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 1,190 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
89,218
shares
|
$2.11 Million
0.48% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
88,594
shares
|
$2.09 Million
0.21% of portfolio
|
Q4 2024
Added 199.74%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
87,936
shares
|
$2.08 Million
0.44% of portfolio
|
Q4 2024
Added 219.33%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
87,082
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
87,009
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
86,873
shares
|
$2.05 Million
1.28% of portfolio
|
Q4 2024
Added 219.44%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
86,855
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
86,699
shares
|
$2.05 Million
4.24% of portfolio
|
Q4 2023
Reduced 4.22%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
85,122
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2024
Added 186.2%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
85,007
shares
|
$2.01 Million
2.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
84,751
shares
|
$2 Million
0.36% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
84,340
shares
|
$1.99 Million
0.39% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
84,125
shares
|
$1.99 Million
0.35% of portfolio
|
Q4 2024
Added 214.72%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
84,046
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
83,452
shares
|
$1.97 Million
2.87% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
82,945
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
82,721
shares
|
$1.95 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
82,415
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
81,939
shares
|
$1.93 Million
0.45% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
81,792
shares
|
$1.93 Million
0.87% of portfolio
|
Q4 2024
Added 152.68%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
81,549
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
80,785
shares
|
$1.91 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
80,684
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Added 219.9%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
80,588
shares
|
$1.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
80,584
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2024
Added 11.66%
|