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 1,348 institutions that hold shares in the stock, with a total of 565 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
64,764,324
shares
|
$1.67 Billion
2.18% of portfolio
|
Q2 2025
Added 2295.83%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
56,360,948
shares
|
$1.45 Billion
3.52% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,827,398
shares
|
$433 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
14,480,067
shares
|
$373 Million
22.46% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,223,396
shares
|
$315 Million
3.25% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
8,780,332
shares
|
$226 Million
12.78% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
8,716,201
shares
|
$224 Million
29.42% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
8,457,463
shares
|
$218 Million
19.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
8,275,927
shares
|
$213 Million
17.48% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,738,339
shares
|
$199 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,694,089
shares
|
$172 Million
1.19% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
6,514,057
shares
|
$168 Million
21.08% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,248,801
shares
|
$161 Million
3.37% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,170,240
shares
|
$159 Million
39.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
6,088,359
shares
|
$157 Million
47.89% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,953,464
shares
|
$153 Million
5.57% of portfolio
|
Q2 2025
Added 1400.4%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,911,420
shares
|
$152 Million
9.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,468,240
shares
|
$141 Million
15.69% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
5,071,311
shares
|
$130 Million
25.79% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
4,883,682
shares
|
$126 Million
6.9% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,217,210
shares
|
$109 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,051,638
shares
|
$104 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,829,077
shares
|
$98.5 Million
28.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,542,152
shares
|
$91.1 Million
8.46% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
3,452,031
shares
|
$88.8 Million
19.89% of portfolio
|
Q3 2025
Reduced 2.23%
|