§ EQUITY
USDSCHB
SCHWAB US BROAD MARKET ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
673 increased/new, 494 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Wealthfront Advisers LLC | 52.6M | 2.9% | −2% |
| UBS Group AG | 48.5M | 0.2% | +3330% |
| REBALANCE, LLC | 15.1M | 22.0% | +1% |
| SCS Capital Management LLC | 12.0M | 3.2% | +1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.8M | 0.1% | +301% |
| HighTower Advisors, LLC | 9.0M | 0.2% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for SCHB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER87.2% · 1,238 holders
DEALER / BANK11.1% · 39 holders
INCOME / DEFENSIVE0.5% · 10 holders
QUALITY / COMPOUNDER0.5% · 9 holders
SYSTEMATIC / QUANT0.5% · 5 holders
PASSIVE / INDEX0.1% · 3 holders
TACTICAL / MACRO0.0% · 2 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHB yet.