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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
79,373
shares
|
$1.87 Million
0.59% of portfolio
|
Q4 2024
Added 205.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
79,289
shares
|
$1.87 Million
0.37% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
78,670
shares
|
$1.86 Million
1.75% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
77,850
shares
|
$1.84 Million
1.42% of portfolio
|
Q4 2024
Added 199.42%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
77,621
shares
|
$1.83 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
77,300
shares
|
$1.82 Million
0.26% of portfolio
|
Q4 2024
Added 195.4%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
77,007
shares
|
$1.82 Million
3.74% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
76,073
shares
|
$1.8 Million
3.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
75,977
shares
|
$1.79 Million
3.46% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
75,827
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
75,717
shares
|
$1.79 Million
0.53% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
75,654
shares
|
$1.79 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
75,235
shares
|
$1.78 Million
1.59% of portfolio
|
Q3 2024
Reduced 98.4%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
75,177
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Added 189.79%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
74,244
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Added 184.99%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
73,772
shares
|
$1.74 Million
1.09% of portfolio
|
Q4 2024
Added 3120.08%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
73,734
shares
|
$1.74 Million
0.68% of portfolio
|
Q4 2024
Added 194.61%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
73,043
shares
|
$1.72 Million
1.25% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,023
shares
|
$1.72 Million
1.43% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
72,301
shares
|
$1.71 Million
0.31% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
71,877
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
71,776
shares
|
$1.69 Million
1.33% of portfolio
|
Q1 2023
Added 17.62%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
71,485
shares
|
$1.69 Million
0.81% of portfolio
|
Q3 2024
Added 216.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
71,370
shares
|
$1.68 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,019
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.34%
|