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 1,271 institutions that hold shares in the stock, with a total of 485 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
719,192
shares
|
$15.4 Million
2.77% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
709,865
shares
|
$15.2 Million
4.27% of portfolio
|
Q4 2024
Added 194.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
707,094
shares
|
$15.2 Million
0.39% of portfolio
|
Q4 2024
Added 166.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
706,947
shares
|
$15.2 Million
0.02% of portfolio
|
Q4 2024
Added 169.06%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
697,327
shares
|
$15 Million
2.74% of portfolio
|
Q4 2024
Added 65.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
694,178
shares
|
$14.9 Million
0.8% of portfolio
|
Q4 2024
Added 325.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
689,530
shares
|
$14.8 Million
12.75% of portfolio
|
Q4 2024
Added 203.03%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
659,273
shares
|
$14.1 Million
7.19% of portfolio
|
Q4 2024
Added 192.38%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
650,287
shares
|
$13.9 Million
1.54% of portfolio
|
Q4 2024
Added 190.41%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
640,132
shares
|
$13.7 Million
1.83% of portfolio
|
Q4 2024
Added 189.69%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
634,796
shares
|
$13.6 Million
0.84% of portfolio
|
Q4 2024
Added 162.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
632,591
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2024
Added 201.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
628,086
shares
|
$13.5 Million
2.85% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
624,350
shares
|
$13.4 Million
8.05% of portfolio
|
Q4 2024
Added 205.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
597,221
shares
|
$12.8 Million
3.76% of portfolio
|
Q4 2024
Added 214.94%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
595,286
shares
|
$12.8 Million
5.32% of portfolio
|
Q4 2024
Added 193.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
593,826
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Added 209.28%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
575,733
shares
|
$12.3 Million
3.23% of portfolio
|
Q4 2024
Added 185.49%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
574,448
shares
|
$12.3 Million
2.17% of portfolio
|
Q4 2024
Added 155.69%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
570,897
shares
|
$12.2 Million
5.13% of portfolio
|
Q4 2024
Added 204.5%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
569,445
shares
|
$12.2 Million
3.22% of portfolio
|
Q4 2024
Added 198.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
564,830
shares
|
$12.1 Million
0.46% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
560,605
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Added 227.54%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
548,603
shares
|
$11.8 Million
1.81% of portfolio
|
Q4 2024
Added 158.32%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
540,867
shares
|
$11.6 Million
4.99% of portfolio
|
Q1 2025
Reduced 2.68%
|