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 1,146 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
21,170,646
shares
|
$1.4 Billion
4.49% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,171,023
shares
|
$409 Million
1.01% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
4,696,336
shares
|
$311 Million
0.17% of portfolio
|
Q2 2024
Added 6212.36%
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2024 Q1 2024 |
4,017,209
shares
|
$266 Million
5.22% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 12, 2024 Q2 2024 |
3,656,627
shares
|
$242 Million
18.5% of portfolio
|
Q2 2024
Added 1.55%
|
|
Evensky & Katz LLC
|
Jul 26, 2024 Q2 2024 |
3,302,850
shares
|
$219 Million
14.46% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
3,294,953
shares
|
$218 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
3,017,217
shares
|
$200 Million
19.75% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Strid Group, LLC
|
Jul 17, 2024 Q2 2024 |
2,752,877
shares
|
$182 Million
28.97% of portfolio
|
Q2 2024
Added 7.64%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
2,548,725
shares
|
$169 Million
16.35% of portfolio
|
Q2 2024
Added 4.43%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,469,145
shares
|
$164 Million
0.24% of portfolio
|
Q2 2024
Added 2.94%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
2,239,313
shares
|
$148 Million
1.64% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Ht Partners LLC
|
Jul 24, 2024 Q2 2024 |
2,238,817
shares
|
$148 Million
49.75% of portfolio
|
Q2 2024
Added 0.26%
|
|
Evergreen Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,182,804
shares
|
$145 Million
41.08% of portfolio
|
Q2 2024
Added 0.99%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
2,001,000
shares
|
$133 Million
10.49% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
1,937,609
shares
|
$128 Million
20.47% of portfolio
|
Q2 2024
Added 0.85%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
1,813,286
shares
|
$120 Million
8.15% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
1,751,148
shares
|
$116 Million
2.78% of portfolio
|
Q2 2024
Added 2.46%
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
1,611,625
shares
|
$107 Million
6.56% of portfolio
|
Q2 2024
Added 55.47%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
1,520,780
shares
|
$101 Million
14.52% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,486,660
shares
|
$98.5 Million
0.3% of portfolio
|
Q2 2024
Added 1.78%
|
|
Summit Financial Strategies, Inc.
|
Jul 19, 2024 Q2 2024 |
1,399,541
shares
|
$92.7 Million
11.74% of portfolio
|
Q2 2024
Added 2.31%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
1,302,430
shares
|
$86.3 Million
26.56% of portfolio
|
Q2 2024
Added 0.8%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
1,247,764
shares
|
$82.6 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,242,568
shares
|
$82.3 Million
0.15% of portfolio
|
Q2 2024
Added 1.63%
|