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 1,263 institutions that hold shares in the stock, with a total of 422 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
531,432
shares
|
$12 Million
2.27% of portfolio
|
Q4 2024
Added 177.46%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
530,657
shares
|
$11.9 Million
0.22% of portfolio
|
Q4 2024
Added 183.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
530,154
shares
|
$11.9 Million
0.1% of portfolio
|
Q4 2024
Added 200.78%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
528,358
shares
|
$11.9 Million
0.43% of portfolio
|
Q4 2024
Added 186.34%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
524,870
shares
|
$11.8 Million
2.45% of portfolio
|
Q4 2024
Added 199.06%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
522,931
shares
|
$11.8 Million
7.43% of portfolio
|
Q4 2024
Added 748.86%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
522,929
shares
|
$11.8 Million
6.0% of portfolio
|
Q4 2024
Added 289.14%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
516,820
shares
|
$11.6 Million
0.57% of portfolio
|
Q4 2024
Added 213.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
514,526
shares
|
$11.6 Million
4.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,321
shares
|
$11.5 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
507,103
shares
|
$11.4 Million
0.12% of portfolio
|
Q4 2024
Added 197.87%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
505,354
shares
|
$11.4 Million
0.57% of portfolio
|
Q4 2024
Added 206.4%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
499,527
shares
|
$11.2 Million
3.29% of portfolio
|
Q4 2024
Added 214.07%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
493,415
shares
|
$11.1 Million
8.75% of portfolio
|
Q4 2024
Added 204.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
491,650
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Added 224.98%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
480,549
shares
|
$10.8 Million
0.38% of portfolio
|
Q4 2024
Added 219.88%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
480,372
shares
|
$10.8 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
479,748
shares
|
$10.8 Million
5.88% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
479,205
shares
|
$10.8 Million
3.58% of portfolio
|
Q4 2024
Added 197.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
474,324
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Added 177.31%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
465,225
shares
|
$10.5 Million
3.6% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
459,902
shares
|
$10.3 Million
3.55% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
459,209
shares
|
$10.3 Million
4.23% of portfolio
|
Q4 2024
Added 197.85%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
458,028
shares
|
$10.3 Million
2.18% of portfolio
|
Q4 2024
Added 182.4%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
454,278
shares
|
$10.2 Million
0.65% of portfolio
|
Q4 2024
Added 204.69%
|