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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
25,321
shares
|
$582,383
0.29% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
25,261
shares
|
$581,003
0.17% of portfolio
|
Q4 2024
Added 181.27%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
25,234
shares
|
$580,382
0.05% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
25,203
shares
|
$579,669
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
25,089
shares
|
$577,047
0.15% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
24,783
shares
|
$570,009
0.18% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
24,774
shares
|
$569,802
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
24,592
shares
|
$565,616
0.11% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
24,434
shares
|
$561,982
0.1% of portfolio
|
Q1 2025
Reduced 47.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
24,351
shares
|
$560,073
0.01% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
24,275
shares
|
$558,325
0.08% of portfolio
|
Q4 2024
Added 184.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
24,189
shares
|
$556,347
0.03% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
24,181
shares
|
$556,163
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
24,156
shares
|
$555,588
0.44% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
24,137
shares
|
$555,151
0.09% of portfolio
|
Q4 2024
Added 199.88%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
24,060
shares
|
$553,380
0.04% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
24,019
shares
|
$552,437
0.14% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
23,958
shares
|
$551,034
0.09% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,881
shares
|
$549,263
0.04% of portfolio
|
Q1 2025
Added 103730.43%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
23,868
shares
|
$548,964
0.05% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
23,844
shares
|
$548,412
0.27% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
23,844
shares
|
$548,412
0.17% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
23,592
shares
|
$542,616
0.37% of portfolio
|
Q4 2024
Added 193.03%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
23,543
shares
|
$541,489
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
23,494
shares
|
$540,362
0.29% of portfolio
|
Q1 2025
Added 0.07%
|