SCHB Institutional Ownership & Shareholders
SCHWAB US BROAD MARKET ETF (SCHB) is currently held by 1,399 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.68B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of SCHB tracked by InsiderSet, reporting ownership valued at approximately $1.49B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.50B, representing an estimated gain of +0.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% of the total disclosed SCHB value among the investors covered in this analysis. Major shareholders include Wealthfront Advisers Llc, Ubs Group Ag, Rebalance, Llc, and several other long-term asset managers with concentrated positions in SCHWAB US BROAD MARKET ETF (SCHB).
This page ranks the largest institutional SCHB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,399
Total Reported Value
$14.68B
Largest Holder
Wealthfront Advisers Llc
Largest Position
$1.49B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 2.86% | 51,435,009 | $1,489,557,861 | $1,495,215,712 | +$5,657,851 | +0.38% | |
| Ubs Group Ag | 0.23% | 48,933,766 | $1,417,121,865 | $1,422,504,578 | +$5,382,713 | +0.38% | |
| Rebalance, Llc | 23.07% | 15,288,013 | $448,091,647 | $444,422,538 | -$3,669,109 | -0.82% | |
| Betterment Llc | 0.75% | 15,292,144 | $442,860,000 | $444,542,626 | +$1,682,626 | +0.38% | |
| Scs Capital Management Llc | 3.26% | 11,934,362 | $345,619,121 | $346,931,903 | +$1,312,782 | +0.38% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.06% | 11,836,989 | $297,108,424 | $344,101,270 | +$46,992,846 | +15.82% | |
| Strid Group, Llc | 27.39% | 8,570,424 | $251,199,118 | $249,142,226 | -$2,056,892 | -0.82% | |
| Hengehold Capital Management Llc | 16.99% | 7,605,959 | $222,930,636 | $221,105,228 | -$1,825,408 | -0.82% | |
| Hb Wealth Management, Llc | 0.98% | 6,514,248 | $190,932,623 | $189,369,189 | -$1,563,434 | -0.82% | |
| Evergreen Advisors, Llc | 39.26% | 6,240,311 | $182,903,518 | $181,405,841 | -$1,497,677 | -0.82% | |
| Ht Partners Llc | 48.69% | 6,053,912 | $177,442,529 | $175,987,222 | -$1,455,307 | -0.82% | |
| Forvis Mazars Wealth Advisors, Llc | 2.88% | 5,982,754 | $175,354,510 | $173,918,659 | -$1,435,851 | -0.82% | |
| Trunorth Capital Management, Llc | 25.60% | 5,602,501 | $164,209,291 | $162,864,704 | -$1,344,587 | -0.82% | |
| Savant Capital, Llc | 0.47% | 5,943,212 | $160,733,992 | $172,769,173 | +$12,035,181 | +7.49% | |
| Hhm Wealth Advisors, Llc | 15.33% | 5,258,356 | $152,282,001 | $152,860,409 | +$578,408 | +0.38% | |
| Alphacore Capital Llc | 2.79% | 5,233,490 | $151,561,869 | $152,137,554 | +$575,685 | +0.38% | |
| Mariner, Llc | 0.14% | 4,683,545 | $135,635,421 | $136,150,653 | +$515,232 | +0.38% | |
| Accredited Investors Inc. | 5.56% | 4,443,846 | $128,693,779 | $129,182,603 | +$488,824 | +0.38% | |
| Morton Brown Family Wealth, Llc | 28.37% | 4,352,012 | $127,557,473 | $126,512,989 | -$1,044,484 | -0.82% | |
| Captrust Financial Advisors | 0.16% | 3,654,324 | $105,829,235 | $106,231,199 | +$401,964 | +0.38% | |
| Waverly Advisors, Llc | 0.59% | 3,529,934 | $102,226,882 | $102,615,181 | +$388,299 | +0.38% | |
| Compass Financial Group, Inc/Sd | 10.91% | 3,433,306 | $100,630,212 | $99,806,205 | -$824,007 | -0.82% | |
| Morgan Stanley | 0.01% | 3,458,745 | $100,165,303 | $100,545,717 | +$380,414 | +0.38% | |
| Manchester Financial Inc | 17.52% | 3,375,455 | $98,934,589 | $98,124,477 | -$810,112 | -0.82% | |
| Creative Planning | 0.05% | 3,339,755 | $97,888,223 | $97,086,678 | -$801,545 | -0.82% | |
| Ballentine Partners, Llc | 1.15% | 3,253,122 | $94,210,413 | $94,568,257 | +$357,844 | +0.38% | |
| Hbk Sorce Advisory Llc | 1.83% | 3,151,706 | $93,731,738 | $91,620,093 | -$2,111,645 | -2.25% | |
| Quantinno Capital Management Lp | 0.11% | 3,087,207 | $89,405,524 | $89,745,107 | +$339,583 | +0.38% | |
| Lpl Financial Llc | 0.02% | 2,973,417 | $86,110,145 | $86,437,232 | +$327,087 | +0.38% | |
| Jones Financial Companies Lllp | 0.03% | 2,970,765 | $84,191,465 | $86,360,139 | +$2,168,674 | +2.58% | |
| Royal Bank Of Canada | 0.01% | 2,882,036 | $83,465,000 | $83,780,787 | +$315,787 | +0.38% | |
| Asset Advisors Investment Management, Llc | 7.03% | 2,746,202 | $80,491,179 | $79,832,092 | -$659,087 | -0.82% | |
| North Star Asset Management Inc | 3.16% | 2,772,864 | $80,302,130 | $80,607,156 | +$305,026 | +0.38% | |
| Legacy Financial Strategies, Llc | 12.95% | 2,719,916 | $79,720,727 | $79,067,958 | -$652,769 | -0.82% | |
| Brown Advisory Inc | 0.12% | 2,718,247 | $78,720,433 | $79,019,440 | +$299,007 | +0.38% | |
| Gallagher Fiduciary Advisors, Llc | 2.58% | 2,708,469 | $78,437,264 | $78,735,194 | +$297,930 | +0.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.12% | 2,673,929 | $77,100,796 | $77,731,116 | +$630,320 | +0.82% | |
| Circle Wealth Management, Llc | 0.96% | 2,635,156 | $76,314,103 | $76,603,985 | +$289,882 | +0.38% | |
| D L Carlson Investment Group Inc | 11.95% | 2,592,207 | $75,070,305 | $75,355,457 | +$285,152 | +0.38% | |
| Myecfo, Llc | 28.15% | 2,557,813 | $74,969,500 | $74,355,624 | -$613,876 | -0.82% | |
| Winthrop Advisory Group Llc | 4.61% | 2,537,451 | $74,372,678 | $73,763,701 | -$608,977 | -0.82% | |
| Bank Of America Corp | 0.00% | 2,536,461 | $73,455,905 | $73,734,921 | +$279,016 | +0.38% | |
| Sns Financial Group, Llc | 1.41% | 2,529,349 | $73,249,960 | $73,528,175 | +$278,215 | +0.38% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.95% | 2,473,871 | $72,509,157 | $71,915,430 | -$593,727 | -0.82% | |
| Bouchey Financial Group Ltd | 4.54% | 2,424,447 | $70,211,989 | $70,478,674 | +$266,685 | +0.38% | |
| Wells Fargo & Company/Mn | 0.01% | 2,390,687 | $69,234,298 | $69,497,271 | +$262,973 | +0.38% | |
| Focus Partners Wealth | 0.07% | 2,383,777 | $69,034,220 | $69,296,397 | +$262,177 | +0.38% | |
| Sunburst Financial Group, Llc | 11.01% | 2,297,939 | $67,352,591 | $66,801,087 | -$551,504 | -0.82% | |
| Aptus Capital Advisors, Llc | 0.49% | 2,325,278 | $67,340,057 | $67,595,831 | +$255,774 | +0.38% | |
| Mercer Global Advisors Inc | 0.08% | 2,198,557 | $63,670,201 | $63,912,052 | +$241,851 | +0.38% |
Frequently asked questions about SCHB
Who are the largest institutional holders of SCHB?
The largest institutional holders of SCHB reported in the latest SEC Form 13F filings include Wealthfront Advisers Llc, Ubs Group Ag, Rebalance, Llc, Betterment Llc, and Scs Capital Management Llc. InsiderSet ranks institutional holders by their latest reported SCHB position.
What is SCHB institutional ownership?
This page tracks SCHB positions reported by institutional investment managers through SEC Form 13F. SCHWAB US BROAD MARKET ETF (SCHB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHB?
InsiderSet currently tracks 1,399 institutional managers reporting SCHB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHB shareholders.
How much SCHB stock do institutions own?
Institutional investment managers disclosed approximately $14.68B in SCHB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHB institutional ownership last updated?
The latest SCHB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHB position after the reporting date.
Are institutions buying or selling SCHB?
Institutional buying and selling can be analyzed by comparing SCHB positions across consecutive 13F reporting periods. InsiderSet's SCHB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHB ownership changes.
How has SCHB institutional ownership changed over time?
InsiderSet tracks SCHB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.