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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,002,554
shares
|
$23.1 Million
2.68% of portfolio
|
Q1 2025
Added 28.5%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
986,961
shares
|
$22.7 Million
4.89% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
950,892
shares
|
$21.9 Million
14.12% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
946,272
shares
|
$21.8 Million
8.7% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
934,523
shares
|
$21.5 Million
0.82% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
908,303
shares
|
$20.9 Million
6.44% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
898,662
shares
|
$20.7 Million
0.68% of portfolio
|
Q1 2025
Added 59.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
891,997
shares
|
$20.5 Million
0.6% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
890,849
shares
|
$20.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
888,323
shares
|
$20.4 Million
2.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
867,066
shares
|
$19.9 Million
11.09% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
861,580
shares
|
$19.8 Million
7.32% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
860,683
shares
|
$19.8 Million
6.04% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
858,515
shares
|
$19.7 Million
13.63% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
854,807
shares
|
$19.7 Million
2.95% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
842,573
shares
|
$19.4 Million
20.03% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
836,521
shares
|
$19.2 Million
1.03% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
830,191
shares
|
$19.1 Million
7.56% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
829,436
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Added 31.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
827,610
shares
|
$19 Million
2.12% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
807,467
shares
|
$18.6 Million
5.47% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
805,334
shares
|
$18.5 Million
1.66% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
799,605
shares
|
$18.4 Million
2.63% of portfolio
|
Q4 2024
Added 191.66%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
785,979
shares
|
$18.1 Million
6.63% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
778,548
shares
|
$17.9 Million
7.83% of portfolio
|
Q1 2025
Reduced 0.38%
|