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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,332
shares
|
$30,636
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,260
shares
|
$28,980
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,253
shares
|
$28,819
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,220
shares
|
$28,060
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,200
shares
|
$27,600
0.0% of portfolio
|
Q1 2025
Reduced 35.66%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$27,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1,179
shares
|
$27,117
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,164
shares
|
$26,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,161
shares
|
$26,703
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,112
shares
|
$25,576
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,104
shares
|
$25,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,092
shares
|
$25,116
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,092
shares
|
$25,116
0.0% of portfolio
|
Q4 2024
Added 233.94%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,065
shares
|
$24,495
0.0% of portfolio
|
Q4 2023
Added 133.55%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,043
shares
|
$23,989
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,020
shares
|
$23,460
0.0% of portfolio
|
Q4 2024
Added 244.59%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
985
shares
|
$22,655
0.0% of portfolio
|
Q4 2024
Added 200.3%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
963
shares
|
$22,149
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
886
shares
|
$20,378
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
816
shares
|
$18,768
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
750
shares
|
$17,250
0.0% of portfolio
|
Q4 2024
Added 143.51%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
736
shares
|
$16,928
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
716
shares
|
$16,468
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
657
shares
|
$15,111
0.01% of portfolio
|
Q1 2025
Reduced 86.39%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
633
shares
|
$14,559
0.0% of portfolio
|
Q4 2024
Added 200.0%
|