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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
129,450
shares
|
$3.14 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
128,938
shares
|
$3.13 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
128,548
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
128,317
shares
|
$3.12 Million
1.69% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
127,751
shares
|
$3.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
126,732
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
126,364
shares
|
$3.07 Million
0.29% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
126,108
shares
|
$3.06 Million
0.64% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
124,512
shares
|
$3.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
124,098
shares
|
$3.01 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,527
shares
|
$3 Million
0.6% of portfolio
|
Q4 2024
Added 197.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
123,392
shares
|
$3 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
123,169
shares
|
$2.99 Million
0.58% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
121,917
shares
|
$2.96 Million
2.25% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
121,310
shares
|
$2.95 Million
0.47% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
120,777
shares
|
$2.93 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
120,390
shares
|
$2.92 Million
1.46% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
120,220
shares
|
$2.92 Million
0.4% of portfolio
|
Q1 2025
Reduced 47.25%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
120,033
shares
|
$2.91 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
120,000
shares
|
$2.91 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
119,828
shares
|
$2.91 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
118,874
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
118,858
shares
|
$2.89 Million
1.1% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
118,616
shares
|
$2.88 Million
0.22% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
118,464
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Added 72.79%
|