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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
315,948
shares
|
$6.77 Million
8.89% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
302,882
shares
|
$6.49 Million
0.79% of portfolio
|
Q3 2023
Added 4.99%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
299,846
shares
|
$6.43 Million
6.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
298,692
shares
|
$6.4 Million
1.09% of portfolio
|
Q4 2024
Added 195.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
297,683
shares
|
$6.38 Million
0.04% of portfolio
|
Q4 2024
Added 57.83%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
294,394
shares
|
$6.31 Million
4.36% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
292,379
shares
|
$6.27 Million
0.1% of portfolio
|
Q4 2024
Added 192.46%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
289,872
shares
|
$6.21 Million
3.59% of portfolio
|
Q4 2024
Added 194.25%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
287,205
shares
|
$6.16 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
286,489
shares
|
$6.14 Million
0.07% of portfolio
|
Q4 2024
Added 314.29%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
285,575
shares
|
$6.12 Million
0.02% of portfolio
|
Q4 2024
Added 250.19%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
283,132
shares
|
$6.07 Million
4.55% of portfolio
|
Q4 2024
Added 200.9%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
282,262
shares
|
$6.05 Million
0.58% of portfolio
|
Q4 2024
Reduced 66.04%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
278,497
shares
|
$5.97 Million
0.0% of portfolio
|
Q4 2024
Added 98.59%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
274,060
shares
|
$5.88 Million
2.27% of portfolio
|
Q4 2024
Added 192.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
272,916
shares
|
$5.85 Million
0.01% of portfolio
|
Q4 2024
Added 213.66%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
272,320
shares
|
$5.84 Million
1.91% of portfolio
|
Q4 2024
Added 199.7%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
270,045
shares
|
$5.79 Million
22.15% of portfolio
|
Q3 2023
Added 3.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
265,993
shares
|
$5.7 Million
0.0% of portfolio
|
Q4 2024
Added 220.69%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
264,258
shares
|
$5.67 Million
2.03% of portfolio
|
Q4 2024
Added 199.04%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
263,498
shares
|
$5.65 Million
0.52% of portfolio
|
Q4 2024
Added 195.34%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
263,048
shares
|
$5.64 Million
0.01% of portfolio
|
Q4 2024
Added 274.57%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
261,246
shares
|
$5.6 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
256,717
shares
|
$5.5 Million
1.99% of portfolio
|
Q4 2024
Added 202.0%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
256,568
shares
|
$5.5 Million
0.37% of portfolio
|
Q4 2024
Added 202.73%
|