Schwab US Broad Market ETFSCHBETF
13F holders, Q4 2024 (December 31)1,182holders +81
54new positions
39sold out
4famous investors
$22.71avg. 13F price*
At the end of Q4 2024, 1,182 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 81 from Q3 2024. 54 opened new positions and 39 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($403.5M) and Rebalance, LLC ($260.4M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $63.8M |
| Exits | 39 | $34.6M |
All 13F filers, Q3 2024 → Q4 2024: 20,749,915 shares bought and 26,781,956 shares sold, net −6,032,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,182 holders
| Wealthfront Advisers LLC | 3.99% | Reduce -2.5% | 60,222,952 | $1.4B |
| Betterment LLC | 0.96% | Reduce -2.2% | 17,773,620 | $403.5M |
| Rebalance, LLC | 19.46% | No change | 11,471,005 | $260.4M |
| SCS Capital Management LLC | 4.78% | Reduce -10.0% | 10,204,017 | $231.6M |
| Evensky & Katz LLC | 13.85% | Reduce -4.1% | 9,325,113 | $211.7M |
| Hengehold Capital Management LLC | 19.11% | Reduce -2.5% | 8,942,406 | $203.0M |
| Strid Group, LLC | 30.23% | Reduce -0.7% | 8,530,226 | $193.6M |
| Bouchey Financial Group, Ltd. | 16.20% | Add +4.5% | 8,165,768 | $185.4M |
| HighTower Advisors, LLC | 0.25% | Add +2.1% | 8,146,204 | $184.9M |
| HB Wealth Management, LLC | 1.51% | Reduce -2.5% | 6,505,668 | $147.7M |
| Evergreen Advisors, LLC | 39.51% | Reduce -3.8% | 6,366,873 | $144.5M |
| HT Partners LLC | 46.73% | Add +0.9% | 6,053,331 | $137.4M |
| Callan Capital, LLC | 9.90% | Reduce -1.9% | 5,963,363 | $135.4M |
| Hanson & Doremus Investment Management | 20.95% | Add +1.0% | 5,901,371 | $134.0M |
| Retirement Planning Group, LLC | 6.60% | Add +7.5% | 5,777,637 | $131.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.98% | Add +1.7% | 5,694,595 | $129.3M |
| Empower Advisory Group, LLC | 0.37% | Add +719.3% | 4,892,270 | $111.1M |
| Accredited Investors Inc. | 6.48% | Add +0.3% | 4,874,788 | $110.7M |
| National Bank of Canada | 0.12% | Reduce -1.3% | 4,144,462 | $94.2M |
| Summit Financial Strategies, Inc. | 10.15% | Reduce -2.7% | 4,053,079 | $92.0M |
| HHM Wealth Advisors, LLC | 12.42% | Reduce -0.2% | 4,021,769 | $91.3M |
| TruNorth Capital Management, LLC | 24.86% | Add +1.2% | 4,007,691 | $91.0M |
| Mariner, LLC | 0.15% | Add +8.1% | 3,996,283 | $90.7M |
| Morton Brown Family Wealth, LLC | 28.25% | Add +3.2% | 3,570,574 | $81.1M |
| Manchester Financial Inc. | 17.35% | Add +0.5% | 3,491,496 | $79.3M |
| Morgan Stanley | 0.01% | Add +5.3% | 3,322,324 | $75.4M |
| Captrust Financial Advisors | 0.22% | Reduce -3.0% | 3,320,913 | $75.4M |
| Ballentine Partners, LLC | 1.21% | Reduce -2.4% | 3,122,833 | $70.9M |
| Socha Financial Group, LLC | 33.00% | Add +0.1% | 3,100,980 | $70.4M |
| Bank of America Corp. | 0.01% | Add +0.9% | 3,085,001 | $70.0M |
| HBK Sorce Advisory LLC | 2.10% | Reduce -0.3% | 3,064,450 | $69.6M |
| Circle Wealth Management, LLC | 1.47% | Reduce -0.2% | 3,027,213 | $68.7M |
| North Star Asset Management Inc. | 2.96% | Add +0.3% | 2,943,378 | $66.8M |
| Asset Advisors Investment Management, LLC | 6.81% | Reduce -0.9% | 2,869,070 | $65.1M |
| Brown Advisory Inc. | 0.08% | No change | 2,803,176 | $63.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.21% | Reduce -1.4% | 2,752,318 | $62.5M |
| D L Carlson Investment Group Inc. | 11.11% | Add +5.2% | 2,744,912 | $62.3M |
| Compass Financial Group, INC | 11.71% | Add +7.5% | 2,720,223 | $61.7M |
| Agilis Partners LLC | 17.94% | Reduce -0.8% | 2,625,342 | $59.6M |
| Royal Bank of Canada | 0.01% | Add +4.3% | 2,435,811 | $55.3M |
| Legacy Financial Strategies, LLC | 11.59% | Add +3.3% | 2,374,585 | $53.8M |
| Compass Advisory Group LLC | 18.98% | Reduce -4.9% | 2,335,715 | $53.0M |
| Myecfo, LLC | 27.82% | Add +2.1% | 2,270,249 | $51.5M |
| Caprock Group, LLC | 1.66% | Add +0.3% | 2,240,636 | $50.9M |
| Creative Planning | 0.05% | Add +1.6% | 2,087,447 | $47.4M |
| LPL Financial LLC | 0.02% | Add +4.3% | 2,071,157 | $47.0M |
| WBH Advisory Inc. | 4.29% | Add +3.4% | 2,037,851 | $46.3M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -52.4% | 2,006,071 | $45.5M |
| Aptus Capital Advisors, LLC | 0.54% | Add +17.6% | 1,990,981 | $45.2M |
| Sunburst Financial Group, LLC | 10.89% | Add +17.3% | 1,939,840 | $44.0M |
| Bluespring Wealth Management, LLC | 4.50% | Reduce -14.4% | 1,933,535 | $43.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 1,927,382 | $43.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +10.2% | 1,916,503 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 1,905,829 | $43.3M |
| OneDigital Investment Advisors LLC | 0.50% | Reduce -1.2% | 1,881,300 | $42.7M |
| Ethos Financial Group, LLC | 5.57% | Add +5.9% | 1,870,971 | $42.5M |
| Truist Financial Corp. | 0.06% | Add +8.4% | 1,776,157 | $40.3M |
| Capital Management Associates, Inc | 14.46% | Add +0.3% | 1,699,198 | $38.6M |
| Savant Capital, LLC | 0.30% | Reduce -1.2% | 1,688,258 | $38.3M |
| Members Advisory Group LLC | 14.90% | Add +9.3% | 1,599,786 | $36.3M |
| Roundview Capital LLC | 2.52% | Add +4.0% | 1,589,300 | $36.1M |
| Cape Investment Advisory, Inc. | 14.00% | Add +0.6% | 1,577,187 | $35.8M |
| Jaffetilchin Investment Partners, LLC | 2.54% | Add +3.5% | 1,543,891 | $35.0M |
| Genesee Capital Advisors, LLC | 16.22% | Add +2.7% | 1,535,730 | $34.9M |
| Boulder Wealth Advisors, LLC | 17.84% | Add +1.2% | 1,525,273 | $34.6M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -16.7% | 1,513,266 | $34.4M |
| Buckingham Capital Management, Inc. | 3.90% | Reduce -10.3% | 1,495,896 | $34.0M |
| Weaver Capital Management LLC | 9.54% | Add +4978716.7% | 1,493,645 | $33.9M |
| Winthrop Advisory Group LLC | 4.02% | Add +23.3% | 1,476,379 | $33.5M |
| Legacy Private Trust Co. | 2.18% | Add +3.3% | 1,470,532 | $33.4M |
| UBS Group AG | 0.01% | Add +3.1% | 1,283,018 | $29.1M |
| WT Wealth Management | 9.04% | Reduce -65.8% | 1,268,681 | $28.8M |
| Leading Edge Financial Planning LLC | 9.21% | Add +4.0% | 1,237,328 | $28.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,214,411 | $27.6M |
| Pegasus Asset Management, Inc. | 10.37% | Reduce -3.9% | 1,211,636 | $27.5M |
| Waverly Advisors, LLC | 0.42% | Add +5.5% | 1,183,899 | $26.9M |
| Truepoint, Inc. | 0.72% | Reduce -0.6% | 1,178,521 | $26.8M |
| Cerity Partners LLC | 0.06% | Add +4.2% | 1,175,220 | $26.7M |
| Gemmer Asset Management LLC | 2.60% | Add +1.2% | 1,161,779 | $26.4M |
| Shilanski & Associates, Inc. | 8.16% | Add +6.3% | 1,120,325 | $25.4M |
| Patriot Investment Management Group, Inc. | 1.88% | Reduce -1.5% | 1,107,041 | $25.1M |
| Focus Partners Wealth | 0.07% | Add +110.6% | 1,106,279 | $25.1M |
| Fsa Wealth Partners, Inc. | 5.85% | Reduce -1.8% | 1,097,994 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 1,096,980 | $24.9M |
| Transform Wealth, LLC | 1.37% | Add +58.8% | 1,084,336 | $24.6M |
| Phil A. Younker & Associates, Ltd. | 24.57% | — | 1,082,816 | $24.6M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Reduce -0.1% | 1,079,436 | $24.5M |
| Goepper Burkhardt LLC | 9.86% | Reduce -1.6% | 1,069,797 | $24.3M |
| Valley National Advisers Inc. | 4.35% | Reduce -4.9% | 1,068,306 | $24.3M |
| Global Wealth Management, LLC | 15.34% | No change | 1,058,243 | $24.0M |
| Strategic Advisors LLC | 4.28% | Add +2.1% | 1,043,278 | $23.7M |
| Robinson Smith Wealth Advisors LLC | 20.02% | Add +5.1% | 1,040,141 | $23.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.2% | 1,030,588 | $23.4M |
| Avior Wealth Management, LLC | 0.85% | Reduce -1.6% | 1,025,285 | $23.3M |
| First National Corp. /Ma/ | 5.25% | Add +4.0% | 1,022,269 | $23.2M |
| GSG Advisors LLC | 7.21% | Add +4.3% | 1,008,349 | $22.9M |
| MAI Capital Management | 0.17% | Add +294.2% | 993,830 | $22.6M |
| Raymond James Financial Inc. | 0.01% | — | 952,373 | $21.6M |
| Ogorek Anthony Joseph /NY/ | 6.85% | Reduce -5.6% | 948,434 | $21.5M |
| Strategic Financial Planning, Inc. | 14.67% | Reduce -2.1% | 948,246 | $21.5M |
"% 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.