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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
799,605
shares
|
$19.4 Million
2.63% of portfolio
|
Q4 2024
Added 191.66%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
778,548
shares
|
$18.9 Million
7.83% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
761,862
shares
|
$18.5 Million
2.62% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
760,179
shares
|
$18.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
745,544
shares
|
$18.1 Million
4.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
726,436
shares
|
$17.6 Million
12.47% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
704,368
shares
|
$17.1 Million
2.75% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
688,588
shares
|
$16.7 Million
0.65% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
687,082
shares
|
$16.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
683,898
shares
|
$16.6 Million
3.52% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
671,303
shares
|
$16.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
669,003
shares
|
$16.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
643,967
shares
|
$15.6 Million
0.02% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
639,455
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Added 102.88%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
629,039
shares
|
$15.3 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
624,589
shares
|
$15.2 Million
1.4% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
624,335
shares
|
$15.2 Million
6.82% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
623,390
shares
|
$15.1 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
620,688
shares
|
$15.1 Million
8.36% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
603,525
shares
|
$14.7 Million
6.72% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
595,867
shares
|
$14.5 Million
3.32% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
588,594
shares
|
$14.3 Million
4.8% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
587,930
shares
|
$14.3 Million
0.03% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
587,011
shares
|
$14.3 Million
5.24% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
585,229
shares
|
$14.2 Million
3.61% of portfolio
|
Q1 2025
Reduced 2.01%
|