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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
19,427
shares
|
$446,821
0.05% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
19,331
shares
|
$444,613
0.09% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
19,325
shares
|
$444,475
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
19,279
shares
|
$443,417
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,188
shares
|
$441,324
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$439,576
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
18,999
shares
|
$436,977
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
18,963
shares
|
$436,149
0.06% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
18,955
shares
|
$435,965
0.04% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,853
shares
|
$433,619
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,846
shares
|
$433,458
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
18,840
shares
|
$433,320
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
18,811
shares
|
$432,653
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,809
shares
|
$432,607
0.01% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
18,667
shares
|
$429,341
0.18% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,661
shares
|
$429,203
0.01% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
18,652
shares
|
$428,996
0.06% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
18,553
shares
|
$426,719
0.03% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
18,534
shares
|
$426,282
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,395
shares
|
$423,085
0.03% of portfolio
|
Q2 2020
Added 8.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
18,385
shares
|
$422,855
0.26% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
18,354
shares
|
$422,142
0.24% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
18,328
shares
|
$421,544
0.06% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
18,290
shares
|
$420,670
0.21% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
18,282
shares
|
$420,486
0.04% of portfolio
|
Q1 2025
Added 14.98%
|