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 |
|---|---|---|---|---|---|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,036
shares
|
$1.1 Million
1.07% of portfolio
|
Q1 2025
Reduced 47.16%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
47,816
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,790
shares
|
$1.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
47,622
shares
|
$1.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 32.18%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
47,593
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
47,476
shares
|
$1.09 Million
0.77% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
47,405
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
47,182
shares
|
$1.09 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
47,165
shares
|
$1.08 Million
0.31% of portfolio
|
Q4 2024
Added 201.07%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
46,495
shares
|
$1.07 Million
0.58% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
45,722
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
45,340
shares
|
$1.04 Million
0.59% of portfolio
|
Q4 2024
Added 202.87%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
44,808
shares
|
$1.03 Million
0.54% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
44,780
shares
|
$1.03 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
44,683
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
44,622
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
44,542
shares
|
$1.02 Million
0.66% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
44,248
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
44,221
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 45.69%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
44,173
shares
|
$1.02 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
43,304
shares
|
$995,992
0.04% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
43,273
shares
|
$995,279
0.01% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
43,245
shares
|
$994,635
0.33% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
43,089
shares
|
$991,047
0.38% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
43,053
shares
|
$990,219
0.43% of portfolio
|
Q1 2025
Reduced 0.37%
|