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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,805
shares
|
$340,515
0.01% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
14,730
shares
|
$338,790
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
14,723
shares
|
$338,629
0.15% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
14,625
shares
|
$336,375
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
14,567
shares
|
$335,041
0.09% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
14,526
shares
|
$334,098
0.09% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
14,382
shares
|
$330,786
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
14,369
shares
|
$330,487
0.02% of portfolio
|
Q4 2022
Reduced 8.09%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
14,354
shares
|
$330,142
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
14,275
shares
|
$328,325
0.0% of portfolio
|
Q4 2024
Added 198.45%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,202
shares
|
$326,646
0.01% of portfolio
|
Q4 2024
Added 177.93%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
14,085
shares
|
$323,955
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
14,084
shares
|
$323,932
0.03% of portfolio
|
Q1 2025
Added 37.71%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
14,067
shares
|
$323,541
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
14,050
shares
|
$323,150
0.12% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
14,046
shares
|
$323,058
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
14,042
shares
|
$322,966
0.16% of portfolio
|
Q3 2022
Added 2.83%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
14,031
shares
|
$322,713
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
13,971
shares
|
$321,333
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
13,944
shares
|
$320,712
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
13,929
shares
|
$320,367
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
13,717
shares
|
$315,491
0.07% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
13,700
shares
|
$315,100
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,679
shares
|
$314,617
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
13,671
shares
|
$314,433
0.06% of portfolio
|
Q1 2025
Reduced 0.07%
|