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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
9,110
shares
|
$209,530
0.03% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
9,010
shares
|
$207,230
0.04% of portfolio
|
Q4 2024
Added 193.77%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$205,758
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
8,809
shares
|
$202,607
0.04% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,772
shares
|
$201,756
0.08% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,605
shares
|
$197,915
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
May 14, 2025 Q1 2025 |
8,506
shares
|
$195,638
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
8,412
shares
|
$193,476
0.02% of portfolio
|
Q1 2025
Reduced 85.89%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
8,372
shares
|
$192,556
0.0% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,257
shares
|
$189,911
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
8,250
shares
|
$189,750
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$185,564
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$178,181
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$172,385
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,368
shares
|
$169,464
0.0% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$166,750
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$165,577
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,156
shares
|
$164,588
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$164,565
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$162,127
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,005
shares
|
$161,115
0.01% of portfolio
|
Q4 2024
Added 203.25%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
6,997
shares
|
$160,931
0.1% of portfolio
|
Q1 2025
Reduced 90.52%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
6,792
shares
|
$156,216
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,750
shares
|
$155,250
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
6,601
shares
|
$151,823
0.01% of portfolio
|
Q4 2021
New holding
|