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 1,267 institutions that hold shares in the stock, with a total of 482 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
180,611
shares
|
$3.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
180,537
shares
|
$3.87 Million
0.15% of portfolio
|
Q1 2025
Added 307.09%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
179,063
shares
|
$3.84 Million
0.08% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
178,084
shares
|
$3.82 Million
0.91% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
177,413
shares
|
$3.8 Million
0.04% of portfolio
|
Q4 2024
Added 243.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
176,665
shares
|
$3.79 Million
0.27% of portfolio
|
Q4 2024
Added 209.01%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
176,173
shares
|
$3.78 Million
2.62% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
176,170
shares
|
$3.78 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
174,413
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Added 215.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
173,827
shares
|
$3.73 Million
0.07% of portfolio
|
Q4 2024
Added 169.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
173,141
shares
|
$3.71 Million
0.27% of portfolio
|
Q4 2024
Added 118.37%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
172,882
shares
|
$3.71 Million
0.23% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
172,417
shares
|
$3.7 Million
0.33% of portfolio
|
Q4 2024
Added 204.49%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
171,517
shares
|
$3.68 Million
1.97% of portfolio
|
Q4 2024
Added 206.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
170,259
shares
|
$3.65 Million
0.49% of portfolio
|
Q4 2024
Added 203.96%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
170,121
shares
|
$3.65 Million
4.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
170,034
shares
|
$3.65 Million
1.14% of portfolio
|
Q4 2024
Added 176.3%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
169,986
shares
|
$3.64 Million
1.85% of portfolio
|
Q1 2025
Added 304.44%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
169,664
shares
|
$3.64 Million
1.69% of portfolio
|
Q4 2024
Added 198.48%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
168,046
shares
|
$3.6 Million
1.18% of portfolio
|
Q4 2024
Added 194.19%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
167,615
shares
|
$3.59 Million
0.99% of portfolio
|
Q4 2024
Added 180.64%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
166,777
shares
|
$3.58 Million
0.02% of portfolio
|
Q4 2024
Added 62.38%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
166,690
shares
|
$3.57 Million
1.73% of portfolio
|
Q4 2024
Added 199.6%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
166,022
shares
|
$3.56 Million
0.17% of portfolio
|
Q4 2024
Added 199.75%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
165,378
shares
|
$3.55 Million
0.42% of portfolio
|
Q4 2024
Added 199.8%
|