Schwab US Broad Market ETFSCHBETF
13F holders, Q1 2025 (March 31)1,174holders −8
66new positions
58sold out
3famous investors
$21.52avg. 13F price*
At the end of Q1 2025, 1,174 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, down 8 from Q4 2024. 66 opened new positions and 58 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($371.5M) and Rebalance, LLC ($257.3M). 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $110.6M |
| Exits | 58 | $75.2M |
All 13F filers, Q4 2024 → Q1 2025: 26,906,342 shares bought and 22,411,833 shares sold, net +4,494,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,174 holders
| Wealthfront Advisers LLC | 3.38% | Reduce -3.0% | 58,426,349 | $1.3B |
| Betterment LLC | 0.88% | Reduce -2.9% | 17,254,102 | $371.5M |
| Rebalance, LLC | 18.94% | Add +4.2% | 11,949,838 | $257.3M |
| SCS Capital Management LLC | 3.26% | Add +16.6% | 11,901,176 | $256.2M |
| Evensky & Katz LLC | 13.03% | Reduce -3.3% | 9,020,739 | $194.2M |
| Hengehold Capital Management LLC | 18.45% | Add +0.8% | 9,013,141 | $194.1M |
| Strid Group, LLC | 28.80% | Add +1.0% | 8,614,302 | $185.5M |
| Bouchey Financial Group, Ltd. | 16.00% | Add +0.9% | 8,238,465 | $177.4M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.6% | 7,934,598 | $170.8M |
| HB Wealth Management, LLC | 1.17% | Reduce -0.5% | 6,470,877 | $139.3M |
| HT Partners LLC | 47.00% | Add +5.1% | 6,363,161 | $137.0M |
| Hanson & Doremus Investment Management | 19.76% | Add +6.5% | 6,283,643 | $135.3M |
| Evergreen Advisors, LLC | 37.50% | Reduce -1.4% | 6,274,467 | $135.1M |
| Callan Capital, LLC | 9.41% | Reduce -0.9% | 5,911,420 | $127.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.90% | Reduce -1.4% | 5,611,991 | $120.8M |
| Accredited Investors Inc. | 6.54% | Add +0.4% | 4,893,337 | $105.4M |
| National Bank of Canada | 0.11% | Add +6.7% | 4,420,852 | $95.2M |
| Mariner, LLC | 0.15% | Add +7.3% | 4,286,330 | $92.3M |
| TruNorth Capital Management, LLC | 22.75% | Add +6.1% | 4,251,136 | $91.5M |
| HHM Wealth Advisors, LLC | 12.07% | Add +3.5% | 4,164,167 | $89.7M |
| Summit Financial Strategies, Inc. | 8.43% | Reduce -4.2% | 3,882,561 | $83.6M |
| Morgan Stanley | 0.01% | Add +11.8% | 3,714,070 | $80.0M |
| Morton Brown Family Wealth, LLC | 26.95% | Add +3.1% | 3,682,762 | $79.3M |
| Capital Management Associates, Inc | 17.20% | Add +107.6% | 3,527,282 | $75.9M |
| Manchester Financial Inc. | 16.97% | Add +0.2% | 3,499,944 | $75.4M |
| Captrust Financial Advisors | 0.18% | Add +1.9% | 3,385,610 | $72.9M |
| Socha Financial Group, LLC | 33.70% | Add +3.3% | 3,203,113 | $69.0M |
| Bank of America Corp. | 0.01% | Add +1.9% | 3,143,450 | $67.7M |
| HBK Sorce Advisory LLC | 1.96% | Add +1.0% | 3,094,524 | $66.6M |
| Ballentine Partners, LLC | 1.15% | Reduce -1.2% | 3,085,903 | $66.4M |
| Compass Financial Group, INC | 12.07% | Add +8.9% | 2,963,018 | $63.8M |
| North Star Asset Management Inc. | 2.86% | Reduce -1.2% | 2,909,229 | $62.6M |
| Asset Advisors Investment Management, LLC | 6.46% | Reduce -0.5% | 2,854,523 | $61.5M |
| Brown Advisory Inc. | 0.09% | Add +0.6% | 2,820,110 | $60.7M |
| D L Carlson Investment Group Inc. | 11.43% | Add +0.7% | 2,763,501 | $59.5M |
| Circle Wealth Management, LLC | 1.38% | Reduce -8.9% | 2,758,008 | $59.4M |
| Waverly Advisors, LLC | 0.72% | Add +131.2% | 2,737,672 | $58.9M |
| Gallagher Fiduciary Advisors, LLC | 1.91% | New | 2,703,208 | $58.2M |
| LPL Financial LLC | 0.02% | Add +29.1% | 2,674,216 | $57.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.03% | Reduce -7.1% | 2,557,985 | $55.1M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 2,513,552 | $54.1M |
| Legacy Financial Strategies, LLC | 11.66% | Add +4.6% | 2,484,443 | $53.5M |
| Myecfo, LLC | 26.99% | Add +4.3% | 2,368,235 | $51.0M |
| Compass Advisory Group LLC | 17.54% | Add +0.2% | 2,340,131 | $50.4M |
| Caprock Group, LLC | 1.45% | Reduce -1.5% | 2,207,208 | $47.5M |
| Kestra Advisory Services, LLC | 0.23% | Add +1807.0% | 2,008,516 | $47.4M |
| WBH Advisory Inc. | 4.27% | Add +4.3% | 2,125,048 | $45.8M |
| Creative Planning | 0.04% | Add +0.6% | 2,100,193 | $45.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +9.3% | 2,095,500 | $45.1M |
| Aptus Capital Advisors, LLC | 0.50% | Add +2.8% | 2,047,607 | $44.1M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 2,007,238 | $43.2M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -0.3% | 1,999,875 | $43.1M |
| Sunburst Financial Group, LLC | 10.56% | Add +3.0% | 1,997,828 | $43.0M |
| Ethos Financial Group, LLC | 4.07% | Reduce -0.1% | 1,869,318 | $42.4M |
| Truist Financial Corp. | 0.07% | Add +9.6% | 1,946,735 | $41.9M |
| Savant Capital, LLC | 0.35% | Add +12.9% | 1,905,538 | $41.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.3% | 1,863,787 | $40.1M |
| Bluespring Wealth Management, LLC | 4.08% | Reduce -3.9% | 1,858,469 | $40.0M |
| Retirement Planning Group, LLC | 1.80% | Reduce -69.2% | 1,778,153 | $38.3M |
| Roundview Capital LLC | 2.62% | Add +5.9% | 1,683,587 | $36.2M |
| Members Advisory Group LLC | 15.08% | Add +4.8% | 1,676,355 | $36.1M |
| OneDigital Investment Advisors LLC | 0.41% | Reduce -14.4% | 1,609,493 | $34.7M |
| Boulder Wealth Advisors, LLC | 19.56% | Add +2.3% | 1,560,616 | $33.6M |
| Cape Investment Advisory, Inc. | 13.37% | Reduce -1.1% | 1,559,190 | $33.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.4% | 1,549,572 | $33.4M |
| Jaffetilchin Investment Partners, LLC | 2.37% | Reduce -1.8% | 1,515,479 | $32.6M |
| Genesee Capital Advisors, LLC | 16.05% | Reduce -2.9% | 1,490,806 | $32.1M |
| Winthrop Advisory Group LLC | 3.71% | Reduce -3.0% | 1,432,582 | $30.8M |
| Allworth Financial LP | 0.17% | Add +63.7% | 1,453,211 | $30.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -6.7% | 1,411,628 | $30.4M |
| Leading Edge Financial Planning LLC | 8.64% | Add +3.8% | 1,283,864 | $27.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.6% | 1,282,278 | $27.6M |
| WT Wealth Management | 8.95% | Add +0.9% | 1,280,212 | $27.6M |
| UBS Group AG | 0.01% | Reduce -3.4% | 1,240,017 | $26.7M |
| Pegasus Asset Management, Inc. | 10.25% | Reduce -1.8% | 1,189,311 | $25.6M |
| Legacy Private Trust Co. | 1.74% | Reduce -20.3% | 1,172,753 | $25.2M |
| Gemmer Asset Management LLC | 2.52% | Add +0.9% | 1,171,787 | $25.2M |
| Truepoint, Inc. | 0.68% | Reduce -1.3% | 1,162,978 | $25.0M |
| Strategic Advisors LLC | 4.83% | Add +11.4% | 1,162,731 | $25.0M |
| Shilanski & Associates, Inc. | 7.80% | Add +3.7% | 1,161,301 | $25.0M |
| Focus Partners Wealth | 0.06% | Add +0.8% | 1,115,572 | $24.0M |
| Cerity Partners LLC | 0.05% | Reduce -5.6% | 1,108,983 | $23.9M |
| Valley National Advisers Inc. | 4.29% | Add +3.3% | 1,103,822 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 1,097,314 | $23.6M |
| Boyum Wealth Architects LLC | 22.82% | — | 1,090,369 | $23.5M |
| Transform Wealth, LLC | 1.41% | Reduce -0.0% | 1,084,059 | $23.3M |
| Goepper Burkhardt LLC | 9.16% | Reduce -0.5% | 1,064,622 | $22.9M |
| Patriot Investment Management Group, Inc. | 1.72% | Reduce -4.0% | 1,062,691 | $22.9M |
| Facet Wealth, Inc. | 0.59% | Add +1445.9% | 1,052,694 | $22.8M |
| Robinson Smith Wealth Advisors LLC | 19.11% | Add +1.9% | 1,060,433 | $22.8M |
| Bartlett & Co. Wealth Management LLC | 0.33% | Reduce -2.4% | 1,053,093 | $22.7M |
| Global Wealth Management, LLC | 13.05% | Reduce -0.7% | 1,050,807 | $22.6M |
| Raymond James Financial Inc. | 0.01% | Add +9.9% | 1,047,068 | $22.5M |
| GSG Advisors LLC | 7.22% | Add +4.5% | 1,053,371 | $22.0M |
| Avior Wealth Management, LLC | 0.83% | Reduce -1.3% | 1,011,768 | $21.8M |
| MAI Capital Management | 0.16% | Add +1.2% | 1,006,158 | $21.7M |
| Phil A. Younker & Associates, Ltd. | 21.28% | Reduce -7.3% | 1,004,136 | $21.6M |
| Wealthspire Advisors, LLC | 0.13% | Add +98.0% | 1,003,918 | $21.6M |
| SYM FINANCIAL Corp | 2.66% | Add +28.5% | 1,002,554 | $21.6M |
| First National Corp. /Ma/ | 4.69% | Reduce -3.5% | 986,961 | $21.2M |
"% 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.