SCHB

SCHB Institutional Holdings & 13F Data

Schwab US Broad Market ETF

+$718.6M

Net Activity

Institutions Holding

1308

Popularity Rank

#281

Avg Weight

0.99%

Total Value

$13.2B

Ownership Trend

1308 institutions currently hold SCHB, with 597 net buyers and 548 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

548

Net Buying Institutions

597

Key Holders

Key Holders

Top 5 by Value

Wealthfront Advisers LLC

SCS Capital Management LLC

Top 5 by Conviction

HT Partners LLC

Evergreen Advisors, LLC

Strid Group, LLC

Morton Brown Family Wealth, LLC

View all 1308 holding institutions

Quarterly Activity

Recent Activity

+$7.3B

Total Buy Value

$6.5B

Total Sell Value

New buy78

Trim480

Add519

Sold out68

597

Net Buyers

548

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB US BROAD MARKET ETF (SCHB)?

Major stakeholders currently include Wealthfront Advisers LLC ($1.3B), UBS Group AG ($1.2B), Betterment LLC ($394.5M). Based on the latest 13F filings, there are a total of 1308 tracked investment funds and institutions maintaining positions in SCHB.

What is the overall institutional sentiment toward SCHB recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $718.6M, driven by 597 managers accumulating shares while 548 reduced their exposure.

Which institutions have been selling or reducing their SCHB positions?

In the latest period, 480 funds trimmed their holdings, and 68 managers completely exited their positions. The aggregate reported sell value was $6.5B.

Are there any notable investors adding SCHB to their portfolios?

Yes, buying activity remains notable. 78 institutions opened new positions in {ticker}, and 519 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.3B.

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