Schwab US Broad Market ETFSCHBETF
13F holders, Q3 2025 (September 30)1,215holders +2
67new positions
48sold out
4famous investors
$25.71avg. 13F price*
At the end of Q3 2025, 1,215 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 2 from Q2 2025. 67 opened new positions and 48 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($424.3M) and Rebalance, LLC ($372.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $72.9M |
| Exits | 48 | $134.8M |
All 13F filers, Q2 2025 → Q3 2025: 19,029,260 shares bought and 82,007,309 shares sold, net −62,978,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,215 holders
| Wealthfront Advisers LLC | 3.33% | Reduce -2.2% | 55,097,987 | $1.4B |
| Betterment LLC | 0.84% | Reduce -1.9% | 16,504,113 | $424.3M |
| Rebalance, LLC | 22.46% | Add +10.0% | 14,480,067 | $372.3M |
| SCS Capital Management LLC | 3.42% | Reduce -0.2% | 12,199,923 | $313.7M |
| Strid Group, LLC | 28.48% | Add +0.7% | 8,716,201 | $224.1M |
| Evensky & Katz LLC | 12.67% | Reduce -3.3% | 8,492,961 | $218.4M |
| Hengehold Capital Management LLC | 18.56% | Add +0.1% | 8,457,463 | $217.4M |
| Bouchey Financial Group, Ltd. | 16.48% | Add +0.5% | 8,318,386 | $213.9M |
| HighTower Advisors, LLC | 0.23% | Add +0.5% | 7,776,997 | $199.9M |
| HB Wealth Management, LLC | 1.17% | Add +3.0% | 6,694,089 | $172.1M |
| Hanson & Doremus Investment Management | 21.08% | Add +1.7% | 6,514,057 | $167.5M |
| Forvis Mazars Wealth Advisors, LLC | 3.23% | Add +1.4% | 6,334,210 | $162.9M |
| AlphaCore Capital LLC | 5.28% | Add +2.5% | 6,102,564 | $156.9M |
| HT Partners LLC | 47.85% | Add +0.7% | 6,088,359 | $156.5M |
| HHM Wealth Advisors, LLC | 15.48% | Reduce -4.8% | 5,204,886 | $133.8M |
| TruNorth Capital Management, LLC | 25.79% | Add +8.7% | 5,071,311 | $130.4M |
| Accredited Investors Inc. | 6.89% | Reduce -1.6% | 4,805,946 | $123.6M |
| Arax Advisory Partners | 1.59% | Add +2253.7% | 4,050,068 | $110.7M |
| Mariner, LLC | 0.14% | Add +1.7% | 4,289,929 | $110.3M |
| Morton Brown Family Wealth, LLC | 28.25% | Reduce -0.1% | 3,829,077 | $98.4M |
| Summit Financial Strategies, Inc. | 7.81% | Reduce -4.2% | 3,542,152 | $91.1M |
| Manchester Financial Inc. | 17.76% | Reduce -2.2% | 3,452,031 | $88.8M |
| Captrust Financial Advisors | 0.18% | Reduce -0.3% | 3,387,483 | $87.1M |
| Compass Financial Group, INC | 13.09% | Add +6.0% | 3,386,531 | $87.1M |
| Ballentine Partners, LLC | 1.16% | Reduce -1.1% | 3,237,353 | $83.2M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 3,196,333 | $82.2M |
| HBK Sorce Advisory LLC | 2.03% | Add +0.0% | 3,147,105 | $80.9M |
| Bank of America Corp. | 0.01% | Reduce -3.5% | 3,137,696 | $80.7M |
| Waverly Advisors, LLC | 0.74% | Add +4.3% | 2,892,781 | $74.4M |
| Savant Capital, LLC | 0.45% | Add +24.1% | 2,863,419 | $73.6M |
| LPL Financial LLC | 0.02% | Add +2.6% | 2,829,254 | $72.7M |
| Asset Advisors Investment Management, LLC | 6.84% | Reduce -0.1% | 2,809,818 | $72.2M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -5.0% | 2,727,224 | $70.1M |
| Brown Advisory Inc. | 0.09% | Reduce -0.6% | 2,721,683 | $70.0M |
| North Star Asset Management Inc. | 2.80% | Add +0.9% | 2,687,620 | $69.1M |
| Legacy Financial Strategies, LLC | 12.46% | Add +5.4% | 2,683,753 | $69.0M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 2,667,121 | $68.6M |
| Circle Wealth Management, LLC | 1.31% | Reduce -4.1% | 2,610,481 | $67.1M |
| D L Carlson Investment Group Inc. | 11.26% | Reduce -0.3% | 2,609,510 | $67.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.00% | Reduce -1.6% | 2,467,102 | $63.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +8.6% | 2,455,959 | $63.4M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 2,419,843 | $62.2M |
| Myecfo, LLC | 28.28% | Add +0.8% | 2,417,553 | $62.2M |
| Winthrop Advisory Group LLC | 5.19% | Add +1.0% | 2,308,553 | $59.4M |
| Jones Financial Companies LLLP | 0.04% | Add +8.2% | 2,286,694 | $58.4M |
| Creative Planning | 0.04% | Add +0.6% | 2,250,092 | $57.8M |
| Aptus Capital Advisors, LLC | 0.50% | Add +0.4% | 2,141,423 | $55.1M |
| Caprock Group, LLC | 1.35% | — | 2,204,784 | $55.0M |
| Sunburst Financial Group, LLC | 11.30% | Add +0.2% | 2,086,855 | $53.7M |
| Ethos Financial Group, LLC | 4.20% | Add +0.6% | 2,072,181 | $53.3M |
| WBH Advisory Inc. | 3.96% | Reduce -0.3% | 2,019,089 | $51.9M |
| Compass Advisory Group LLC | 13.97% | Reduce -20.5% | 1,935,521 | $49.8M |
| Bluespring Wealth Management, LLC | 4.12% | Reduce -1.3% | 1,840,257 | $47.3M |
| Capital Management Associates, Inc | 12.35% | Add +0.1% | 1,777,484 | $45.7M |
| Members Advisory Group LLC | 16.06% | Reduce -0.2% | 1,766,114 | $45.4M |
| Quantinno Capital Management LP | 0.12% | Add +35.0% | 1,667,087 | $42.9M |
| Roundview Capital LLC | 2.66% | Reduce -0.2% | 1,636,658 | $42.1M |
| Truist Financial Corp. | 0.06% | Add +3.4% | 1,581,800 | $40.7M |
| Boulder Wealth Advisors, LLC | 18.80% | — | 1,572,741 | $40.4M |
| Jaffetilchin Investment Partners, LLC | 2.38% | Add +0.3% | 1,544,520 | $39.7M |
| Modern Wealth Management, LLC | 0.77% | Add +422.7% | 1,518,936 | $39.1M |
| Genesee Capital Advisors, LLC | 16.17% | Reduce -4.4% | 1,447,563 | $37.2M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 1,436,589 | $36.9M |
| NorthCoast Asset Management LLC | 0.14% | Add +16.2% | 1,414,828 | $36.4M |
| Allworth Financial LP | 0.16% | Reduce -4.2% | 1,404,466 | $36.1M |
| UBS Group AG | 0.01% | Add +6.1% | 1,403,710 | $36.1M |
| Leading Edge Financial Planning LLC | 9.00% | Add +4.2% | 1,394,411 | $35.9M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -8.7% | 1,380,946 | $35.5M |
| Weaver Capital Management LLC | 7.70% | New | 1,373,871 | $35.3M |
| Legacy Private Trust Co. | 2.06% | Reduce -2.6% | 1,339,147 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -4.5% | 1,312,732 | $33.8M |
| Juncture Wealth Strategies, LLC | 10.97% | Add +1.0% | 1,273,141 | $32.7M |
| Retirement Planning Group, LLC | 1.10% | Reduce -19.5% | 1,236,924 | $31.8M |
| Shilanski & Associates, Inc. | 8.40% | Add +3.0% | 1,229,744 | $31.6M |
| Boyum Wealth Architects LLC | 19.41% | Add +10.3% | 1,225,521 | $31.5M |
| WT Wealth Management | 9.04% | Reduce -4.9% | 1,221,301 | $31.4M |
| JPMorgan Chase & Co. | 0.00% | Add +8.5% | 1,218,185 | $31.3M |
| John Boyer, Inc. | 30.78% | — | 1,200,829 | $30.9M |
| Pegasus Asset Management, Inc. | 9.60% | Reduce -1.1% | 1,163,728 | $29.9M |
| Gemmer Asset Management LLC | 2.39% | Reduce -0.5% | 1,154,813 | $29.7M |
| Focus Partners Wealth | 0.05% | Reduce -8.8% | 1,140,215 | $29.3M |
| Strategic Advisors LLC | 4.71% | Add +2.7% | 1,133,900 | $29.2M |
| Truepoint, Inc. | 0.67% | Reduce -0.7% | 1,128,453 | $29.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.8% | 1,122,640 | $28.9M |
| Goepper Burkhardt LLC | 9.74% | Add +2.6% | 1,111,439 | $28.6M |
| MAI Capital Management | 0.18% | Reduce -1.3% | 1,098,948 | $28.3M |
| Valley National Advisers Inc. | 4.29% | Reduce -3.1% | 1,077,066 | $27.7M |
| FMR LLC | 0.00% | Add +8.8% | 1,076,543 | $27.7M |
| GSG Advisors LLC | 7.31% | Reduce -1.6% | 1,070,764 | $27.6M |
| Phil A. Younker & Associates, Ltd. | 21.09% | Add +15.9% | 1,070,724 | $27.5M |
| Patriot Investment Management Group, Inc. | 1.77% | Reduce -0.7% | 1,057,006 | $27.2M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Reduce -0.0% | 1,045,557 | $26.9M |
| Strategic Financial Planning, Inc. | 15.54% | Add +6.2% | 1,043,292 | $26.8M |
| Gallagher Fiduciary Advisors, LLC | 0.98% | Reduce -98.4% | 1,036,132 | $26.6M |
| SYM FINANCIAL Corp | 2.82% | Add +0.3% | 1,025,040 | $26.4M |
| Robinson Smith Wealth Advisors LLC | 18.81% | Add +1.9% | 1,019,341 | $26.2M |
| Intelligence Driven Advisers, LLC | 3.63% | Reduce -2.2% | 1,017,155 | $26.2M |
| Facet Wealth, Inc. | 0.54% | Reduce -0.2% | 1,011,946 | $26.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.2% | 1,003,113 | $25.8M |
| Wealthspire Advisors, LLC | 0.13% | Add +0.2% | 1,002,272 | $25.8M |
"% 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.