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 1,181 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 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
|
$482 Million
4.26% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,055,329
shares
|
$142 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
3,824,414
shares
|
$89.5 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
|
$88.4 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
|
$77.1 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
3,240,972
shares
|
$75.9 Million
14.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,056,040
shares
|
$71.5 Million
19.32% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,864,158
shares
|
$67 Million
29.37% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,660,625
shares
|
$62.3 Million
0.26% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,605,132
shares
|
$61 Million
16.51% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,224,077
shares
|
$52.1 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,206,318
shares
|
$51.6 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
|
$47.4 Million
9.47% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,000,399
shares
|
$46.8 Million
47.11% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,946,957
shares
|
$45.6 Million
20.64% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,865,790
shares
|
$43.7 Million
2.91% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,791,433
shares
|
$41.9 Million
7.55% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,619,374
shares
|
$37.9 Million
6.41% of portfolio
|
Q3 2024
Added 37033.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,405,810
shares
|
$32.9 Million
0.2% of portfolio
|
Q3 2024
Added 193.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,400,052
shares
|
$32.8 Million
0.13% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
1,388,012
shares
|
$32.5 Million
11.25% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,343,262
shares
|
$31.4 Million
12.82% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,320,363
shares
|
$30.9 Million
26.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
1,235,645
shares
|
$28.9 Million
21.03% of portfolio
|
Q3 2024
Added 195.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,232,037
shares
|
$28.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.85%
|