Security record
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
69Tracked holders
+2Δ holders
176.45MShares held
$5.10BReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow +0.2% ·
net new positions +1.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +2 | 176.45M | $5.10B | +3 | −2 |
| Q1 2026 | 69 | +1 | 186.78M | $4.68B | +5 | −4 |
| Q4 2025 | 68 | 0 | 131.21M | $3.44B | — | — |
| Q3 2025 | 10 | -1 | 8.65M | $222.33M | — | −1 |
| Q2 2025 | 8 | +2 | 1.88M | $44.78M | +2 | — |
| Q1 2025 | 3 | -1 | 305.60K | $6.58M | — | −1 |
| Q4 2024 | 4 | +2 | 777.21K | $17.64M | +3 | −1 |
| Q3 2024 | 2 | -1 | 91.67K | $6.10M | +1 | −2 |
| Q2 2024 | 3 | — | 100.74K | $6.33M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 51.44M | -2.1% | $1.49B | 2.9% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 48.93M | +0.9% | $1.42B | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | UBS AM, a distinct business unit of… | 11.43M | -3.5% | $330.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mariner, LLC | 4.68M | -6.3% | $135.64M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 3.65M | -9.7% | $105.83M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.46M | +2.6% | $100.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Creative Planning | 3.30M | +3.2% | $95.58M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Quantinno Capital Management LP | 3.09M | +10.9% | $89.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 2.97M | +2.2% | $86.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 2.97M | +12.6% | $84.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.88M | 0.0% | $83.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Brown Advisory Inc | 2.72M | +0.3% | $78.72M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 2.54M | -20.6% | $73.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Wealth Enhancement Advisory… | 2.50M | +7.8% | $70.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 2.39M | +15.9% | $69.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Focus Partners Wealth | 2.38M | -10.2% | $69.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 2.20M | -13.2% | $63.67M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 1.65M | +27.1% | $47.92M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Truist Financial Corp | 1.65M | +0.5% | $47.72M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 1.45M | +34.5% | $41.86M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 1.38M | +0.1% | $40.06M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 22 | Fidelity (FMR) ✦ | 1.21M | +13.4% | $35.07M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 23 | Raymond James Financial Inc | 1.16M | +5.2% | $33.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 25 | Corient Private Wealth LP | 1.08M | +24.3% | $31.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 969.88K | +11.8% | $28.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Alliancebernstein L.P. | 1.03M | +8.3% | $25.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 886.78K | +4.8% | $25.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 868.20K | +9.7% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 845.59K | +0.1% | $24.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Commonwealth Equity Services, Llc | 717.53K | +5.7% | $20.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 715.21K | +25.4% | $20.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Stifel Financial Corp | 546.28K | -1.7% | $15.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Northwestern Mutual Wealth… | 487.66K | -0.9% | $14.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northern Trust Corp | 482.53K | +32.1% | $13.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Empower Advisory Group, LLC | 448.37K | -0.6% | $12.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 445.68K | +40.5% | $12.91M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | Charles Schwab Investment… | 420.62K | -1.8% | $12.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 386.91K | +12.7% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Cetera Investment Advisers | 376.75K | +3.2% | $10.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Jane Street Group, Llc | 345.91K | 0.0% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 280.85K | +73.1% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Chevy Chase Trust Holdings, LLC | 238.66K | 0.0% | $6.91M | 0.0% | Held | 3 | SEC ↗ |
| 44 | Financial Engines Advisors L.L.C. | 233.81K | -0.7% | $6.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Blair William & Co/Il | 221.88K | +10.6% | $6.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 188.60K | +5.0% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | CIBC Bancorp USA Inc. | 137.88K | -0.4% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Bank of New York Mellon Corp | 125.31K | +56.5% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Bank Of Montreal /Can/ | 121.67K | -0.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 50 | Mml Investors Services, Llc | 121.35K | +155.1% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 83.42K | +0.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Fifth Third Bancorp | 77.90K | +32.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 77.20K | New | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 54 | Tidal Investments LLC | 45.10K | +47.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Citigroup Inc | 38.64K | +2.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Nuveen, LLC | 37.82K | New | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 57 | Franklin Resources Inc | 34.30K | -1.9% | $993,328 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | Fisher Asset Management ✦ | 30.56K | -58.6% | $885,084 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 59 | IMC-Chicago, LLC | 23.49K | +31.1% | $680,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 21.88K | New | $633,645 | 0.0% | New | 1 | SEC ↗ |
| 61 | Two Sigma Investments ✦ | 17.70K | 0.0% | $512,592 | 0.0% | Held | 7 | SEC ↗ |
| 62 | Sei Investments Co | 17.63K | +19.0% | $510,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | First Manhattan Co. Llc. | 16.39K | +51.0% | $474,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 15.99K | +1.1% | $463,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Tudor Investment Corp Et Al | 13.68K | -92.3% | $396,144 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 8.44K | -10.7% | $244,364 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 6.08K | -23.3% | $176,106 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 1.47K | 0.0% | $42,715 | 0.0% | Held | 3 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 900 | 0.0% | $26,019 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $2.24M | 0.0% |
| Nuveen, LLC | $1.10M | 0.0% |
| Susquehanna International… | $633,645 | 0.0% |
Exited
| HighTower Advisors, LLC | $225.08M | was 0.2% |
| Hrt Financial Lp | $1.48M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,300 holders, 593.70M shares, $12.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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