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 1,185 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $4.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
20,600,322
shares
|
$474 Million
4.26% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,505,668
shares
|
$150 Million
1.52% of portfolio
|
Q4 2024
Added 192.51%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,055,329
shares
|
$139 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
3,824,414
shares
|
$88 Million
18.64% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,777,466
shares
|
$87 Million
5.07% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
3,294,953
shares
|
$75.8 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
3,240,972
shares
|
$74.6 Million
14.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,122,833
shares
|
$71.9 Million
1.22% of portfolio
|
Q4 2024
Added 192.71%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,056,040
shares
|
$70.4 Million
19.32% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,864,158
shares
|
$65.9 Million
29.37% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,752,318
shares
|
$63.4 Million
1.21% of portfolio
|
Q4 2024
Added 195.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,660,625
shares
|
$61.2 Million
0.26% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,605,132
shares
|
$60 Million
16.51% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
2,270,249
shares
|
$52.3 Million
27.82% of portfolio
|
Q4 2024
Added 206.39%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,206,318
shares
|
$50.8 Million
40.54% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,026,829
shares
|
$46.7 Million
9.47% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,000,399
shares
|
$46 Million
47.11% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,946,957
shares
|
$44.8 Million
20.64% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,865,790
shares
|
$43 Million
2.91% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,791,433
shares
|
$41.2 Million
7.55% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,619,374
shares
|
$37.3 Million
6.41% of portfolio
|
Q3 2024
Added 37033.09%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,476,379
shares
|
$34 Million
3.67% of portfolio
|
Q4 2024
Added 269.99%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1,470,532
shares
|
$33.9 Million
2.23% of portfolio
|
Q4 2024
Added 209.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,405,810
shares
|
$32.4 Million
0.2% of portfolio
|
Q3 2024
Added 193.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,400,052
shares
|
$32.2 Million
0.13% of portfolio
|
Q3 2024
Added 12.2%
|