SCHB
ETF

Schwab U.S. Broad Market ETF

US BRD MKT ETF As of Jun 30, 2026 CUSIP 808524102
Institutional Holders
1,416
Total Held Value
$15.51B
Total Exact Shares
534.06M
Largest Holder
Wealthfront Advisers
51.44M shares • $1.49B
Reported Holders1,416
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Wealthfront Advisers $1.49B 2.9% -2.1% 51.44M Jun 30, 2026
2 UBS Group $1.42B 0.2% +0.9% 48.93M Jun 30, 2026
3 Rebalance
Filing dated Sep 30, 2026
 $448.1M 23.1% +3.7% 15.29M Sep 30, 2026
4 Betterment $442.9M 0.7% -2.7% 15.29M Jun 30, 2026
5 SCS Capital Management $345.6M 3.3% -0.3% 11.93M Jun 30, 2026
6 UBS Asset Management $331.0M 0.1% -3.5% 11.43M Jun 30, 2026
7 HighTower Advisors $269.2M 0.3% +3.7% 9.30M Jun 30, 2026
8 Strid Group
Filing dated Sep 30, 2026
 $251.2M 27.4% -0.1% 8.57M Sep 30, 2026
9 Evensky & Katz
Filing dated Sep 30, 2026
 $229.0M 12.0% -2.2% 7.81M Sep 30, 2026
10 Hengehold Capital Management
Filing dated Sep 30, 2026
 $222.9M 17.0% -0.5% 7.61M Sep 30, 2026
11 Hanson & Doremus Investment Management
Filing dated Sep 30, 2026
 $209.0M 21.3% +1.3% 7.13M Sep 30, 2026
12 HB Wealth Management
Filing dated Sep 30, 2026
 $190.9M 1.0% -0.9% 6.51M Sep 30, 2026
13 Evergreen Advisors
Filing dated Sep 30, 2026
 $182.9M 39.3% -1.0% 6.24M Sep 30, 2026
14 HT Partners
Filing dated Sep 30, 2026
 $177.4M 48.7% -0.2% 6.05M Sep 30, 2026
15 Forvis Mazars Wealth Advisors
Filing dated Sep 30, 2026
 $175.4M 2.9% -2.7% 5.98M Sep 30, 2026
16 TruNorth Capital Management
Filing dated Sep 30, 2026
 $164.2M 25.6% +2.8% 5.60M Sep 30, 2026
17 Savant Capital $160.7M 0.5% +100.1% 5.94M Jun 30, 2026
18 HHM Wealth Advisors $152.3M 15.3% +2.2% 5.26M Jun 30, 2026
19 AlphaCore Capital $151.6M 2.8% -2.2% 5.23M Jun 30, 2026
20 Mariner $135.6M 0.1% -6.3% 4.68M Jun 30, 2026
Exited in Latest Filing41
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.