SCHB
Schwab U.S. Broad Market ETF
1W: -0.7%
1M: +4.0%
3M: +7.4%
YTD: +8.7%
1Y: +26.1%
3Y: +86.4%
5Y: +81.9%
$28.73
+0.13 (+0.45%)
Weekly Expected Move ±1.5%
$28
$28
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$29
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHB
1,397
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
86
New Positions
488
Increased
616
Reduced
156
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1482 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gallagher Fiduciary Advisors, LLC | 69,206,449 | 2.0B | +66,580,096 | +2535.1% | 5Q | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 52,556,138 | 1.5B | -1,008,153 | -1.9% | 13Q | SEC ↗ |
| 3 | UBS Group AG | 48,514,355 | 1.4B | +47,100,114 | +3330.4% | 13Q | SEC ↗ |
| 4 | Betterment LLC | 15,717,854 | $452M | -438,408 | -2.7% | 13Q | SEC ↗ |
| 5 | REBALANCE, LLC | 14,963,211 | $430M | +483,144 | +3.3% | 12Q | SEC ↗ |
| 6 | SCS Capital Management LLC | 11,970,120 | $344M | +60,752 | +0.5% | 13Q | SEC ↗ |
| 7 | UBS AM, a distinct business unit of UB | 11,836,989 | $340M | +8,883,163 | +300.7% | 2Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 8,967,340 | $258M | +335,543 | +3.9% | 13Q | SEC ↗ |
| 9 | Strid Group, LLC | 8,648,946 | $248M | -67,872 | -0.8% | 13Q | SEC ↗ |
| 10 | Evensky & Katz LLC | 8,165,499 | $235M | -115,344 | -1.4% | 13Q | SEC ↗ |
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | 7,722,465 | $222M | -3,782 | -0.0% | 13Q | SEC ↗ |
| 12 | Hanson & Doremus Investment Management | 7,041,153 | $202M | +33,281 | +0.5% | 13Q | SEC ↗ |
| 13 | HB Wealth Management, LLC | 6,595,221 | $189M | -93,398 | -1.4% | 13Q | SEC ↗ |
| 14 | Evergreen Advisors, LLC | 6,280,152 | $180M | +112,717 | +1.8% | 2Q | SEC ↗ |
| 15 | Forvis Mazars Wealth Advisors, LLC | 6,230,006 | $179M | +36,116 | +0.6% | 13Q | SEC ↗ |
| 16 | HT Partners LLC | 6,181,453 | $178M | +98,668 | +1.6% | 13Q | SEC ↗ |
| 17 | AlphaCore Capital LLC | 5,353,704 | $154M | -456,774 | -7.9% | 5Q | SEC ↗ |
| 18 | TruNorth Capital Management, LLC | 5,210,739 | $150M | +120,310 | +2.4% | 9Q | SEC ↗ |
| 19 | HHM Wealth Advisors, LLC | 5,146,591 | $148M | +108,943 | +2.2% | 13Q | SEC ↗ |
| 20 | Mariner, LLC | 4,996,510 | $144M | +542,197 | +12.2% | 13Q | SEC ↗ |
| 21 | Accredited Investors Inc. | 4,607,337 | $132M | -112,204 | -2.4% | 13Q | SEC ↗ |
| 22 | Sunburst Financial Group, LLC | 4,348,576 | $125M | +2,222,400 | +104.5% | 13Q | SEC ↗ |
| 23 | CAPTRUST FINANCIAL ADVISORS | 4,047,483 | $116M | -189,417 | -4.5% | 13Q | SEC ↗ |
| 24 | Morton Brown Family Wealth, LLC | 4,017,868 | $115M | +170,427 | +4.4% | 13Q | SEC ↗ |
| 25 | Compass Financial Group, INC/SD | 3,869,236 | $111M | +220,594 | +6.0% | 13Q | SEC ↗ |
| 26 | MANCHESTER FINANCIAL INC | 3,426,829 | $98M | -5,439 | -0.2% | 13Q | SEC ↗ |
| 27 | Ballentine Partners, LLC | 3,257,692 | $94M | +48,399 | +1.5% | 13Q | SEC ↗ |
| 28 | MORGAN STANLEY | 3,217,149 | $92M | +20,816 | +0.7% | 12Q | SEC ↗ |
| 29 | Creative Planning | 3,197,065 | $92M | -610,580 | -16.0% | 13Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 3,194,228 | $92M | -18,255 | -0.6% | 13Q | SEC ↗ |
| 31 | HBK Sorce Advisory LLC | 3,106,134 | $89M | -3,217,986 | -50.9% | 12Q | SEC ↗ |
| 32 | Waverly Advisors, LLC | 3,061,232 | $88M | +41,366 | +1.4% | 13Q | SEC ↗ |
| 33 | Savant Capital, LLC | 2,969,874 | $85M | +170,270 | +6.1% | 13Q | SEC ↗ |
| 34 | LPL Financial LLC | 2,908,036 | $84M | +58,506 | +2.1% | 13Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 2,881,786 | $83M | +138,430 | +5.0% | 13Q | SEC ↗ |
| 36 | Quantinno Capital Management LP | 2,783,258 | $80M | +790,102 | +39.6% | 6Q | SEC ↗ |
| 37 | Asset Advisors Investment Management, | 2,762,273 | $79M | -46,963 | -1.7% | 13Q | SEC ↗ |
| 38 | BROWN ADVISORY INC | 2,726,869 | $78M | +5,186 | +0.2% | 12Q | SEC ↗ |
| 39 | NORTH STAR ASSET MANAGEMENT INC | 2,680,611 | $77M | +4,379 | +0.2% | 13Q | SEC ↗ |
| 40 | Summit Financial Strategies, Inc. | 2,672,115 | $77M | -510,921 | -16.1% | 13Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV | 2,667,904 | $77M | -59,320 | -2.2% | 12Q | SEC ↗ |
| 42 | Focus Partners Wealth | 2,654,159 | $76M | +28,106 | +1.1% | 10Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP | 2,639,096 | $76M | +243,463 | +10.2% | 13Q | SEC ↗ |
| 44 | Circle Wealth Management, LLC | 2,636,237 | $76M | +24,376 | +0.9% | 13Q | SEC ↗ |
| 45 | Legacy Financial Strategies, LLC | 2,614,587 | $75M | +21,361 | +0.8% | 13Q | SEC ↗ |
| 46 | D L CARLSON INVESTMENT GROUP INC | 2,591,924 | $74M | -5,938 | -0.2% | 13Q | SEC ↗ |
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 2,568,121 | $74M | +205,766 | +8.7% | 13Q | SEC ↗ |
| 48 | MYECFO, LLC | 2,557,723 | $73M | +76,674 | +3.1% | 13Q | SEC ↗ |
| 49 | Bouchey Financial Group Ltd | 2,451,793 | $70M | -101,131 | -4.0% | 13Q | SEC ↗ |
| 50 | Winthrop Advisory Group LLC | 2,395,034 | $69M | -2,193,442 | -47.8% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NICOLET BANKSHARES INC | 699,782 | $20M |
| Wealth Care LLC | 185,803 | $5M |
| TRB Wealth Management, LLC | 141,500 | $4M |
| CIBC Bancorp USA Inc. | 138,452 | $4M |
| Flatrock Wealth Partners LLC | 137,288 | $4M |
| 3 FACTOR INDEXING, LLC | 119,640 | $3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 119,004 | $3M |
| Ridgewood Investments LLC | 114,815 | $3M |
| GM Advisory Group, LLC | 86,934 | $2M |
| NorthCrest Asset Manangement, LLC | 79,529 | $2M |
| ZIONS BANCORPORATION, NATIONAL ASSO | 78,000 | $2M |
| GLENMEDE TRUST CO NA | 76,210 | $2M |
| VANGUARD ADVISERS INC | 68,831 | $2M |
| CMH Wealth Management LLC | 67,270 | $2M |
| LexAurum Advisors, LLC | 62,541 | $2M |
| HRT FINANCIAL LP | 59,137 | $2M |
| Shorepoint Capital Partners LLC | 53,664 | $2M |
| Cornerstone Planning, LLC | 48,984 | $1M |
| Encompass More Asset Management | 48,497 | $1M |
| Williams Jones Wealth Management, L | 35,020 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NATIONAL BANK OF CANADA /FI | 12,154,914 | $349M |
| Kingstone Capital Partners Texas, L | 6,780,272 | $195M |
| Strategic Financial Planning, Inc. | 939,186 | $27M |
| Siligmueller & Norvid Wealth Adviso | 865,959 | $25M |
| AXXCESS WEALTH MANAGEMENT, LLC | 701,836 | $20M |
| Ballast, Inc. | 327,350 | $9M |
| BRIGHTON JONES LLC | 304,302 | $9M |
| BALLAST ADVISORS LLC | 265,637 | $8M |
| RENAISSANCE TECHNOLOGIES LLC | 143,700 | $4M |
| Janney Montgomery Scott LLC | 112,475 | $3M |
| TIAA TRUST, NATIONAL ASSOCIATION | 111,002 | $3M |
| INTEGRITY ALLIANCE, LLC. | 93,653 | $3M |
| SOL Capital Management CO | 89,028 | $3M |
| Tactive Advisors, LLC | 77,555 | $2M |
| J.W. COLE ADVISORS, INC. | 69,146 | $2M |
| B&D White Capital Company, LLC | 67,881 | $2M |
| Value Investment Professionals, LLC | 65,931 | $2M |
| FLOW TRADERS U.S. LLC | 55,976 | $2M |
| Westwood Wealth Management | 46,656 | $1M |
| PARK AVENUE SECURITIES LLC | 45,283 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | +66,580,096 | +2535.1% | 69,206,449 |
| UBS Group AG | +47,100,114 | +3330.4% | 48,514,355 |
| UBS AM, a distinct business unit of | +8,883,163 | +300.7% | 11,836,989 |
| Sunburst Financial Group, LLC | +2,222,400 | +104.5% | 4,348,576 |
| Cape Investment Advisory, Inc. | +1,551,606 | +12159.0% | 1,564,367 |
| Quantinno Capital Management LP | +790,102 | +39.6% | 2,783,258 |
| Tanglewood Wealth Management, Inc. | +729,589 | +90.6% | 1,534,891 |
| Mariner, LLC | +542,197 | +12.2% | 4,996,510 |
| HORAN Wealth, LLC | +532,274 | +102.5% | 1,051,472 |
| ENVESTNET ASSET MANAGEMENT INC | +502,001 | +137.3% | 867,741 |
| REBALANCE, LLC | +483,144 | +3.3% | 14,963,211 |
| ALLIANCEBERNSTEIN L.P. | +405,659 | +79.3% | 916,985 |
| HighTower Advisors, LLC | +335,543 | +3.9% | 8,967,340 |
| EXCHANGE TRADED CONCEPTS, LLC | +311,309 | +1729494.4% | 311,327 |
| Downshift Financial, LLC | +301,363 | +75.4% | 700,795 |
| Allworth Financial LP | +293,194 | +20.8% | 1,703,309 |
| Strategic Financial Concepts, LLC | +292,779 | +2960.7% | 302,668 |
| Accredited Wealth Management, LLC | +253,311 | +1614.3% | 269,003 |
| JONES FINANCIAL COMPANIES LLLP | +243,463 | +10.2% | 2,639,096 |
| Facet Wealth, Inc. | +222,111 | +21.6% | 1,249,750 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HBK Sorce Advisory LLC | -3,217,986 | -50.9% | 3,106,134 |
| Winthrop Advisory Group LLC | -2,193,442 | -47.8% | 2,395,034 |
| Compass Advisory Group LLC | -1,373,538 | -71.1% | 557,051 |
| Wealthfront Advisers LLC | -1,008,153 | -1.9% | 52,556,138 |
| GOLDMAN SACHS GROUP INC | -956,977 | -40.9% | 1,381,999 |
| Rothschild Wealth LLC | -839,757 | -54.6% | 698,473 |
| Corient Private Wealth LLC | -802,438 | -48.0% | 870,816 |
| Creative Planning | -610,580 | -16.0% | 3,197,065 |
| OneDigital Investment Advisors LLC | -576,842 | -43.3% | 755,449 |
| Summit Financial Strategies, Inc. | -510,921 | -16.1% | 2,672,115 |
| WELLS FARGO & COMPANY/MN | -472,083 | -19.5% | 1,947,760 |
| AlphaCore Capital LLC | -456,774 | -7.9% | 5,353,704 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -455,577 | -16.4% | 2,320,383 |
| Betterment LLC | -438,408 | -2.7% | 15,717,854 |
| Cetera Investment Advisers | -403,426 | -52.5% | 365,023 |
| Intelligence Driven Advisers, LLC | -361,757 | -39.1% | 563,390 |
| Rockefeller Capital Management L.P. | -360,848 | -51.2% | 343,298 |
| Align Financial, LLC | -353,965 | -96.2% | 14,030 |
| Farther Finance Advisors, LLC | -247,037 | -37.3% | 415,718 |
| Roger Wittlin Investment Advisory, | -196,192 | -39.4% | 302,141 |