Who owns Schwab U.S. Broad Market ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHB from SEC Form 13F filings across 1,398 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,398 institutions disclosed 536.7M shares of Schwab U.S. Broad Market ETF worth $15.51B — about 35.8% of shares outstanding; the largest disclosed holder is Wealthfront Advisers LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
1,398
13F holders
$15.51B
value, 2026 filers
35.8%
of shares outstanding (536.7M sh)
157
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 51.4M | $1.49B | 2.9% | 3.4% | -2.1% |
| 2 | UBS Group AG | 48.9M | $1.42B | 0.2% | 3.3% | +0.9% |
| 3 | Betterment LLC | 15.3M | $442.9M | 0.7% | 1% | -2.7% |
| 4 | REBALANCE, LLC | 14.7M | $426.8M | 22.4% | 1% | -2.3% |
| 5 | SCS Capital Management LLC | 11.9M | $345.6M | 3.3% | 0.8% | -0.3% |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.4M | $331.0M | 0.1% | 0.8% | -3.5% |
| 7 | HighTower Advisors, LLC | 9.3M | $269.2M | 0.3% | 0.6% | +3.7% |
| 8 | Strid Group, LLC | 8.6M | $248.4M | 27.6% | 0.6% | -0.8% |
| 9 | Evensky & Katz LLC | 8.0M | $231.3M | 11.9% | 0.5% | -2.2% |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | 7.6M | $221.3M | 17.2% | 0.5% | -1.1% |
| 11 | Hanson & Doremus Investment Management | 7.0M | $203.7M | 20.7% | 0.5% | -0.1% |
| 12 | HB Wealth Management, LLC | 6.6M | $190.3M | 1.1% | 0.4% | -0.4% |
| 13 | Evergreen Advisors, LLC | 6.3M | $182.5M | 38.9% | 0.4% | +0.3% |
| 14 | Forvis Mazars Wealth Advisors, LLC | 6.1M | $178.1M | 3.0% | 0.4% | -1.3% |
| 15 | HT Partners LLC | 6.1M | $175.7M | 48.7% | 0.4% | -1.8% |
| 16 | Savant Capital, LLC | 5.9M | $160.7M | 0.5% | 0.4% | +100.1% |
| 17 | TruNorth Capital Management, LLC | 5.4M | $157.8M | 25.3% | 0.4% | +4.6% |
| 18 | HHM Wealth Advisors, LLC | 5.3M | $152.3M | 15.3% | 0.4% | +2.2% |
| 19 | AlphaCore Capital LLC | 5.2M | $151.6M | 2.8% | 0.3% | -2.2% |
| 20 | Mariner, LLC | 4.7M | $135.6M | 0.1% | 0.3% | -6.3% |
| 21 | Accredited Investors Inc. | 4.4M | $128.7M | 5.6% | 0.3% | -3.5% |
| 22 | Morton Brown Family Wealth, LLC | 4.3M | $123.4M | 28.0% | 0.3% | +6.1% |
| 23 | Compass Financial Group, INC/SD | 3.9M | $112.8M | 12.9% | 0.3% | +0.6% |
| 24 | CAPTRUST FINANCIAL ADVISORS | 3.7M | $105.8M | 0.2% | 0.2% | -9.7% |
| 25 | Waverly Advisors, LLC | 3.5M | $102.2M | 0.6% | 0.2% | +15.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.