Schwab US Broad Market ETFSCHBETF
13F holders, Q1 2024 (March 31)1,073holders
2famous investors
$60.67avg. 13F price*
At the end of Q1 2024, 1,073 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($385.6M) and SCS Capital Management LLC ($245.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $49.9M |
| Exits | 44 | $58.6M |
Ownership 1,073 holders
| Wealthfront Advisers LLC | 4.68% | Reduce -3.9% | 21,898,621 | $1.3B |
| Betterment LLC | 1.03% | Reduce -3.1% | 6,316,312 | $385.6M |
| SCS Capital Management LLC | 5.22% | Reduce -0.4% | 4,017,209 | $245.3M |
| Rebalance, LLC | 18.06% | Add +0.9% | 3,600,779 | $219.8M |
| Evensky & Katz LLC | 14.63% | Reduce -3.9% | 3,395,015 | $207.3M |
| Hengehold Capital Management LLC | 19.67% | Add +0.2% | 3,021,902 | $184.5M |
| Strid Group, LLC | 28.07% | Add +4.2% | 2,557,530 | $156.1M |
| Bouchey Financial Group, Ltd. | 14.66% | Add +2.0% | 2,440,675 | $149.0M |
| HighTower Advisors, LLC | 0.24% | Add +2.4% | 2,398,587 | $146.4M |
| HB Wealth Management, LLC | 1.75% | Reduce -3.1% | 2,271,096 | $138.6M |
| HT Partners LLC | 49.36% | Add +0.6% | 2,232,927 | $136.3M |
| Evergreen Advisors, LLC | 40.30% | Reduce -2.1% | 2,161,447 | $132.0M |
| Retirement Planning Group, LLC | 9.71% | Reduce -3.7% | 2,076,056 | $126.7M |
| Callan Capital, LLC | 10.87% | Reduce -4.7% | 2,024,860 | $123.6M |
| Hanson & Doremus Investment Management | 20.21% | Add +1.2% | 1,921,202 | $117.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.65% | Add +5.6% | 1,709,132 | $104.3M |
| HHM Wealth Advisors, LLC | 15.37% | Reduce -0.7% | 1,529,784 | $93.4M |
| Captrust Financial Advisors | 0.33% | Add +7.9% | 1,460,625 | $89.2M |
| Summit Financial Strategies, Inc. | 11.65% | Reduce -1.0% | 1,367,918 | $83.5M |
| National Bank of Canada | 0.14% | Add +22.0% | 1,312,484 | $79.5M |
| TruNorth Capital Management, LLC | 27.19% | — | 1,292,052 | $78.9M |
| Mariner, LLC | 0.15% | Reduce -1.6% | 1,222,585 | $74.6M |
| Ballentine Partners, LLC | 1.28% | Reduce -1.6% | 1,100,496 | $67.2M |
| Bank of America Corp. | 0.01% | Reduce -0.7% | 1,068,885 | $65.3M |
| Morton Brown Family Wealth, LLC | 26.37% | Add +0.5% | 1,046,435 | $63.9M |
| HBK Sorce Advisory LLC | 2.24% | Add +0.7% | 1,037,366 | $63.3M |
| Accredited Investors Inc. | 4.07% | Add +2.7% | 1,036,606 | $63.3M |
| Circle Wealth Management, LLC | 1.56% | Add +0.0% | 1,026,311 | $62.7M |
| Asset Advisors Investment Management, LLC | 7.00% | Add +2.0% | 1,023,419 | $62.5M |
| Socha Financial Group, LLC | 26.58% | Add +0.3% | 992,599 | $60.6M |
| North Star Asset Management Inc. | 2.79% | Add +2.5% | 966,628 | $59.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.30% | Add +2.7% | 936,495 | $57.2M |
| Morgan Stanley | 0.00% | Add +1.2% | 928,663 | $56.7M |
| Agilis Partners LLC | 14.00% | Reduce -0.6% | 898,340 | $54.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -23.4% | 893,060 | $54.5M |
| Brown Advisory Inc. | 0.07% | Reduce -0.0% | 835,943 | $51.0M |
| Manchester Financial Inc. | 12.94% | Add +4.3% | 812,712 | $49.6M |
| D L Carlson Investment Group Inc. | 9.53% | Add +5.3% | 799,063 | $48.8M |
| Caprock Group, LLC | 2.74% | Reduce -1.1% | 781,987 | $47.7M |
| Bluespring Wealth Management, LLC | 5.22% | Add +21.5% | 779,231 | $47.6M |
| Myecfo, LLC | 26.97% | Add +4.5% | 753,025 | $46.0M |
| Compass Advisory Group LLC | 19.85% | Add +0.7% | 735,269 | $44.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 733,000 | $44.8M |
| Morningstar Investment Services LLC | 0.49% | Reduce -49.2% | 724,127 | $44.2M |
| Members Advisory Group LLC | 24.90% | Reduce -0.3% | 719,799 | $43.9M |
| Creative Planning | 0.05% | Reduce -2.5% | 666,219 | $40.7M |
| Compass Financial Group, INC | 9.29% | Add +20.6% | 655,883 | $40.0M |
| LPL Financial LLC | 0.02% | Add +23.1% | 650,640 | $39.7M |
| OneDigital Investment Advisors LLC | 0.58% | Reduce -5.6% | 606,524 | $37.0M |
| WBH Advisory Inc. | 3.77% | Add +7.8% | 600,272 | $36.6M |
| Legacy Financial Strategies, LLC | 9.37% | Add +2.5% | 595,669 | $36.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 586,895 | $35.8M |
| Savant Capital, LLC | 0.41% | Reduce -3.3% | 585,701 | $35.8M |
| Mercer Global Advisors Inc. | 0.10% | Add +80.4% | 1,350,206 | $35.5M |
| Truist Financial Corp. | 0.05% | Add +1.9% | 578,059 | $35.3M |
| Wells Fargo & Company | 0.01% | Add +10.8% | 567,140 | $34.6M |
| Ethos Financial Group, LLC | 6.51% | Add +1.3% | 556,614 | $34.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +70.5% | 551,293 | $33.7M |
| Buckingham Capital Management, Inc. | 4.04% | Add +0.8% | 540,109 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.3% | 521,518 | $31.8M |
| Jaffetilchin Investment Partners, LLC | 2.82% | Add +10.6% | 515,031 | $31.4M |
| Osaic Holdings, Inc. | 0.07% | Add +9.6% | 513,791 | $31.4M |
| Cape Investment Advisory, Inc. | 14.57% | Add +1.1% | 510,596 | $31.2M |
| Genesee Capital Advisors, LLC | 16.55% | Add +44.9% | 495,222 | $30.2M |
| Sunburst Financial Group, LLC | 8.45% | Add +13.4% | 490,435 | $29.9M |
| Boulder Wealth Advisors, LLC | 18.30% | — | 484,118 | $29.6M |
| Legacy Private Trust Co. | 2.15% | Reduce -1.4% | 482,623 | $29.5M |
| First National Corp. /Ma/ | 6.50% | Reduce -0.1% | 474,726 | $26.4M |
| WT Wealth Management | 9.25% | Add +1.6% | 424,388 | $25.9M |
| Fsa Wealth Partners, Inc. | 6.29% | Reduce -1.9% | 414,236 | $25.3M |
| Pegasus Asset Management, Inc. | 7.74% | Add +1.6% | 407,341 | $24.9M |
| Truepoint, Inc. | 0.70% | Reduce -1.7% | 404,004 | $24.7M |
| Patriot Investment Management Group, Inc. | 1.91% | Reduce -3.3% | 394,810 | $24.1M |
| Cerity Partners LLC | 0.06% | Reduce -0.4% | 393,328 | $24.0M |
| Winthrop Advisory Group LLC | 3.46% | Add +0.9% | 391,508 | $23.9M |
| Gemmer Asset Management LLC | 2.72% | Add +0.0% | 383,697 | $23.4M |
| Focus Financial Network, Inc. | 1.12% | — | 394,466 | $22.9M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Add +0.2% | 372,782 | $22.8M |
| American Investment Services, Inc. | 4.01% | Reduce 0.0% | 370,758 | $22.6M |
| Ogorek Anthony Joseph /NY/ | 7.82% | Reduce -1.9% | 368,755 | $22.5M |
| Shilanski & Associates, Inc. | 7.73% | Add +2.4% | 367,491 | $22.4M |
| Strategic Advisors LLC | 4.40% | Reduce -2.0% | 365,118 | $22.3M |
| Goepper Burkhardt LLC | 10.14% | Add +1.5% | 359,423 | $21.8M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -5.7% | 352,550 | $21.5M |
| Waverly Advisors, LLC | 0.51% | Add +992.2% | 351,599 | $21.5M |
| Valley National Advisers Inc. | 3.23% | Add +7.4% | 349,714 | $21.3M |
| Cobblestone Capital Advisors LLC | 1.32% | Reduce -1.8% | 344,369 | $21.0M |
| Avior Wealth Management, LLC | 0.97% | Add +0.2% | 340,330 | $20.8M |
| Pinkerton Wealth, LLC | 3.33% | Reduce -21.1% | 339,503 | $20.7M |
| UBS Group AG | 0.01% | Add +6.0% | 333,686 | $20.4M |
| Strategic Financial Planning, Inc. | 14.90% | Reduce -3.8% | 326,239 | $19.9M |
| Breakwater Investment Management | 9.01% | — | 320,773 | $19.6M |
| Leading Edge Financial Planning LLC | 8.67% | Add +8.0% | 320,708 | $19.6M |
| GSG Advisors LLC | 7.09% | Reduce -4.6% | 319,163 | $19.3M |
| Roundview Capital LLC | 1.54% | Add +17.2% | 307,991 | $18.8M |
| Great Lakes Retirement, Inc. | 2.75% | Reduce -2.3% | 304,321 | $18.6M |
| Marshall Financial Group Inc. | 6.05% | Reduce -0.9% | 300,840 | $18.4M |
| Robinson Smith Wealth Advisors LLC | 17.58% | Add +1.2% | 299,731 | $18.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.40% | Reduce -6.4% | 299,688 | $17.6M |
| Ellevest, Inc. | 1.09% | Reduce -0.3% | 286,580 | $17.5M |
"% 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.