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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
95,805
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
95,103
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Added 147.05%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
94,875
shares
|
$2.18 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
94,194
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
92,652
shares
|
$2.13 Million
0.47% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
91,985
shares
|
$2.12 Million
1.22% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
91,300
shares
|
$2.1 Million
0.8% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
90,148
shares
|
$2.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
89,990
shares
|
$2.07 Million
1.23% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
89,752
shares
|
$2.06 Million
0.42% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
89,752
shares
|
$2.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
89,752
shares
|
$2.06 Million
0.38% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
89,586
shares
|
$2.06 Million
0.15% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
89,289
shares
|
$2.05 Million
0.34% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
88,666
shares
|
$2.04 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
88,351
shares
|
$2.03 Million
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
87,690
shares
|
$2.02 Million
0.16% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
87,419
shares
|
$2.01 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
87,355
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
87,282
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
86,855
shares
|
$2 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
86,505
shares
|
$1.99 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
86,140
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
85,936
shares
|
$1.98 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
85,722
shares
|
$1.97 Million
0.65% of portfolio
|
Q4 2024
Added 200.0%
|