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 1,190 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 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
|
$486 Million
4.26% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,942,406
shares
|
$211 Million
19.23% of portfolio
|
Q4 2024
Added 192.61%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,505,668
shares
|
$154 Million
1.52% of portfolio
|
Q4 2024
Added 192.51%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,055,329
shares
|
$143 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
6,053,331
shares
|
$143 Million
46.75% of portfolio
|
Q4 2024
Added 202.61%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
5,901,371
shares
|
$139 Million
21.02% of portfolio
|
Q4 2024
Added 203.11%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
4,053,079
shares
|
$95.7 Million
11.0% of portfolio
|
Q4 2024
Added 192.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,021,769
shares
|
$94.9 Million
12.54% of portfolio
|
Q4 2024
Added 199.4%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
3,824,414
shares
|
$90.3 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
|
$89.1 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
|
$77.8 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
3,240,972
shares
|
$76.5 Million
14.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,122,833
shares
|
$73.7 Million
1.22% of portfolio
|
Q4 2024
Added 192.71%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,864,158
shares
|
$67.6 Million
29.37% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,752,318
shares
|
$65 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
|
$62.8 Million
0.26% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,605,132
shares
|
$61.5 Million
16.51% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
2,335,715
shares
|
$55.1 Million
25.3% of portfolio
|
Q4 2024
Added 185.37%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
2,270,249
shares
|
$53.6 Million
27.82% of portfolio
|
Q4 2024
Added 206.39%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,240,636
shares
|
$52.9 Million
1.7% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,206,318
shares
|
$52.1 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
|
$47.8 Million
9.47% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,865,790
shares
|
$44 Million
2.91% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,791,433
shares
|
$42.3 Million
7.55% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,619,374
shares
|
$38.2 Million
6.41% of portfolio
|
Q3 2024
Added 37033.09%
|