Schwab US Broad Market ETFSCHBETF
13F holders, Q2 2025 (June 30)1,213holders +39
87new positions
43sold out
5famous investors
$20.95avg. 13F price*
At the end of Q2 2025, 1,213 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 39 from Q1 2025. 87 opened new positions and 43 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($401.0M) and Rebalance, LLC ($313.6M). 5 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $88.4M |
| Exits | 43 | $21.5M |
All 13F filers, Q1 2025 → Q2 2025: 92,730,695 shares bought and 20,378,799 shares sold, net +72,351,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,213 holders
| Wealthfront Advisers LLC | 3.46% | Reduce -3.5% | 56,360,948 | $1.3B |
| Betterment LLC | 0.85% | Reduce -2.5% | 16,827,398 | $401.0M |
| Rebalance, LLC | 21.31% | Add +10.1% | 13,159,188 | $313.6M |
| SCS Capital Management LLC | 3.23% | Add +2.7% | 12,223,396 | $291.3M |
| Evensky & Katz LLC | 12.78% | Reduce -2.7% | 8,780,332 | $209.2M |
| Strid Group, LLC | 29.01% | Add +0.5% | 8,658,237 | $206.3M |
| Hengehold Capital Management LLC | 18.36% | Reduce -6.2% | 8,450,794 | $201.4M |
| Bouchey Financial Group, Ltd. | 16.40% | Add +0.5% | 8,275,927 | $197.2M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.5% | 7,738,339 | $184.4M |
| HB Wealth Management, LLC | 1.24% | Add +0.4% | 6,496,557 | $154.8M |
| Hanson & Doremus Investment Management | 20.42% | Add +1.9% | 6,406,096 | $152.7M |
| Forvis Mazars Wealth Advisors, LLC | 3.21% | Add +11.3% | 6,248,801 | $148.9M |
| Evergreen Advisors, LLC | 38.95% | Reduce -1.7% | 6,170,240 | $147.0M |
| HT Partners LLC | 44.03% | Reduce -5.0% | 6,047,159 | $144.1M |
| AlphaCore Capital LLC | 5.40% | Add +1400.4% | 5,953,464 | $141.9M |
| HHM Wealth Advisors, LLC | 15.49% | Add +31.3% | 5,468,240 | $130.3M |
| Accredited Investors Inc. | 6.88% | Reduce -0.2% | 4,883,682 | $116.4M |
| TruNorth Capital Management, LLC | 24.70% | Add +9.7% | 4,664,159 | $111.1M |
| Mariner, LLC | 0.14% | Reduce -1.6% | 4,217,210 | $100.5M |
| National Bank of Canada | 0.10% | Reduce -8.3% | 4,051,638 | $96.5M |
| Morton Brown Family Wealth, LLC | 27.79% | Add +4.1% | 3,833,932 | $91.4M |
| Summit Financial Strategies, Inc. | 8.15% | Reduce -4.8% | 3,696,905 | $88.1M |
| Manchester Financial Inc. | 17.61% | Add +0.9% | 3,530,639 | $84.1M |
| Captrust Financial Advisors | 0.18% | Add +0.3% | 3,396,843 | $80.9M |
| Ballentine Partners, LLC | 1.17% | Add +6.0% | 3,272,279 | $78.0M |
| Bank of America Corp. | 0.01% | Add +3.4% | 3,250,928 | $77.5M |
| Morgan Stanley | 0.01% | Reduce -13.7% | 3,206,507 | $76.4M |
| Compass Financial Group, INC | 12.48% | Add +7.8% | 3,194,802 | $76.1M |
| HBK Sorce Advisory LLC | 2.03% | Add +1.7% | 3,146,484 | $75.0M |
| Mercer Global Advisors Inc. | 0.15% | Add +43.5% | 2,870,409 | $68.4M |
| Asset Advisors Investment Management, LLC | 6.63% | Reduce -1.4% | 2,814,002 | $67.1M |
| Waverly Advisors, LLC | 0.73% | Add +1.3% | 2,773,692 | $66.1M |
| LPL Financial LLC | 0.02% | Add +3.1% | 2,757,897 | $65.7M |
| Brown Advisory Inc. | 0.09% | Reduce -2.9% | 2,738,170 | $65.3M |
| Circle Wealth Management, LLC | 1.44% | Reduce -1.3% | 2,721,147 | $64.8M |
| North Star Asset Management Inc. | 2.69% | Reduce -8.4% | 2,664,456 | $63.5M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 2,651,173 | $63.2M |
| D L Carlson Investment Group Inc. | 11.37% | Reduce -5.3% | 2,616,852 | $62.4M |
| Legacy Financial Strategies, LLC | 11.90% | Add +2.5% | 2,545,750 | $60.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.00% | Reduce -2.0% | 2,507,408 | $59.8M |
| Compass Advisory Group LLC | 18.35% | Add +4.0% | 2,433,631 | $58.0M |
| Myecfo, LLC | 28.04% | Add +1.3% | 2,399,036 | $57.2M |
| Wells Fargo & Company | 0.01% | Add +18.2% | 2,372,012 | $56.5M |
| Savant Capital, LLC | 0.40% | Add +21.1% | 2,307,221 | $55.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +7.9% | 2,260,548 | $54.6M |
| Kestra Advisory Services, LLC | 0.27% | Add +14.0% | 2,289,546 | $54.6M |
| Winthrop Advisory Group LLC | 5.25% | Add +59.5% | 2,285,320 | $54.5M |
| Creative Planning | 0.05% | Add +6.5% | 2,235,852 | $53.3M |
| Aptus Capital Advisors, LLC | 0.50% | Add +4.2% | 2,133,520 | $50.8M |
| Jones Financial Companies LLLP | 0.04% | Add +230.5% | 2,113,575 | $50.1M |
| Sunburst Financial Group, LLC | 11.12% | Add +4.3% | 2,082,849 | $49.6M |
| Ethos Financial Group, LLC | 4.24% | Add +10.2% | 2,059,938 | $49.1M |
| WBH Advisory Inc. | 4.11% | Reduce -4.7% | 2,025,879 | $48.3M |
| Bluespring Wealth Management, LLC | 4.23% | Add +0.3% | 1,864,325 | $44.4M |
| Capital Management Associates, Inc | 13.40% | Reduce -49.7% | 1,775,141 | $42.3M |
| Members Advisory Group LLC | 15.86% | Add +5.6% | 1,770,217 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.1% | 1,769,342 | $42.2M |
| Roundview Capital LLC | 2.61% | Reduce -2.6% | 1,639,862 | $39.1M |
| Cape Investment Advisory, Inc. | 13.77% | Add +1.5% | 1,583,013 | $37.7M |
| Jaffetilchin Investment Partners, LLC | 2.40% | Add +1.6% | 1,539,575 | $36.7M |
| Retirement Planning Group, LLC | 1.56% | Reduce -13.6% | 1,537,151 | $36.6M |
| Truist Financial Corp. | 0.05% | Reduce -21.4% | 1,529,675 | $36.5M |
| Genesee Capital Advisors, LLC | 16.17% | Add +1.6% | 1,514,413 | $36.1M |
| OneDigital Investment Advisors LLC | 0.40% | Reduce -6.0% | 1,513,108 | $36.1M |
| Allworth Financial LP | 0.17% | Add +0.8% | 1,465,459 | $34.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -2.6% | 1,375,023 | $32.8M |
| Legacy Private Trust Co. | 2.12% | Add +17.2% | 1,374,564 | $32.8M |
| Raymond James Financial Inc. | 0.01% | Add +27.9% | 1,339,244 | $31.9M |
| Leading Edge Financial Planning LLC | 8.87% | Add +4.3% | 1,338,719 | $31.9M |
| UBS Group AG | 0.01% | Add +6.7% | 1,322,811 | $31.5M |
| WT Wealth Management | 9.06% | Add +0.3% | 1,284,069 | $30.6M |
| Juncture Wealth Strategies, LLC | 10.68% | Add +60.4% | 1,261,049 | $30.1M |
| Focus Partners Wealth | 0.06% | Add +12.1% | 1,250,036 | $29.8M |
| Quantinno Capital Management LP | 0.13% | Add +942.2% | 1,234,589 | $29.4M |
| NorthCoast Asset Management LLC | 0.12% | Add +294.5% | 1,217,202 | $29.0M |
| Shilanski & Associates, Inc. | 8.13% | Add +2.8% | 1,193,682 | $28.4M |
| Pegasus Asset Management, Inc. | 9.61% | Reduce -1.1% | 1,176,627 | $28.0M |
| Gemmer Asset Management LLC | 2.45% | Reduce -1.0% | 1,160,310 | $27.7M |
| Cerity Partners LLC | 0.05% | Add +3.1% | 1,143,261 | $27.2M |
| Truepoint, Inc. | 0.67% | Reduce -2.3% | 1,135,811 | $27.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 1,122,755 | $26.8M |
| MAI Capital Management | 0.18% | Add +10.7% | 1,113,342 | $26.5M |
| Valley National Advisers Inc. | 4.32% | Add +0.7% | 1,111,401 | $26.5M |
| Boyum Wealth Architects LLC | 19.49% | Add +1.9% | 1,110,715 | $26.5M |
| Strategic Advisors LLC | 5.18% | Reduce -5.0% | 1,104,339 | $26.3M |
| GSG Advisors LLC | 7.52% | Add +3.3% | 1,088,248 | $25.9M |
| Goepper Burkhardt LLC | 9.51% | Add +1.8% | 1,083,704 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.2% | 1,080,960 | $25.8M |
| Patriot Investment Management Group, Inc. | 1.76% | Add +0.1% | 1,064,255 | $25.4M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Reduce -0.7% | 1,045,997 | $24.9M |
| Intelligence Driven Advisers, LLC | 3.74% | Add +71.5% | 1,040,325 | $24.8M |
| Facet Wealth, Inc. | 0.56% | Reduce -3.7% | 1,013,573 | $24.7M |
| SYM FINANCIAL Corp | 2.73% | Add +1.9% | 1,021,775 | $24.3M |
| Global Wealth Management, LLC | 13.21% | Reduce -5.0% | 997,934 | $24.1M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -0.3% | 1,000,692 | $23.8M |
| Robinson Smith Wealth Advisors LLC | 19.04% | Reduce -5.7% | 999,947 | $23.8M |
| FMR LLC | 0.00% | Add +9.6% | 989,303 | $23.6M |
| Strategic Financial Planning, Inc. | 14.58% | Add +3.4% | 982,798 | $23.4M |
| First National Corp. /Ma/ | 4.71% | Reduce -0.8% | 979,600 | $23.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +3.4% | 928,831 | $22.7M |
"% 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.