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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,934
shares
|
$228,482
0.06% of portfolio
|
Q4 2024
Added 202.68%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
9,933
shares
|
$228,459
0.17% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
9,930
shares
|
$228,390
0.05% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
9,904
shares
|
$227,792
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
9,870
shares
|
$227,010
0.15% of portfolio
|
Q4 2024
Added 181.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,831
shares
|
$226,113
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
9,829
shares
|
$226,067
0.03% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,732
shares
|
$223,836
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,689
shares
|
$222,847
0.07% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
9,643
shares
|
$221,789
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
9,642
shares
|
$221,766
0.14% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
9,635
shares
|
$221,605
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
9,613
shares
|
$221,099
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
9,600
shares
|
$220,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$220,179
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
9,568
shares
|
$220,064
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
9,558
shares
|
$219,834
0.12% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Red Spruce Capital, LLC
|
Apr 08, 2025 Q1 2025 |
9,507
shares
|
$218,661
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,364
shares
|
$215,372
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
9,360
shares
|
$215,280
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
9,354
shares
|
$215,142
0.06% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
9,347
shares
|
$214,981
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,336
shares
|
$214,728
0.01% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
9,326
shares
|
$214,498
0.03% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
9,163
shares
|
$210,749
0.19% of portfolio
|
Q1 2025
Added 4.13%
|