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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,322
shares
|
$56,378
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,283
shares
|
$55,431
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,059
shares
|
$49,992
0.01% of portfolio
|
Q4 2024
Added 51375.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,045
shares
|
$49,652
0.0% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,030
shares
|
$49,288
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$49,069
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,897
shares
|
$46,059
0.02% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,775
shares
|
$43,097
0.0% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
1,773
shares
|
$43,048
0.03% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$41,640
0.02% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,684
shares
|
$40,887
0.01% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
1,665
shares
|
$40,426
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,621
shares
|
$39,357
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,593
shares
|
$38,678
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,575
shares
|
$38,241
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,557
shares
|
$37,803
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,542
shares
|
$37,439
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,494
shares
|
$36,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,474
shares
|
$35,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,451
shares
|
$35,230
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,446
shares
|
$35,108
0.0% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,429
shares
|
$34,696
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,404
shares
|
$34,089
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,380
shares
|
$33,506
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,351
shares
|
$32,802
0.02% of portfolio
|
Q1 2025
Added 2.58%
|