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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,838
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
194,601
shares
|
$4.48 Million
3.53% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
192,400
shares
|
$4.43 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
191,465
shares
|
$4.4 Million
0.08% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
188,936
shares
|
$4.35 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
187,742
shares
|
$4.32 Million
3.63% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
187,082
shares
|
$4.3 Million
0.22% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
186,210
shares
|
$4.28 Million
0.05% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
185,092
shares
|
$4.26 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
184,089
shares
|
$4.23 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
180,611
shares
|
$4.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
180,537
shares
|
$4.15 Million
0.15% of portfolio
|
Q1 2025
Added 307.09%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
180,386
shares
|
$4.15 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
180,135
shares
|
$4.14 Million
0.26% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
180,062
shares
|
$4.14 Million
1.93% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
178,084
shares
|
$4.1 Million
0.91% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
176,173
shares
|
$4.05 Million
2.62% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
175,180
shares
|
$4.03 Million
0.69% of portfolio
|
Q1 2025
Reduced 37.94%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
174,459
shares
|
$4.01 Million
1.99% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
174,387
shares
|
$4.01 Million
1.04% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
173,266
shares
|
$3.99 Million
0.33% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
172,740
shares
|
$3.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
170,121
shares
|
$3.91 Million
4.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
169,986
shares
|
$3.91 Million
1.85% of portfolio
|
Q1 2025
Added 304.44%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
167,689
shares
|
$3.86 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.38%
|