%
1/29/2025 Balentine LLC21,234$482K0.0%+200.0%0.005%
1/29/2025 New Republic Capital LLC4,980$113K0.1%+3,012.5%0.001%
1/29/2025 Weatherly Asset Management L. P.26,415$600K0.1%+200.0%0.006%
1/29/2025 BostonPremier Wealth LLC12,978$295K0.2%N/A0.003%
1/29/2025 Armor Investment Advisors LLC10,005$227K0.1%+200.1%0.002%
1/29/2025 Focus Financial Network Inc.900,823$20.45M0.8%+174.6%0.196%
(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, 1,115 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 ($202.99M).Learn more on SCHB's institutional investors.

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

Of the 978 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 ($9.74M), Hengehold Capital Management LLC ($6.72M), Strid Group LLC ($6.16M), Empower Advisory Group LLC ($4.89M), HB Wealth Management LLC ($4.28M), Hanson & Doremus Investment Management ($4.13M), and HT Partners LLC ($4.05M).

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

Institutional investors have bought a total of 162,794,069 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 655 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 ($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 23,549,623 shares in the last 24 months. This volume of shares sold represents approximately $412.03M in transactions.


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This page (NYSEARCA:SCHB) was last updated on 2/1/2025 by MarketBeat.com Staff
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