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 |
|---|---|---|---|---|---|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
17,248
shares
|
$396,704
0.89% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
17,240
shares
|
$396,520
0.03% of portfolio
|
Q4 2024
Added 374.28%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$396,244
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,200
shares
|
$395,600
0.01% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,060
shares
|
$392,380
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
17,012
shares
|
$391,276
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
17,010
shares
|
$391,230
0.09% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
16,990
shares
|
$390,770
0.01% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
16,950
shares
|
$389,850
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
16,736
shares
|
$384,928
0.3% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
16,602
shares
|
$381,846
0.14% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Jacobs & CO
|
Apr 02, 2025 Q1 2025 |
16,592
shares
|
$381,616
0.04% of portfolio
|
Q4 2024
Added 193.82%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
16,556
shares
|
$380,788
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$380,765
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
16,476
shares
|
$378,948
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
16,243
shares
|
$373,589
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
16,211
shares
|
$372,853
0.15% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,155
shares
|
$371,565
0.0% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
16,090
shares
|
$370,070
0.03% of portfolio
|
Q1 2025
Reduced 44.89%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
16,007
shares
|
$368,161
0.02% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
15,972
shares
|
$367,356
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
15,901
shares
|
$365,723
0.2% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
15,828
shares
|
$364,044
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
15,761
shares
|
$362,503
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,743
shares
|
$362,089
0.01% of portfolio
|
Q1 2025
New holding
|