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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
35,694
shares
|
$820,962
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
35,640
shares
|
$819,720
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
35,545
shares
|
$817,535
0.02% of portfolio
|
Q4 2024
Added 188.75%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
35,450
shares
|
$815,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
35,401
shares
|
$814,223
0.15% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
35,312
shares
|
$812,176
0.06% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
35,229
shares
|
$810,267
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
35,182
shares
|
$809,186
0.76% of portfolio
|
Q4 2024
Added 173.68%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
35,114
shares
|
$807,622
0.51% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
35,022
shares
|
$805,506
0.85% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
34,838
shares
|
$801,274
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
34,607
shares
|
$795,961
0.01% of portfolio
|
Q2 2023
Added 3.76%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
34,470
shares
|
$792,810
0.37% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
34,453
shares
|
$792,419
0.11% of portfolio
|
Q4 2024
Added 219.42%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
34,187
shares
|
$786,301
0.43% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
34,163
shares
|
$785,749
0.3% of portfolio
|
Q1 2025
Added 7017.29%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
34,127
shares
|
$784,921
0.56% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
34,097
shares
|
$784,231
0.19% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
34,071
shares
|
$783,633
0.22% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
33,983
shares
|
$781,609
0.19% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
33,687
shares
|
$774,801
0.17% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
33,423
shares
|
$768,729
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
33,361
shares
|
$767,303
0.46% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
33,325
shares
|
$766,475
0.01% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
33,324
shares
|
$766,452
0.34% of portfolio
|
Q1 2025
Added 7.37%
|