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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
16,090
shares
|
$390,665
0.03% of portfolio
|
Q1 2025
Reduced 44.89%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
16,007
shares
|
$388,649
0.02% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
16,004
shares
|
$388,577
0.32% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
15,972
shares
|
$387,800
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
15,901
shares
|
$386,076
0.2% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
15,900
shares
|
$386,052
0.04% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
15,828
shares
|
$384,303
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
15,761
shares
|
$382,677
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
|
$382,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
15,700
shares
|
$381,196
0.0% of portfolio
|
Q1 2025
Reduced 96.03%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
15,693
shares
|
$381,026
0.15% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,691
shares
|
$380,977
0.13% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
15,585
shares
|
$378,403
0.14% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
15,549
shares
|
$377,529
0.03% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
15,521
shares
|
$376,849
0.98% of portfolio
|
Q2 2025
Reduced 89.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,506
shares
|
$376,485
0.0% of portfolio
|
Q1 2025
Added 33.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,463
shares
|
$375,441
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
15,423
shares
|
$374,470
0.25% of portfolio
|
Q1 2025
Added 200.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
15,357
shares
|
$372,867
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
15,324
shares
|
$372,066
0.09% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
15,231
shares
|
$369,808
0.25% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,223
shares
|
$369,614
0.2% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,189
shares
|
$368,788
0.11% of portfolio
|
Q4 2024
Added 173.87%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,172
shares
|
$368,376
0.35% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
15,143
shares
|
$367,672
0.09% of portfolio
|
Q1 2025
Reduced 1.06%
|