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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
166,862
shares
|
$3.84 Million
0.13% of portfolio
|
Q1 2025
Added 47.61%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
166,188
shares
|
$3.82 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
166,122
shares
|
$3.82 Million
2.77% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
165,463
shares
|
$3.81 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
162,462
shares
|
$3.74 Million
1.27% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
162,048
shares
|
$3.73 Million
0.64% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
160,764
shares
|
$3.7 Million
1.93% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
158,967
shares
|
$3.66 Million
3.02% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
158,703
shares
|
$3.65 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
158,267
shares
|
$3.64 Million
0.01% of portfolio
|
Q1 2025
Added 98.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
155,566
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
155,290
shares
|
$3.57 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
155,159
shares
|
$3.57 Million
0.54% of portfolio
|
Q1 2025
Reduced 68.64%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
153,990
shares
|
$3.54 Million
1.52% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
153,142
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
152,371
shares
|
$3.5 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
150,839
shares
|
$3.47 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
149,807
shares
|
$3.45 Million
0.42% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
149,532
shares
|
$3.44 Million
0.12% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
148,841
shares
|
$3.42 Million
0.65% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
148,501
shares
|
$3.42 Million
0.27% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
148,150
shares
|
$3.41 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
147,992
shares
|
$3.4 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
146,842
shares
|
$3.38 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
146,565
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2024
Added 7.38%
|