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 1,326 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
66
shares
|
$1,602
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
60
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
60
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
54
shares
|
$1,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
54
shares
|
$1,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
54
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
37
shares
|
$898
1.34% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$728
0.0% of portfolio
|
Q1 2025
Reduced 78.72%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30
shares
|
$728
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
22
shares
|
$534
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
20
shares
|
$485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
15
shares
|
$364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
9
shares
|
$218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2
shares
|
$48
0.0% of portfolio
|
Q4 2024
Reduced 98.08%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$24
0.01% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|