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 |
|---|---|---|---|---|---|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
53,989
shares
|
$1.24 Million
0.43% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
53,964
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
53,813
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
53,442
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
52,615
shares
|
$1.21 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
52,473
shares
|
$1.21 Million
0.57% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
52,261
shares
|
$1.2 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
51,815
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
51,784
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
51,642
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
51,495
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
51,453
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
51,437
shares
|
$1.18 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
51,372
shares
|
$1.18 Million
1.97% of portfolio
|
Q2 2024
Added 22.54%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
51,118
shares
|
$1.18 Million
0.17% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
51,025
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
50,817
shares
|
$1.17 Million
3.95% of portfolio
|
Q3 2022
Reduced 51.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
50,408
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 269.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50,261
shares
|
$1.16 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
50,025
shares
|
$1.15 Million
0.16% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
49,752
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
49,745
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
49,561
shares
|
$1.14 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
48,711
shares
|
$1.12 Million
0.49% of portfolio
|
Q1 2025
Added 91.14%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
48,230
shares
|
$1.11 Million
0.79% of portfolio
|
Q1 2025
Added 0.28%
|