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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
4,482
shares
|
$103,086
0.02% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,425
shares
|
$101,775
0.01% of portfolio
|
Q4 2024
Added 6132.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$101,453
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,408
shares
|
$101,384
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,191
shares
|
$96,393
0.0% of portfolio
|
Q1 2025
Reduced 71.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,807
shares
|
$87,561
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,787
shares
|
$87,101
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
3,656
shares
|
$84,088
0.01% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,530
shares
|
$81,190
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$79,902
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
3,465
shares
|
$79,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$77,395
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
3,286
shares
|
$75,578
0.01% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,255
shares
|
$74,865
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$69,000
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
2,979
shares
|
$68,517
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,703
shares
|
$62,169
0.04% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Hoertkorn Richard Charles
|
Apr 24, 2025 Q1 2025 |
2,700
shares
|
$62,100
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,554
shares
|
$58,742
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,454
shares
|
$56,442
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,425
shares
|
$55,775
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,415
shares
|
$55,545
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,409
shares
|
$55,407
0.01% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,400
shares
|
$55,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
2,390
shares
|
$54,970
0.01% of portfolio
|
Q1 2025
Reduced 12.74%
|