Schwab US Broad Market ETF (SCHB) Institutional Ownership

$61.60
+0.07 (+0.11%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab US Broad Market ETF (NYSEARCA:SCHB)

Number of
Institutional Buyers
(last 12 months)
552
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
468
Total
Institutional Outflows
(last 12 months)
$515.91M
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SCHB Institutional Buying and Selling by Quarter

Schwab US Broad Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI12,593$769K0.0%-1.8%0.003%
5/17/2024 Jaffetilchin Investment Partners LLC515,031$31.44M2.8%+10.6%0.112%
5/17/2024 Comerica Bank5,166$315K0.0%+15.6%0.001%
5/17/2024 Pineridge Advisors LLC45,054$2.75M1.0%-11.2%0.010%
5/17/2024 Coppell Advisory Solutions Corp.4,411$269K0.1%N/A0.001%
5/17/2024 Clear Point Advisors Inc.67,056$4.08M3.4%-0.6%0.015%
5/17/2024 Creekmur Asset Management LLC1,576$96K0.0%-21.2%0.000%
5/16/2024 Jane Street Group LLC70,995$4.33M0.0%N/A0.015%
5/16/2024 B. Riley Wealth Advisors Inc.168,165$10.27M0.2%-1.8%0.037%
5/16/2024 Ancora Advisors LLC27,695$1.69M0.0%-1.8%0.006%
5/16/2024 Waverly Advisors LLC351,599$21.47M0.5%+992.2%0.077%
5/16/2024 Captrust Financial Advisors1,460,625$89.17M0.3%+7.9%0.318%
5/16/2024 Econ Financial Services Corp12,939$790K0.5%-8.4%0.003%
5/15/2024 SVB Wealth LLC34,618$2.11M0.0%+1.9%0.008%
5/15/2024 Quantum Capital Management LLC NJ4,114$251K0.0%-4.6%0.001%
5/15/2024 Quadrature Capital Ltd15,143$924K0.0%N/A0.003%
5/14/2024 Axxcess Wealth Management LLC9,143$558K0.0%-21.8%0.002%
5/14/2024 EP Wealth Advisors LLC20,875$1.27M0.0%-36.9%0.005%
5/14/2024 Wellington Wealth Strategies LLC.3,546$216K0.1%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC15,002$916K0.0%+180.5%0.003%
5/14/2024 CreativeOne Wealth LLC5,335$326K0.0%+7.8%0.001%
5/14/2024 TFO Wealth Partners LLC2,672$163K0.0%-18.0%0.001%
5/14/2024 Sentinel Pension Advisors Inc.3,368$206K0.0%N/A0.001%
5/14/2024 Crewe Advisors LLC8,089$494K0.1%+5.7%0.002%
5/14/2024 Elgethun Capital Management246,006$15.03M3.8%+1.7%0.054%
5/14/2024 InterOcean Capital Group LLC17,228$1.05M0.0%+5.8%0.004%
5/14/2024 National Bank of Canada FI1,312,484$79.54M0.1%+22.0%0.286%
5/13/2024 Goepper Burkhardt LLC359,423$21.79M10.1%+1.5%0.078%
5/13/2024 O Shaughnessy Asset Management LLC20,740$1.27M0.0%+3.5%0.005%
5/13/2024 Penobscot Investment Management Company Inc.21,781$1.33M0.1%+5.7%0.005%
5/11/2024 Spreng Capital Management Inc.128,524$7.85M4.2%-4.3%0.028%
5/11/2024 Alley Investment Management Company LLC3,562$217K0.0%N/A0.001%
5/11/2024 NYL Investors LLC64,200$3.92M0.1%-8.3%0.014%
5/11/2024 Orion Capital Management LLC3,819$233K0.1%+10.9%0.001%
5/11/2024 Northern Capital Management Inc.13,525$826K0.6%+12.7%0.003%
5/10/2024 Osaic Holdings Inc.513,791$31.37M0.1%+9.6%0.112%
5/10/2024 TIAA Trust National Association34,617$2.11M0.0%-0.5%0.008%
5/10/2024 Garrison Asset Management LLC84,808$5.18M2.7%-0.8%0.018%
5/10/2024 Councilmark Asset Management LLC4,430$270K0.2%N/A0.001%
5/10/2024 Towercrest Capital Management166,769$10.18M1.7%-2.1%0.036%
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5/10/2024 Pinkerton Retirement Specialists LLC339,503$20.73M3.3%-21.1%0.074%
5/10/2024 Truepoint Inc.404,004$24.66M0.7%-1.7%0.088%
5/10/2024 Nwam LLC7,204$438K0.0%N/A0.002%
5/9/2024 Socha Financial Group LLC992,599$60.60M26.6%+0.3%0.216%
5/9/2024 Barden Capital Management Inc.25,087$1.53M1.5%-5.8%0.005%
5/9/2024 Great Lakes Retirement Inc.304,321$18.58M2.7%-2.3%0.066%
5/9/2024 Brighton Jones LLC56,877$3.47M0.1%+0.4%0.012%
5/9/2024 ProVise Management Group LLC89,413$5.46M0.5%+1.7%0.019%
5/9/2024 Blair William & Co. IL58,746$3.59M0.0%-0.3%0.013%
5/9/2024 Kingsview Wealth Management LLC3,310$202K0.0%N/A0.001%
5/9/2024 HBK Sorce Advisory LLC1,037,366$63.33M2.2%+0.7%0.226%
5/9/2024 Charles Schwab Investment Advisory Inc.10,214$624K0.0%+2.1%0.002%
5/9/2024 Souders Financial Advisors82,957$5.07M0.8%+3.2%0.018%
5/9/2024 Koshinski Asset Management Inc.59,922$3.66M0.4%-27.9%0.013%
5/8/2024 FPC Investment Advisory Inc.3,510$206K0.2%N/A0.001%
5/8/2024 Cozad Asset Management Inc.61,385$3.75M0.4%-0.7%0.013%
5/8/2024 Bell Investment Advisors Inc18,779$1.15M0.2%-19.6%0.004%
5/8/2024 Sheets Smith Wealth Management128,268$7.83M0.9%+3.1%0.028%
5/8/2024 Ethos Financial Group LLC556,614$34.05M6.5%+1.2%0.121%
5/8/2024 Tanglewood Wealth Management Inc.257,151$15.70M1.9%-2.1%0.056%
5/8/2024 Avantax Advisory Services Inc.11,473$700K0.0%+21.2%0.002%
5/8/2024 US Bancorp DE20,419$1.25M0.0%+53.1%0.004%
5/8/2024 QRG Capital Management Inc.9,128$557K0.0%+4.3%0.002%
5/7/2024 Chilton Capital Management LLC18,890$1.15M0.1%-2.4%0.004%
5/7/2024 Atomi Financial Group Inc.165,478$10.10M0.9%-3.2%0.036%
5/7/2024 Facet Wealth Inc.14,913$897K0.0%-34.9%0.003%
5/7/2024 Highland Capital Management LLC57,529$3.51M0.2%-0.3%0.013%
5/7/2024 PFG Advisors86,183$5.26M0.4%-5.9%0.019%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,178$2.03M0.1%-6.8%0.007%
5/7/2024 Wealthspire Advisors LLC61,543$3.76M0.1%-2.1%0.013%
5/7/2024 Empowered Funds LLC6,558$400K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.214,026$13.07M0.0%-1.6%0.047%
5/6/2024 SYM FINANCIAL Corp258,682$15.79M2.6%-40.6%0.056%
5/6/2024 W.H. Cornerstone Investments Inc.9,186$561K0.4%-7.6%0.002%
5/6/2024 Advisory Alpha LLC32,453$1.98M0.1%+1.7%0.007%
5/4/2024 Evolution Advisers Inc.1,134$70K0.0%+50.0%0.000%
5/4/2024 PrairieView Partners LLC237,713$14.51M1.7%-2.8%0.052%
5/4/2024 Evergreen Advisors LLC2,161,447$131.96M40.3%-2.1%0.470%
5/4/2024 Noesis Capital Mangement Corp3,365$205K0.0%N/A0.001%
5/4/2024 Vista Capital Partners Inc.195,964$11.96M1.5%-1.1%0.043%
5/4/2024 Essex LLC33,724$2.06M0.5%-4.6%0.007%
5/4/2024 Silver Oak Advisory Group Inc.66,333$4.05M2.3%-4.0%0.014%
5/4/2024 Paulson Wealth Management Inc.7,996$488K0.1%-4.2%0.002%
5/4/2024 Csenge Advisory Group48,489$2.96M0.2%-1.2%0.011%
5/4/2024 Joseph P. Lucia & Associates LLC92,057$5.62M3.0%+50.2%0.020%
5/3/2024 Signaturefd LLC47,841$2.92M0.1%+15.9%0.010%
5/3/2024 Embree Financial Group127,800$7.80M1.5%-4.0%0.028%
5/3/2024 Carson Advisory Inc.3,448$210K0.1%-5.1%0.001%
5/3/2024 RIA Advisory Group LLC8,103$495K0.2%N/A0.002%
5/3/2024 Larson Financial Group LLC4,776$292K0.0%+3.7%0.001%
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5/3/2024 Callan Capital LLC2,023,929$123.56M10.9%-4.8%0.441%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,659$651K0.1%N/A0.002%
5/3/2024 Rehmann Capital Advisory Group9,249$565K0.0%+30.8%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC82,415$5.03M0.0%-1.7%0.018%
5/3/2024 AA Financial Advisors LLC5,373$328K0.1%N/A0.001%
5/3/2024 Liberty Wealth Management LLC5,264$321K0.1%+16.9%0.001%
5/2/2024 Mutual Advisors LLC72,850$4.45M0.1%+6.0%0.016%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC936,495$57.17M1.3%+2.7%0.204%
5/2/2024 Pegasus Asset Management Inc.407,341$24.87M9.6%+1.6%0.089%
5/2/2024 Farrow Financial Inc.13,181$805K0.6%-4.4%0.003%
(Data available from 1/1/2016 forward)

SCHB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHB shares?

During the previous two years, 1,011 institutional investors and hedge funds held shares of Schwab US Broad Market ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($1.18B), Betterment LLC ($335.75M), Rebalance LLC ($219.83M), SCS Capital Management LLC ($211.07M), Evensky & Katz LLC ($207.27M), Hengehold Capital Management LLC ($184.49M), and Strid Group LLC ($156.14M).Learn more on SCHB's institutional investors.

Which institutional investors have been buying Schwab US Broad Market ETF stock?

Of the 848 institutional investors that purchased Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rebalance LLC ($3.64M), Wealthfront Advisers LLC ($2.89M), UBS Asset Management Americas Inc. ($2.58M), Spectrum Management Group LLC ($2.10M), Hengehold Capital Management LLC ($1.20M), Cliftonlarsonallen Wealth Advisors LLC ($1.11M), and HBK Sorce Advisory LLC ($1.11M).

How much institutional buying is happening at Schwab US Broad Market ETF?

Institutional investors have bought a total of 54,788,815 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Which Schwab US Broad Market ETF major shareholders have been selling company stock?

Of the 655 institutional investors that sold Schwab US Broad Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($6.01M), HBK Sorce Advisory LLC ($1.20M), National Bank of Canada FI ($919.15K), SCS Capital Management LLC ($913.02K), Creative Planning ($785.05K), Envestnet Asset Management Inc. ($746.47K), and Juncture Wealth Strategies LLC ($727.23K).

How much institutional selling is happening at Schwab US Broad Market ETF?

Institutional investors have sold a total of 28,202,688 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.


This page (NYSEARCA:SCHB) was last updated on 5/18/2024 by MarketBeat.com Staff

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