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 1,321 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,425
shares
|
$107,439
0.01% of portfolio
|
Q4 2024
Added 6132.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$107,099
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,408
shares
|
$107,026
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,191
shares
|
$101,757
0.0% of portfolio
|
Q1 2025
Reduced 71.17%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
3,996
shares
|
$97,022
0.04% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,807
shares
|
$92,433
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,787
shares
|
$91,948
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,666
shares
|
$89,010
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,530
shares
|
$85,708
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$84,348
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
3,465
shares
|
$84,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$81,702
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
3,286
shares
|
$79,784
0.01% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,255
shares
|
$79,031
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,997
shares
|
$72,767
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
2,895
shares
|
$70,290
0.01% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,703
shares
|
$65,628
0.05% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
2,613
shares
|
$63,443
0.02% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,562
shares
|
$62,205
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$60,214
0.03% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,454
shares
|
$59,583
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,425
shares
|
$58,879
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,415
shares
|
$58,636
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,409
shares
|
$58,490
0.01% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,400
shares
|
$58,272
0.0% of portfolio
|
Q4 2024
New holding
|