Who Owns SCHB?
Schwab U.S. Broad Market ETF — Institutional Ownership & 13F Holdings
$27.61
+0.06 (+0.20%)
Market Cap
$39.0B
Shares Outstanding
1,349,187,231
Institutional Holders
1,146
Total Inst. Value
$8.1B
% of Float Held
—
QoQ Holder Change
+526
Institutional data as of Q1 2025
New Positions
330
Closed Positions
71
Increased
350
Decreased
315
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Betterment LLC | $371.5M | 17,254,102 |
| 2 | REBALANCE, LLC | $257.3M | 11,949,838 |
| 3 | SCS Capital Management LLC | $256.2M | 11,901,176 |
| 4 | Evensky & Katz LLC | $194.2M | 9,020,739 |
| 5 | HENGEHOLD CAPITAL MANAGEMENT LLC | $194.1M | 9,013,141 |
| 6 | Strid Group, LLC | $185.5M | 8,614,302 |
| 7 | Bouchey Financial Group Ltd | $177.4M | 8,238,465 |
| 8 | HighTower Advisors, LLC | $170.8M | 7,934,598 |
| 9 | HB Wealth Management, LLC | $139.3M | 6,470,877 |
| 10 | HT Partners LLCNew | $137.0M | 6,363,161 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| REBALANCE, LLC | +479K | $257.3M |
| SCS Capital Management LLC | +1.7M | $256.2M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | +71K | $194.1M |
| Strid Group, LLC | +84K | $185.5M |
| Bouchey Financial Group Ltd | +73K | $177.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brooklyn FI, LLC | -22.7M | $10.7M |
| Strategic Financial Concepts, LLC | -4.7M | $4.9M |
| Empower Advisory Group, LLC | -4.3M | $12.5M |
| Retirement Planning Group, LLC | -4.0M | $38.3M |
| Betterment LLC | -520K | $371.5M |
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Frequently Asked Questions
How many institutional investors hold SCHB?
As of Q1 2025, 1146 institutional investors report holding SCHB (Schwab U.S. Broad Market ETF) in their 13F filings.
Which hedge fund owns the most SCHB?
The largest institutional holder of SCHB is Betterment LLC with $371.5M in shares.
Are institutions buying or selling SCHB?
This quarter, 330 institutions opened new positions in SCHB and 71 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.