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 1,341 institutions that hold shares in the stock, with a total of 494 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
56,360,948
shares
|
$1.38 Billion
3.52% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,254,102
shares
|
$423 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
13,159,188
shares
|
$323 Million
21.31% of portfolio
|
Q2 2025
Added 10.12%
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,901,176
shares
|
$292 Million
3.28% of portfolio
|
Q1 2025
Added 16.63%
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
8,780,332
shares
|
$215 Million
12.78% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,658,237
shares
|
$212 Million
29.41% of portfolio
|
Q2 2025
Added 0.51%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
8,450,794
shares
|
$207 Million
18.76% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
8,275,927
shares
|
$203 Million
17.48% of portfolio
|
Q2 2025
Added 0.45%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,934,598
shares
|
$195 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
6,780,272
shares
|
$166 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,496,557
shares
|
$159 Million
1.26% of portfolio
|
Q2 2025
Added 0.4%
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
6,406,096
shares
|
$157 Million
20.42% of portfolio
|
Q2 2025
Added 1.95%
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,248,801
shares
|
$153 Million
3.37% of portfolio
|
Q2 2025
Added 11.35%
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,170,240
shares
|
$151 Million
39.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
6,047,159
shares
|
$148 Million
44.05% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,911,420
shares
|
$145 Million
9.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
4,883,682
shares
|
$120 Million
6.9% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4,664,159
shares
|
$114 Million
24.7% of portfolio
|
Q2 2025
Added 9.72%
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,420,852
shares
|
$108 Million
0.12% of portfolio
|
Q1 2025
Added 6.67%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,286,330
shares
|
$105 Million
0.16% of portfolio
|
Q1 2025
Added 7.26%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,164,167
shares
|
$102 Million
12.2% of portfolio
|
Q1 2025
Added 3.54%
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
3,833,932
shares
|
$94 Million
27.82% of portfolio
|
Q2 2025
Added 4.1%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,714,070
shares
|
$91.1 Million
0.01% of portfolio
|
Q1 2025
Added 11.79%
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
3,696,905
shares
|
$90.7 Million
8.82% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
3,530,639
shares
|
$86.6 Million
19.54% of portfolio
|
Q2 2025
Added 0.88%
|