SCHWAB US BROAD MARKET ETF (SCHB) Institutional Ownership Changes & 13F Activity

SCHWAB US BROAD MARKET ETF (SCHB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Corient Private Wealth Llc, Beacon Pointe Advisors, Llc, Envestnet Asset Management Inc, and North Star Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+102,134+11.8%969,875$28.09MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+11,657—11,657$337.59KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-4,024-1.4%282,657$8.19MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcSell-1,674-1.5%112,414$3.26MQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-100-0.9%10,590$306.69KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+12,506+6.0%220,987$6.40MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-2,888-16.5%14,640$423.98KQ2 2026Sep 04, 2026
Parrish Capital LlcBuy+7,041—7,041$203.91KQ2 2026Sep 01, 2026
Corient Private Wealth LlcBuy+130,691+15.0%1,001,507$29.00MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+2,262+0.4%527,998$15.29MQ2 2026Aug 26, 2026
Financial Insights, Inc.Buy+10,995—10,995$318.42KQ2 2026Aug 25, 2026
Rehmann Capital Advisory GroupBuy+464+1.6%30,390$880.11KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-10-0.3%3,288$95.23KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-333,007-13.2%2,198,557$63.67MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+9,933+76.1%22,988$665.73KQ2 2026Aug 19, 2026
Prosperitas Financial LlcSell-9,797-2.3%408,888$11.84MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-6,349-2.4%253,826$7.35MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-115,402-12.1%836,559$24.23MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+92,253+3.4%2,772,864$80.30MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+7,000+85.0%15,235$441.20KQ2 2026Aug 18, 2026
Denver Pwm, LlcSell-2,961-12.7%20,364$611.94KQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+11+0.3%4,044$117.10KQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-6-0.1%10,558$305.76KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-23,845-3.0%778,677$22.57MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+21,749—21,749$629.85KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+16,836+6.5%277,161$8.03MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+9,885—9,885$286.27KQ2 2026Aug 17, 2026
Triton Financial Group IncSell-7,294-49.8%7,362$213.21KQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+7,024—7,024$203.41KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-3,401-0.5%731,565$21.19MQ2 2026Aug 17, 2026
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Frequently asked questions about SCHB activity

  • Which institutional owners are buying SCHB?

    Institutional owners buying SCHB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHB activity?

    "Buy" means an investor increased their reported position in SCHB compared to the prior reporting period. This reflects growing exposure to SCHWAB US BROAD MARKET ETF (SCHB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHB increasing?

    Institutional interest in SCHB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.