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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,002,554
shares
|
$24.3 Million
2.68% of portfolio
|
Q1 2025
Added 28.5%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
997,934
shares
|
$24.2 Million
13.21% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
979,600
shares
|
$23.8 Million
4.84% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
950,892
shares
|
$23.1 Million
14.12% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
936,063
shares
|
$22.7 Million
8.63% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
924,085
shares
|
$22.4 Million
21.71% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
922,238
shares
|
$22.4 Million
2.26% of portfolio
|
Q2 2025
Added 36.64%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
908,303
shares
|
$22.1 Million
6.44% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
898,662
shares
|
$21.8 Million
0.68% of portfolio
|
Q1 2025
Added 59.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
891,997
shares
|
$21.7 Million
0.6% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
890,849
shares
|
$21.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
888,323
shares
|
$21.6 Million
2.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
870,588
shares
|
$21.1 Million
11.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
865,959
shares
|
$21 Million
8.1% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
862,130
shares
|
$20.9 Million
13.83% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
861,580
shares
|
$20.9 Million
7.32% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
860,683
shares
|
$20.9 Million
6.04% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
858,887
shares
|
$20.9 Million
20.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
854,807
shares
|
$20.8 Million
2.95% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
844,089
shares
|
$20.5 Million
0.73% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
836,521
shares
|
$20.3 Million
1.03% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
829,436
shares
|
$20.1 Million
0.02% of portfolio
|
Q1 2025
Added 31.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
827,610
shares
|
$20.1 Million
2.12% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
807,467
shares
|
$19.6 Million
5.47% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
805,334
shares
|
$19.6 Million
1.66% of portfolio
|
Q1 2025
Added 0.53%
|