Security record · archived quarter
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
68Tracked holders
0Δ holders
131.21MShares held
$3.44BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 | n/a | n/a |
| Q3 2025 | 10 | -1 | 8.65M | $222.33M | n/a | −1 |
| Q2 2025 | 8 | +2 | 1.88M | $44.78M | +2 | n/a |
| Q1 2025 | 3 | -1 | 305.60K | $6.58M | n/a | −1 |
| Q4 2024 | 4 | +2 | 777.21K | $17.64M | +3 | −1 |
| Q3 2024 | 2 | -1 | 91.67K | $6.10M | +1 | −2 |
| Q2 2024 | 3 | n/a | 100.74K | $6.33M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 53.56M | n/a | $1.40B | 3.1% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 8.63M | n/a | $226.41M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 4.45M | n/a | $116.85M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Captrust Financial Advisors | 4.24M | n/a | $111.13M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Creative Planning | 3.81M | n/a | $99.87M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Bank Of America Corp /De/ | 3.21M | n/a | $84.26M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | UBS AM, a distinct business unit of… | 2.95M | n/a | $77.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 2.85M | n/a | $74.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 2.78M | n/a | $74.12M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.74M | n/a | $71.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Brown Advisory Inc | 2.73M | n/a | $71.53M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 13 | Mercer Global Advisors Inc /Adv | 2.67M | n/a | $69.98M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 2.63M | n/a | $68.88M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 2.40M | n/a | $62.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 1.99M | n/a | $52.28M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.95M | n/a | $51.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Corient Private Wealth LP | 1.67M | n/a | $43.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Cwm, Llc | 1.65M | n/a | $43.25M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 1.58M | n/a | $41.34M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | UBS Group AG | 1.41M | n/a | $37.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Raymond James Financial Inc | 1.27M | n/a | $33.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | JPMorgan Chase ✦ | 1.27M | -48.0% | $33.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 24 | Goldman Sachs Group ✦ | 1.17M | +16.6% | $30.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | AQR Capital Management ✦ | 1.13M | +49.7% | $29.67M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 26 | Cerity Partners LLC | 1.12M | n/a | $29.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Fidelity (FMR) ✦ | 943.82K | -12.3% | $24.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Alliancebernstein L.P. | 916.99K | n/a | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 813.66K | n/a | $21.34M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 808.85K | n/a | $21.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | Lido Advisors, LLC | 798.97K | n/a | $20.77M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 768.45K | n/a | $20.16M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 696.25K | n/a | $18.26M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Empower Advisory Group, LLC | 589.51K | n/a | $15.46M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 570.72K | n/a | $14.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Stifel Financial Corp | 552.05K | n/a | $14.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Northwestern Mutual Wealth… | 504.53K | n/a | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 414.36K | n/a | $10.87M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Charles Schwab Investment… | 395.08K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 365.74K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 352.07K | n/a | $9.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Jane Street Group, Llc | 345.91K | n/a | $9.07M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 272.84K | +246.1% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Chevy Chase Trust Holdings, LLC | 241.22K | n/a | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Financial Engines Advisors L.L.C. | 233.56K | n/a | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Blair William & Co/Il | 205.51K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Tudor Investment Corp Et Al | 192.59K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Us Bancorp \De\ | 186.51K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Renaissance Technologies ✦ | 143.70K | +1351.5% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 126.34K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Bank Of Montreal /Can/ | 121.30K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 52 | Bank of New York Mellon Corp | 84.07K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Baird Financial Group, Inc. | 83.61K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Mml Investors Services, Llc | 70.78K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (passive) | 64.91K | +2.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 40.34K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Belvedere Trading LLC | 39.15K | n/a | $1.03M | 0.2% | n/c | 1 | SEC ↗ |
| 58 | Franklin Resources Inc | 36.07K | n/a | $946,116 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Qube Research & Technologies Ltd | 26.92K | n/a | $706,007 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Tidal Investments LLC | 26.20K | n/a | $687,147 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Citigroup Inc | 26.14K | n/a | $685,757 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Two Sigma Investments ✦ | 17.70K | 0.0% | $464,271 | 0.0% | Held | 5 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 16.04K | n/a | $420,802 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 13.80K | n/a | $361,974 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 11.95K | +19.8% | $313,461 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 9.40K | n/a | $246,457 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Simplex Trading, Llc | 1.96K | n/a | $51,305 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 1.47K | n/a | $38,663 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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: Q4 2025 ·
Methodology ·
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