Schwab US Broad Market ETFSCHBETF
13F holders, Q2 2026 (June 30)1,394holders +73
118new positions
41sold out
4famous investors
$28.90avg. 13F price*
At the end of Q2 2026, 1,394 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 73 from Q1 2026. 118 opened new positions and 41 sold out. The largest holders were Wealthfront Advisers LLC ($1.5B), UBS Group AG ($1.4B) and Betterment LLC ($442.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $121.9M |
| Exits | 41 | $16.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,357,279 shares bought and 78,423,592 shares sold, net −59,066,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,394 holders
| Wealthfront Advisers LLC | 2.86% | Reduce -2.1% | 51,435,009 | $1.5B |
| UBS Group AG | 0.23% | Add +0.9% | 48,933,766 | $1.4B |
| Betterment LLC | 0.75% | Reduce -2.7% | 15,292,144 | $442.9M |
| Rebalance, LLC | 22.37% | Reduce -2.3% | 14,738,453 | $426.8M |
| SCS Capital Management LLC | 3.27% | Reduce -0.3% | 11,934,362 | $345.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -3.5% | 11,427,853 | $331.0M |
| HighTower Advisors, LLC | 0.26% | Add +3.7% | 9,295,333 | $269.2M |
| Strid Group, LLC | 27.57% | Reduce -0.8% | 8,576,683 | $248.4M |
| Evensky & Katz LLC | 11.95% | Reduce -2.2% | 7,987,057 | $231.3M |
| Hengehold Capital Management LLC | 17.17% | Reduce -1.1% | 7,640,636 | $221.3M |
| Hanson & Doremus Investment Management | 20.73% | Reduce -0.1% | 7,035,343 | $203.7M |
| HB Wealth Management, LLC | 1.07% | Reduce -0.4% | 6,571,056 | $190.3M |
| Evergreen Advisors, LLC | 38.94% | Add +0.3% | 6,300,530 | $182.5M |
| Forvis Mazars Wealth Advisors, LLC | 2.97% | Reduce -1.3% | 6,148,772 | $178.1M |
| HT Partners LLC | 48.66% | Reduce -1.8% | 6,067,895 | $175.7M |
| Savant Capital, LLC | 0.47% | Add +100.1% | 5,943,212 | $160.7M |
| TruNorth Capital Management, LLC | 25.35% | Add +4.6% | 5,449,167 | $157.8M |
| HHM Wealth Advisors, LLC | 15.33% | Add +2.2% | 5,258,356 | $152.3M |
| AlphaCore Capital LLC | 2.79% | Reduce -2.3% | 5,233,490 | $151.6M |
| Mariner, LLC | 0.14% | Reduce -6.3% | 4,683,545 | $135.6M |
| Accredited Investors Inc. | 5.56% | Reduce -3.5% | 4,443,846 | $128.7M |
| Morton Brown Family Wealth, LLC | 27.98% | Add +6.1% | 4,261,509 | $123.4M |
| Compass Financial Group, INC | 12.94% | Add +0.6% | 3,894,102 | $112.8M |
| Captrust Financial Advisors | 0.16% | Reduce -9.7% | 3,654,324 | $105.8M |
| Waverly Advisors, LLC | 0.59% | Add +15.3% | 3,529,934 | $102.2M |
| Morgan Stanley | 0.01% | Add +2.6% | 3,458,745 | $100.2M |
| Manchester Financial Inc. | 17.44% | Reduce -1.3% | 3,381,852 | $97.9M |
| Creative Planning | 0.06% | Add +3.2% | 3,300,545 | $95.6M |
| Ballentine Partners, LLC | 1.15% | Reduce -0.1% | 3,253,122 | $94.2M |
| HBK Sorce Advisory LLC | 1.83% | Add +0.7% | 3,151,706 | $93.7M |
| Quantinno Capital Management LP | 0.11% | Add +10.9% | 3,087,207 | $89.4M |
| LPL Financial LLC | 0.02% | Add +2.3% | 2,973,417 | $86.1M |
| Jones Financial Companies LLLP | 0.03% | Add +12.6% | 2,970,765 | $84.2M |
| Royal Bank of Canada | 0.01% | Add +0.0% | 2,882,036 | $83.5M |
| North Star Asset Management Inc. | 3.16% | Add +3.4% | 2,772,864 | $80.3M |
| Asset Advisors Investment Management, LLC | 7.28% | Reduce -0.8% | 2,739,361 | $79.3M |
| Brown Advisory Inc. | 0.12% | Add +0.3% | 2,718,247 | $78.7M |
| Gallagher Fiduciary Advisors, LLC | 2.58% | Reduce -96.1% | 2,708,469 | $78.4M |
| Legacy Financial Strategies, LLC | 11.96% | Add +1.9% | 2,665,380 | $77.2M |
| Circle Wealth Management, LLC | 0.96% | Reduce -0.0% | 2,635,156 | $76.3M |
| D L Carlson Investment Group Inc. | 11.95% | Add +0.0% | 2,592,207 | $75.1M |
| Myecfo, LLC | 28.17% | Add +0.8% | 2,577,055 | $74.6M |
| Bank of America Corp. | 0.00% | Reduce -20.6% | 2,536,461 | $73.5M |
| Bluespring Wealth Management, LLC | 1.41% | Add +40.2% | 2,529,349 | $73.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.96% | Reduce -1.6% | 2,527,684 | $73.2M |
| Winthrop Advisory Group LLC | 4.85% | Add +3.9% | 2,487,708 | $72.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +7.8% | 2,500,208 | $70.6M |
| Bouchey Financial Group, Ltd. | 4.54% | Reduce -1.1% | 2,424,447 | $70.2M |
| Wells Fargo & Company | 0.01% | Add +15.9% | 2,390,687 | $69.2M |
| Focus Partners Wealth | 0.07% | Reduce -10.2% | 2,383,777 | $69.0M |
| Summit Financial Strategies, Inc. | 4.73% | Reduce -12.9% | 2,326,085 | $67.4M |
| Aptus Capital Advisors, LLC | 0.49% | Add +4.1% | 2,325,278 | $67.3M |
| Sunburst Financial Group, LLC | 10.97% | Add +4.3% | 2,266,615 | $65.6M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -13.2% | 2,198,557 | $63.7M |
| Caprock Group, LLC | 1.16% | Reduce -0.2% | 2,086,029 | $60.4M |
| WBH Advisory Inc. | 4.03% | Reduce -2.2% | 2,072,831 | $60.0M |
| Allworth Financial LP | 0.22% | Add +6.2% | 1,809,502 | $52.4M |
| Capital Management Associates, Inc | 10.42% | Add +0.2% | 1,789,502 | $51.8M |
| Ethos Financial Group, LLC | 3.40% | Reduce -11.4% | 1,795,643 | $50.7M |
| Leading Edge Financial Planning LLC | 9.02% | Add +6.6% | 1,748,838 | $50.6M |
| Roundview Capital LLC | 2.76% | Add +3.8% | 1,744,303 | $50.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.3% | 1,720,445 | $49.8M |
| Cerity Partners LLC | 0.06% | Add +27.1% | 1,654,810 | $47.9M |
| Truist Financial Corp. | 0.06% | Add +0.5% | 1,647,692 | $47.7M |
| Boulder Wealth Advisors, LLC | 17.33% | Add +1.5% | 1,641,481 | $47.5M |
| Cape Investment Advisory, Inc. | 12.37% | Add +0.8% | 1,597,218 | $46.3M |
| Modern Wealth Management, LLC | 0.55% | Add +4.1% | 1,592,627 | $46.1M |
| Appalachian Capital Management Ltd | 33.14% | Add +0.2% | 1,577,489 | $45.7M |
| Tanglewood Wealth Management, Inc. | 3.89% | Add +2.8% | 1,577,486 | $45.7M |
| Boyum Wealth Architects LLC | 17.55% | Add +1.3% | 1,522,245 | $44.1M |
| AQR Capital Management | 0.01% | Add +34.5% | 1,445,601 | $41.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 1,383,449 | $40.1M |
| MAI Capital Management | 0.14% | Add +2.2% | 1,267,030 | $36.7M |
| Legacy Private Trust Co. | 2.03% | Reduce -2.2% | 1,253,734 | $36.3M |
| Facet Wealth, Inc. | 0.52% | Reduce -0.5% | 1,243,309 | $36.0M |
| Juncture Wealth Strategies, LLC | 9.24% | Reduce -3.2% | 1,226,246 | $35.5M |
| FMR LLC | 0.00% | Add +13.4% | 1,210,918 | $35.1M |
| John Boyer, Inc. | 29.98% | Add +4.1% | 1,194,348 | $34.6M |
| SYM FINANCIAL Corp | 2.76% | Reduce -0.4% | 1,187,558 | $34.4M |
| Members Advisory Group LLC | 9.54% | Reduce -25.5% | 1,179,830 | $34.2M |
| Harbour Investments, Inc. | 0.45% | Add +4.0% | 1,163,565 | $33.7M |
| Pegasus Asset Management, Inc. | 9.59% | Add +0.1% | 1,161,813 | $33.6M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 1,161,767 | $33.6M |
| WT Wealth Management | 9.32% | Reduce -1.0% | 1,161,589 | $33.6M |
| Goepper Burkhardt LLC | 10.09% | Add +2.0% | 1,160,559 | $33.6M |
| GSG Advisors LLC | 7.06% | Add +1.2% | 1,106,784 | $32.1M |
| Gemmer Asset Management LLC | 2.15% | Reduce -1.2% | 1,104,883 | $32.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 1,107,295 | $31.8M |
| Chicago Partners Investment Group LLC | 0.63% | Add +14.4% | 1,109,222 | $31.7M |
| Robinson Smith Wealth Advisors LLC | 18.61% | Reduce -0.7% | 1,072,620 | $31.1M |
| Truepoint, Inc. | 0.65% | Reduce -2.5% | 1,069,662 | $31.0M |
| Retirement Planning Group, LLC | 0.79% | Reduce -1.7% | 1,068,109 | $30.9M |
| Genesee Capital Advisors, LLC | 9.61% | Reduce -35.4% | 1,052,859 | $30.5M |
| Strategic Advisors LLC | 6.47% | Reduce -7.8% | 1,021,776 | $29.6M |
| Dodds Wealth, LLC | 6.65% | Add +1.3% | 1,020,508 | $29.6M |
| Patriot Investment Management Group, Inc. | 1.69% | Reduce -1.8% | 1,004,233 | $29.1M |
| Corient Private Wealth LP | 0.04% | Add +15.0% | 1,001,507 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.8% | 969,875 | $28.1M |
| Wynn Capital, LLC | 12.46% | Add +3.2% | 963,366 | $27.9M |
| Stonekeep Investments, LLC | 15.93% | Add +3.3% | 945,015 | $27.4M |
"% of holder's portfolio" is SCHB's weight in each manager's 13F, not the share of Schwab US Broad Market ETF the manager owns.