SCHWAB US BROAD MARKET ETF (SCHB) Institutional Shareholders
SCHWAB US BROAD MARKET ETF (SCHB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.95B in SCHB holdings during the latest filing period.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of SCHB tracked by InsiderSet, reporting ownership valued at approximately $1.32B in its March 31, 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 $1.54B, representing an estimated gain of +16.61% 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
1,341
Total Reported Value
$12.95B
Largest Holder
Wealthfront Advisers Llc
Largest Position
$1.32B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 2.90% | 52,556,138 | $1,319,159,064 | $1,538,318,159 | +$219,159,095 | +16.61% | |
| Ubs Group Ag | 0.22% | 48,514,355 | $1,217,710,310 | $1,420,015,171 | +$202,304,861 | +16.61% | |
| Rebalance, Llc | 22.37% | 14,738,453 | $426,825,612 | $431,394,519 | +$4,568,907 | +1.07% | |
| Scs Capital Management Llc | 3.18% | 11,970,120 | $300,450,009 | $350,365,412 | +$49,915,403 | +16.61% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.06% | 11,836,989 | $297,108,424 | $346,468,668 | +$49,360,244 | +16.61% | |
| Strid Group, Llc | 27.57% | 8,576,683 | $248,372,546 | $251,039,511 | +$2,666,965 | +1.07% | |
| Hightower Advisors, Llc | 0.24% | 8,967,340 | $225,080,516 | $262,474,042 | +$37,393,526 | +16.61% | |
| Hengehold Capital Management Llc | 17.17% | 7,640,636 | $221,272,833 | $223,641,416 | +$2,368,583 | +1.07% | |
| Hb Wealth Management, Llc | 1.07% | 6,571,056 | $190,297,797 | $192,334,809 | +$2,037,012 | +1.07% | |
| Ht Partners Llc | 48.66% | 6,067,895 | $175,726,248 | $177,607,287 | +$1,881,039 | +1.07% | |
| Trunorth Capital Management, Llc | 25.35% | 5,449,167 | $157,807,887 | $159,497,118 | +$1,689,231 | +1.07% | |
| Evergreen Advisors, Llc | 37.02% | 6,280,152 | $157,631,813 | $183,820,049 | +$26,188,236 | +16.61% | |
| Forvis Mazars Wealth Advisors, Llc | 2.97% | 6,230,006 | $156,373,161 | $182,352,276 | +$25,979,115 | +16.61% | |
| Hhm Wealth Advisors, Llc | 15.33% | 5,258,356 | $152,282,001 | $153,912,080 | +$1,630,079 | +1.07% | |
| Alphacore Capital Llc | 3.19% | 5,353,704 | $134,377,967 | $156,702,916 | +$22,324,949 | +16.61% | |
| Accredited Investors Inc. | 5.56% | 4,443,846 | $128,693,779 | $130,071,372 | +$1,377,593 | +1.07% | |
| Mariner, Llc | 0.15% | 4,996,510 | $125,242,775 | $146,247,848 | +$21,005,073 | +16.77% | |
| Morton Brown Family Wealth, Llc | 27.98% | 4,261,509 | $123,413,293 | $124,734,368 | +$1,321,075 | +1.07% | |
| Captrust Financial Advisors | 0.18% | 4,047,483 | $101,591,816 | $118,469,827 | +$16,878,011 | +16.61% | |
| Manchester Financial Inc | 17.44% | 3,381,852 | $97,938,422 | $98,986,808 | +$1,048,386 | +1.07% | |
| Compass Financial Group, Inc/Sd | 13.59% | 3,869,236 | $97,117,811 | $113,252,538 | +$16,134,727 | +16.61% | |
| Ballentine Partners, Llc | 1.15% | 3,253,122 | $94,210,413 | $95,218,881 | +$1,008,468 | +1.07% | |
| Hbk Sorce Advisory Llc | 1.82% | 3,130,458 | $88,967,623 | $91,628,506 | +$2,660,883 | +2.99% | |
| Morgan Stanley | 0.01% | 3,370,368 | $84,596,283 | $98,650,671 | +$14,054,388 | +16.61% | |
| Creative Planning | 0.05% | 3,197,065 | $80,246,333 | $93,578,093 | +$13,331,760 | +16.61% | |
| Bank Of America Corp | 0.01% | 3,194,228 | $80,175,132 | $93,495,054 | +$13,319,922 | +16.61% | |
| Asset Advisors Investment Management, Llc | 7.28% | 2,739,361 | $79,331,897 | $80,181,096 | +$849,199 | +1.07% | |
| Legacy Financial Strategies, Llc | 11.96% | 2,665,380 | $77,189,401 | $78,015,673 | +$826,272 | +1.07% | |
| Waverly Advisors, Llc | 0.58% | 3,061,232 | $76,836,911 | $89,602,261 | +$12,765,350 | +16.61% | |
| Savant Capital, Llc | 0.36% | 2,969,874 | $74,543,840 | $86,928,212 | +$12,384,372 | +16.61% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.96% | 2,527,684 | $73,201,730 | $73,985,311 | +$783,581 | +1.07% | |
| Lpl Financial Llc | 0.02% | 2,908,036 | $72,991,690 | $85,118,214 | +$12,126,524 | +16.61% | |
| Royal Bank Of Canada | 0.01% | 2,881,786 | $72,332,000 | $84,349,876 | +$12,017,876 | +16.61% | |
| Winthrop Advisory Group Llc | 4.85% | 2,487,708 | $72,044,005 | $72,815,213 | +$771,208 | +1.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.12% | 2,500,208 | $70,612,509 | $73,181,088 | +$2,568,579 | +3.64% | |
| Bouchey Financial Group Ltd | 4.54% | 2,424,447 | $70,211,989 | $70,963,564 | +$751,575 | +1.07% | |
| Quantinno Capital Management Lp | 0.12% | 2,783,258 | $69,859,794 | $81,465,962 | +$11,606,168 | +16.61% | |
| Brown Advisory Inc | 0.11% | 2,711,077 | $68,048,027 | $79,353,224 | +$11,305,197 | +16.61% | |
| Summit Financial Strategies, Inc. | 4.73% | 2,326,085 | $67,363,435 | $68,084,508 | +$721,073 | +1.07% | |
| North Star Asset Management Inc | 2.92% | 2,680,611 | $67,283,344 | $78,461,484 | +$11,178,140 | +16.61% | |
| Focus Partners Wealth | 0.07% | 2,654,159 | $66,642,357 | $77,687,234 | +$11,044,877 | +16.57% | |
| Circle Wealth Management, Llc | 0.94% | 2,636,237 | $66,169,551 | $77,162,657 | +$10,993,106 | +16.61% | |
| Sunburst Financial Group, Llc | 10.97% | 2,266,615 | $65,641,173 | $66,343,821 | +$702,648 | +1.07% | |
| D L Carlson Investment Group Inc | 11.18% | 2,591,924 | $65,057,291 | $75,865,615 | +$10,808,324 | +16.61% | |
| Jones Financial Companies Lllp | 0.03% | 2,639,096 | $64,657,838 | $77,246,340 | +$12,588,502 | +19.47% | |
| Myecfo, Llc | 26.86% | 2,557,723 | $64,193,818 | $74,864,552 | +$10,670,734 | +16.62% | |
| Mercer Global Advisors Inc | 0.09% | 2,531,564 | $63,542,255 | $74,098,878 | +$10,556,623 | +16.61% | |
| Caprock Group, Llc | 1.16% | 2,086,029 | $60,411,424 | $61,058,069 | +$646,645 | +1.07% | |
| Aptus Capital Advisors, Llc | 0.47% | 2,232,961 | $56,047,326 | $65,358,768 | +$9,311,442 | +16.61% | |
| Wbh Advisory Inc | 4.02% | 2,119,640 | $53,626,892 | $62,041,863 | +$8,414,971 | +15.69% |
Frequently asked questions about SCHB
Who owns the most SCHB stock?
The largest holders of SCHB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US BROAD MARKET ETF (SCHB).
Is SCHB widely held by superinvestors?
Many widely followed stocks like SCHB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.