SCHB Institutional Ownership
Schwab U.S. Broad Market ETF
1W: -0.2%
1M: +0.3%
3M: +1.8%
YTD: +12.5%
1Y: +15.1%
3Y: +84.2%
5Y: +75.8%
$29.61
+0.22 (+0.75%)
Weekly Expected Move ±1.5%
$29
$29
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SCHB
1,445
Institutional Holders
+46 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
137
New Positions
539
Increased
533
Reduced
42
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1506 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 51,435,009 | 1.5B | -1,121,129 | -2.1% | 31Q | SEC ↗ |
| 2 | UBS Group AG | 48,933,766 | 1.4B | +419,411 | +0.9% | 47Q | SEC ↗ |
| 3 | Betterment LLC | 15,292,144 | 453M | -425,710 | -2.7% | 47Q | SEC ↗ |
| 4 | REBALANCE, LLC | 14,738,453 | 436M | -344,034 | -2.3% | 15Q | SEC ↗ |
| 5 | SCS Capital Management LLC | 11,934,362 | 353M | -35,758 | -0.3% | 26Q | SEC ↗ |
| 6 | UBS AM, a distinct business unit of UB | 11,427,853 | 338M | -409,136 | -3.5% | 3Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 9,295,333 | 275M | +327,993 | +3.7% | 45Q | SEC ↗ |
| 8 | Strid Group, LLC | 8,576,683 | 254M | -72,263 | -0.8% | 37Q | SEC ↗ |
| 9 | Evensky & Katz LLC | 7,987,057 | 236M | -178,442 | -2.2% | 62Q | SEC ↗ |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | 7,640,636 | 226M | -81,829 | -1.1% | 51Q | SEC ↗ |
| 11 | Hanson & Doremus Investment Management | 7,035,343 | 208M | -5,810 | -0.1% | 55Q | SEC ↗ |
| 12 | HB Wealth Management, LLC | 6,571,056 | 195M | -24,165 | -0.4% | 19Q | SEC ↗ |
| 13 | Evergreen Advisors, LLC | 6,300,530 | 187M | +20,378 | +0.3% | 3Q | SEC ↗ |
| 14 | Forvis Mazars Wealth Advisors, LLC | 6,148,772 | 182M | -81,234 | -1.3% | 48Q | SEC ↗ |
| 15 | HT Partners LLC | 6,067,895 | 180M | -113,558 | -1.8% | 54Q | SEC ↗ |
| 16 | Savant Capital, LLC | 5,943,212 | 176M | +2,973,338 | +100.1% | 52Q | SEC ↗ |
| 17 | TruNorth Capital Management, LLC | 5,449,167 | 161M | +238,428 | +4.6% | 10Q | SEC ↗ |
| 18 | HHM Wealth Advisors, LLC | 5,258,356 | 156M | +111,765 | +2.2% | 31Q | SEC ↗ |
| 19 | AlphaCore Capital LLC | 5,233,490 | 155M | -120,214 | -2.2% | 6Q | SEC ↗ |
| 20 | Mariner, LLC | 4,683,545 | 139M | -312,965 | -6.3% | 33Q | SEC ↗ |
| 21 | Accredited Investors Inc. | 4,443,846 | 132M | -163,491 | -3.5% | 45Q | SEC ↗ |
| 22 | Morton Brown Family Wealth, LLC | 4,261,509 | 126M | +243,641 | +6.1% | 19Q | SEC ↗ |
| 23 | Compass Financial Group, INC/SD | 3,894,102 | 115M | +24,866 | +0.6% | 15Q | SEC ↗ |
| 24 | CAPTRUST FINANCIAL ADVISORS | 3,654,324 | 108M | -393,159 | -9.7% | 40Q | SEC ↗ |
| 25 | Waverly Advisors, LLC | 3,529,934 | 105M | +468,702 | +15.3% | 16Q | SEC ↗ |
| 26 | MORGAN STANLEY | 3,458,745 | 102M | +88,377 | +2.6% | 60Q | SEC ↗ |
| 27 | MANCHESTER FINANCIAL INC | 3,381,852 | 100M | -44,977 | -1.3% | 15Q | SEC ↗ |
| 28 | Creative Planning | 3,300,545 | 98M | +103,480 | +3.2% | 51Q | SEC ↗ |
| 29 | Ballentine Partners, LLC | 3,253,122 | 96M | -4,570 | -0.1% | 26Q | SEC ↗ |
| 30 | HBK Sorce Advisory LLC | 3,151,706 | 93M | +21,248 | +0.7% | 43Q | SEC ↗ |
| 31 | Quantinno Capital Management LP | 3,087,207 | 91M | +303,949 | +10.9% | 7Q | SEC ↗ |
| 32 | LPL Financial LLC | 2,973,417 | 88M | +65,381 | +2.2% | 54Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP | 2,970,765 | 88M | +331,669 | +12.6% | 15Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 2,882,036 | 85M | +250 | +0.0% | 48Q | SEC ↗ |
| 35 | NORTH STAR ASSET MANAGEMENT INC | 2,772,864 | 82M | +92,253 | +3.4% | 54Q | SEC ↗ |
| 36 | Asset Advisors Investment Management, | 2,739,361 | 81M | -22,912 | -0.8% | 32Q | SEC ↗ |
| 37 | BROWN ADVISORY INC | 2,718,247 | 80M | +7,170 | +0.3% | 55Q | SEC ↗ |
| 38 | Gallagher Fiduciary Advisors, LLC | 2,708,469 | 80M | -66,497,980 | -96.1% | 6Q | SEC ↗ |
| 39 | Legacy Financial Strategies, LLC | 2,665,380 | 79M | +50,793 | +1.9% | 35Q | SEC ↗ |
| 40 | Circle Wealth Management, LLC | 2,635,156 | 78M | -1,081 | -0.0% | 39Q | SEC ↗ |
| 41 | D L CARLSON INVESTMENT GROUP INC | 2,592,207 | 77M | +283 | +0.0% | 31Q | SEC ↗ |
| 42 | MYECFO, LLC | 2,577,055 | 76M | +19,332 | +0.8% | 15Q | SEC ↗ |
| 43 | BANK OF AMERICA CORP /DE | 2,536,461 | 75M | -657,767 | -20.6% | 15Q | SEC ↗ |
| 44 | Bluespring Wealth Management, LLC | 2,529,349 | 75M | +724,884 | +40.2% | 38Q | SEC ↗ |
| 45 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 2,527,684 | 75M | -40,437 | -1.6% | 15Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 2,500,208 | 74M | +179,825 | +7.7% | 35Q | SEC ↗ |
| 47 | Winthrop Advisory Group LLC | 2,487,708 | 74M | +92,674 | +3.9% | 17Q | SEC ↗ |
| 48 | Bouchey Financial Group, Ltd. | 2,424,447 | 72M | -27,346 | -1.1% | 51Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 2,390,687 | 71M | +327,771 | +15.9% | 60Q | SEC ↗ |
| 50 | Focus Partners Wealth | 2,383,777 | 71M | -270,382 | -10.2% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 841,398 | 25M |
| Fairlight Advisors | 675,111 | 20M |
| Liberty Capital Management, Inc. | 608,084 | 18M |
| Sixth Street Partners Management Co | 420,625 | 12M |
| Janney Montgomery Scott LLC | 401,983 | 12M |
| Phillip James Consulting Co. | 357,939 | 11M |
| SAX WEALTH ADVISORS, LLC | 287,299 | 9M |
| BALLAST ADVISORS LLC | 281,683 | 8M |
| AXXCESS WEALTH MANAGEMENT, LLC | 196,471 | 6M |
| Curated Wealth Partners LLC | 180,745 | 5M |
| MILLINGTON SECURITIES, LLC | 174,471 | 5M |
| OpenArc Corporate Advisory, LLC | 151,368 | 4M |
| Global Retirement Partners, LLC | 131,714 | 4M |
| S.E.E.D. Planning Group LLC | 119,521 | 4M |
| FIDUCIARY FINANCIAL ADVISORS | 111,756 | 3M |
| Simplicity Wealth,LLC | 93,798 | 3M |
| GM Advisory Group, LLC | 86,934 | 3M |
| RENAISSANCE TECHNOLOGIES LLC | 77,200 | 2M |
| J.W. COLE ADVISORS, INC. | 67,989 | 2M |
| Value Investment Professionals, LLC | 66,283 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 311,327 | 9M |
| TIAA TRUST, NATIONAL ASSOCIATION | 111,002 | 3M |
| SOL Capital Management CO | 89,028 | 3M |
| HRT FINANCIAL LP | 59,137 | 2M |
| FLOW TRADERS U.S. LLC | 55,976 | 2M |
| Westwood Wealth Management | 46,656 | 1M |
| Cornerstone Capital, Inc. | 40,678 | 1M |
| Belvedere Trading LLC | 39,154 | 1M |
| MassMutual Private Wealth & Trust, | 35,500 | 1M |
| MainStreet Investment Advisors LLC | 35,500 | 1M |
| Wolfstich Capital, LLC | 32,427 | 960K |
| Sterling Group Wealth Management, L | 28,769 | 852K |
| Econ Financial Services Corp | 26,356 | 780K |
| My Personal CFO, LLC | 25,257 | 748K |
| Tennessee Valley Asset Management P | 24,122 | 714K |
| Hershey Financial Advisers, LLC | 23,174 | 686K |
| Oasis Advisors, LLC | 18,868 | 559K |
| Integrity Investment Advisors, LLC | 18,704 | 554K |
| Murphy, Middleton, Hinkle & Parker, | 18,551 | 549K |
| EVOKE WEALTH, LLC | 17,901 | 530K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +2,973,338 | +100.1% | 5,943,212 |
| Bluespring Wealth Management, LLC | +724,884 | +40.2% | 2,529,349 |
| EP Wealth Advisors, LLC | +703,504 | +470.3% | 853,104 |
| Waverly Advisors, LLC | +468,702 | +15.3% | 3,529,934 |
| UBS Group AG | +419,411 | +0.9% | 48,933,766 |
| MISSION WEALTH MANAGEMENT, LP | +418,662 | +361.4% | 534,501 |
| AQR CAPITAL MANAGEMENT LLC | +370,778 | +34.5% | 1,445,601 |
| Cerity Partners LLC | +353,178 | +27.1% | 1,654,810 |
| JONES FINANCIAL COMPANIES LLLP | +331,669 | +12.6% | 2,970,765 |
| HighTower Advisors, LLC | +327,993 | +3.7% | 9,295,333 |
| WELLS FARGO & COMPANY/MN | +327,771 | +15.9% | 2,390,687 |
| Kestra Advisory Services, LLC | +321,274 | +90.5% | 676,313 |
| Quantinno Capital Management LP | +303,949 | +10.9% | 3,087,207 |
| Morton Brown Family Wealth, LLC | +243,641 | +6.1% | 4,261,509 |
| TruNorth Capital Management, LLC | +238,428 | +4.6% | 5,449,167 |
| Downshift Financial, LLC | +207,890 | +29.7% | 908,685 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +179,825 | +7.7% | 2,500,208 |
| Cresset Asset Management, LLC | +172,665 | +47.7% | 534,573 |
| Pathstone Holdings, LLC | +165,035 | +106.7% | 319,705 |
| AMERIPRISE FINANCIAL INC | +144,878 | +25.4% | 715,207 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | -66,497,980 | -96.1% | 2,708,469 |
| Wealthfront Advisers LLC | -1,121,129 | -2.1% | 51,435,009 |
| BANK OF AMERICA CORP /DE | -657,767 | -20.6% | 2,536,461 |
| Genesee Capital Advisors, LLC | -576,665 | -35.4% | 1,052,859 |
| HORAN Wealth, LLC | -523,474 | -49.8% | 527,998 |
| Betterment LLC | -425,710 | -2.7% | 15,292,144 |
| UBS AM, a distinct business unit of | -409,136 | -3.5% | 11,427,853 |
| Members Advisory Group LLC | -403,482 | -25.5% | 1,179,830 |
| CAPTRUST FINANCIAL ADVISORS | -393,159 | -9.7% | 3,654,324 |
| Summit Financial Strategies, Inc. | -346,030 | -12.9% | 2,326,085 |
| REBALANCE, LLC | -344,034 | -2.3% | 14,738,453 |
| MERCER GLOBAL ADVISORS INC /ADV | -333,007 | -13.2% | 2,198,557 |
| Mariner, LLC | -312,965 | -6.3% | 4,683,545 |
| Private Advisor Group, LLC | -281,590 | -81.6% | 63,367 |
| Focus Partners Wealth | -270,382 | -10.2% | 2,383,777 |
| Ethos Financial Group, LLC | -230,690 | -11.4% | 1,795,643 |
| Jaffetilchin Investment Partners, L | -194,100 | -12.6% | 1,351,921 |
| Roger Wittlin Investment Advisory, | -184,335 | -61.0% | 117,806 |
| Evensky & Katz LLC | -178,442 | -2.2% | 7,987,057 |
| Rothschild Wealth LLC | -177,055 | -25.3% | 521,418 |