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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,100,193
shares
|
$51 Million
0.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,047,607
shares
|
$49.7 Million
0.49% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,008,516
shares
|
$48.8 Million
0.22% of portfolio
|
Q1 2025
Added 1806.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,007,238
shares
|
$48.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,999,875
shares
|
$48.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
1,997,828
shares
|
$48.5 Million
11.04% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,921,770
shares
|
$46.7 Million
0.31% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
1,869,318
shares
|
$45.4 Million
4.36% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,863,787
shares
|
$45.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,858,469
shares
|
$45.1 Million
4.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,778,153
shares
|
$43.2 Million
2.52% of portfolio
|
Q1 2025
Reduced 69.22%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
1,683,587
shares
|
$40.9 Million
2.67% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,676,355
shares
|
$40.7 Million
16.59% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,609,493
shares
|
$39.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
1,560,616
shares
|
$37.9 Million
19.56% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,559,190
shares
|
$37.9 Million
13.37% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,549,572
shares
|
$37.6 Million
0.01% of portfolio
|
Q1 2025
Added 50.36%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,529,675
shares
|
$37.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
1,515,479
shares
|
$36.8 Million
2.42% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,495,896
shares
|
$36.3 Million
4.02% of portfolio
|
Q4 2024
Added 169.12%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,490,806
shares
|
$36.2 Million
16.53% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,453,211
shares
|
$35.3 Million
0.18% of portfolio
|
Q1 2025
Added 63.69%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,432,582
shares
|
$34.8 Million
3.71% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,411,628
shares
|
$34.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,374,564
shares
|
$33.4 Million
2.16% of portfolio
|
Q2 2025
Added 17.21%
|