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Who Owns Schwab U.S. Broad Market ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab U.S. Broad Market ETF.
Who crossed 5% of SCHB →Managers holding
72
as of 2026-09-30
Reported value
$367.2M
summed across filings
Shares held
12.5M
Added vs trimmed
23 / 21
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Sunburst Financial Group, LLCUS BRD MKT ETF2.3M shadded | $67.4M |
| BOYUM WEALTH ARCHITECTS LLCUS BRD MKT ETF1.5M shadded | $45.1M |
| Legacy Private Trust Co.US BRD MKT ETF1.2M shtrimmed | $36.6M |
| JUNCTURE WEALTH STRATEGIES, LLCUS BRD MKT ETF1.2M shtrimmed | $35.4M |
| Davis Capital ManagementETF877.5K shadded | $25.7M |
| Intelligence Driven Advisers, LLCUS BRD MKT ETF553.4K shtrimmed | $16.2M |
| Wedmont Private CapitalUS BRD MKT ETF540.1K shadded | $16.1M |
| SigFig Wealth Management, LLCUS BRD MKT ETF521.8K shtrimmed | $15.3M |
| Farther Finance Advisors, LLCETF422.3K shtrimmed | $12.4M |
| Everhart Financial Group, Inc.US BRD MKT ETF398.5K shtrimmed | $11.7M |
| Venture Visionary Partners LLCUS BRD MKT ETF293.7K shadded | $8.6M |
| Successful Portfolios LLCUS BRD MKT ETF209.4K shadded | $6.2M |
| Cambridge Financial Group, LLCUS BRD MKT ETF167K shheld | $4.8M |
| Rosenberg Matthew HamiltonETF145.1K shtrimmed | $4.3M |
| Financial Designs CorpUS BRD MKT ETF139.5K shadded | $4.1M |
| Dorato Capital ManagementUS BRD MKT ETF133.6K shadded | $4M |
| S.E.E.D. Planning Group LLCUS BRD MKT ETF120.8K shadded | $3.5M |
| ELEVATION WEALTH PARTNERS, LLCUS BRD MKT ETF118.6K shadded | $3.5M |
| RTD Financial Advisors, Inc.US BRD MKT ETF116.1K shtrimmed | $3.4M |
| Ridgewood Investments LLCUS BRD MKT ETF116.1K shtrimmed | $3.4M |
| YHB Investment Advisors, Inc.US BRD MKT ETF111.4K shadded | $3.3M |
| RVW Wealth, LLCUS BRD MKT ETF107.7K shadded | $3.2M |
| Wealth Group LtdUS BRD MKT ETF98.4K shtrimmed | $2.9M |
| Great Waters Wealth ManagementUS BRD MKT ETF85.8K shtrimmed | $2.5M |
| Barden Capital Management, Inc.US BRD MKT ETF77.9K shtrimmed | $2.3M |
| Exchange BankMUTUAL FUNDS/EQ75.3K shtrimmed | $2.2M |
| Attessa Capital LLCUS BRD MKT ETF48.1K shheld | $1.4M |
| Apella Capital, LLCUS BRD MKT ETF45.3K shadded | $1.4M |
| Whitaker-Myers Wealth Managers, LTD.US BRD MKT ETF41.9K shtrimmed | $1.2M |
| TOMPKINS FINANCIAL CORPUS BRD MKT ETF39K shheld | $1.1M |
| GILPIN WEALTH MANAGEMENT, LLCUS BRD MKT ETF34.2K shadded | $1M |
| LAWOOD & COExchange Traded Fund32.5K shheld | $952.9K |
| Veracity Capital LLCUS BRD MKT ETF31K shheld | $909.2K |
| Capital Planning LLCExchange Traded Fund30.2K shheld | $885.6K |
| Avidian Wealth Enterprises, LLCUS BRD MKT ETF28.3K shadded | $829.6K |
| First Heartland Consultants, Inc.US BRD MKT ETF28.1K shadded | $822.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLCUS BRD MKT ETF26.6K shtrimmed | $779.5K |
| Worth Asset Management, LLCETF25.1K shadded | $734.9K |
| Aletheian Wealth Advisors LLCUS BRD MKT ETF22.1K shheld | $646.9K |
| Shira Ridge Wealth ManagementUS BRD MKT ETF21.1K shheld | $618.9K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS BRD MKT ETF20.5K shheld | $600.9K |
| Balefire, LLCUS BRD MKT ETF18.8K shheld | $552.2K |
| Hardin Capital Partners, LLCUS BRD MKT ETF18.2K shtrimmed | $533.1K |
| ARMSTRONG ADVISORY GROUP, INCUS BRD MKT ETF17.2K shadded | $502.7K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom16.4K shtrimmed | $480.4K |
| Bill Few Associates, Inc.US BRD MKT ETF15.4K shheld | $452.1K |
| Valeo Financial Advisors, LLCETF15.3K shtrimmed | $449.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF14.5K sh— | $426K |
| Gainplan LLCUS BRD MKT ETF14.2K shheld | $417K |
| Graves Light Lenhart Wealth, Inc.US BRD MKT ETF13.9K shheld | $406.4K |
| ZynergyRetirementPlanningLLCUS BRD MKT ETF13.8K shheld | $403.9K |
| CoreCap Advisors, LLCETF13.6K shtrimmed | $398.6K |
| KWMG, LLCUS BRD MKT ETF13.1K shadded | $384.8K |
| Heartwood Wealth Advisors LLCETF13K shheld | $380.8K |
| JACOBS & CO/CACOMSTK12.7K shheld | $371K |
| Echo45 Advisors LLCUS BRD MKT ETF11.9K shheld | $350K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS BRD MKT ETF11.5K shheld | $336.1K |
| TITLEIST ASSET MANAGEMENT, LLCUS BRD MKT ETF10.5K shadded | $307K |
| Red Spruce Capital, LLCUS BRD MKT ETF9.5K shheld | $278.7K |
| ACT WEALTH MANAGEMENT, LLCUS BRD MKT ETF9.4K shadded | $276.4K |
| Decker Wealth Management LLCUS BRD MKT ETF8.7K shheld | $255K |
| Sherry Group, Inc.US BRD MKT ETF7.8K shheld | $230K |
| Mirador Capital Partners LPUS BRD MKT ETF7K sh— | $204.2K |
| Acropolis Investment Management, LLCUS BRD MKT ETF6.6K shtrimmed | $194.3K |
| Bangor Savings BankUS BRD MKT ETF4.9K shadded | $143K |
| Investors Research CorpUS BRD MKT ETF4K shheld | $117.8K |
| GAMMA Investing LLCETF3.9K shheld | $113.4K |
| Pacifica Partners Inc.US BRD MKT ETF2.9K shtrimmed | $85.2K |
| EASTERN BANKUS BRD MKT ETF2.2K shheld | $64K |
| Byrne Asset Management LLCCOM2K shadded | $59.5K |
| TOTH FINANCIAL ADVISORY CORPUS BRD MKT ETF303 shheld | $8.9K |
| MJT & Associates Financial Advisory Group, Inc.ETF37 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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