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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
13,670
shares
|
$314,410
0.0% of portfolio
|
Q1 2025
Reduced 29.23%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
13,659
shares
|
$314,157
0.02% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
13,561
shares
|
$311,903
0.19% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
13,446
shares
|
$309,258
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
13,435
shares
|
$309,005
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
13,405
shares
|
$308,315
0.13% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
13,341
shares
|
$306,843
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
13,290
shares
|
$305,670
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,269
shares
|
$305,187
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
13,220
shares
|
$304,060
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
13,218
shares
|
$304,014
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,211
shares
|
$303,853
0.01% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
13,148
shares
|
$302,404
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
13,107
shares
|
$301,461
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
13,089
shares
|
$301,047
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
13,059
shares
|
$300,357
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
13,050
shares
|
$300,150
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
13,017
shares
|
$299,391
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
13,007
shares
|
$299,161
0.18% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,973
shares
|
$298,379
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
12,873
shares
|
$296,079
0.03% of portfolio
|
Q1 2025
Added 57.49%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
12,855
shares
|
$295,665
0.09% of portfolio
|
Q4 2024
Added 67.34%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
12,843
shares
|
$295,389
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
12,843
shares
|
$295,389
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
12,798
shares
|
$294,354
0.03% of portfolio
|
Q4 2024
Added 200.0%
|