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 |
|---|---|---|---|---|---|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
38,209
shares
|
$901,732
0.61% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
38,010
shares
|
$897,036
0.18% of portfolio
|
Q4 2024
Added 345.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
37,986
shares
|
$896,469
0.28% of portfolio
|
Q3 2024
Added 292.99%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
37,337
shares
|
$881,153
3.6% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
36,921
shares
|
$871,335
0.05% of portfolio
|
Q4 2024
Added 197.06%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
36,677
shares
|
$865,577
0.72% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
36,585
shares
|
$863,406
0.09% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
36,578
shares
|
$863,240
0.11% of portfolio
|
Q4 2023
Reduced 1.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
36,424
shares
|
$859,606
0.01% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
36,323
shares
|
$857,222
0.03% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,273
shares
|
$856,042
0.14% of portfolio
|
Q3 2024
Added 50.36%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
35,700
shares
|
$842,520
1.5% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
35,685
shares
|
$842,166
0.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
35,545
shares
|
$838,862
0.02% of portfolio
|
Q4 2024
Added 188.75%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
35,536
shares
|
$838,649
0.02% of portfolio
|
Q4 2024
Added 201.02%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35,418
shares
|
$835,864
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
35,407
shares
|
$835,605
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
35,331
shares
|
$833,811
0.58% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
35,309
shares
|
$833,292
0.08% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
34,607
shares
|
$816,725
0.01% of portfolio
|
Q2 2023
Added 3.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
34,474
shares
|
$813,586
0.06% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
34,207
shares
|
$807,285
0.25% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
34,196
shares
|
$807,025
0.04% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
33,975
shares
|
$801,810
0.23% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
33,884
shares
|
$799,662
0.06% of portfolio
|
Q4 2024
Added 200.26%
|