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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,981
shares
|
$329,951
0.01% of portfolio
|
Q4 2024
Added 267.53%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
13,971
shares
|
$329,715
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
13,906
shares
|
$328,181
0.0% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
13,805
shares
|
$325,798
0.4% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,679
shares
|
$322,824
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
13,457
shares
|
$317,585
0.51% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
13,341
shares
|
$314,847
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
13,335
shares
|
$314,706
0.17% of portfolio
|
Q4 2024
Added 184.75%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,294
shares
|
$313,738
0.17% of portfolio
|
Q4 2024
Added 211.04%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
13,290
shares
|
$313,644
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,269
shares
|
$313,148
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
13,227
shares
|
$312,157
0.02% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
13,218
shares
|
$311,944
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
13,176
shares
|
$310,953
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,157
shares
|
$310,505
0.34% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
13,148
shares
|
$310,292
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
13,089
shares
|
$308,900
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,028
shares
|
$307,460
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
13,007
shares
|
$306,965
0.18% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
13,000
shares
|
$306,800
0.12% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$306,800
0.05% of portfolio
|
Q1 2024
Reduced 13.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,973
shares
|
$306,162
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
12,958
shares
|
$305,808
0.22% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
12,923
shares
|
$304,982
0.03% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
12,919
shares
|
$304,888
0.54% of portfolio
|
Q3 2024
Reduced 1.99%
|