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 1,326 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
17,402
shares
|
$422,520
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
17,400
shares
|
$422,472
0.02% of portfolio
|
Q4 2024
Added 210.16%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
17,399
shares
|
$422,447
0.06% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
17,350
shares
|
$421,258
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
17,322
shares
|
$420,578
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,293
shares
|
$419,874
0.24% of portfolio
|
Q1 2025
Added 30.09%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
17,252
shares
|
$418,878
0.04% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
17,248
shares
|
$418,781
0.89% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$418,295
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
17,066
shares
|
$414,362
0.25% of portfolio
|
Q2 2025
Added 70.29%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,060
shares
|
$414,216
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
17,012
shares
|
$413,051
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
17,000
shares
|
$412,760
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
16,964
shares
|
$411,885
0.03% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
16,950
shares
|
$411,546
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
16,736
shares
|
$406,350
0.3% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
16,673
shares
|
$404,820
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
16,602
shares
|
$403,096
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
16,602
shares
|
$403,096
0.14% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
16,592
shares
|
$402,853
0.04% of portfolio
|
Q4 2024
Added 193.82%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$401,955
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
16,476
shares
|
$400,037
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
16,398
shares
|
$398,143
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
16,260
shares
|
$394,792
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,155
shares
|
$392,243
0.0% of portfolio
|
Q1 2025
Added 22.81%
|