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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
75,025
shares
|
$1.73 Million
0.73% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
73,938
shares
|
$1.7 Million
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
73,734
shares
|
$1.7 Million
0.66% of portfolio
|
Q4 2024
Added 194.61%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
73,460
shares
|
$1.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
71,776
shares
|
$1.65 Million
1.33% of portfolio
|
Q1 2023
Added 17.62%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
71,506
shares
|
$1.64 Million
0.07% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
71,091
shares
|
$1.64 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,019
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.34%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
70,999
shares
|
$1.63 Million
1.42% of portfolio
|
Q4 2024
Added 124459.65%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
70,389
shares
|
$1.62 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
69,872
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
69,516
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
69,504
shares
|
$1.6 Million
0.59% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
69,314
shares
|
$1.59 Million
0.67% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
69,276
shares
|
$1.59 Million
1.65% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
68,762
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
68,626
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 198.58%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
67,122
shares
|
$1.54 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
66,675
shares
|
$1.53 Million
0.78% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
66,624
shares
|
$1.53 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
66,577
shares
|
$1.53 Million
2.89% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
66,292
shares
|
$1.52 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
66,247
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
65,464
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
65,190
shares
|
$1.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.94%
|