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 1,270 institutions that hold shares in the stock, with a total of 481 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
15,068
shares
|
$323,057
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
15,000
shares
|
$321,600
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
14,954
shares
|
$320,613
0.06% of portfolio
|
Q4 2024
Added 103.18%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
14,929
shares
|
$320,077
0.22% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,876
shares
|
$318,941
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
14,824
shares
|
$317,826
0.06% of portfolio
|
Q4 2024
Added 254.13%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
14,808
shares
|
$317,483
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,730
shares
|
$315,811
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
14,685
shares
|
$314,846
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
14,625
shares
|
$313,560
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
14,625
shares
|
$313,560
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
14,538
shares
|
$311,694
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
14,474
shares
|
$310,322
0.05% of portfolio
|
Q4 2024
Added 299.06%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
14,382
shares
|
$308,350
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
14,369
shares
|
$308,071
0.02% of portfolio
|
Q4 2022
Reduced 8.09%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
14,366
shares
|
$308,007
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
14,354
shares
|
$307,749
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
14,323
shares
|
$307,085
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
14,288
shares
|
$306,334
0.3% of portfolio
|
Q4 2024
Added 225.47%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
14,275
shares
|
$306,056
0.0% of portfolio
|
Q4 2024
Added 198.45%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
14,202
shares
|
$304,490
0.01% of portfolio
|
Q4 2024
Added 177.93%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
14,085
shares
|
$301,982
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
14,067
shares
|
$301,596
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
14,046
shares
|
$301,146
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
14,042
shares
|
$301,060
0.16% of portfolio
|
Q3 2022
Added 2.83%
|