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 |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
18,696
shares
|
$441,225
0.88% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,395
shares
|
$434,122
0.03% of portfolio
|
Q2 2020
Added 8.75%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
18,369
shares
|
$433,508
0.02% of portfolio
|
Q4 2024
Added 199.02%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
18,364
shares
|
$433,390
0.21% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
18,363
shares
|
$433,366
0.63% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
18,290
shares
|
$431,644
0.21% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,270
shares
|
$431,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
18,214
shares
|
$429,850
0.03% of portfolio
|
Q4 2024
Added 186.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
18,167
shares
|
$428,741
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
18,163
shares
|
$428,646
0.01% of portfolio
|
Q1 2024
Reduced 14.18%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
18,158
shares
|
$428,528
0.17% of portfolio
|
Q4 2024
Added 201.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
18,090
shares
|
$426,924
0.04% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
18,083
shares
|
$426,758
0.12% of portfolio
|
Q4 2024
Added 195.91%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
18,069
shares
|
$426,428
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
18,008
shares
|
$424,988
0.06% of portfolio
|
Q4 2024
Added 200.73%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
18,000
shares
|
$424,800
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
17,986
shares
|
$424,469
0.28% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
17,917
shares
|
$422,841
0.37% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
17,906
shares
|
$422,581
0.46% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,869
shares
|
$421,708
0.01% of portfolio
|
Q4 2024
Added 282.14%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
17,821
shares
|
$420,575
0.42% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,814
shares
|
$420,410
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
17,677
shares
|
$417,177
0.02% of portfolio
|
Q3 2024
Added 228.87%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
17,672
shares
|
$417,059
0.11% of portfolio
|
Q4 2024
Added 199.02%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
17,519
shares
|
$413,448
0.29% of portfolio
|
Q3 2024
Reduced 11.59%
|