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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
474,324
shares
|
$11.5 Million
0.37% of portfolio
|
Q4 2024
Added 177.31%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
472,490
shares
|
$11.5 Million
0.66% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
472,306
shares
|
$11.5 Million
3.46% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
456,823
shares
|
$11.1 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
453,641
shares
|
$11 Million
4.08% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
451,216
shares
|
$11 Million
2.79% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
450,000
shares
|
$10.9 Million
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
448,360
shares
|
$10.9 Million
0.06% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
440,486
shares
|
$10.7 Million
1.23% of portfolio
|
Q1 2025
Reduced 19.71%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
439,001
shares
|
$10.7 Million
2.86% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
437,361
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
429,129
shares
|
$10.4 Million
2.08% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
423,629
shares
|
$10.3 Million
6.49% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
416,570
shares
|
$10.1 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
416,347
shares
|
$10.1 Million
2.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
413,848
shares
|
$10 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
411,881
shares
|
$10 Million
0.05% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
411,649
shares
|
$9.99 Million
2.32% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
411,649
shares
|
$9.99 Million
1.65% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
410,381
shares
|
$9.96 Million
4.77% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
410,055
shares
|
$9.96 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
403,741
shares
|
$9.8 Million
0.03% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
396,791
shares
|
$9.63 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
387,800
shares
|
$9.42 Million
7.76% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
380,186
shares
|
$9.23 Million
0.11% of portfolio
|
Q1 2025
Added 4.63%
|