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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
59,367
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
Added 287.26%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
59,148
shares
|
$1.36 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
59,131
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
58,983
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
58,908
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
58,714
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
58,673
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Added 56.09%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
58,350
shares
|
$1.34 Million
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
57,981
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
Added 131.87%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
57,888
shares
|
$1.33 Million
0.63% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
57,762
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
57,450
shares
|
$1.32 Million
0.84% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
57,259
shares
|
$1.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
57,249
shares
|
$1.32 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
56,693
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2025
Added 175.88%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
56,138
shares
|
$1.29 Million
0.79% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
56,088
shares
|
$1.29 Million
0.9% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
55,912
shares
|
$1.29 Million
0.98% of portfolio
|
Q1 2023
Reduced 1.45%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
55,744
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
55,738
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
55,453
shares
|
$1.28 Million
0.61% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
55,291
shares
|
$1.27 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
55,028
shares
|
$1.27 Million
0.16% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
54,678
shares
|
$1.26 Million
0.06% of portfolio
|
Q4 2024
Added 1990.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
54,211
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.63%
|