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 |
|---|---|---|---|---|---|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
213,000
shares
|
$4.57 Million
0.44% of portfolio
|
Q4 2024
Added 214.62%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
211,490
shares
|
$4.53 Million
0.38% of portfolio
|
Q4 2024
Added 241.72%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
211,165
shares
|
$4.53 Million
0.03% of portfolio
|
Q4 2024
Added 193.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
209,493
shares
|
$4.49 Million
3.84% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
207,141
shares
|
$4.44 Million
1.63% of portfolio
|
Q4 2024
Added 201.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
205,188
shares
|
$4.4 Million
0.08% of portfolio
|
Q4 2024
Added 270.01%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
205,019
shares
|
$4.4 Million
0.67% of portfolio
|
Q4 2024
Added 195.86%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$4.35 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
202,140
shares
|
$4.33 Million
0.05% of portfolio
|
Q4 2024
Added 166.58%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
199,894
shares
|
$4.29 Million
2.48% of portfolio
|
Q4 2024
Added 221.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
199,472
shares
|
$4.28 Million
0.11% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
198,841
shares
|
$4.26 Million
0.23% of portfolio
|
Q4 2024
Added 197.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
197,989
shares
|
$4.24 Million
0.41% of portfolio
|
Q4 2024
Added 478.8%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
197,174
shares
|
$4.23 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
197,084
shares
|
$4.23 Million
1.17% of portfolio
|
Q4 2024
Added 196.71%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
196,895
shares
|
$4.22 Million
0.14% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
196,398
shares
|
$4.21 Million
3.75% of portfolio
|
Q4 2024
Added 199.66%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
196,170
shares
|
$4.21 Million
0.57% of portfolio
|
Q4 2024
Added 198.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,838
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
188,403
shares
|
$4.04 Million
2.26% of portfolio
|
Q4 2024
Added 191.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
188,365
shares
|
$4.04 Million
0.12% of portfolio
|
Q4 2024
Added 185.82%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
188,039
shares
|
$4.03 Million
3.65% of portfolio
|
Q4 2024
Added 198.95%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
185,394
shares
|
$3.97 Million
0.54% of portfolio
|
Q4 2024
Added 202.53%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
184,671
shares
|
$3.96 Million
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
182,304
shares
|
$3.91 Million
0.05% of portfolio
|
Q4 2024
Added 169.75%
|