13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
SCHB

SCHWAB US BROAD MARKET ETF

1,408 institutions still hold SCHWAB US BROAD MARKET ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524102·Exchange Traded Fund·1,408 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$5.7B
63.0% inst. owned
of float
Holders
1,408
+104 QoQ
filers reporting
Activity
+44 / −6
+919 added · −759 reduced
this quarter
Concentration
22.95%
Wealthfront Advisers LLC #1
top holder share
AI Holders Summary · Q1 2026

1,408 institutions reported SCHB in Q1 2026. Wealthfront Advisers LLC leads at 22.9% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthfront Advisers LLC
CIK 0001763921
$1.3B52.6M2.90%Q1 202602
UBS Group AG
CIK 0001610520
$1.2B48.5M0.18%Q1 202603
REBALANCE, LLC
CIK 0001811052
$379M15.1M21.98%Q1 202604
SCS Capital Management LLC
CIK 0001303159
$300M12.0M3.18%Q1 202605
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$297M11.8M0.06%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$225M9.0M0.24%Q1 202607
Strid Group, LLC
CIK 0001625800
$217M8.6M26.90%Q1 202608
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$194M7.7M16.93%Q1 202609
HB Wealth Management, LLC
CIK 0001911253
$166M6.6M1.07%Q1 202610
Evergreen Advisors, LLC
CIK 0001762294
$158M6.3M37.02%Q1 202611
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$156M6.2M2.97%Q1 202612
HT Partners LLC
CIK 0001552999
$155M6.2M46.99%Q1 202613
AlphaCore Capital LLC
CIK 0001713662
$134M5.4M3.19%Q1 202614
TruNorth Capital Management, LLC
CIK 0001639695
$131M5.2M25.07%Q1 202615
HHM Wealth Advisors, LLC
CIK 0001750086
$129M5.1M14.87%Q1 202616
Callan Capital, LLC
CIK 0001542166
$127M5.9M9.41%Q1 202517
Mariner, LLC
CIK 0001373442
$125M5.0M0.15%Q1 202618
Accredited Investors Inc.
CIK 0001518364
$116M4.6M6.23%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$102M4.0M0.18%Q1 202620
Morton Brown Family Wealth, LLC
CIK 0001909851
$101M4.0M26.65%Q1 2026
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