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 1,378 institutions that hold shares in the stock, with a total of 501 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
55,097,987
shares
|
$1.42 Billion
3.41% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,504,113
shares
|
$426 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
14,480,067
shares
|
$374 Million
22.46% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
12,199,923
shares
|
$315 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
8,716,201
shares
|
$225 Million
29.42% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
8,492,961
shares
|
$219 Million
12.67% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
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
|
Nov 12, 2025 Q3 2025 |
8,318,386
shares
|
$215 Million
17.54% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,776,997
shares
|
$201 Million
0.24% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,694,089
shares
|
$173 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
|
Oct 29, 2025 Q3 2025 |
6,334,210
shares
|
$164 Million
3.43% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,170,240
shares
|
$159 Million
39.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
6,102,564
shares
|
$158 Million
5.45% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
6,088,359
shares
|
$157 Million
47.89% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,911,420
shares
|
$153 Million
9.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,204,886
shares
|
$134 Million
15.77% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
5,071,311
shares
|
$131 Million
25.79% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,805,946
shares
|
$124 Million
6.92% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,289,929
shares
|
$111 Million
0.15% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,050,068
shares
|
$105 Million
1.21% of portfolio
|
Q3 2025
Added 2253.73%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,829,077
shares
|
$98.9 Million
28.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,542,152
shares
|
$91.5 Million
8.46% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
3,452,031
shares
|
$89.1 Million
19.89% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,387,483
shares
|
$87.5 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.28%
|
|