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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
11,895
shares
|
$273,585
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,860
shares
|
$272,780
0.11% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
11,813
shares
|
$271,699
0.06% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
11,802
shares
|
$271,446
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,746
shares
|
$270,158
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
11,579
shares
|
$266,317
0.23% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,490
shares
|
$264,270
0.01% of portfolio
|
Q1 2022
Added 88.67%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
11,488
shares
|
$264,224
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,485
shares
|
$264,155
0.02% of portfolio
|
Q1 2025
Added 1728.82%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
11,468
shares
|
$263,764
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
11,448
shares
|
$263,304
0.06% of portfolio
|
Q4 2024
Added 165.31%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
11,438
shares
|
$263,074
0.07% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,431
shares
|
$262,913
0.04% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,355
shares
|
$261,165
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,348
shares
|
$261,004
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,226
shares
|
$258,198
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
11,220
shares
|
$258,060
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
11,209
shares
|
$257,807
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,193
shares
|
$257,439
0.01% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
11,185
shares
|
$257,255
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
11,056
shares
|
$254,288
0.08% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
10,753
shares
|
$247,319
0.1% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
10,716
shares
|
$246,468
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
10,686
shares
|
$245,778
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,679
shares
|
$245,617
0.07% of portfolio
|
Q4 2023
Reduced 2.87%
|