SCHB · Schwab U.S. Broad Market ETF ETF
$29.73
-0.09 (-0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $54,239,355
Total Shares: 1,872,906
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
53.5%
+9.6 pts
Top 5
98.1%
−1.9 pts
Top 10
100.0%
0.0 pts
HHI
3,751
Highly concentrated+222
Quarterly Activity
vs Mar 31, 2026
New
6
Increased
1
Decreased
2
Sold Out
2
Unchanged
0
Holder count:
+4
Institutional value:
+529.0%
Shares held:
+445.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +27,799 | 66,755 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | −11,153 | 119,245 | |
| Small TUCKER ASSET MANAGEMENT LLC | −296 | 2,325 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 1,001,507 | $29,003,642 | |
| Small HORAN Wealth, LLC | 527,998 | $15,290,822 | |
| Mega CITADEL ADVISORS LLC | 122,400 | $3,544,704 | |
| Mid Parkside Financial Bank & Trust | 14,640 | $423,974 | |
| Small Financial Insights, Inc. | 10,995 | $318,415 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 150,638 | $3,781,013 | |
| Micro Layline Advisors, LLC | 20,952 | $525,895 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SCHB | $29,003,642 | 53.47% | 1,001,507 | Shares | 2026-08-27 | |
| Small HORAN Wealth, LLC SCHB | $15,290,822 | 28.19% | 527,998 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC SCHB | $3,544,704 | 6.54% | 122,400 | Call | 2026-09-02 | |
| Small Advus Financial Partners, LLC SCHB | $3,453,335 | 6.37% | 119,245 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC SCHB | $1,933,224 | 3.56% | 66,755 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank SCHB | $423,974 | 0.78% | 14,640 | Shares | 2026-09-04 | |
| Small Financial Insights, Inc. SCHB | $318,415 | 0.59% | 10,995 | Shares | 2026-08-25 | |
| Small Parrish Capital LLC SCHB | $203,907 | 0.38% | 7,041 | Shares | 2026-09-01 | |
| Small TUCKER ASSET MANAGEMENT LLC SCHB | $67,332 | 0.12% | 2,325 | Shares | 2026-08-27 |