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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
65,058
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
64,984
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
64,530
shares
|
$1.48 Million
0.49% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
64,282
shares
|
$1.48 Million
0.62% of portfolio
|
Q1 2025
Added 31.06%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
64,254
shares
|
$1.48 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
63,941
shares
|
$1.47 Million
0.31% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
63,707
shares
|
$1.47 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
63,633
shares
|
$1.46 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
63,077
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
62,317
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 48.21%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
61,877
shares
|
$1.42 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
61,871
shares
|
$1.42 Million
0.63% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
61,813
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
61,637
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
61,567
shares
|
$1.42 Million
0.98% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
61,394
shares
|
$1.41 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
61,309
shares
|
$1.41 Million
0.49% of portfolio
|
Q1 2025
Reduced 54.2%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
61,172
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
60,704
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
60,648
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
60,413
shares
|
$1.39 Million
0.45% of portfolio
|
Q4 2024
Added 200.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
60,000
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
59,946
shares
|
$1.38 Million
0.96% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
59,943
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 110.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
59,651
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 20.15%
|