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 |
|---|---|---|---|---|---|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
23,421
shares
|
$538,683
0.36% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
23,304
shares
|
$535,992
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
23,261
shares
|
$535,003
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23,202
shares
|
$533,646
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
23,061
shares
|
$530,403
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
22,974
shares
|
$528,402
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
22,944
shares
|
$527,712
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
22,939
shares
|
$527,597
0.19% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
22,720
shares
|
$522,560
0.07% of portfolio
|
Q1 2025
Reduced 30.84%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
22,565
shares
|
$518,995
0.12% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,467
shares
|
$516,741
0.01% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
22,439
shares
|
$516,097
0.09% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
22,428
shares
|
$515,844
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
22,314
shares
|
$513,222
0.05% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
22,269
shares
|
$512,187
0.1% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
22,186
shares
|
$510,278
0.21% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$507,150
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
21,926
shares
|
$504,298
0.01% of portfolio
|
Q1 2025
Added 122.49%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$503,378
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
21,725
shares
|
$499,675
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
21,696
shares
|
$499,008
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
21,636
shares
|
$497,628
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
21,615
shares
|
$497,145
0.01% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
21,546
shares
|
$495,558
0.13% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
21,539
shares
|
$495,397
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|