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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
15,700
shares
|
$361,100
0.0% of portfolio
|
Q1 2025
Reduced 96.03%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
15,693
shares
|
$360,939
0.15% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
15,680
shares
|
$360,640
0.12% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
15,639
shares
|
$359,697
0.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
15,585
shares
|
$358,455
0.14% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,506
shares
|
$356,638
0.0% of portfolio
|
Q1 2025
Added 33.26%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
15,423
shares
|
$354,729
0.25% of portfolio
|
Q1 2025
Added 200.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
15,357
shares
|
$353,211
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
15,270
shares
|
$351,210
0.24% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
15,231
shares
|
$350,313
0.25% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
15,223
shares
|
$350,129
0.2% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,189
shares
|
$349,347
0.11% of portfolio
|
Q4 2024
Added 173.87%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,172
shares
|
$348,956
0.35% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
15,143
shares
|
$348,289
0.09% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
15,120
shares
|
$347,760
0.2% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
15,068
shares
|
$346,564
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
15,009
shares
|
$345,207
0.02% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
15,000
shares
|
$345,000
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
14,962
shares
|
$344,126
0.02% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
14,929
shares
|
$343,367
0.19% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,876
shares
|
$342,148
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
14,837
shares
|
$341,251
0.3% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
14,832
shares
|
$341,136
0.01% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
14,827
shares
|
$341,021
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
14,820
shares
|
$340,860
0.04% of portfolio
|
Q1 2025
New holding
|