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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
18,125
shares
|
$416,875
0.04% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
18,087
shares
|
$416,001
0.04% of portfolio
|
Q4 2024
Added 198.37%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
18,075
shares
|
$415,725
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
18,051
shares
|
$415,173
0.0% of portfolio
|
Q4 2024
Added 195.1%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
18,010
shares
|
$414,230
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
17,976
shares
|
$413,448
0.19% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
17,927
shares
|
$412,321
0.07% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
17,888
shares
|
$411,424
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
17,868
shares
|
$410,964
0.02% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
17,854
shares
|
$410,642
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
17,850
shares
|
$410,550
0.34% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
17,787
shares
|
$409,101
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
17,640
shares
|
$405,720
0.23% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
17,518
shares
|
$402,914
0.34% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
17,511
shares
|
$402,753
0.11% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
17,506
shares
|
$402,638
0.21% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
17,488
shares
|
$402,224
0.09% of portfolio
|
Q1 2025
Added 64.98%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
17,402
shares
|
$400,246
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
17,400
shares
|
$400,200
0.02% of portfolio
|
Q4 2024
Added 210.16%
|
|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
17,369
shares
|
$399,487
0.29% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
17,355
shares
|
$399,165
0.06% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
17,350
shares
|
$399,050
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
17,322
shares
|
$398,406
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,293
shares
|
$397,739
0.24% of portfolio
|
Q1 2025
Added 30.09%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
17,252
shares
|
$396,796
0.04% of portfolio
|
Q1 2025
Reduced 21.45%
|