Schwab US Broad Market ETFSCHBETF
13F holders, Q2 2024 (June 30)1,083holders +10
53new positions
45sold out
3famous investors
$60.88avg. 13F price*
At the end of Q2 2024, 1,083 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 10 from Q1 2024. 53 opened new positions and 45 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($388.0M) and SCS Capital Management LLC ($244.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $49.2M |
| Exits | 45 | $27.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,794,702 shares bought and 5,210,471 shares sold, net +4,584,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,083 holders
| Wealthfront Advisers LLC | 4.48% | Reduce -3.3% | 21,170,646 | $1.3B |
| Betterment LLC | 1.01% | Reduce -2.3% | 6,171,023 | $388.0M |
| SCS Capital Management LLC | 5.13% | Reduce -3.1% | 3,893,095 | $244.8M |
| Rebalance, LLC | 18.50% | Add +1.6% | 3,656,627 | $229.9M |
| Evensky & Katz LLC | 14.46% | Reduce -2.7% | 3,302,850 | $207.7M |
| Hengehold Capital Management LLC | 19.74% | Reduce -0.2% | 3,017,217 | $189.7M |
| Strid Group, LLC | 28.62% | Add +7.6% | 2,752,877 | $173.1M |
| Bouchey Financial Group, Ltd. | 15.23% | Add +4.4% | 2,548,725 | $160.3M |
| HighTower Advisors, LLC | 0.24% | Add +2.9% | 2,469,145 | $155.2M |
| HB Wealth Management, LLC | 1.64% | Reduce -1.4% | 2,239,313 | $140.8M |
| HT Partners LLC | 49.75% | Add +0.3% | 2,238,817 | $140.8M |
| Evergreen Advisors, LLC | 41.08% | Add +1.0% | 2,182,804 | $137.2M |
| Callan Capital, LLC | 10.57% | Add +0.8% | 2,041,858 | $128.4M |
| Hanson & Doremus Investment Management | 20.41% | Add +0.8% | 1,937,609 | $121.8M |
| Retirement Planning Group, LLC | 7.25% | Reduce -12.7% | 1,813,286 | $114.0M |
| Forvis Mazars Wealth Advisors, LLC | 2.75% | Add +2.5% | 1,751,148 | $110.1M |
| Accredited Investors Inc. | 6.32% | Add +55.5% | 1,611,625 | $101.3M |
| HHM Wealth Advisors, LLC | 14.39% | Reduce -0.6% | 1,520,780 | $95.6M |
| Captrust Financial Advisors | 0.30% | Add +1.8% | 1,486,660 | $93.5M |
| Summit Financial Strategies, Inc. | 10.94% | Add +2.3% | 1,399,541 | $88.0M |
| TruNorth Capital Management, LLC | 26.56% | Add +0.8% | 1,302,430 | $81.9M |
| National Bank of Canada | 0.12% | Reduce -4.9% | 1,247,764 | $78.6M |
| Mariner, LLC | 0.15% | Add +1.6% | 1,242,568 | $78.1M |
| Morton Brown Family Wealth, LLC | 26.93% | Add +1.7% | 1,064,494 | $68.2M |
| Ballentine Partners, LLC | 1.26% | Reduce -1.8% | 1,080,204 | $67.9M |
| Morgan Stanley | 0.01% | Add +15.6% | 1,073,492 | $67.5M |
| HBK Sorce Advisory LLC | 2.27% | Reduce -0.3% | 1,034,550 | $65.0M |
| Circle Wealth Management, LLC | 1.49% | Reduce -0.1% | 1,025,314 | $64.5M |
| Socha Financial Group, LLC | 29.76% | Add +1.9% | 1,011,590 | $63.6M |
| Bank of America Corp. | 0.01% | Reduce -7.1% | 993,203 | $62.4M |
| North Star Asset Management Inc. | 2.89% | Add +0.1% | 967,282 | $60.8M |
| Asset Advisors Investment Management, LLC | 6.62% | Reduce -5.5% | 966,687 | $60.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.27% | Add +0.5% | 940,697 | $59.1M |
| Brown Advisory Inc. | 0.08% | Add +11.9% | 935,826 | $58.8M |
| Agilis Partners LLC | 16.92% | Reduce -1.6% | 884,366 | $55.6M |
| Manchester Financial Inc. | 12.98% | Add +3.2% | 838,549 | $52.7M |
| D L Carlson Investment Group Inc. | 10.12% | Add +4.4% | 834,212 | $52.4M |
| Morningstar Investment Services LLC | 0.54% | Add +8.2% | 783,720 | $49.4M |
| Caprock Group, LLC | 2.00% | Reduce -0.2% | 780,253 | $49.2M |
| Bluespring Wealth Management, LLC | 5.25% | Reduce -0.7% | 774,170 | $48.8M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 770,814 | $48.5M |
| Compass Financial Group, INC | 10.38% | Add +16.2% | 761,874 | $47.9M |
| Myecfo, LLC | 27.39% | Add +0.3% | 755,325 | $47.5M |
| Compass Advisory Group LLC | 20.84% | Add +1.2% | 743,771 | $46.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.7% | 717,252 | $45.1M |
| Members Advisory Group LLC | 24.30% | Reduce -1.6% | 708,018 | $44.5M |
| Creative Planning | 0.05% | Add +2.1% | 679,950 | $42.7M |
| LPL Financial LLC | 0.02% | Reduce -1.5% | 640,715 | $40.3M |
| WBH Advisory Inc. | 4.06% | Add +6.2% | 637,630 | $40.1M |
| Legacy Financial Strategies, LLC | 9.48% | Add +4.1% | 620,012 | $39.4M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -0.8% | 601,976 | $37.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +5.3% | 580,758 | $36.5M |
| Ethos Financial Group, LLC | 6.44% | Add +3.3% | 574,901 | $36.3M |
| Savant Capital, LLC | 0.36% | Reduce -1.5% | 576,833 | $36.3M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 576,228 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +8.3% | 564,543 | $35.5M |
| Truist Financial Corp. | 0.05% | Reduce -3.9% | 555,313 | $34.9M |
| Buckingham Capital Management, Inc. | 4.10% | Add +1.0% | 545,433 | $34.3M |
| Sunburst Financial Group, LLC | 8.99% | Add +7.5% | 527,119 | $33.1M |
| Jaffetilchin Investment Partners, LLC | 2.80% | Add +1.3% | 521,674 | $32.8M |
| Cape Investment Advisory, Inc. | 14.43% | Add +0.0% | 510,819 | $32.1M |
| Boulder Wealth Advisors, LLC | 18.21% | Add +2.5% | 496,442 | $31.2M |
| Genesee Capital Advisors, LLC | 15.23% | Reduce -0.3% | 493,760 | $31.0M |
| Legacy Private Trust Co. | 2.16% | Add +0.1% | 483,142 | $30.4M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -64.6% | 478,267 | $30.1M |
| Roundview Capital LLC | 2.22% | Add +45.5% | 448,000 | $28.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -13.2% | 445,827 | $28.0M |
| WT Wealth Management | 8.99% | Reduce -1.4% | 418,256 | $26.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +180.7% | 418,581 | $26.3M |
| Sunpointe, LLC | 16.96% | New | 413,315 | $26.1M |
| Pegasus Asset Management, Inc. | 8.11% | Add +1.8% | 414,530 | $26.1M |
| First National Corp. /Ma/ | 6.00% | Reduce -15.7% | 400,404 | $25.2M |
| Truepoint, Inc. | 0.72% | Reduce -0.9% | 400,223 | $25.2M |
| Patriot Investment Management Group, Inc. | 1.95% | Add +0.6% | 397,055 | $25.0M |
| Winthrop Advisory Group LLC | 3.39% | Add +1.4% | 396,805 | $24.9M |
| Gemmer Asset Management LLC | 2.64% | Add +2.2% | 392,249 | $24.7M |
| Shilanski & Associates, Inc. | 8.02% | Add +3.2% | 379,205 | $23.8M |
| Waverly Advisors, LLC | 0.46% | Add +7.1% | 376,624 | $23.7M |
| Valley National Advisers Inc. | 3.44% | Add +5.5% | 368,946 | $23.2M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Reduce -2.7% | 362,632 | $22.9M |
| American Investment Services, Inc. | 4.05% | Reduce -1.9% | 363,558 | $22.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.2% | 362,937 | $22.8M |
| Goepper Burkhardt LLC | 10.30% | Add +0.7% | 361,972 | $22.8M |
| UBS Group AG | 0.01% | Add +8.5% | 361,914 | $22.8M |
| Ogorek Anthony Joseph /NY/ | 7.85% | Reduce -2.5% | 359,457 | $22.6M |
| Cerity Partners LLC | 0.06% | Reduce -9.7% | 355,391 | $22.3M |
| Strategic Advisors LLC | 4.30% | Reduce -3.4% | 352,664 | $22.2M |
| Leading Edge Financial Planning LLC | 8.85% | Add +9.4% | 350,971 | $22.1M |
| Avior Wealth Management, LLC | 0.93% | Add +1.2% | 344,463 | $21.7M |
| Strategic Financial Planning, Inc. | 15.51% | Add +4.9% | 342,164 | $21.5M |
| Focus Financial Network, Inc. | 0.92% | Reduce -15.7% | 332,749 | $21.5M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -6.6% | 329,345 | $20.7M |
| GSG Advisors LLC | 7.16% | Add +0.8% | 321,840 | $20.3M |
| Robinson Smith Wealth Advisors LLC | 17.68% | Add +6.6% | 319,456 | $20.1M |
| Breakwater Investment Management | 8.89% | Reduce -1.5% | 315,948 | $19.9M |
| Cobblestone Capital Advisors LLC | 1.22% | Reduce -8.6% | 314,830 | $19.8M |
| Great Lakes Retirement, Inc. | 2.60% | Reduce -1.3% | 300,240 | $18.9M |
| Marshall Financial Group Inc. | 6.05% | Reduce -1.5% | 296,298 | $18.6M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +5.5% | 294,224 | $18.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.23% | Reduce -2.2% | 293,014 | $18.5M |
"% 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.