Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy SCHB Stock  Free SCHB Stock Alerts

Schwab US Broad Market ETF (SCHB) Institutional Ownership

Schwab US Broad Market ETF logo
$20.23 -0.42 (-2.03%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1087
Total
Institutional Inflows
(last 12 months)
$7.11B
Number of
Institutional Sellers
(last 12 months)
378
Total
Institutional Outflows
(last 12 months)
$208.49M
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

Remove Ads

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
4/16/2025CRA Financial Services LLC162,048$3.49M0.6%+0.9%0.011%
4/16/2025Armbruster Capital Management Inc.24,592$529K0.1%-3.4%0.002%
4/16/2025Wealth Enhancement Advisory Services LLC2,095,500$45.12M0.1%+9.3%0.146%
4/16/2025Noble Family Wealth LLC21,546$464K0.1%-3.3%0.001%
4/16/2025Pullen Investment Management LLC229,949$4.95M3.1%-0.5%0.016%
4/16/2025High Probability Advisors LLC33,054$712K0.1%+4.8%0.002%
4/16/2025Cypress Point Wealth Management LLC162,462$3.50M1.1%-5.8%0.011%
4/16/2025RTD Financial Advisors Inc.136,759$2.94M0.4%-5.1%0.009%
4/16/2025CVA Family Office LLC294,882$6.35M1.0%-1.3%0.020%
4/16/2025Krilogy Financial LLC150,839$3.25M0.2%-3.9%0.010%
4/16/2025Everhart Financial Group Inc.456,823$9.84M1.3%-0.3%0.032%
4/16/2025Smithbridge Asset Management Inc. DE39,061$841K0.2%N/A0.003%
4/16/2025Dodds Wealth LLC860,683$18.53M6.0%+14.5%0.060%
4/16/2025Patriot Investment Management Group Inc.1,062,691$22.88M1.7%-4.0%0.074%
4/16/2025Liberty Capital Management Inc.407,966$8.78M2.0%+8.0%0.029%
4/16/2025Spectrum Asset Management Inc. NB CA 75,025$1.62M0.7%-18.5%0.005%
4/15/2025 Fifth Third Bancorp39,764$856K0.0%-15.4%0.003%
4/15/2025 Capital Advisors Ltd. LLC37,625$810K0.1%-5.3%0.003%
4/15/2025 Zhang Financial LLC491,647$10.59M0.6%+11.7%0.034%
4/15/2025 Alpha Omega Wealth Management LLC215,103$4.63M0.9%-2.5%0.015%
4/15/2025 Ironwood Financial llc38,821$836K0.2%+2.1%0.003%
4/15/2025 Focus Financial Network Inc.934,523$20.12M0.8%+3.7%0.065%
4/15/2025 Donaldson Capital Management LLC149,532$3.22M0.1%+8.2%0.010%
4/15/2025 Foresight Capital Management Advisors Inc.47,182$1.02M0.6%-1.4%0.003%
4/15/2025 Traction Financial Partners LLC27,393$590K0.5%-5.4%0.002%
4/15/2025 Curbstone Financial Management Corp328,884$7.08M1.5%+0.5%0.023%
4/15/2025 Redhawk Wealth Advisors Inc.113,975$2.45M0.3%-31.4%0.008%
4/15/2025 Strategic Equity Management14,723$317K0.1%+9.3%0.001%
4/15/2025 CX Institutional180,537$3.89M0.1%+307.1%0.013%
4/15/2025 Integrated Advisors Network LLC64,984$1.40M0.1%-0.8%0.005%
4/15/2025 Gibson Capital LLC17,012$366K0.1%N/A0.001%
4/15/2025 Sanibel Captiva Trust Company Inc.10,230$220K0.0%+13.7%0.001%
4/15/2025 Sonora Investment Management Group LLC16,556$356K0.0%N/A0.001%
4/15/2025 Attessa Capital LLC56,138$1.21M0.8%-27.7%0.004%
4/15/2025 West Paces Advisors Inc.106,383$2.29M0.5%+0.8%0.007%
4/15/2025 Wealthcare Advisory Partners LLC180,611$3.89M0.1%-4.1%0.013%
4/14/2025 Muirfield Wealth Advisors LLC40,835$879K0.7%-1.5%0.003%
4/14/2025 Farther Finance Advisors LLC199,472$4.31M0.1%+8.3%0.014%
4/14/2025 Great Waters Wealth Management102,246$2.20M0.3%-2.6%0.007%
4/14/2025 Financial Designs Corp131,769$2.84M2.0%+3.7%0.009%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
4/14/2025 AHL Investment Management Inc.294,394$6.34M4.4%+3.1%0.021%
4/14/2025 Abacus Planning Group Inc.39,945$860K0.2%+26.1%0.003%
4/14/2025 Tanglewood Wealth Management Inc.674,938$14.53M1.6%-9.7%0.047%
4/14/2025 Capital Investment Advisors LLC17,200$370K0.0%+22.2%0.001%
4/14/2025 BCS Wealth Management129,802$2.80M0.7%-7.7%0.009%
4/14/2025 Park Avenue Securities LLC37,673$811K0.0%+3.4%0.003%
4/14/2025 Global Wealth Management LLC1,050,807$22.62M13.1%-0.7%0.073%
4/14/2025 Wynn Capital LLC867,066$18.67M11.1%-0.6%0.061%
4/14/2025 Barden Capital Management Inc.84,844$1.83M1.6%+4.8%0.006%
4/14/2025 Revolve Wealth Partners LLC18,652$402K0.1%-13.3%0.001%
4/14/2025 UMB Bank n.a.13,700$295K0.0%-6.8%0.001%
4/14/2025 Wedmont Private Capital492,766$10.09M0.5%+4,357.8%0.034%
4/14/2025 Perennial Advisors LLC27,459$591K0.1%-8.8%0.002%
4/14/2025 Regent Peak Wealth Advisors LLC85,936$1.85M0.4%-2.3%0.006%
4/14/2025 LexAurum Advisors LLC56,693$1.22M0.2%+175.9%0.004%
4/14/2025 Gemmer Asset Management LLC1,171,787$25.23M2.5%+0.9%0.082%
4/11/2025 Gleason Group Inc.103,066$2.22M0.4%+1.1%0.007%
4/11/2025 Joule Financial LLC43,245$931K0.3%+2.9%0.003%
4/11/2025 OLIO Financial Planning24,783$534K0.2%-3.5%0.002%
4/11/2025 Successful Portfolios LLC217,617$4.69M3.2%-0.5%0.015%
4/11/2025 Seneca House Advisors16,211$349K0.1%-10.7%0.001%
4/11/2025 First National Corp MA ADV986,961$21.25M4.7%-3.5%0.069%
4/11/2025 Burkett Financial Services LLC43,089$928K0.4%+6.3%0.003%
4/11/2025 SeaCrest Wealth Management LLC238,844$5.14M0.6%-4.2%0.017%
4/11/2025 Davis Capital Management726,436$15.64M12.5%+5.4%0.051%
4/11/2025 Curat Global LLC1,429$31K0.0%N/A0.000%
4/11/2025 Mason & Associates LLC104,963$2.26M0.7%-5.1%0.007%
4/11/2025 Foster Group Inc.96,349$2.07M0.1%+0.8%0.007%
4/11/2025 AMI Investment Management Inc.100,714$2.17M0.7%-0.9%0.007%
4/11/2025 Annex Advisory Services LLC30,247$651K0.0%+5.7%0.002%
4/10/2025 Retirement Planning Group LLC1,778,153$38.28M1.8%-69.2%0.124%
4/10/2025 Chesley Taft & Associates LLC71,506$1.54M0.1%+7.2%0.005%
4/10/2025 Thrive Wealth Management LLC103,320$2.22M0.4%+22.8%0.007%
4/10/2025 Boltwood Capital Management106,260$2.29M0.7%-2.4%0.007%
4/10/2025 Naples Global Advisors LLC158,703$3.42M0.3%-1.2%0.011%
4/10/2025 L. Roy Papp & Associates LLP145,675$3.14M0.4%-1.4%0.010%
4/10/2025 TruWealth Advisors LLC463,899$9.99M0.6%+2.1%0.032%
4/10/2025 Firethorn Wealth Partners LLC57,888$1.25M0.6%+1.3%0.004%
4/10/2025 Financial Management Professionals Inc.103,469$2.23M0.3%-3.0%0.007%
4/10/2025 Freedom Financial Partners LLC59,148$1.27M0.6%-2.2%0.004%
4/10/2025 Cathy Pareto & Associates Inc.107,003$2.30M2.0%-9.1%0.007%
4/10/2025 Richard P Slaughter Associates Inc10,118$218K0.1%-44.0%0.001%
4/10/2025 Triangle Securities Wealth Management102,891$2.22M0.6%+4.8%0.007%
4/10/2025 CGN Advisors LLC84,907$1.83M0.2%-4.2%0.006%
4/10/2025 Rialto Wealth Management LLC123,392$2.66M0.8%-3.6%0.009%
4/10/2025 EWG Elevate Inc.36,073$777K0.3%-67.6%0.003%
4/10/2025 Juncture Wealth Strategies LLC785,979$16.92M6.6%-1.8%0.055%
4/9/2025 Planned Solutions Inc.118,858$2.56M1.0%+6.2%0.008%
4/9/2025 Kwmg LLC67,122$1.45M0.1%N/A0.005%
4/9/2025 Merit Financial Group LLC109,064$2.35M0.0%N/A0.008%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
4/9/2025 Elevation Wealth Partners LLC117,980$2.54M1.1%-3.1%0.008%
4/9/2025 Archer Investment Management LLC176,173$3.79M2.6%-20.2%0.012%
4/9/2025 NBC Securities Inc.23,881$514K0.0%+103,730.4%0.002%
4/9/2025 Worth Asset Management LLC15,120$326K0.2%+13.4%0.001%
4/9/2025 SigFig Wealth Management LLC568,911$12.25M0.4%+7.7%0.040%
4/9/2025 Bond & Devick Financial Network Inc.526,604$11.34M4.1%+182.9%0.037%
4/8/2025 Aletheian Wealth Advisors LLC25,857$557K0.3%-12.5%0.002%
4/8/2025 Myecfo LLC2,368,235$51.00M27.0%+4.3%0.166%
4/8/2025 Asset Allocation & Management Company LLC169,986$3.66M1.9%+304.4%0.012%
4/8/2025 Weinberger Asset Management Inc540,867$11.65M5.0%-2.7%0.038%
(Data available from 1/1/2016 forward)

Remove Ads

SCHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHB shares?

During the previous two years, 1,262 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 1,198 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 334,671,789 shares in the last 24 months. This purchase volume represents approximately $7.46B in transactions.

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

Of the 644 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), Retirement Planning Group LLC ($4.40M), HBK Sorce Advisory LLC ($1.20M), Mercer Global Advisors Inc. ADV ($1.05M), Envestnet Asset Management Inc. ($757.94K), Evensky & Katz LLC ($652.93K), and Juncture Wealth Strategies LLC ($526.93K).

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

Institutional investors have sold a total of 26,048,883 shares in the last 24 months. This volume of shares sold represents approximately $480.79M in transactions.


Related Companies

This page (NYSEARCA:SCHB) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
DOGE tax surprise
Elon Musk's DOGE agents have some very strange plans for the IRS... Recently, it emerged that our tax auth...
Altimetry | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
First look: The $3,500 iPhone
Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks a...
Stansberry Research | Sponsored
Markets in Chaos? Here’s What to Do.
Wall Street's on edge with tariffs. And volatility? It's not slowing down. You've seen the headlines… Bu...
Investors Alley | Sponsored