Institutional Ownership Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB). We have compiled data on the 1,295 institutions that hold shares in the stock, with a total of 488 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
58,426,349
shares
|
$1.34 Billion
3.6% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,254,102
shares
|
$397 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
11,949,838
shares
|
$275 Million
18.94% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,901,176
shares
|
$274 Million
3.28% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
9,020,739
shares
|
$207 Million
13.03% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
9,013,141
shares
|
$207 Million
18.52% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
8,614,302
shares
|
$198 Million
29.15% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
8,238,465
shares
|
$189 Million
16.38% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,934,598
shares
|
$182 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,470,877
shares
|
$149 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
6,363,161
shares
|
$146 Million
46.9% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
6,283,643
shares
|
$145 Million
19.76% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,274,467
shares
|
$144 Million
37.51% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,911,420
shares
|
$136 Million
9.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,611,991
shares
|
$129 Million
3.02% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,893,337
shares
|
$113 Million
6.55% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,420,852
shares
|
$102 Million
0.12% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,286,330
shares
|
$98.6 Million
0.16% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
4,251,136
shares
|
$97.8 Million
22.75% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,164,167
shares
|
$95.8 Million
12.2% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
3,882,561
shares
|
$89.3 Million
9.14% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,714,070
shares
|
$85.4 Million
0.01% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,682,762
shares
|
$84.7 Million
26.97% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
3,527,282
shares
|
$81.1 Million
17.2% of portfolio
|
Q1 2025
Added 107.59%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,499,944
shares
|
$80.5 Million
18.51% of portfolio
|
Q1 2025
Added 0.24%
|