There is a long list of 1006 institutional holders of SCHB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHB table below, the initial column indicates the name of each top institutional holder of SCHB, with a link to that fund's top holdings. The next columns indicate the amount of SCHB stock held by each of the institutional holders of SCHB, followed by the SCHB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealthfront Advisers LLC | 22,788,319 | $1,268,626 | 12/31/2023 |
SCHB | 22,788,319 | $1,268,626 | 12/31/2023 |
Betterment LLC | 6,517,448 | $362,826 | 12/31/2023 |
SCHB | 6,517,448 | $362,826 | 12/31/2023 |
SCS Capital Management LLC | 4,034,315 | $224,590 | 12/31/2023 |
SCHB | 4,034,315 | $224,590 | 12/31/2023 |
Evensky & Katz LLC | 3,395,015 | $207,266 | 03/31/2024 |
SCHB | 3,395,015 | $207,266 | 03/31/2024 |
Rebalance LLC | 3,569,637 | $198,722 | 12/31/2023 |
SCHB | 3,569,637 | $198,722 | 12/31/2023 |
Hengehold Capital Management LLC | 3,021,902 | $184,487 | 03/31/2024 |
SCHB | 3,021,902 | $184,487 | 03/31/2024 |
Strid Group LLC | 2,454,296 | $136,631 | 12/31/2023 |
SCHB | 2,454,296 | $136,631 | 12/31/2023 |
Bouchey Financial Group Ltd | 2,393,274 | $133,234 | 12/31/2023 |
SCHB | 2,393,274 | $133,234 | 12/31/2023 |
HB Wealth Management LLC | 2,344,147 | $130,499 | 12/31/2023 |
SCHB | 2,344,147 | $130,499 | 12/31/2023 |
HighTower Advisors LLC | 2,342,195 | $130,389 | 12/31/2023 |
SCHB | 2,342,195 | $130,389 | 12/31/2023 |
Retirement Planning Group | 2,076,056 | $126,743 | 03/31/2024 |
SCHB | 2,076,056 | $126,743 | 03/31/2024 |
HT Partners LLC | 2,219,601 | $123,565 | 12/31/2023 |
SCHB | 2,219,601 | $123,565 | 12/31/2023 |
Evergreen Advisors LLC | 2,206,888 | $122,857 | 12/31/2023 |
SCHB | 2,206,888 | $122,857 | 12/31/2023 |
Callan Capital LLC | 2,125,616 | $118,333 | 12/31/2023 |
SCHB | 2,125,616 | $118,333 | 12/31/2023 |
Hanson & Doremus Investment Management | 1,898,783 | $105,705 | 12/31/2023 |
SCHB | 1,898,783 | $105,705 | 12/31/2023 |
FFT Wealth Management LLC | 1,632,813 | $90,899 | 12/31/2023 |
SCHB | 1,632,813 | $90,899 | 12/31/2023 |
BKD Wealth Advisors LLC | 1,618,053 | $90,077 | 12/31/2023 |
SCHB | 1,618,053 | $90,077 | 12/31/2023 |
LGL Partners LLC | 1,543,964 | $85,952 | 12/31/2023 |
SCHB | 1,543,964 | $85,952 | 12/31/2023 |
HHM Wealth Advisors LLC | 1,540,291 | $85,748 | 12/31/2023 |
SCHB | 1,540,291 | $85,748 | 12/31/2023 |
Morningstar Investment Services LLC | 1,425,586 | $79,705 | 12/31/2023 |
SCHB | 1,425,586 | $79,705 | 12/31/2023 |
Summit Financial Strategies Inc. | 1,382,186 | $76,946 | 12/31/2023 |
SCHB | 1,382,186 | $76,946 | 12/31/2023 |
Captrust Financial Advisors | 1,353,778 | $75,373 | 12/31/2023 |
SCHB | 1,353,778 | $75,373 | 12/31/2023 |
Mariner LLC | 1,242,227 | $69,155 | 12/31/2023 |
SCHB | 1,242,227 | $69,155 | 12/31/2023 |
Ballentine Partners LLC | 1,100,496 | $67,185 | 03/31/2024 |
SCHB | 1,100,496 | $67,185 | 03/31/2024 |
Envestnet Asset Management Inc. | 1,165,439 | $64,880 | 12/31/2023 |
SCHB | 1,165,439 | $64,880 | 12/31/2023 |
Bank of America Corp DE | 1,076,289 | $59,917 | 12/31/2023 |
SCHB | 1,076,289 | $59,917 | 12/31/2023 |
National Bank of Canada FI | 1,075,622 | $59,488 | 12/31/2023 |
SCHB | 1,075,622 | $59,488 | 12/31/2023 |
Morton Brown Family Wealth LLC | 1,041,531 | $57,982 | 12/31/2023 |
SCHB | 1,041,531 | $57,982 | 12/31/2023 |
HBK Sorce Advisory LLC | 1,029,768 | $57,327 | 12/31/2023 |
SCHB | 1,029,768 | $57,327 | 12/31/2023 |
Circle Wealth Management LLC | 1,025,983 | $57,116 | 12/31/2023 |
SCHB | 1,025,983 | $57,116 | 12/31/2023 |
Accredited Investors Inc. | 1,009,113 | $56,177 | 12/31/2023 |
SCHB | 1,009,113 | $56,177 | 12/31/2023 |
Asset Advisors Investment Management LLC | 1,003,584 | $55,870 | 12/31/2023 |
SCHB | 1,003,584 | $55,870 | 12/31/2023 |
Socha Financial Group LLC | 990,003 | $55,113 | 12/31/2023 |
SCHB | 990,003 | $55,113 | 12/31/2023 |
North Star Asset Management Inc. | 942,554 | $52,472 | 12/31/2023 |
SCHB | 942,554 | $52,472 | 12/31/2023 |
Morgan Stanley | 917,700 | $51,088 | 12/31/2023 |
SCHB | 917,700 | $51,088 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 912,272 | $50,786 | 12/31/2023 |
SCHB | 912,272 | $50,786 | 12/31/2023 |
River & Mercantile LLC | 903,629 | $50,305 | 12/31/2023 |
SCHB | 903,629 | $50,305 | 12/31/2023 |
Brown Advisory Inc. | 836,174 | $46,550 | 12/31/2023 |
SCHB | 836,174 | $46,550 | 12/31/2023 |
D L Carlson Investment Group Inc. | 758,815 | $44,482 | 12/31/2023 |
SCHB | 758,815 | $44,482 | 12/31/2023 |
CAPROCK Group Inc. | 790,598 | $44,013 | 12/31/2023 |
SCHB | 790,598 | $44,013 | 12/31/2023 |
Manchester Financial Inc. | 779,515 | $43,396 | 12/31/2023 |
SCHB | 779,515 | $43,396 | 12/31/2023 |
Royal Bank of Canada | 758,179 | $42,209 | 12/31/2023 |
SCHB | 758,179 | $42,209 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 748,577 | $41,673 | 12/31/2023 |
SCHB | 748,577 | $41,673 | 12/31/2023 |
Compass Advisory Group LLC | 730,442 | $40,664 | 12/31/2023 |
SCHB | 730,442 | $40,664 | 12/31/2023 |
Members Advisory Group LLC | 721,681 | $40,176 | 12/31/2023 |
SCHB | 721,681 | $40,176 | 12/31/2023 |
Myecfo LLC | 720,615 | $40,124 | 12/31/2023 |
SCHB | 720,615 | $40,124 | 12/31/2023 |
Compass Financial Group INC SD | 655,883 | $40,042 | 03/31/2024 |
SCHB | 655,883 | $40,042 | 03/31/2024 |
Creative Planning | 682,939 | $38,019 | 12/31/2023 |
SCHB | 682,939 | $38,019 | 12/31/2023 |
WBH Advisory Inc. | 600,272 | $36,647 | 03/31/2024 |
SCHB | 600,272 | $36,647 | 03/31/2024 |
Legacy Financial Strategies LLC | 595,669 | $36,366 | 03/31/2024 |
SCHB | 595,669 | $36,366 | 03/31/2024 |
See All: Funds Holding SCHB
See Details: Top 10 Hedge Funds Holding SCHB
Also See: SCHB Holdings Changes
Free SCHB Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |