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 1,295 institutions that hold shares in the stock, with a total of 488 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
317,378
shares
|
$7.3 Million
2.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
315,471
shares
|
$7.26 Million
3.91% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
308,543
shares
|
$7.1 Million
0.04% of portfolio
|
Q1 2025
Added 76.9%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
306,223
shares
|
$7.04 Million
0.84% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
305,996
shares
|
$7.04 Million
1.42% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
302,882
shares
|
$6.97 Million
0.79% of portfolio
|
Q3 2023
Added 4.99%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
302,673
shares
|
$6.96 Million
4.79% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
299,674
shares
|
$6.89 Million
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
294,882
shares
|
$6.78 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
294,394
shares
|
$6.77 Million
4.36% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
288,760
shares
|
$6.64 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
285,968
shares
|
$6.58 Million
0.03% of portfolio
|
Q1 2025
Added 92.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
279,692
shares
|
$6.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
279,642
shares
|
$6.43 Million
0.01% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
277,118
shares
|
$6.37 Million
3.34% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
276,961
shares
|
$6.37 Million
2.11% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
272,995
shares
|
$6.28 Million
0.19% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
270,045
shares
|
$6.21 Million
22.15% of portfolio
|
Q3 2023
Added 3.06%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
267,133
shares
|
$6.14 Million
3.01% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
263,758
shares
|
$6.07 Million
1.82% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
261,246
shares
|
$6.01 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
261,035
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
260,980
shares
|
$6 Million
0.2% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
258,808
shares
|
$5.95 Million
4.15% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
257,457
shares
|
$5.92 Million
0.54% of portfolio
|
Q1 2025
Added 1.37%
|