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 |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
1,280,212
shares
|
$29.4 Million
9.18% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,240,017
shares
|
$28.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
1,189,311
shares
|
$27.4 Million
10.55% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
1,172,753
shares
|
$27 Million
1.77% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,171,787
shares
|
$27 Million
2.6% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,162,978
shares
|
$26.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
1,162,731
shares
|
$26.7 Million
4.88% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
1,161,301
shares
|
$26.7 Million
7.81% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,108,983
shares
|
$25.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,103,822
shares
|
$25.4 Million
4.29% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,097,314
shares
|
$25.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
1,090,369
shares
|
$25.1 Million
22.82% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,084,059
shares
|
$24.9 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,064,622
shares
|
$24.5 Million
9.24% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
1,062,691
shares
|
$24.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
1,060,433
shares
|
$24.4 Million
19.11% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
1,053,371
shares
|
$24.2 Million
7.22% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,053,093
shares
|
$24.2 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,052,694
shares
|
$24.2 Million
0.59% of portfolio
|
Q1 2025
Added 1445.92%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
1,050,807
shares
|
$24.2 Million
13.05% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,047,068
shares
|
$24.1 Million
0.01% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
1,011,768
shares
|
$23.3 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,006,158
shares
|
$23.1 Million
0.17% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
1,004,136
shares
|
$23.1 Million
21.28% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,003,918
shares
|
$23.1 Million
0.13% of portfolio
|
Q1 2025
Added 97.97%
|