As of the latest SEC filings, SCHWAB US BROAD MARKET ETF (SCHB) is held by 4 institutional funds. The largest fund shareholder is LionShares U.S. Equity Total Return ETF (TOT), holding an estimated $7,816,064.70 in market value, representing 100.00% of its portfolio.
Funds holding SCHWAB US BROAD MARKET ETF (SCHB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SCHB
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TOT
LionShares U.S. Equity Total Return ETF
|
ETF | Independent / Boutique | 100.00% | $7,816,064.70 | 311,397 | Mar 31, 2026 | Jun 1, 2026 |
|
ELM
Elm Market Navigator ETF
|
ETF | Independent / Boutique | 1.16% | $6,081,228.00 | 242,280 | Mar 31, 2026 | May 28, 2026 |
|
AAUA
Alpha Architect US Equity 3 ETF
|
ETF | Independent / Boutique | 0.05% | $174,018.30 | 6,933 | Mar 31, 2026 | Jun 1, 2026 |
|
AVTM
Avantis Total Equity Markets ETF
|
ETF | American Century | 0.01% | $95,231.55 | 3,595 | Feb 28, 2026 | Apr 29, 2026 |
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