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 1,321 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $12 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
|
$4.05 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
|
$4.04 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
165,976
shares
|
$4.03 Million
0.65% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
165,921
shares
|
$4.03 Million
0.05% of portfolio
|
Q2 2025
Added 52.13%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
165,463
shares
|
$4.02 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
163,152
shares
|
$3.96 Million
1.08% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
161,937
shares
|
$3.93 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
161,270
shares
|
$3.92 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
160,764
shares
|
$3.9 Million
1.93% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jul 23, 2025 Q2 2025 |
159,427
shares
|
$3.87 Million
2.87% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
159,033
shares
|
$3.86 Million
1.63% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
158,967
shares
|
$3.86 Million
3.02% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
158,652
shares
|
$3.85 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
158,267
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Added 98.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
155,541
shares
|
$3.78 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
155,290
shares
|
$3.77 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
155,159
shares
|
$3.77 Million
0.54% of portfolio
|
Q1 2025
Reduced 68.64%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
153,990
shares
|
$3.74 Million
1.52% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
153,142
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
152,371
shares
|
$3.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
149,836
shares
|
$3.64 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
149,807
shares
|
$3.64 Million
0.42% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
149,532
shares
|
$3.63 Million
0.12% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
148,897
shares
|
$3.62 Million
1.91% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
148,841
shares
|
$3.61 Million
0.65% of portfolio
|
Q1 2025
Added 3.57%
|