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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
104,572
shares
|
$2.41 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
104,477
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
103,469
shares
|
$2.38 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
103,417
shares
|
$2.38 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
103,320
shares
|
$2.38 Million
0.43% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
103,143
shares
|
$2.37 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
103,073
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
103,066
shares
|
$2.37 Million
0.4% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
102,891
shares
|
$2.37 Million
0.59% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
102,246
shares
|
$2.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
101,718
shares
|
$2.34 Million
1.14% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
101,386
shares
|
$2.33 Million
2.06% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
100,714
shares
|
$2.32 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
100,654
shares
|
$2.32 Million
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
100,641
shares
|
$2.31 Million
1.36% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
100,491
shares
|
$2.31 Million
0.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
100,186
shares
|
$2.3 Million
0.24% of portfolio
|
Q1 2025
Added 24.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
99,585
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
98,863
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.72%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
98,548
shares
|
$2.27 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
98,024
shares
|
$2.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
97,279
shares
|
$2.24 Million
0.18% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
96,777
shares
|
$2.23 Million
0.16% of portfolio
|
Q4 2024
Added 20.09%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
96,349
shares
|
$2.22 Million
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
96,234
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
New holding
|