Schwab US Broad Market ETFSCHBETF
13F holders, Q4 2025 (December 31)1,318holders +103
72new positions
36sold out
4famous investors
$26.21avg. 13F price*
At the end of Q4 2025, 1,318 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 103 from Q3 2025. 72 opened new positions and 36 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($423.8M) and Rebalance, LLC ($392.5M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $151.9M |
| Exits | 36 | $13.9M |
All 13F filers, Q3 2025 → Q4 2025: 25,605,070 shares bought and 24,643,533 shares sold, net +961,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,318 holders
| Wealthfront Advisers LLC | 3.14% | Reduce -2.8% | 53,564,291 | $1.4B |
| Betterment LLC | 0.81% | Reduce -2.1% | 16,156,262 | $423.8M |
| Rebalance, LLC | 22.94% | Add +3.3% | 14,963,211 | $392.5M |
| SCS Capital Management LLC | 3.31% | Reduce -2.4% | 11,909,368 | $312.4M |
| Strid Group, LLC | 28.46% | Add +0.0% | 8,716,818 | $228.6M |
| HighTower Advisors, LLC | 0.25% | Add +11.0% | 8,631,797 | $226.4M |
| Evensky & Katz LLC | 12.25% | Reduce -2.5% | 8,280,843 | $217.2M |
| Hengehold Capital Management LLC | 17.07% | Reduce -8.7% | 7,726,247 | $202.7M |
| Hanson & Doremus Investment Management | 22.09% | Add +7.6% | 7,007,872 | $183.8M |
| HB Wealth Management, LLC | 1.14% | Reduce -0.1% | 6,688,619 | $175.4M |
| Forvis Mazars Wealth Advisors, LLC | 3.07% | Reduce -2.2% | 6,193,890 | $162.5M |
| Evergreen Advisors, LLC | 39.45% | — | 6,167,435 | $161.8M |
| HT Partners LLC | 47.44% | Reduce -0.1% | 6,082,785 | $159.6M |
| AlphaCore Capital LLC | 3.42% | Reduce -4.8% | 5,810,478 | $152.4M |
| TruNorth Capital Management, LLC | 25.34% | Add +0.4% | 5,090,429 | $133.5M |
| HHM Wealth Advisors, LLC | 15.59% | Reduce -3.2% | 5,037,648 | $132.1M |
| Accredited Investors Inc. | 6.57% | Reduce -1.8% | 4,719,541 | $123.8M |
| Mariner, LLC | 0.14% | Add +3.8% | 4,454,313 | $116.8M |
| Captrust Financial Advisors | 0.21% | Add +25.1% | 4,236,900 | $111.1M |
| Morton Brown Family Wealth, LLC | 27.48% | Add +0.5% | 3,847,441 | $100.9M |
| Creative Planning | 0.07% | Add +69.2% | 3,807,645 | $99.9M |
| Compass Financial Group, INC | 13.67% | Add +7.7% | 3,648,642 | $95.7M |
| Manchester Financial Inc. | 16.84% | Reduce -0.6% | 3,432,268 | $90.0M |
| Morgan Stanley | 0.01% | Add +0.7% | 3,217,149 | $84.4M |
| Bank of America Corp. | 0.01% | Add +2.4% | 3,212,483 | $84.3M |
| Ballentine Partners, LLC | 1.18% | Reduce -0.9% | 3,209,293 | $84.2M |
| Summit Financial Strategies, Inc. | 6.86% | Reduce -10.1% | 3,183,036 | $83.5M |
| HBK Sorce Advisory LLC | 1.90% | Reduce -1.3% | 3,106,134 | $82.8M |
| Waverly Advisors, LLC | 0.64% | Add +4.4% | 3,019,866 | $79.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | New | 2,953,826 | $77.5M |
| LPL Financial LLC | 0.02% | Add +0.7% | 2,849,530 | $74.7M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +13.0% | 2,775,960 | $74.1M |
| Asset Advisors Investment Management, LLC | 6.80% | Reduce -0.0% | 2,809,236 | $73.7M |
| Savant Capital, LLC | 0.42% | Reduce -2.2% | 2,799,604 | $73.4M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 2,743,356 | $72.0M |
| Brown Advisory Inc. | 0.10% | Add +0.2% | 2,726,869 | $71.5M |
| North Star Asset Management Inc. | 2.83% | Reduce -0.4% | 2,676,232 | $70.2M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -2.2% | 2,667,904 | $70.0M |
| Gallagher Fiduciary Advisors, LLC | 2.23% | Add +153.5% | 2,626,353 | $68.9M |
| Focus Partners Wealth | 0.08% | Add +130.3% | 2,626,053 | $68.9M |
| Circle Wealth Management, LLC | 1.06% | Add +0.1% | 2,611,861 | $68.5M |
| D L Carlson Investment Group Inc. | 11.49% | Reduce -0.5% | 2,597,862 | $68.1M |
| Legacy Financial Strategies, LLC | 12.04% | Reduce -3.4% | 2,593,226 | $68.0M |
| Bouchey Financial Group, Ltd. | 5.02% | Reduce -69.3% | 2,552,924 | $67.0M |
| Myecfo, LLC | 27.62% | Add +2.6% | 2,481,049 | $65.1M |
| Jones Financial Companies LLLP | 0.04% | Add +4.8% | 2,395,633 | $62.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.94% | Reduce -4.3% | 2,362,355 | $62.0M |
| Winthrop Advisory Group LLC | 5.10% | Reduce -0.6% | 2,294,238 | $60.2M |
| Aptus Capital Advisors, LLC | 0.49% | Add +1.9% | 2,182,505 | $57.2M |
| Sunburst Financial Group, LLC | 11.28% | Add +1.9% | 2,126,176 | $55.8M |
| Caprock Group, LLC | 1.15% | Reduce -5.5% | 2,083,220 | $54.6M |
| WBH Advisory Inc. | 3.95% | Add +0.7% | 2,032,771 | $53.3M |
| Quantinno Capital Management LP | 0.11% | Add +19.6% | 1,993,156 | $52.3M |
| Ethos Financial Group, LLC | 3.80% | Reduce -5.6% | 1,956,507 | $51.3M |
| Wells Fargo & Company | 0.01% | Reduce -19.5% | 1,947,760 | $51.1M |
| Compass Advisory Group LLC | 13.68% | Reduce -0.3% | 1,930,589 | $50.6M |
| Bluespring Wealth Management, LLC | 4.08% | Reduce -1.8% | 1,806,946 | $47.4M |
| Capital Management Associates, Inc | 10.32% | Add +0.1% | 1,779,549 | $46.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +35.5% | 1,778,973 | $46.7M |
| Roundview Capital LLC | 2.73% | Add +3.4% | 1,691,550 | $44.4M |
| Cwm, LLC | 0.12% | Add +304.7% | 1,648,774 | $43.2M |
| Genesee Capital Advisors, LLC | 17.30% | Add +13.2% | 1,638,747 | $43.0M |
| Members Advisory Group LLC | 15.79% | Reduce -9.6% | 1,597,065 | $41.9M |
| Boulder Wealth Advisors, LLC | 17.59% | Add +0.9% | 1,586,333 | $41.6M |
| Truist Financial Corp. | 0.06% | Reduce -0.4% | 1,576,053 | $41.3M |
| Cape Investment Advisory, Inc. | 12.62% | Add +12159.0% | 1,564,367 | $41.0M |
| Appalachian Capital Management Ltd | 32.70% | — | 1,556,042 | $40.8M |
| Jaffetilchin Investment Partners, LLC | 2.37% | Add +0.1% | 1,546,021 | $40.6M |
| Leading Edge Financial Planning LLC | 9.07% | Add +8.9% | 1,518,271 | $39.8M |
| Modern Wealth Management, LLC | 0.71% | Reduce -2.2% | 1,485,850 | $39.0M |
| UBS Group AG | 0.01% | Add +0.8% | 1,414,241 | $37.1M |
| Allworth Financial LP | 0.15% | Add +0.4% | 1,410,115 | $37.0M |
| Boyum Wealth Architects LLC | 17.28% | Add +13.3% | 1,388,726 | $37.0M |
| Legacy Private Trust Co. | 2.06% | Reduce -0.5% | 1,332,535 | $35.0M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -3.5% | 1,332,291 | $34.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.3% | 1,273,878 | $33.4M |
| Juncture Wealth Strategies, LLC | 11.00% | Add +0.0% | 1,273,539 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 1,267,269 | $33.2M |
| WT Wealth Management | 9.00% | Reduce -2.3% | 1,193,268 | $31.3M |
| SYM FINANCIAL Corp | 3.21% | Add +16.3% | 1,192,229 | $31.3M |
| Retirement Planning Group, LLC | 1.02% | Reduce -4.5% | 1,180,968 | $31.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.6% | 1,169,488 | $30.7M |
| Pegasus Asset Management, Inc. | 9.42% | Add +0.3% | 1,167,103 | $30.6M |
| MAI Capital Management | 0.18% | Add +6.0% | 1,165,113 | $30.6M |
| Goepper Burkhardt LLC | 9.82% | Add +3.4% | 1,149,601 | $30.2M |
| Phil A. Younker & Associates, Ltd. | 20.82% | Add +6.3% | 1,138,394 | $29.9M |
| John Boyer, Inc. | 30.23% | Reduce -5.8% | 1,131,457 | $29.7M |
| AQR Capital Management | 0.02% | Add +49.7% | 1,131,271 | $29.7M |
| Gemmer Asset Management LLC | 2.27% | Reduce -2.6% | 1,124,612 | $29.5M |
| Cerity Partners LLC | 0.04% | Reduce -0.2% | 1,120,531 | $29.4M |
| Truepoint, Inc. | 0.66% | Reduce -1.0% | 1,116,699 | $29.3M |
| Strategic Advisors LLC | 4.56% | Reduce -2.0% | 1,111,119 | $29.1M |
| Valley National Advisers Inc. | 4.00% | Add +2.3% | 1,102,037 | $28.9M |
| GSG Advisors LLC | 7.30% | Add +0.7% | 1,078,456 | $28.3M |
| Robinson Smith Wealth Advisors LLC | 19.23% | Add +5.3% | 1,073,612 | $28.2M |
| Patriot Investment Management Group, Inc. | 1.76% | Reduce 0.0% | 1,056,993 | $27.7M |
| Facet Wealth, Inc. | 0.49% | Add +1.6% | 1,027,639 | $27.6M |
| Harbour Investments, Inc. | 0.55% | Add +2.9% | 1,028,172 | $27.0M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +64.0% | 1,002,656 | $26.3M |
| Dodds Wealth, LLC | 6.33% | Add +5.7% | 984,749 | $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.