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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
1,338,719
shares
|
$32.5 Million
8.87% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,282,278
shares
|
$31.1 Million
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
1,280,212
shares
|
$31.1 Million
9.18% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
1,261,049
shares
|
$30.6 Million
10.71% of portfolio
|
Q2 2025
Added 60.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,240,017
shares
|
$30.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
1,189,311
shares
|
$28.9 Million
10.55% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,162,978
shares
|
$28.2 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
1,162,731
shares
|
$28.2 Million
4.88% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
1,161,301
shares
|
$28.2 Million
7.81% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,160,310
shares
|
$28.2 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,111,401
shares
|
$27 Million
4.32% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
1,110,715
shares
|
$27 Million
19.49% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,108,983
shares
|
$26.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,097,314
shares
|
$26.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
1,088,248
shares
|
$26.4 Million
7.52% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,084,059
shares
|
$26.3 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,064,622
shares
|
$25.8 Million
9.24% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,064,255
shares
|
$25.8 Million
1.76% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
1,060,433
shares
|
$25.7 Million
19.11% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,052,694
shares
|
$25.6 Million
0.59% of portfolio
|
Q1 2025
Added 1445.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,047,068
shares
|
$25.4 Million
0.01% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,045,997
shares
|
$25.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,040,325
shares
|
$25.3 Million
3.8% of portfolio
|
Q2 2025
Added 71.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,006,158
shares
|
$24.4 Million
0.17% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,003,918
shares
|
$24.4 Million
0.13% of portfolio
|
Q1 2025
Added 97.97%
|