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 |
|---|---|---|---|---|---|
|
Af Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
26,973
shares
|
$620,379
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
26,944
shares
|
$619,712
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
26,842
shares
|
$617,366
0.23% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
26,680
shares
|
$613,640
0.14% of portfolio
|
Q1 2025
Added 73.42%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
26,471
shares
|
$608,833
0.02% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
26,415
shares
|
$607,545
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
26,154
shares
|
$601,542
0.11% of portfolio
|
Q4 2024
Added 197.0%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
26,153
shares
|
$601,519
0.04% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
26,116
shares
|
$600,668
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
26,088
shares
|
$600,024
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
26,037
shares
|
$598,851
0.31% of portfolio
|
Q4 2024
Added 219.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
26,026
shares
|
$598,598
0.02% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
25,980
shares
|
$597,540
0.26% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
25,935
shares
|
$596,505
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
25,929
shares
|
$596,367
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
25,878
shares
|
$595,194
0.08% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
25,861
shares
|
$594,803
0.04% of portfolio
|
Q1 2025
Added 120.41%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
25,857
shares
|
$594,711
0.33% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
25,826
shares
|
$593,998
0.04% of portfolio
|
Q4 2024
Reduced 45.47%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
25,755
shares
|
$592,365
0.1% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,651
shares
|
$589,973
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
25,573
shares
|
$588,179
0.01% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,483
shares
|
$586,109
0.01% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
25,432
shares
|
$584,936
0.18% of portfolio
|
Q1 2025
Added 73.89%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
25,398
shares
|
$584,154
0.07% of portfolio
|
Q1 2025
Added 10.44%
|