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 |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,008,349
shares
|
$23.8 Million
7.21% of portfolio
|
Q4 2024
Added 212.97%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
977,711
shares
|
$23.1 Million
3.05% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
965,092
shares
|
$22.8 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
948,434
shares
|
$22.4 Million
6.85% of portfolio
|
Q4 2024
Added 183.24%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
935,022
shares
|
$22.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
882,348
shares
|
$20.8 Million
17.45% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
872,239
shares
|
$20.6 Million
12.5% of portfolio
|
Q4 2024
Added 206.4%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
869,954
shares
|
$20.5 Million
10.69% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
868,604
shares
|
$20.5 Million
18.8% of portfolio
|
Q3 2024
Added 196.44%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
843,781
shares
|
$19.9 Million
11.02% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
831,146
shares
|
$19.6 Million
0.56% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
813,733
shares
|
$19.2 Million
5.64% of portfolio
|
Q4 2024
Added 187.4%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
800,226
shares
|
$18.9 Million
6.8% of portfolio
|
Q4 2024
Added 215.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
794,390
shares
|
$18.7 Million
13.43% of portfolio
|
Q4 2024
Added 196.24%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
780,206
shares
|
$18.4 Million
2.3% of portfolio
|
Q4 2024
Added 201.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
778,529
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
765,983
shares
|
$18.1 Million
11.37% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
761,164
shares
|
$18 Million
2.75% of portfolio
|
Q4 2024
Added 196.87%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
752,751
shares
|
$17.8 Million
5.04% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
747,692
shares
|
$17.6 Million
2.05% of portfolio
|
Q4 2024
Added 200.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
694,178
shares
|
$16.4 Million
0.8% of portfolio
|
Q4 2024
Added 325.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
689,530
shares
|
$16.3 Million
12.75% of portfolio
|
Q4 2024
Added 203.03%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
685,428
shares
|
$16.2 Million
5.08% of portfolio
|
Q3 2024
Added 214.29%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
684,684
shares
|
$16.2 Million
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
675,931
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|