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 1,316 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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,499,944
shares
|
$85 Million
18.51% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,385,610
shares
|
$82.2 Million
0.19% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
3,294,953
shares
|
$80 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,272,279
shares
|
$79.5 Million
1.19% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
3,203,113
shares
|
$77.8 Million
33.7% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
3,194,802
shares
|
$77.6 Million
12.48% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,143,450
shares
|
$76.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,094,524
shares
|
$75.1 Million
2.64% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,909,229
shares
|
$70.6 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,820,110
shares
|
$68.5 Million
0.09% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,814,002
shares
|
$68.3 Million
6.68% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
2,763,501
shares
|
$67.1 Million
11.74% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
2,758,008
shares
|
$67 Million
1.3% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,737,672
shares
|
$66.5 Million
0.74% of portfolio
|
Q1 2025
Added 131.24%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
2,703,208
shares
|
$65.6 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,674,216
shares
|
$64.9 Million
0.02% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
2,625,342
shares
|
$63.7 Million
17.94% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,545,750
shares
|
$61.8 Million
12.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,513,552
shares
|
$61 Million
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,507,408
shares
|
$60.9 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,399,036
shares
|
$58.2 Million
28.04% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
2,340,131
shares
|
$56.8 Million
23.96% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,260,548
shares
|
$54.9 Million
0.1% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,207,208
shares
|
$53.6 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
2,125,048
shares
|
$51.6 Million
4.3% of portfolio
|
Q1 2025
Added 4.28%
|