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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
226,960
shares
|
$5.22 Million
1.92% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
226,427
shares
|
$5.21 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
225,257
shares
|
$5.18 Million
1.73% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
222,662
shares
|
$5.12 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
217,617
shares
|
$5.01 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
216,841
shares
|
$4.99 Million
0.69% of portfolio
|
Q1 2025
Added 783.51%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
215,853
shares
|
$4.96 Million
0.31% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
215,103
shares
|
$4.95 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
214,110
shares
|
$4.92 Million
0.59% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
210,737
shares
|
$4.85 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
210,159
shares
|
$4.83 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
208,184
shares
|
$4.79 Million
2.43% of portfolio
|
Q1 2025
New holding
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
208,077
shares
|
$4.79 Million
1.61% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$4.67 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
201,669
shares
|
$4.64 Million
2.68% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
200,258
shares
|
$4.61 Million
0.12% of portfolio
|
Q1 2025
Added 449.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
199,640
shares
|
$4.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
199,472
shares
|
$4.59 Million
0.11% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
197,812
shares
|
$4.55 Million
0.07% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
197,174
shares
|
$4.54 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
196,920
shares
|
$4.53 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
196,818
shares
|
$4.53 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
196,668
shares
|
$4.52 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
196,541
shares
|
$4.52 Million
0.54% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
195,122
shares
|
$4.49 Million
0.04% of portfolio
|
Q1 2025
Added 9.98%
|