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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
85,453
shares
|
$1.97 Million
0.61% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
84,907
shares
|
$1.95 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
84,844
shares
|
$1.95 Million
1.62% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
84,111
shares
|
$1.93 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
84,068
shares
|
$1.93 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
83,165
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
83,111
shares
|
$1.91 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
82,721
shares
|
$1.9 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
81,939
shares
|
$1.88 Million
0.45% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
80,785
shares
|
$1.86 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
79,148
shares
|
$1.82 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
78,551
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
78,212
shares
|
$1.8 Million
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
78,055
shares
|
$1.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
77,889
shares
|
$1.79 Million
0.07% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
77,850
shares
|
$1.79 Million
1.35% of portfolio
|
Q4 2024
Added 199.42%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
77,840
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
77,651
shares
|
$1.79 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
77,528
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
77,430
shares
|
$1.78 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
77,052
shares
|
$1.77 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
76,384
shares
|
$1.76 Million
0.66% of portfolio
|
Q4 2024
Added 197.34%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
75,502
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
75,253
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
75,073
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
Added 12.33%
|