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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,250
shares
|
$143,750
0.09% of portfolio
|
Q2 2023
Reduced 29.65%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
6,180
shares
|
$142,140
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,075
shares
|
$139,725
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
6,000
shares
|
$138,000
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,998
shares
|
$137,954
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,822
shares
|
$133,906
0.0% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,770
shares
|
$132,710
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,664
shares
|
$130,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,656
shares
|
$130,088
0.03% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,601
shares
|
$128,823
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
5,579
shares
|
$128,317
0.02% of portfolio
|
Q4 2024
Added 366.47%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
5,499
shares
|
$126,477
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,438
shares
|
$125,074
0.02% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,425
shares
|
$124,775
0.06% of portfolio
|
Q4 2020
Reduced 49.99%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
5,310
shares
|
$122,130
0.03% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,175
shares
|
$119,025
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,162
shares
|
$118,726
0.06% of portfolio
|
Q1 2022
Added 90.48%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,107
shares
|
$117,461
0.19% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
5,023
shares
|
$115,529
0.01% of portfolio
|
Q1 2025
Added 85.21%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
5,017
shares
|
$115,391
0.01% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,990
shares
|
$114,770
0.0% of portfolio
|
Q1 2025
Added 82.78%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,912
shares
|
$112,976
0.11% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
4,800
shares
|
$110,400
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$107,111
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$103,730
0.08% of portfolio
|
Q4 2022
New holding
|