Who owns Schwab U.S. Broad Market ETF?
Institutional ownership of SCHB from SEC Form 13F filings across 557 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.
557
13F holders
$8.68B
value, 2026 filers
21.4%
of shares outstanding (320.7M sh)
61
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 | $442,860 | 0.7% | 1% | -2.7% |
| 4 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.4M | $331.0M | 0.1% | 0.8% | -3.5% |
| 5 | HighTower Advisors, LLC | 9.3M | $269.2M | 0.3% | 0.6% | +3.7% |
| 6 | Forvis Mazars Wealth Advisors, LLC | 6.1M | $178.1M | 3.0% | 0.4% | -1.3% |
| 7 | Savant Capital, LLC | 5.9M | $160.7M | 0.5% | 0.4% | +100.1% |
| 8 | HHM Wealth Advisors, LLC | 5.3M | $152.3M | 15.3% | 0.4% | +2.2% |
| 9 | AlphaCore Capital LLC | 5.2M | $151.6M | 2.8% | 0.3% | -2.2% |
| 10 | Mariner, LLC | 4.7M | $135.6M | 0.1% | 0.3% | -6.3% |
| 11 | Morton Brown Family Wealth, LLC | 4.3M | $123.4M | 28.0% | 0.3% | +6.1% |
| 12 | CAPTRUST FINANCIAL ADVISORS | 3.7M | $105.8M | 0.2% | 0.2% | -9.7% |
| 13 | Waverly Advisors, LLC | 3.5M | $102.2M | 0.6% | 0.2% | +15.3% |
| 14 | MORGAN STANLEY | 3.5M | $100.2M | 0.0% | 0.2% | +2.6% |
| 15 | Cambridge Investment Research Advisors, Inc. | 3.4M | $99,603 | 0.2% | 0.2% | +100.5% |
| 16 | MANCHESTER FINANCIAL INC | 3.4M | $97.9M | 17.4% | 0.2% | -1.3% |
| 17 | Creative Planning | 3.3M | $95.6M | 0.1% | 0.2% | +3.2% |
| 18 | HBK Sorce Advisory LLC | 3.2M | $93.7M | 1.8% | 0.2% | +0.7% |
| 19 | Quantinno Capital Management LP | 3.1M | $89.4M | 0.1% | 0.2% | +10.9% |
| 20 | LPL Financial LLC | 3.0M | $86.1M | 0.0% | 0.2% | +2.2% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 3.0M | $84.2M | 0.0% | 0.2% | +12.6% |
| 22 | ROYAL BANK OF CANADA | 2.9M | $83.5M | 0.0% | 0.2% | 0.0% |
| 23 | BROWN ADVISORY INC | 2.7M | $78.7M | 0.1% | 0.2% | +0.3% |
| 24 | Legacy Financial Strategies, LLC | 2.7M | $77.2M | 12.0% | 0.2% | +1.9% |
| 25 | Circle Wealth Management, LLC | 2.6M | $76.3M | 1.0% | 0.2% | 0.0% |
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.