Schwab Us Broad Market Etf (SCHB) Held by Superinvestors

SCHWAB US BROAD MARKET ETF (SCHB) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $22.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of SCHB tracked by InsiderSet, reporting ownership valued at approximately $12.37M 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 $12.77M, representing an estimated gain of +3.28% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SCHB value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Mairs & Power Growth Fund, Renaissance Technologies 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.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Sequoia Financial Advisors0.06%427,052$12,367,437$12,773,125+$405,688+3.28%
Mairs & Power Growth FundAndrew R. Adams0.07%261,246$7,565,684$7,813,868+$248,184+3.28%
Renaissance Technologies LLCJim Simons0.00%77,200$2,235,712$2,309,052+$73,340+3.28%
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Frequently asked questions about SCHB

  • Who are the largest superinvestors holding SCHB?

    The largest superinvestors holding SCHB in the latest SEC Form 13F filings include Sequoia Financial Advisors, Mairs & Power Growth Fund, and Renaissance Technologies LLC. InsiderSet ranks these superinvestors by their latest reported SCHB position.

  • What does the SCHB superinvestors page include?

    This page tracks SCHB positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SCHWAB US BROAD MARKET ETF (SCHB) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold SCHB?

    InsiderSet currently tracks 3 superinvestors reporting SCHB holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SCHB.

  • How much SCHB stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $22.17M in SCHB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were SCHB superinvestor holdings last updated?

    The latest SCHB superinvestor holdings on InsiderSet are 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 holdings.

  • Are superinvestor SCHB holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SCHB position after the reporting date.

  • Are superinvestors buying or selling SCHB?

    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 have superinvestor SCHB holdings changed over time?

    InsiderSet tracks SCHB holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.