SCHB
Schwab U.S. Broad Market ETF$25.71-0.35 (-1.34%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.4049914237793925e+261T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 53,564,291 | $1.4B | 3.14% | Share |
| 2 | Betterment LLC | 16,156,262 | $423.8M | 0.81% | Share |
| 3 | REBALANCE, LLC | 14,963,211 | $392.5M | 22.94% | Share |
| 4 | Align Financial, LLC | 367,995 | $368.0M | 0.21% | Share |
| 5 | SCS Capital Management LLC | 11,909,368 | $312.4M | 3.31% | Share |
| 6 | Strid Group, LLC | 8,716,818 | $228.6M | 28.46% | Share |
| 7 | HighTower Advisors, LLC | 8,631,797 | $226.0M | 0.25% | Share |
| 8 | Evensky & Katz LLC | 8,280,843 | $217.2M | 12.25% | Share |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | 7,726,247 | $202.7M | 17.07% | Share |
| 10 | Hanson & Doremus Investment Management | 7,007,872 | $183.8M | 22.09% | Share |
| 11 | HB Wealth Management, LLC | 6,688,619 | $175.4M | 1.13% | Share |
| 12 | Forvis Mazars Wealth Advisors, LLC | 6,193,890 | $162.5M | 3.07% | Share |
| 13 | Evergreen Advisors, LLC | 6,167,435 | $161.8M | 39.45% | Share |
| 14 | HT Partners LLC | 6,082,785 | $159.6M | 47.44% | Share |
| 15 | AlphaCore Capital LLC | 5,810,478 | $152.0M | 3.39% | Share |
| 16 | TruNorth Capital Management, LLC | 5,090,429 | $133.5M | 25.34% | Share |
| 17 | HHM Wealth Advisors, LLC | 5,032,521 | $132.0M | 15.54% | Share |
| 18 | Accredited Investors Inc. | 4,719,541 | $123.8M | 6.57% | Share |
| 19 | CAPTRUST FINANCIAL ADVISORS | 4,236,900 | $111.0M | 0.21% | Share |
| 20 | Morton Brown Family Wealth, LLC | 3,847,441 | $100.9M | 27.48% | Share |
| 21 | Compass Financial Group, INC/SD | 3,648,642 | $95.7M | 13.67% | Share |
| 22 | Mariner, LLC | 3,588,651 | $94.0M | 0.11% | Share |
| 23 | MANCHESTER FINANCIAL INC | 3,432,268 | $90.0M | 16.83% | Share |
| 24 | Ballentine Partners, LLC | 3,209,293 | $84.2M | 1.18% | Share |
| 25 | Summit Financial Strategies, Inc. | 3,183,036 | $83.5M | 6.86% | Share |
| 26 | HBK Sorce Advisory LLC | 3,106,134 | $82.0M | 1.88% | Share |
| 27 | MORGAN STANLEY | 3,086,720 | $80.0M | 0.00% | Share |
| 28 | Waverly Advisors, LLC | 3,019,866 | $79.0M | 0.64% | Share |
| 29 | Creative Planning | 3,037,834 | $79.0M | 0.06% | Share |
| 30 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,953,826 | $77.0M | 0.02% | Share |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,775,960 | $74.1M | 0.10% | Share |
| 32 | LPL Financial LLC | 2,849,530 | $74.0M | 0.02% | Share |
| 33 | Asset Advisors Investment Management, LLC | 2,809,236 | $73.7M | 6.80% | Share |
| 34 | Savant Capital, LLC | 2,799,604 | $73.0M | 0.42% | Share |
| 35 | ROYAL BANK OF CANADA | 2,723,911 | $71.0M | 0.01% | Share |
| 36 | NORTH STAR ASSET MANAGEMENT INC | 2,676,232 | $70.0M | 2.82% | Share |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 2,667,904 | $69.0M | 0.11% | Share |
| 38 | Gallagher Fiduciary Advisors, LLC | 2,626,353 | $68.9M | 2.23% | Share |
| 39 | D L CARLSON INVESTMENT GROUP INC | 2,597,862 | $68.1M | 11.49% | Share |
| 40 | Legacy Financial Strategies, LLC | 2,593,226 | $68.0M | 12.04% | Share |
| 41 | Focus Partners Wealth | 2,626,053 | $68.0M | 0.08% | Share |
| 42 | Circle Wealth Management, LLC | 2,611,861 | $68.0M | 1.05% | Share |
| 43 | Bouchey Financial Group Ltd | 2,552,924 | $67.0M | 5.02% | Share |
| 44 | MYECFO, LLC | 2,481,049 | $65.1M | 27.62% | Share |
| 45 | BROWN ADVISORY INC | 2,486,242 | $65.0M | 0.09% | Share |
| 46 | JONES FINANCIAL COMPANIES LLLP | 2,395,633 | $62.0M | 0.04% | Share |
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,362,355 | $62.0M | 0.94% | Share |
| 48 | Winthrop Advisory Group LLC | 2,294,238 | $60.2M | 5.10% | Share |
| 49 | Aptus Capital Advisors, LLC | 2,182,495 | $57.0M | 0.41% | Share |
| 50 | Sunburst Financial Group, LLC | 2,126,176 | $55.8M | 11.28% | Share |