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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
627
shares
|
$14,421
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
598
shares
|
$13,754
0.02% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
564
shares
|
$12,972
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
564
shares
|
$12,972
0.0% of portfolio
|
Q1 2025
Added 104.35%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
539
shares
|
$12,397
0.01% of portfolio
|
Q4 2024
Added 1214.63%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
530
shares
|
$12,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
503
shares
|
$11,569
0.0% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
500
shares
|
$11,500
0.0% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
500
shares
|
$11,500
0.0% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
492
shares
|
$11,316
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
486
shares
|
$11,178
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
483
shares
|
$11,109
0.0% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
466
shares
|
$10,718
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
460
shares
|
$10,580
0.01% of portfolio
|
Q2 2022
Reduced 79.02%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
460
shares
|
$10,580
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
450
shares
|
$10,350
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
420
shares
|
$9,660
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
402
shares
|
$9,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
385
shares
|
$8,855
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
384
shares
|
$8,832
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
370
shares
|
$8,510
0.04% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
354
shares
|
$8,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
346
shares
|
$7,958
0.0% of portfolio
|
Q1 2025
Added 188.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
342
shares
|
$7,866
0.01% of portfolio
|
Q4 2022
Reduced 42.71%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
310
shares
|
$7,130
0.0% of portfolio
|
Q1 2025
New holding
|