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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,535,730
shares
|
$36.2 Million
16.76% of portfolio
|
Q4 2024
Added 207.99%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,476,379
shares
|
$34.8 Million
3.67% of portfolio
|
Q4 2024
Added 269.99%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1,470,532
shares
|
$34.7 Million
2.23% of portfolio
|
Q4 2024
Added 209.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,405,810
shares
|
$33.2 Million
0.2% of portfolio
|
Q3 2024
Added 193.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,400,052
shares
|
$33 Million
0.13% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,320,363
shares
|
$31.2 Million
26.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
1,237,328
shares
|
$29.2 Million
9.21% of portfolio
|
Q4 2024
Added 212.11%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
1,235,645
shares
|
$29.2 Million
21.03% of portfolio
|
Q3 2024
Added 195.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,232,037
shares
|
$29.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,161,779
shares
|
$27.4 Million
2.69% of portfolio
|
Q4 2024
Added 203.7%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
1,158,603
shares
|
$27.3 Million
17.79% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
1,153,135
shares
|
$27.2 Million
27.28% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,141,005
shares
|
$26.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
1,120,325
shares
|
$26.4 Million
8.18% of portfolio
|
Q4 2024
Added 195.44%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,107,041
shares
|
$26.1 Million
1.89% of portfolio
|
Q4 2024
Added 195.53%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,084,336
shares
|
$25.6 Million
1.41% of portfolio
|
Q4 2024
Added 376.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,079,436
shares
|
$25.5 Million
0.36% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,068,306
shares
|
$25.2 Million
4.35% of portfolio
|
Q4 2024
Added 185.17%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
1,058,243
shares
|
$25 Million
15.34% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,052,135
shares
|
$24.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
1,032,598
shares
|
$24.4 Million
29.8% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,025,285
shares
|
$24.2 Million
0.89% of portfolio
|
Q4 2024
Added 195.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,024,048
shares
|
$24.2 Million
2.67% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,018,829
shares
|
$24 Million
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
1,010,660
shares
|
$23.9 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.43%
|