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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
216
shares
|
$5,244
0.0% of portfolio
|
Q4 2024
Added 332.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
204
shares
|
$4,953
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
202
shares
|
$4,904
0.0% of portfolio
|
Q4 2024
Added 201.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
198
shares
|
$4,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
187
shares
|
$4,540
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
180
shares
|
$4,370
0.0% of portfolio
|
Q1 2025
Added 17900.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
180
shares
|
$4,370
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
180
shares
|
$4,370
0.0% of portfolio
|
Q4 2024
Added 339.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
157
shares
|
$3,811
0.0% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
156
shares
|
$3,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
132
shares
|
$3,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
128
shares
|
$3,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
126
shares
|
$3,059
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
122
shares
|
$2,962
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
120
shares
|
$2,913
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
116
shares
|
$2,816
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
84
shares
|
$2,039
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
66
shares
|
$1,602
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
60
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
60
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
54
shares
|
$1,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
54
shares
|
$1,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
54
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
37
shares
|
$898
1.34% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$728
0.0% of portfolio
|
Q1 2025
Reduced 78.72%
|