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 |
|---|---|---|---|---|---|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
145,675
shares
|
$3.35 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
145,266
shares
|
$3.34 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
141,927
shares
|
$3.26 Million
0.68% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
141,852
shares
|
$3.26 Million
0.75% of portfolio
|
Q3 2022
Reduced 2.77%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
141,269
shares
|
$3.25 Million
1.48% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
140,679
shares
|
$3.24 Million
5.13% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Avalon Advisory Group
Wexford, PA |
May 14, 2025 Q1 2025 |
140,625
shares
|
$3.23 Million
1.43% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
140,530
shares
|
$3.23 Million
0.09% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
140,486
shares
|
$3.23 Million
1.18% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
139,203
shares
|
$3.2 Million
0.59% of portfolio
|
Q4 2024
Added 202.15%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
138,916
shares
|
$3.2 Million
0.17% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
138,715
shares
|
$3.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
138,603
shares
|
$3.19 Million
0.68% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
136,915
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
136,759
shares
|
$3.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
135,798
shares
|
$3.12 Million
0.3% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
132,595
shares
|
$3.05 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
132,478
shares
|
$3.05 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
131,849
shares
|
$3.03 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Financial Designs Corp
Claremont, CA |
Apr 14, 2025 Q1 2025 |
131,769
shares
|
$3.03 Million
1.98% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
131,071
shares
|
$3.01 Million
0.23% of portfolio
|
Q1 2025
Reduced 38.02%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
130,500
shares
|
$3 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
130,266
shares
|
$3 Million
0.32% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
129,802
shares
|
$2.99 Million
0.72% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
129,028
shares
|
$2.97 Million
1.48% of portfolio
|
Q1 2025
Reduced 4.99%
|