SCHWAB US BROAD MARKET ETF SCHB
$28.87
-0.1% 52w: $22.67 – $29.24
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data22.6725.9629.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
-1 QoQ
13F value
$13.24B
+2.7% QoQ
Smart-money holders
58
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
27.8×
$8.2M calls / $294K puts
Institutional value by quarter
Number of holders
Who owns SCHB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | Wealth advisor | 52.6M | $1.32B | 2.9% | -1.9% |
| UBS Group AG | Bank broker | 48.5M | $1.22B | 0.2% | +3330.4% |
| Betterment LLC | Wealth advisor | 15.7M | $394.5M | 0.7% | -2.7% |
| REBALANCE, LLC | Wealth advisor | 15.1M | $378.6M | 22.0% | +0.8% |
| SCS Capital Management LLC | Wealth advisor | 12.0M | $300.5M | 3.2% | +0.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 11.8M | $297.1M | 0.1% | +300.7% |
| HighTower Advisors, LLC | Diversified mechanical | 9.0M | $225.1M | 0.2% | +3.9% |
| Strid Group, LLC | Wealth advisor | 8.6M | $217.1M | 26.9% | -0.8% |
| Evensky & Katz LLC | Wealth advisor | 8.2M | $205.0M | 11.7% | -1.4% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 7.7M | $193.8M | 16.9% | 0.0% |
| Hanson & Doremus Investment Management | Wealth advisor | 7.0M | $176.7M | 20.3% | +0.5% |
| HB Wealth Management, LLC | Wealth advisor | 6.6M | $165.5M | 1.1% | -1.4% |
| Evergreen Advisors, LLC | Wealth advisor | 6.3M | $157.6M | 37.0% | +1.8% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 6.2M | $156.4M | 3.0% | +0.6% |
| HT Partners LLC | Wealth advisor | 6.2M | $155.2M | 47.0% | +1.6% |
| AlphaCore Capital LLC | Wealth advisor | 5.4M | $134.4M | 3.2% | -7.9% |
| TruNorth Capital Management, LLC | Wealth advisor | 5.2M | $130.8M | 25.1% | +2.4% |
| HHM Wealth Advisors, LLC | Wealth advisor | 5.1M | $129.2M | 14.9% | +2.2% |
| Mariner, LLC | Diversified mechanical | 5.0M | $125.2M | 0.1% | +12.2% |
| Accredited Investors Inc. | Wealth advisor | 4.6M | $115.6M | 6.2% | -2.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 4.0M | $101.6M | 0.2% | -4.5% |
| Morton Brown Family Wealth, LLC | Wealth advisor | 4.0M | $100.8M | 26.7% | +4.4% |
| Compass Financial Group, INC/SD | Wealth advisor | 3.9M | $97.1M | 13.6% | +6.0% |
| HBK Sorce Advisory LLC | Wealth advisor | 3.1M | $89.0M | 1.8% | +0.8% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 3.4M | $86.0M | 16.5% | -0.2% |
| MORGAN STANLEY | Bank broker | 3.4M | $84.6M | 0.0% | +4.8% |
| Ballentine Partners, LLC | Wealth advisor | 3.3M | $81.8M | 1.1% | +1.5% |
| Creative Planning | Wealth advisor | 3.2M | $80.2M | 0.1% | -16.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.2M | $80.2M | 0.0% | -0.6% |
| Waverly Advisors, LLC | Wealth advisor | 3.1M | $76.8M | 0.6% | +1.4% |
| Savant Capital, LLC | Wealth advisor | 3.0M | $74.5M | 0.4% | +6.1% |
| LPL Financial LLC | Bank broker | 2.9M | $73.0M | 0.0% | +2.1% |
| ROYAL BANK OF CANADA | Bank broker | 2.9M | $72.3M | 0.0% | +5.0% |
| Quantinno Capital Management LP | Diversified mechanical | 2.8M | $69.9M | 0.1% | +39.6% |
| Asset Advisors Investment Management, LLC | Other | 2.8M | $69.3M | 6.6% | -1.7% |
| BROWN ADVISORY INC | Diversified mechanical | 2.7M | $68.0M | 0.1% | -0.6% |
| NORTH STAR ASSET MANAGEMENT INC | Other | 2.7M | $67.3M | 2.9% | +0.2% |
| Summit Financial Strategies, Inc. | Wealth advisor | 2.7M | $67.1M | 5.3% | -16.1% |
| Focus Partners Wealth | Wealth advisor | 2.7M | $66.6M | 0.1% | +1.1% |
| Circle Wealth Management, LLC | Other | 2.6M | $66.2M | 0.9% | +0.9% |
| Legacy Financial Strategies, LLC | Wealth advisor | 2.6M | $65.6M | 11.8% | +0.8% |
| D L CARLSON INVESTMENT GROUP INC | Other | 2.6M | $65.1M | 11.2% | -0.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.6M | $64.7M | 0.0% | +10.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 2.6M | $64.5M | 0.9% | +8.7% |
| Bouchey Financial Group Ltd | Wealth advisor | 2.5M | $64.4M | 4.7% | -4.0% |
| MYECFO, LLC | Wealth advisor | 2.6M | $64.2M | 26.9% | +3.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.5M | $63.5M | 0.1% | -5.1% |
| Winthrop Advisory Group LLC | Wealth advisor | 2.4M | $60.1M | 4.9% | +4.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.3M | $56.8M | 0.1% | -16.4% |
| Aptus Capital Advisors, LLC | Wealth advisor | 2.2M | $56.0M | 0.5% | +2.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.