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 1,316 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
58,426,349
shares
|
$1.4 Billion
3.6% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,254,102
shares
|
$413 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
13,159,188
shares
|
$315 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
|
$285 Million
3.28% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
8,780,332
shares
|
$210 Million
12.78% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,658,237
shares
|
$207 Million
29.41% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
8,450,794
shares
|
$202 Million
18.76% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
8,238,465
shares
|
$197 Million
16.38% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,934,598
shares
|
$190 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
|
$162 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,496,557
shares
|
$155 Million
1.26% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
6,406,096
shares
|
$153 Million
20.42% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,274,467
shares
|
$150 Million
37.51% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
6,047,159
shares
|
$145 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
|
$141 Million
9.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,611,991
shares
|
$134 Million
3.02% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,893,337
shares
|
$117 Million
6.55% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4,664,159
shares
|
$112 Million
24.7% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,420,852
shares
|
$106 Million
0.12% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,286,330
shares
|
$102 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
|
$99.6 Million
12.2% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,714,070
shares
|
$88.8 Million
0.01% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
3,696,905
shares
|
$88.4 Million
8.82% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,682,762
shares
|
$88.1 Million
26.97% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
3,527,282
shares
|
$84.3 Million
17.2% of portfolio
|
Q1 2025
Added 107.59%
|