Schwab US Broad Market ETFSCHBETF
13F holders, Q1 2026 (March 31)1,321holders +3
75new positions
66sold out
3famous investors
$22.24avg. 13F price*
At the end of Q1 2026, 1,321 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 3 from Q4 2025. 75 opened new positions and 66 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), UBS Group AG ($1.2B) and Betterment LLC ($394.5M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $46.9M |
| Exits | 66 | $70.4M |
All 13F filers, Q4 2025 → Q1 2026: 136,418,573 shares bought and 15,459,522 shares sold, net +120,959,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,321 holders
| Wealthfront Advisers LLC | 2.90% | Reduce -1.9% | 52,556,138 | $1.3B |
| UBS Group AG | 0.22% | Add +3330.4% | 48,514,355 | $1.2B |
| Betterment LLC | 0.75% | Reduce -2.7% | 15,717,854 | $394.5M |
| Rebalance, LLC | 21.98% | Add +0.8% | 15,082,487 | $378.6M |
| SCS Capital Management LLC | 3.18% | Add +0.5% | 11,970,120 | $300.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +300.7% | 11,836,989 | $297.1M |
| HighTower Advisors, LLC | 0.24% | Add +3.9% | 8,967,340 | $225.1M |
| Strid Group, LLC | 26.90% | Reduce -0.8% | 8,648,946 | $217.1M |
| Evensky & Katz LLC | 11.66% | Reduce -1.4% | 8,165,499 | $205.0M |
| Hengehold Capital Management LLC | 16.93% | Reduce -0.1% | 7,722,465 | $193.8M |
| Hanson & Doremus Investment Management | 20.33% | Add +0.5% | 7,041,153 | $176.7M |
| HB Wealth Management, LLC | 1.07% | Reduce -1.4% | 6,595,221 | $165.5M |
| Evergreen Advisors, LLC | 37.02% | Add +1.8% | 6,280,152 | $157.6M |
| Forvis Mazars Wealth Advisors, LLC | 2.97% | Add +0.6% | 6,230,006 | $156.4M |
| HT Partners LLC | 46.99% | Add +1.6% | 6,181,453 | $155.2M |
| AlphaCore Capital LLC | 3.19% | Reduce -7.9% | 5,353,704 | $134.4M |
| TruNorth Capital Management, LLC | 25.07% | Add +2.4% | 5,210,739 | $130.8M |
| HHM Wealth Advisors, LLC | 14.90% | Add +2.2% | 5,146,591 | $129.2M |
| Mariner, LLC | 0.15% | Add +12.2% | 4,996,510 | $125.2M |
| Accredited Investors Inc. | 6.23% | Reduce -2.4% | 4,607,337 | $115.6M |
| Captrust Financial Advisors | 0.18% | Reduce -4.5% | 4,047,483 | $101.6M |
| Morton Brown Family Wealth, LLC | 26.65% | Add +4.4% | 4,017,868 | $100.8M |
| Compass Financial Group, INC | 13.59% | Add +6.0% | 3,869,236 | $97.1M |
| HBK Sorce Advisory LLC | 1.82% | Add +0.8% | 3,130,458 | $89.0M |
| Manchester Financial Inc. | 16.51% | Reduce -0.2% | 3,426,829 | $86.0M |
| Morgan Stanley | 0.01% | Add +4.8% | 3,370,368 | $84.6M |
| Ballentine Partners, LLC | 1.14% | Add +1.5% | 3,257,692 | $81.8M |
| Creative Planning | 0.05% | Reduce -16.0% | 3,197,065 | $80.2M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 3,194,228 | $80.2M |
| Waverly Advisors, LLC | 0.58% | Add +1.4% | 3,061,232 | $76.8M |
| Savant Capital, LLC | 0.36% | Add +6.1% | 2,969,874 | $74.5M |
| LPL Financial LLC | 0.02% | Add +2.0% | 2,908,036 | $73.0M |
| Royal Bank of Canada | 0.01% | Add +5.0% | 2,881,786 | $72.3M |
| Quantinno Capital Management LP | 0.12% | Add +39.6% | 2,783,258 | $69.9M |
| Asset Advisors Investment Management, LLC | 6.61% | Reduce -1.7% | 2,762,273 | $69.3M |
| Brown Advisory Inc. | 0.11% | Reduce -0.6% | 2,711,077 | $68.0M |
| North Star Asset Management Inc. | 2.92% | Add +0.2% | 2,680,611 | $67.3M |
| Summit Financial Strategies, Inc. | 5.29% | Reduce -16.1% | 2,672,115 | $67.1M |
| Focus Partners Wealth | 0.07% | Add +1.1% | 2,654,159 | $66.6M |
| Circle Wealth Management, LLC | 0.94% | Add +0.9% | 2,636,237 | $66.2M |
| Legacy Financial Strategies, LLC | 11.84% | Add +0.8% | 2,614,587 | $65.6M |
| D L Carlson Investment Group Inc. | 11.18% | Reduce -0.2% | 2,591,924 | $65.1M |
| Jones Financial Companies LLLP | 0.03% | Add +10.2% | 2,639,096 | $64.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.94% | Add +8.7% | 2,568,121 | $64.5M |
| Bouchey Financial Group, Ltd. | 4.72% | Reduce -4.0% | 2,451,793 | $64.4M |
| Myecfo, LLC | 26.86% | Add +3.1% | 2,557,723 | $64.2M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -5.1% | 2,531,564 | $63.5M |
| Winthrop Advisory Group LLC | 4.91% | Add +4.4% | 2,395,034 | $60.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -16.4% | 2,320,383 | $56.8M |
| Aptus Capital Advisors, LLC | 0.47% | Add +2.3% | 2,232,961 | $56.0M |
| Sunburst Financial Group, LLC | 10.50% | Add +2.3% | 2,174,288 | $54.6M |
| WBH Advisory Inc. | 4.02% | Add +4.3% | 2,119,640 | $53.6M |
| Caprock Group, LLC | 1.27% | Add +0.4% | 2,090,846 | $52.5M |
| Wells Fargo & Company | 0.01% | Add +5.9% | 2,062,916 | $51.8M |
| Ethos Financial Group, LLC | 3.73% | Add +3.6% | 2,026,333 | $50.9M |
| Bluespring Wealth Management, LLC | 3.90% | Reduce -0.1% | 1,804,465 | $45.3M |
| Capital Management Associates, Inc | 10.13% | Add +0.3% | 1,785,562 | $44.8M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -3.6% | 1,715,693 | $43.1M |
| Allworth Financial LP | 0.17% | Add +20.8% | 1,703,309 | $42.8M |
| Cwm, LLC | 0.11% | Add +2.7% | 1,693,122 | $42.5M |
| Roundview Capital LLC | 2.63% | Reduce -0.6% | 1,681,293 | $42.2M |
| Boyum Wealth Architects LLC | 17.46% | Add +8.2% | 1,502,092 | $41.8M |
| Leading Edge Financial Planning LLC | 8.67% | Add +8.1% | 1,640,882 | $41.2M |
| Truist Financial Corp. | 0.06% | Add +4.0% | 1,639,622 | $41.2M |
| Genesee Capital Advisors, LLC | 17.14% | Reduce -0.6% | 1,629,524 | $40.9M |
| Boulder Wealth Advisors, LLC | 16.21% | Add +2.0% | 1,617,555 | $40.6M |
| Cape Investment Advisory, Inc. | 13.22% | Add +1.3% | 1,584,194 | $39.8M |
| Members Advisory Group LLC | 13.63% | Reduce -0.9% | 1,583,312 | $39.7M |
| Appalachian Capital Management Ltd | 31.62% | Add +1.1% | 1,573,653 | $39.5M |
| Modern Wealth Management, LLC | 0.66% | Add +3.0% | 1,529,638 | $38.7M |
| Tanglewood Wealth Management, Inc. | 3.19% | Add +90.6% | 1,534,891 | $38.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.2% | 1,381,999 | $34.7M |
| Jaffetilchin Investment Partners, LLC | 2.02% | Reduce -12.6% | 1,351,921 | $33.9M |
| Cerity Partners LLC | 0.05% | Add +16.2% | 1,301,632 | $32.7M |
| Legacy Private Trust Co. | 1.99% | Reduce -3.8% | 1,282,088 | $32.2M |
| Juncture Wealth Strategies, LLC | 10.63% | Reduce -0.5% | 1,266,881 | $31.8M |
| Facet Wealth, Inc. | 0.54% | Add +21.6% | 1,249,750 | $31.4M |
| MAI Capital Management | 0.18% | Add +6.5% | 1,240,262 | $31.1M |
| SYM FINANCIAL Corp | 2.99% | Reduce -0.0% | 1,192,008 | $29.9M |
| WT Wealth Management | 8.76% | Reduce -1.6% | 1,173,635 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 1,195,358 | $29.2M |
| Pegasus Asset Management, Inc. | 9.31% | Reduce -0.6% | 1,160,640 | $29.1M |
| John Boyer, Inc. | 28.78% | Add +1.4% | 1,146,898 | $28.8M |
| Goepper Burkhardt LLC | 9.54% | Reduce -1.0% | 1,138,014 | $28.6M |
| Harbour Investments, Inc. | 0.43% | Add +8.8% | 1,118,377 | $28.1M |
| Gemmer Asset Management LLC | 2.22% | Reduce -0.6% | 1,118,297 | $28.1M |
| Strategic Advisors LLC | 4.62% | Reduce -0.3% | 1,108,104 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.3% | 1,103,831 | $27.7M |
| Truepoint, Inc. | 0.61% | Reduce -1.7% | 1,097,551 | $27.5M |
| GSG Advisors LLC | 7.13% | Add +1.4% | 1,093,847 | $27.5M |
| Retirement Planning Group, LLC | 0.84% | Reduce -8.0% | 1,086,268 | $27.3M |
| Robinson Smith Wealth Advisors LLC | 18.35% | Add +0.6% | 1,080,467 | $27.1M |
| AQR Capital Management | 0.01% | Reduce -5.0% | 1,074,823 | $27.0M |
| FMR LLC | 0.00% | Add +13.1% | 1,067,461 | $26.8M |
| Chicago Partners Investment Group LLC | 0.60% | Add +0.3% | 969,307 | $26.6M |
| Phil A. Younker & Associates, Ltd. | 17.76% | Reduce -6.8% | 1,060,992 | $26.6M |
| HORAN Wealth, LLC | 2.51% | Add +102.5% | 1,051,472 | $26.5M |
| Patriot Investment Management Group, Inc. | 1.64% | Reduce -3.3% | 1,022,101 | $25.7M |
| Dodds Wealth, LLC | 6.21% | Add +2.4% | 1,007,848 | $25.3M |
| Alliancebernstein L.P. | 0.01% | Add +4.1% | 954,228 | $25.0M |
"% 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.