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 1,263 institutions that hold shares in the stock, with a total of 422 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,773,620
shares
|
$400 Million
0.97% of portfolio
|
Q4 2024
Added 193.52%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
11,471,005
shares
|
$258 Million
19.46% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,204,017
shares
|
$230 Million
4.78% of portfolio
|
Q4 2024
Added 170.13%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
9,325,113
shares
|
$210 Million
13.85% of portfolio
|
Q4 2024
Added 187.73%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,942,406
shares
|
$201 Million
19.23% of portfolio
|
Q4 2024
Added 192.61%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
8,530,226
shares
|
$192 Million
30.52% of portfolio
|
Q4 2024
Added 197.83%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
8,165,768
shares
|
$184 Million
16.63% of portfolio
|
Q4 2024
Added 213.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,146,204
shares
|
$183 Million
0.26% of portfolio
|
Q4 2024
Added 206.18%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,505,668
shares
|
$146 Million
1.52% of portfolio
|
Q4 2024
Added 192.51%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,366,873
shares
|
$143 Million
39.52% of portfolio
|
Q4 2024
Added 188.57%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
6,053,331
shares
|
$136 Million
46.75% of portfolio
|
Q4 2024
Added 202.61%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
5,963,363
shares
|
$134 Million
9.92% of portfolio
|
Q4 2024
Added 194.22%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
5,901,371
shares
|
$133 Million
21.02% of portfolio
|
Q4 2024
Added 203.11%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
5,777,637
shares
|
$130 Million
7.91% of portfolio
|
Q4 2024
Added 222.51%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,694,595
shares
|
$128 Million
3.07% of portfolio
|
Q4 2024
Added 205.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
4,959,692
shares
|
$112 Million
0.94% of portfolio
|
Q4 2024
Reduced 95.4%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
4,892,270
shares
|
$110 Million
0.38% of portfolio
|
Q4 2024
Added 2357.83%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
4,874,788
shares
|
$110 Million
6.71% of portfolio
|
Q4 2024
Added 201.03%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,144,462
shares
|
$93.3 Million
0.13% of portfolio
|
Q4 2024
Added 196.02%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
4,053,079
shares
|
$91.2 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
|
$90.5 Million
12.54% of portfolio
|
Q4 2024
Added 199.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4,007,691
shares
|
$90.2 Million
24.86% of portfolio
|
Q4 2024
Added 203.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,996,283
shares
|
$89.9 Million
0.16% of portfolio
|
Q4 2024
Added 224.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
3,570,574
shares
|
$80.3 Million
28.27% of portfolio
|
Q4 2024
Added 209.64%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,491,496
shares
|
$78.6 Million
18.56% of portfolio
|
Q4 2024
Added 201.35%
|