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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
12,691
shares
|
$291,893
0.05% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
12,676
shares
|
$291,548
0.19% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
12,630
shares
|
$290,490
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
12,594
shares
|
$289,662
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
12,426
shares
|
$285,798
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
12,415
shares
|
$285,545
0.02% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
12,411
shares
|
$285,453
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
12,408
shares
|
$285,384
0.29% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
12,404
shares
|
$285,292
0.02% of portfolio
|
Q1 2025
Added 154.13%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
12,385
shares
|
$284,855
0.02% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
12,345
shares
|
$283,935
0.01% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
12,324
shares
|
$283,452
0.15% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,312
shares
|
$283,176
0.15% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
12,285
shares
|
$282,555
0.37% of portfolio
|
Q3 2024
Added 168.82%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
12,267
shares
|
$282,141
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
12,244
shares
|
$281,612
0.0% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
12,242
shares
|
$281,566
0.02% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
12,227
shares
|
$281,221
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
12,096
shares
|
$278,208
0.01% of portfolio
|
Q1 2025
Reduced 84.01%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
12,002
shares
|
$276,046
0.03% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
12,002
shares
|
$276,046
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,000
shares
|
$276,000
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,997
shares
|
$275,931
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
11,954
shares
|
$274,942
0.09% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
11,949
shares
|
$274,827
0.11% of portfolio
|
Q1 2025
Added 139.94%
|