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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
33,156
shares
|
$762,588
0.16% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
33,054
shares
|
$760,242
0.12% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
32,915
shares
|
$757,045
0.06% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
32,829
shares
|
$755,067
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
32,594
shares
|
$749,662
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,560
shares
|
$748,880
0.01% of portfolio
|
Q2 2023
Reduced 84.26%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
32,535
shares
|
$748,305
0.27% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
32,324
shares
|
$743,452
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
32,260
shares
|
$741,980
1.85% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
32,201
shares
|
$740,623
0.38% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
32,076
shares
|
$737,748
0.13% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
31,857
shares
|
$732,711
0.05% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
31,722
shares
|
$729,606
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
31,622
shares
|
$727,306
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
31,590
shares
|
$726,570
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
31,374
shares
|
$721,602
0.39% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
31,371
shares
|
$721,533
0.2% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,244
shares
|
$718,612
0.0% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,215
shares
|
$717,945
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
31,132
shares
|
$716,036
0.01% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,082
shares
|
$714,886
0.0% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
30,614
shares
|
$704,122
0.02% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
30,577
shares
|
$703,271
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
30,490
shares
|
$701,270
0.32% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
30,439
shares
|
$700,097
0.18% of portfolio
|
Q1 2025
Added 0.16%
|