SCHWAB US BROAD MARKET ETF (SCHB) Institutional Ownership

SCHB is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.58M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $11.02M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SCHB position is now estimated to be worth approximately $12.47M, representing an estimated gain of +13.15% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Mairs & Power Growth Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCHWAB US BROAD MARKET ETF (SCHB).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$17,578,002700,319
Q4 20253$22,927,249874,085
Q3 20253$19,764,069768,731
Q2 20253$20,351,673854,036
Q1 20252$17,197,317798,761
Q4 20243$20,175,758888,800
Q3 20242$17,517,290263,339
Q2 20243$15,803,931251,375
Q1 20242$14,921,230244,410
Q4 20234$12,992,263304,401
Q3 20234$11,599,502274,371
Q2 20234$12,074,945282,697