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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
21,454
shares
|
$493,442
0.11% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
21,432
shares
|
$492,936
0.29% of portfolio
|
Q1 2025
Added 57.92%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
21,415
shares
|
$492,545
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
21,398
shares
|
$492,154
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
21,347
shares
|
$490,981
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
21,234
shares
|
$488,382
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
21,213
shares
|
$487,899
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
21,114
shares
|
$485,622
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
21,006
shares
|
$483,138
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
20,989
shares
|
$482,747
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
20,741
shares
|
$477,043
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20,726
shares
|
$476,698
0.06% of portfolio
|
Q1 2025
Added 170.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
20,545
shares
|
$472,535
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
20,484
shares
|
$471,132
0.42% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
20,402
shares
|
$469,246
0.22% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$466,992
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
20,186
shares
|
$464,278
0.77% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
19,830
shares
|
$456,090
0.18% of portfolio
|
Q4 2024
Added 199.55%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
19,824
shares
|
$455,952
0.43% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
19,785
shares
|
$455,055
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$454,365
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
19,695
shares
|
$452,985
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,578
shares
|
$450,294
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
19,543
shares
|
$449,489
0.06% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
19,506
shares
|
$448,638
0.01% of portfolio
|
Q1 2025
Reduced 2.46%
|