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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
255,879
shares
|
$5.89 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
253,821
shares
|
$5.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
253,460
shares
|
$5.83 Million
2.9% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
253,045
shares
|
$5.82 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
252,507
shares
|
$5.81 Million
5.54% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
252,195
shares
|
$5.8 Million
4.29% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
250,830
shares
|
$5.77 Million
1.85% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
250,652
shares
|
$5.76 Million
1.86% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
250,233
shares
|
$5.76 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
248,529
shares
|
$5.72 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
247,347
shares
|
$5.69 Million
0.83% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
245,483
shares
|
$5.65 Million
0.12% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
243,897
shares
|
$5.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
241,853
shares
|
$5.56 Million
0.8% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
240,670
shares
|
$5.54 Million
1.66% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
238,844
shares
|
$5.49 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
237,448
shares
|
$5.46 Million
0.14% of portfolio
|
Q1 2025
Added 147.36%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
235,624
shares
|
$5.42 Million
1.27% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
233,482
shares
|
$5.37 Million
0.15% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
232,874
shares
|
$5.36 Million
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
230,890
shares
|
$5.31 Million
0.03% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
229,949
shares
|
$5.29 Million
3.13% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
227,679
shares
|
$5.24 Million
4.39% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
227,420
shares
|
$5.23 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
227,083
shares
|
$5.22 Million
3.98% of portfolio
|
Q1 2025
Added 8.4%
|