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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
372,024
shares
|
$8.56 Million
0.34% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
365,157
shares
|
$8.4 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
362,421
shares
|
$8.34 Million
0.08% of portfolio
|
Q4 2022
Added 75.49%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
361,481
shares
|
$8.31 Million
4.5% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
361,473
shares
|
$8.31 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
360,151
shares
|
$8.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
354,938
shares
|
$8.16 Million
0.0% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
350,568
shares
|
$8.06 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
347,222
shares
|
$7.99 Million
3.86% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
346,950
shares
|
$7.98 Million
2.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
345,938
shares
|
$7.96 Million
0.65% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
345,692
shares
|
$7.95 Million
4.05% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
345,531
shares
|
$7.95 Million
1.49% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
342,943
shares
|
$7.89 Million
0.12% of portfolio
|
Q1 2025
Added 67.14%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
341,969
shares
|
$7.87 Million
0.5% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
341,713
shares
|
$7.86 Million
1.68% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
339,945
shares
|
$7.82 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
332,696
shares
|
$7.65 Million
1.24% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
332,640
shares
|
$7.65 Million
6.46% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
328,884
shares
|
$7.56 Million
1.5% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
326,002
shares
|
$7.5 Million
6.64% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
324,576
shares
|
$7.47 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
321,047
shares
|
$7.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
320,857
shares
|
$7.38 Million
15.9% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
319,145
shares
|
$7.34 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.31%
|