Who owns SCHB?
Schwab U.S. Broad Market ETF · Schwab
1,390 institutions reported holding SCHB, worth $15.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealthfront Advisers LLC | Palo Alto, CA | $1.5B | 51,435,009 | −1,121,129 shares |
| UBS Group AG | Zurich, Switzerland | $1.4B | 48,933,766 | +419,411 shares |
| Betterment LLC | New York, NY | $442.9M | 15,292,144 | −425,710 shares |
| Rebalance, LLC | Palo Alto, CA | $426.8M | 14,738,453 | −344,034 shares |
| SCS Capital Management LLC | Boston, MA | $345.6M | 11,934,362 | −35,758 shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New York, NY | $331.0M | 11,427,853 | −409,136 shares |
| HighTower Advisors, LLC | Chicago, IL | $269.2M | 9,295,333 | +327,993 shares |
| Strid Group, LLC | Newtown Square, PA | $248.4M | 8,576,683 | −72,263 shares |
| Evensky & Katz LLC | Coral Gables, FL | $231.3M | 7,987,057 | −178,442 shares |
| Hengehold Capital Management LLC | Cincinnati, OH | $221.3M | 7,640,636 | −81,829 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCHB?
1,390 institutional managers reported holding SCHB in Form 13F filings for June 30, 2026, worth $15.5B in total. The largest reported position was held by Wealthfront Advisers LLC, at $1.5B.
Did institutions buy or sell SCHB last quarter?
Reported 13F value fell 2.0% from March 31, 2026, which includes price moves as well as buying and selling. 154 firms reported a new position and 41 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.