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Security record · archived quarter

SCHB

Schwab U.S. Broad Market ETF · Financial Services · Asset Management

29.61 0.0% mkt cap $44.40B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
8Tracked holders
+2Δ holders
1.88MShares held
$44.78MReported value
+2New positions
−0Exits
Strongly Rising Conviction score 79/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 70 +2 185.74M $5.37B +3 −1
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 989.30K $23.58M 0.0% n/c 1 SEC ↗
2 Fidelity (FMR) 989.30K $23.58M 0.0% n/c 1 SEC ↗
3 AQR Capital Management 509.43K +82.2% $12.14M 0.0% ▲ Add 5 SEC ↗
4 Citadel Advisors 180.95K New $4.31M 0.0% New 1 SEC ↗
5 Renaissance Technologies 76.90K New $1.83M 0.0% New 1 SEC ↗
6 The Vanguard Group (passive) 61.80K $1.47M 0.0% n/c 1 SEC ↗
7 Fisher Asset Management 23.97K +133.6% $571,129 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 19.14K $456,185 0.0% n/c 1 SEC ↗
9 Two Sigma Investments 17.70K +12.7% $421,791 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $4.31M 0.0%
Renaissance Technologies $1.83M 0.0%

Exited

No tracked exits this quarter.

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 2025 · Methodology · Get this via the API