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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,322
shares
|
$53,406
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,283
shares
|
$52,509
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
2,103
shares
|
$48,369
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,059
shares
|
$47,357
0.01% of portfolio
|
Q4 2024
Added 51375.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,045
shares
|
$47,035
0.0% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,030
shares
|
$46,690
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$46,483
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,897
shares
|
$43,631
0.02% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,775
shares
|
$40,825
0.0% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
1,773
shares
|
$40,779
0.03% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$39,445
0.02% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,684
shares
|
$38,732
0.01% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
1,665
shares
|
$38,295
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,621
shares
|
$37,283
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,593
shares
|
$36,639
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,570
shares
|
$36,110
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,557
shares
|
$35,811
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,542
shares
|
$35,466
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,494
shares
|
$34,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,474
shares
|
$33,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,451
shares
|
$33,373
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,429
shares
|
$32,867
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$32,200
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,380
shares
|
$31,740
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,351
shares
|
$31,073
0.02% of portfolio
|
Q1 2025
Added 2.58%
|