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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
30,247
shares
|
$695,681
0.02% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
30,184
shares
|
$694,232
0.01% of portfolio
|
Q1 2025
Added 47.38%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
30,000
shares
|
$690,000
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
30,000
shares
|
$690,000
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
30,000
shares
|
$690,000
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
29,640
shares
|
$681,720
0.18% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
29,505
shares
|
$678,615
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
29,436
shares
|
$677,028
0.23% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
29,352
shares
|
$675,096
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
29,260
shares
|
$672,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
29,155
shares
|
$670,565
0.41% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
29,109
shares
|
$669,507
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
29,076
shares
|
$668,748
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
28,243
shares
|
$649,589
0.05% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
28,194
shares
|
$648,462
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
28,156
shares
|
$647,588
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
27,738
shares
|
$637,974
0.03% of portfolio
|
Q4 2024
Added 190.88%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
27,608
shares
|
$634,984
0.12% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
27,589
shares
|
$634,547
0.23% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
27,459
shares
|
$631,557
0.12% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
27,393
shares
|
$630,039
0.46% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
27,223
shares
|
$626,129
0.02% of portfolio
|
Q4 2024
Added 270.63%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
27,189
shares
|
$625,347
0.3% of portfolio
|
Q4 2024
Added 66.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,139
shares
|
$624,197
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
27,034
shares
|
$621,782
0.12% of portfolio
|
Q4 2022
Reduced 4.1%
|