SCHB — SCHWAB US BROAD MARKET ETF
As of Q2 2026, 18 SEC-registered investment managers reported holding SCHB (SCHWAB US BROAD MARKET ETF) in their latest 13F filings, with a combined reported value of $1.87B across 64.51M shares. That is +3.7% by share count (+2.30M shares) versus the previous quarter, while reported value moved +19.6%. Ownership is concentrated: the five largest holders account for 91.1% of reported value and the top ten for 98.3%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| UBS Group AG history | Q2 2026 | 48.93M | $1.42B | 0.19% | Add |
| Morgan Stanley history | Q2 2026 | 3.46M | $100.17M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 2.54M | $73.46M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 2.39M | $69.23M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 1.45M | $41.86M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.38M | $40.06M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.21M | $35.07M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.11M | $31.81M | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 482.53K | $13.97M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 445.68K | $12.91M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 420.62K | $12.18M | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 280.85K | $8.13M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 125.31K | $3.63M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 122.40K | $3.54M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 77.20K | $2.24M | 0.00% | New |
| Vanguard Group history | Q4 2025 | 64.91K | $1.70M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 38.64K | $1.12M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 34.30K | $993.33K | 0.00% | Reduce |
| CPP Investments history | Q4 2021 | 8.20K | $927.00K | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 17.70K | $512.59K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.11M sh · $31.81M
- Renaissance Technologies 77.20K sh · $2.24M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 219.55K | 231.98K | 402.95K | 432.21K | 418.91K | 428.56K | 403.85K | 393.78K | 384.10K | 314.71K | 333.69K | 361.91K | 414.84K | 1.28M | 1.24M | 1.32M | 1.40M | 1.41M | 48.51M | 48.93M |
| Morgan Stanley | 219.87K | 252.03K | 530.03K | 782.03K | 802.21K | 775.33K | 703.05K | 761.29K | 872.11K | 917.70K | 928.66K | 1.07M | 1.05M | 3.32M | 3.71M | 3.21M | 3.20M | 3.22M | 3.37M | 3.46M |
| Bank of America Corp | 669.25K | 416.86K | 824.46K | 941.38K | 938.94K | 1.39M | 1.03M | 943.38K | 958.00K | 1.08M | 1.07M | 993.20K | 1.02M | 3.09M | 3.14M | 3.25M | 3.14M | 3.21M | 3.19M | 2.54M |
| Wells Fargo & Co | 197.90K | 198.75K | 560.62K | 430.26K | 426.33K | 473.37K | 442.89K | 450.77K | 470.34K | 512.00K | 567.14K | 576.23K | 603.15K | 1.91M | 2.01M | 2.37M | 2.42M | 1.95M | 2.06M | 2.39M |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 11.33K | 84.68K | 85.71K | 87.01K | 272.92K | 279.64K | 509.43K | 755.59K | 1.13M | 1.07M | 1.45M |
| Goldman Sachs Group | 19.10K | 83.67K | 89.50K | 113.55K | 42.02K | 55.85K | 166.81K | 150.23K | 167.81K | 569.30K | 149.11K | 418.58K | 281.10K | 1.03M | 1.55M | 1.08M | 1.00M | 1.17M | 1.38M | 1.38M |
| Fidelity Management & Research (FMR) | 48.85K | 55.13K | 120.64K | 117.49K | 120.67K | 131.25K | 124.00K | 123.55K | 144.19K | 150.40K | 190.66K | 242.61K | 283.12K | 833.83K | 902.46K | 989.30K | 1.08M | 943.82K | 1.07M | 1.21M |
| JPMorgan Chase & Co | 1.80K | 1.58K | 18.40K | 14.66K | 14.26K | 85.30K | 75.00K | 84.21K | 115.50K | 578.52K | 586.89K | 362.94K | 383.51K | 1.10M | 1.10M | 1.12M | 1.22M | 1.27M | — | 1.11M |
| Northern Trust Corp | 41.91K | 42.12K | 84.25K | 83.98K | 84.65K | 85.07K | 83.50K | 78.99K | 88.16K | 87.91K | 86.36K | 83.66K | 82.94K | 265.99K | 253.82K | 344.34K | 362.03K | 414.36K | 365.38K | 482.53K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 9.16K | 31.18K | 19.14K | 19.14K | 78.83K | 272.84K | 317.22K | 445.68K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | 11.17K | — | 1.21M | 1.28M | 451.61K | 412.35K | 395.08K | 428.45K | 420.62K |
| PNC Financial Services | 16.46K | 16.30K | 33.20K | 32.63K | 33.48K | 34.65K | 34.31K | 33.91K | 34.02K | 31.70K | 33.97K | 29.93K | 39.38K | 121.83K | 114.83K | 107.77K | 108.36K | 126.34K | 162.26K | 280.85K |
| BNY Mellon | 4.75K | 4.75K | 9.61K | 9.24K | 9.74K | 22.17K | 20.84K | 20.84K | 19.41K | 19.29K | 26.95K | 29.03K | 26.30K | 94.00K | 106.53K | 83.33K | 83.78K | 84.07K | 80.04K | 125.31K |
| Citadel Advisors | 13.90K | 38.83K | 151.75K | 114.30K | 163.43K | 111.64K | 144.47K | 54.59K | 40.50K | 53.80K | 51.10K | 30.60K | 53.86K | 117.60K | 177.70K | 332.75K | 71.90K | 55.00K | 100.00K | 122.40K |
| Renaissance Technologies | 23.40K | 11.00K | — | — | — | — | 8.10K | 16.30K | 8.70K | 38.70K | — | 11.20K | — | 97.40K | — | 76.90K | 9.90K | 143.70K | — | 77.20K |
| Citigroup Inc | 1.46K | 1.07K | 2.20K | 2.18K | 2.18K | 2.24K | 3.81K | 2.79K | 3.06K | 3.00K | 4.38K | 12.13K | 48.67K | 147.13K | 153.14K | 159.27K | 158.70K | 26.14K | 37.60K | 38.64K |
| Franklin Resources | — | — | — | — | — | — | 420 | 420 | 420 | 420 | 420 | 420 | 4.42K | 13.26K | 13.44K | 24.88K | 36.88K | 36.07K | 34.95K | 34.30K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 395.10K | 15.70K | 17.70K | 17.70K | 17.70K | 17.70K | 17.70K |
| Vanguard Group | — | — | — | — | — | — | — | — | — | — | 13.06K | 13.95K | 15.88K | 56.77K | 57.76K | 61.80K | 63.21K | 64.91K | — | — |
| CPP Investments | — | 8.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details