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 1,272 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
58,426,349
shares
|
$1.25 Billion
3.6% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,773,620
shares
|
$379 Million
0.97% of portfolio
|
Q4 2024
Added 193.52%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
11,949,838
shares
|
$255 Million
18.94% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,204,017
shares
|
$218 Million
4.78% of portfolio
|
Q4 2024
Added 170.13%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
9,325,113
shares
|
$199 Million
13.85% of portfolio
|
Q4 2024
Added 187.73%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
9,013,141
shares
|
$192 Million
18.52% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
8,614,302
shares
|
$184 Million
29.15% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
8,165,768
shares
|
$174 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
|
$174 Million
0.26% of portfolio
|
Q4 2024
Added 206.18%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,505,668
shares
|
$139 Million
1.52% of portfolio
|
Q4 2024
Added 192.51%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,366,873
shares
|
$136 Million
39.52% of portfolio
|
Q4 2024
Added 188.57%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
6,363,161
shares
|
$136 Million
46.9% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
6,283,643
shares
|
$134 Million
19.76% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,911,420
shares
|
$126 Million
9.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,694,595
shares
|
$122 Million
3.07% of portfolio
|
Q4 2024
Added 205.21%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,893,337
shares
|
$104 Million
6.55% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
4,892,270
shares
|
$104 Million
0.38% of portfolio
|
Q4 2024
Added 2357.83%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
4,251,136
shares
|
$90.8 Million
22.75% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,144,462
shares
|
$88.5 Million
0.13% of portfolio
|
Q4 2024
Added 196.02%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
4,053,079
shares
|
$86.5 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
|
$85.9 Million
12.54% of portfolio
|
Q4 2024
Added 199.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,996,283
shares
|
$85.3 Million
0.16% of portfolio
|
Q4 2024
Added 224.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,682,762
shares
|
$78.6 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
|
$75.3 Million
17.2% of portfolio
|
Q1 2025
Added 107.59%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,491,496
shares
|
$74.5 Million
18.56% of portfolio
|
Q4 2024
Added 201.35%
|