13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHB

SCHWAB US BROAD MARKET ETF

1,421 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·1,421 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$6.4B
visible holders
Holders
1,421
filers reporting
Concentration
20.65%
Wealthfront Advisers LLC #1
top holder share
AI Holders Summary · Q1 2026

1,421 institutions reported SCHB in Q1 2026. Wealthfront Advisers LLC leads at 20.7% of the visible book.

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
$427M14.7M22.37%Q2 202604
Betterment LLC
CIK 0001633901
$395M15.7M0.75%Q1 202605
SCS Capital Management LLC
CIK 0001303159
$300M12.0M3.18%Q1 202606
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$297M11.8M0.06%Q1 202607
Strid Group, LLC
CIK 0001625800
$248M8.6M27.57%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$225M9.0M0.24%Q1 202609
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$221M7.6M17.17%Q2 202610
Evensky & Katz LLC
CIK 0001357867
$205M8.2M11.66%Q1 202611
Hanson & Doremus Investment Management
CIK 0001393944
$177M7.0M20.33%Q1 202612
HT Partners LLC
CIK 0001552999
$176M6.1M48.66%Q2 202613
HB Wealth Management, LLC
CIK 0001911253
$166M6.6M1.07%Q1 202614
TruNorth Capital Management, LLC
CIK 0001639695
$158M5.4M25.35%Q2 202615
Evergreen Advisors, LLC
CIK 0001762294
$158M6.3M37.02%Q1 202616
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$156M6.2M2.97%Q1 202617
HHM Wealth Advisors, LLC
CIK 0001750086
$152M5.3M15.29%Q2 202618
AlphaCore Capital LLC
CIK 0001713662
$134M5.4M3.19%Q1 202619
Accredited Investors Inc.
CIK 0001518364
$129M4.4M5.56%Q2 202620
Callan Capital, LLC
CIK 0001542166
$127M5.9M9.41%Q1 2025
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