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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
10,665
shares
|
$245,295
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
10,590
shares
|
$243,570
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,564
shares
|
$242,972
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
10,527
shares
|
$242,121
0.1% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
10,513
shares
|
$241,799
0.06% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,480
shares
|
$241,040
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$240,074
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
10,428
shares
|
$239,844
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
10,354
shares
|
$238,142
0.06% of portfolio
|
Q1 2025
Reduced 73.22%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
10,274
shares
|
$236,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,259
shares
|
$235,957
0.0% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
10,246
shares
|
$235,658
0.06% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
10,230
shares
|
$235,290
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,188
shares
|
$234,324
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
10,185
shares
|
$234,255
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
10,138
shares
|
$233,174
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
10,118
shares
|
$232,714
0.07% of portfolio
|
Q1 2025
Reduced 44.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
10,117
shares
|
$232,691
0.14% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
10,104
shares
|
$232,392
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
10,094
shares
|
$232,162
0.04% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,083
shares
|
$231,909
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
10,053
shares
|
$231,219
0.09% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
10,027
shares
|
$230,621
0.01% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
10,022
shares
|
$230,506
0.15% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
9,941
shares
|
$228,643
0.03% of portfolio
|
Q1 2025
Added 0.09%
|