Schwab US Broad Market ETFSCHBETF
13F holders, Q3 2024 (September 30)1,101holders +18
61new positions
40sold out
3famous investors
$64.53avg. 13F price*
At the end of Q3 2024, 1,101 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 18 from Q2 2024. 61 opened new positions and 40 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($402.8M) and Rebalance, LLC ($254.4M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $86.8M |
| Exits | 40 | $43.6M |
All 13F filers, Q2 2024 → Q3 2024: 9,553,919 shares bought and 8,923,073 shares sold, net +630,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,101 holders
| Wealthfront Advisers LLC | 4.21% | Reduce -2.7% | 20,600,322 | $1.4B |
| Betterment LLC | 0.96% | Reduce -1.9% | 6,055,329 | $402.8M |
| Rebalance, LLC | 18.64% | Add +4.6% | 3,824,414 | $254.4M |
| SCS Capital Management LLC | 5.07% | Reduce -3.0% | 3,777,466 | $251.3M |
| Evensky & Katz LLC | 14.04% | Reduce -1.9% | 3,240,972 | $215.6M |
| Hengehold Capital Management LLC | 19.28% | Add +1.3% | 3,056,040 | $203.3M |
| Strid Group, LLC | 28.97% | Add +4.0% | 2,864,158 | $190.5M |
| HighTower Advisors, LLC | 0.26% | Add +7.8% | 2,660,625 | $177.0M |
| Bouchey Financial Group, Ltd. | 15.49% | Add +2.2% | 2,605,132 | $173.3M |
| HB Wealth Management, LLC | 1.59% | Reduce -0.7% | 2,224,077 | $147.9M |
| Evergreen Advisors, LLC | 40.52% | Add +1.1% | 2,206,318 | $146.8M |
| Callan Capital, LLC | 9.42% | Reduce -0.7% | 2,026,829 | $134.8M |
| HT Partners LLC | 47.09% | Reduce -10.7% | 2,000,399 | $133.1M |
| Hanson & Doremus Investment Management | 20.57% | Add +0.5% | 1,946,957 | $129.5M |
| Forvis Mazars Wealth Advisors, LLC | 2.86% | Add +6.5% | 1,865,790 | $124.1M |
| Retirement Planning Group, LLC | 6.49% | Reduce -1.2% | 1,791,433 | $119.2M |
| Accredited Investors Inc. | 6.16% | Add +0.5% | 1,619,374 | $107.7M |
| National Bank of Canada | 0.12% | Add +12.2% | 1,400,052 | $93.1M |
| Summit Financial Strategies, Inc. | 10.39% | Reduce -0.8% | 1,388,012 | $92.3M |
| HHM Wealth Advisors, LLC | 12.67% | Reduce -11.7% | 1,343,262 | $89.4M |
| TruNorth Capital Management, LLC | 26.02% | Add +1.4% | 1,320,363 | $87.8M |
| Mariner, LLC | 0.15% | Reduce -0.8% | 1,232,037 | $82.0M |
| Manchester Financial Inc. | 16.72% | Add +38.2% | 1,158,603 | $77.1M |
| Morton Brown Family Wealth, LLC | 27.26% | Add +8.3% | 1,153,135 | $76.7M |
| Captrust Financial Advisors | 0.23% | Reduce -23.3% | 1,141,005 | $75.9M |
| Ballentine Partners, LLC | 1.21% | Reduce -1.2% | 1,066,872 | $71.0M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 1,052,135 | $70.0M |
| Socha Financial Group, LLC | 29.80% | Add +2.1% | 1,032,598 | $68.7M |
| HBK Sorce Advisory LLC | 2.08% | Reduce -1.0% | 1,024,048 | $68.1M |
| Bank of America Corp. | 0.01% | Add +2.6% | 1,018,829 | $67.8M |
| Circle Wealth Management, LLC | 1.49% | Reduce -1.4% | 1,010,660 | $67.2M |
| North Star Asset Management Inc. | 2.92% | Add +1.1% | 977,711 | $65.0M |
| Asset Advisors Investment Management, LLC | 6.68% | Reduce -0.2% | 965,092 | $64.2M |
| Brown Advisory Inc. | 0.08% | Reduce -0.1% | 935,022 | $62.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.43% | Reduce -1.1% | 930,687 | $61.9M |
| Agilis Partners LLC | 16.44% | Reduce -0.2% | 882,348 | $58.7M |
| D L Carlson Investment Group Inc. | 10.47% | Add +4.3% | 869,954 | $57.9M |
| Compass Financial Group, INC | 11.02% | Add +10.8% | 843,781 | $56.1M |
| Morningstar Investment Services LLC | 0.56% | Add +6.0% | 831,146 | $55.1M |
| Compass Advisory Group LLC | 21.17% | Add +10.0% | 818,479 | $54.4M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 778,529 | $51.8M |
| Legacy Financial Strategies, LLC | 11.24% | Add +23.5% | 765,983 | $51.0M |
| Bluespring Wealth Management, LLC | 5.02% | Reduce -2.8% | 752,751 | $50.1M |
| Caprock Group, LLC | 1.80% | Reduce -4.6% | 744,533 | $49.5M |
| Myecfo, LLC | 26.71% | Reduce -1.9% | 740,974 | $49.3M |
| Creative Planning | 0.05% | Add +0.7% | 684,684 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.8% | 675,931 | $45.0M |
| LPL Financial LLC | 0.02% | Add +3.3% | 661,999 | $44.0M |
| WBH Advisory Inc. | 4.14% | Add +3.0% | 656,746 | $43.7M |
| OneDigital Investment Advisors LLC | 0.48% | Add +5.4% | 634,689 | $42.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +4.2% | 605,384 | $40.3M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 603,149 | $40.1M |
| Ethos Financial Group, LLC | 6.52% | Add +2.4% | 588,892 | $39.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.7% | 579,749 | $38.6M |
| Savant Capital, LLC | 0.31% | Reduce -1.3% | 569,564 | $37.9M |
| Capital Management Associates, Inc | 15.35% | New | 564,749 | $37.6M |
| Buckingham Capital Management, Inc. | 4.23% | Add +1.9% | 555,851 | $37.0M |
| Sunburst Financial Group, LLC | 9.30% | Add +4.6% | 551,424 | $36.7M |
| Truist Financial Corp. | 0.06% | Reduce -1.7% | 546,006 | $36.3M |
| Cape Investment Advisory, Inc. | 14.10% | Add +2.4% | 522,877 | $34.8M |
| Roundview Capital LLC | 2.45% | Add +13.7% | 509,415 | $33.9M |
| Boulder Wealth Advisors, LLC | 18.16% | Add +1.2% | 502,321 | $33.4M |
| Genesee Capital Advisors, LLC | 15.97% | Add +1.0% | 498,634 | $33.2M |
| Jaffetilchin Investment Partners, LLC | 2.51% | Reduce -4.7% | 497,351 | $33.1M |
| Members Advisory Group LLC | 16.23% | Reduce -31.1% | 488,013 | $32.5M |
| Legacy Private Trust Co. | 2.12% | Reduce -1.8% | 474,401 | $31.6M |
| Mercer Global Advisors Inc. | 0.07% | Add +193.9% | 1,405,810 | $30.9M |
| Osaic Holdings, Inc. | 0.07% | Add +1.4% | 452,174 | $30.1M |
| Pegasus Asset Management, Inc. | 8.46% | Add +1.4% | 420,219 | $28.0M |
| WT Wealth Management | 8.93% | Add +195.4% | 1,235,645 | $28.0M |
| UBS Group AG | 0.01% | Add +14.6% | 414,837 | $27.6M |
| Winthrop Advisory Group LLC | 3.28% | Add +0.6% | 399,034 | $26.5M |
| Leading Edge Financial Planning LLC | 8.83% | Add +12.9% | 396,435 | $26.4M |
| Truepoint, Inc. | 0.71% | Reduce -1.3% | 395,060 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 383,506 | $25.5M |
| Gemmer Asset Management LLC | 2.55% | Reduce -2.5% | 382,538 | $25.4M |
| Cerity Partners LLC | 0.06% | Add +5.8% | 375,895 | $25.0M |
| Valley National Advisers Inc. | 4.50% | Add +1.5% | 374,626 | $24.9M |
| Patriot Investment Management Group, Inc. | 1.83% | Reduce -5.7% | 374,600 | $24.9M |
| Waverly Advisors, LLC | 0.46% | Reduce -0.7% | 373,937 | $24.9M |
| Fsa Wealth Partners, Inc. | 5.99% | Add +88.3% | 372,686 | $24.8M |
| American Investment Services, Inc. | 4.04% | Add +0.0% | 363,669 | $24.2M |
| Goepper Burkhardt LLC | 9.94% | Add +0.1% | 362,287 | $24.1M |
| Bartlett & Co. Wealth Management LLC | 0.34% | Reduce -0.6% | 360,330 | $24.0M |
| Global Wealth Management, LLC | 15.87% | — | 352,617 | $23.5M |
| Shilanski & Associates, Inc. | 7.59% | Reduce -7.3% | 351,326 | $23.4M |
| Avior Wealth Management, LLC | 0.92% | Add +0.8% | 347,329 | $23.1M |
| Strategic Advisors LLC | 4.23% | Reduce -3.4% | 340,568 | $22.7M |
| Ogorek Anthony Joseph /NY/ | 7.65% | Reduce -6.8% | 334,856 | $22.3M |
| Robinson Smith Wealth Advisors LLC | 18.66% | Add +3.3% | 329,985 | $22.0M |
| Focus Financial Network, Inc. | 0.89% | Reduce -1.4% | 328,001 | $21.8M |
| First National Corp. /Ma/ | 4.85% | Reduce -18.1% | 327,788 | $21.8M |
| Strategic Financial Planning, Inc. | 14.20% | Reduce -5.6% | 322,970 | $21.5M |
| GSG Advisors LLC | 7.02% | Add +0.1% | 322,191 | $21.2M |
| Breakwater Investment Management | 8.85% | Add +0.8% | 318,546 | $21.2M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -4.7% | 313,722 | $20.9M |
| Cobblestone Capital Advisors LLC | 1.15% | Reduce -1.9% | 308,812 | $20.5M |
| Great Lakes Retirement, Inc. | 2.56% | Reduce -0.1% | 299,863 | $19.9M |
| Meridian Wealth Partners, LLC | 3.01% | Add +2.3% | 290,724 | $19.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.30% | Add +196.4% | 868,604 | $19.2M |
"% 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.