Security record · archived quarter
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
4Tracked holders
+2Δ holders
777.21KShares held
$17.64MReported value
+3New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
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 · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 395.10K | New | $8.97M | 0.0% | New | 1 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 272.92K | +213.7% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 97.40K | New | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 11.79K | New | $267,699 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $8.97M | 0.0% |
| Renaissance Technologies | $2.21M | 0.0% |
| Fisher Asset Management | $267,699 | 0.0% |
Exited
| Citadel Advisors | $309,917 | 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: Q4 2024 ·
Methodology ·
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