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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $17,578,002 | 700,319 |
| Q4 2025 | 3 | $22,927,249 | 874,085 |
| Q3 2025 | 3 | $19,764,069 | 768,731 |
| Q2 2025 | 3 | $20,351,673 | 854,036 |
| Q1 2025 | 2 | $17,197,317 | 798,761 |
| Q4 2024 | 3 | $20,175,758 | 888,800 |
| Q3 2024 | 2 | $17,517,290 | 263,339 |
| Q2 2024 | 3 | $15,803,931 | 251,375 |
| Q1 2024 | 2 | $14,921,230 | 244,410 |
| Q4 2023 | 4 | $12,992,263 | 304,401 |
| Q3 2023 | 4 | $11,599,502 | 274,371 |
| Q2 2023 | 4 | $12,074,945 | 282,697 |
Related SCHB Institutional Insights:
- SCHB Institutional Ownership & Insiders Activity
- SCHB Institutional Ownership & 13F Activity
- SCHB Top Institutional Shareholders
- SCHB Institutional Buying Activity
- SCHB Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SCHB Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings