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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
114,331
shares
|
$2.63 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
113,975
shares
|
$2.62 Million
0.35% of portfolio
|
Q1 2025
Reduced 31.38%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
113,689
shares
|
$2.61 Million
1.09% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
113,377
shares
|
$2.61 Million
0.02% of portfolio
|
Q1 2025
Added 198.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
112,771
shares
|
$2.59 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
111,926
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
111,091
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
110,992
shares
|
$2.55 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
110,791
shares
|
$2.55 Million
0.29% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
109,733
shares
|
$2.52 Million
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
109,691
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
109,572
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
109,064
shares
|
$2.51 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
107,188
shares
|
$2.47 Million
1.38% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
107,067
shares
|
$2.46 Million
0.43% of portfolio
|
Q4 2022
Added 950.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
107,037
shares
|
$2.46 Million
0.19% of portfolio
|
Q1 2025
Reduced 45.94%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
107,003
shares
|
$2.46 Million
2.04% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
106,442
shares
|
$2.45 Million
1.78% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
106,383
shares
|
$2.45 Million
0.52% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
106,260
shares
|
$2.44 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
106,240
shares
|
$2.44 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
105,318
shares
|
$2.42 Million
0.51% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
104,963
shares
|
$2.41 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
104,668
shares
|
$2.41 Million
0.81% of portfolio
|
Q1 2025
Added 22.62%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
104,627
shares
|
$2.41 Million
3.12% of portfolio
|
Q1 2025
Reduced 0.26%
|