SCHWAB US BROAD MARKET ETF (SCHB) Institutional Ownership and Insiders Activity
SCHWAB US BROAD MARKET ETF (SCHB) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $18.92M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $12.37M in SCHB holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$18.92M
Largest Holder
Sequoia Financial Advisors
Largest Position
$12.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$12.37M
- Mairs & Power Growth Fund$6.56M
SCHB News
All news- Boulder Wealth Advisors Portfolio Changes in Q2 2026
Aug 10, 2026 · valut.ai
- Joseph P. Lucia & Associates Q2 Portfolio Activity Report
Aug 10, 2026 · valut.ai
- Compass Financial Group Q2 2026 Portfolio Activity: Major Increases in VANGUARD Funds, Smaller Adjustments
Aug 9, 2026 · valut.ai
- Evergreen Advisors LLC Q2 2026 Portfolio Activity: Significant Increases Across Holdings
Aug 8, 2026 · valut.ai
- Schaeffer Financial Llc Portfolio Changes in Q3 2026
Aug 5, 2026 · valut.ai
- Creekside Partners Q2 2026: Major Investments in Vanguard ETFs
Aug 4, 2026 · valut.ai
- Hanson & Doremus Investment Management Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Jul 31, 2026 · valut.ai
- Seed Wealth Management Inc. Investment Activity Analysis: Q2 2026 Portfolio Changes
Jul 29, 2026 · valut.ai
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