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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,385,610
shares
|
$77.9 Million
0.19% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
3,294,953
shares
|
$75.8 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
3,203,113
shares
|
$73.7 Million
33.7% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,143,450
shares
|
$72.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,094,524
shares
|
$71.2 Million
2.64% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
3,085,903
shares
|
$71 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
2,963,018
shares
|
$68.1 Million
12.07% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,909,229
shares
|
$66.9 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
2,854,523
shares
|
$65.7 Million
6.5% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,820,110
shares
|
$64.9 Million
0.09% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
2,763,501
shares
|
$63.6 Million
11.74% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
2,758,008
shares
|
$63.4 Million
1.3% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,737,672
shares
|
$63 Million
0.74% of portfolio
|
Q1 2025
Added 131.24%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
2,703,208
shares
|
$62.2 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,674,216
shares
|
$61.5 Million
0.02% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
2,625,342
shares
|
$60.4 Million
17.94% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,557,985
shares
|
$58.8 Million
1.02% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,513,552
shares
|
$57.8 Million
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
2,484,443
shares
|
$57.1 Million
11.78% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
2,368,235
shares
|
$54.5 Million
26.99% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
2,340,131
shares
|
$53.8 Million
23.96% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,207,208
shares
|
$50.8 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
2,125,048
shares
|
$48.9 Million
4.3% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,100,193
shares
|
$48.3 Million
0.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,095,500
shares
|
$48.2 Million
0.09% of portfolio
|
Q1 2025
Added 9.34%
|