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 |
|---|---|---|---|---|---|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
12,867
shares
|
$303,661
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,855
shares
|
$303,378
0.62% of portfolio
|
Q1 2024
Reduced 58.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$298,823
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,583
shares
|
$296,958
0.49% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 16, 2025 Q4 2024 |
12,510
shares
|
$295,236
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
12,418
shares
|
$293,064
0.52% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
12,303
shares
|
$290,350
0.44% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
12,289
shares
|
$290,020
0.31% of portfolio
|
Q4 2024
Added 186.52%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,286
shares
|
$289,949
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
12,285
shares
|
$289,926
0.41% of portfolio
|
Q3 2024
Added 168.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,277
shares
|
$289,737
0.05% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,158
shares
|
$286,928
0.02% of portfolio
|
Q3 2024
Added 32.98%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
12,139
shares
|
$286,480
3.09% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,122
shares
|
$286,079
0.19% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
12,075
shares
|
$284,970
0.31% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,000
shares
|
$283,200
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
11,959
shares
|
$282,232
0.15% of portfolio
|
Q3 2024
Added 48.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
11,900
shares
|
$280,840
0.41% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
11,874
shares
|
$280,226
0.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,860
shares
|
$279,896
0.11% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
11,743
shares
|
$277,134
0.09% of portfolio
|
Q1 2024
Added 17.37%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
11,743
shares
|
$277,134
0.58% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
11,668
shares
|
$275,364
0.29% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,625
shares
|
$274,350
0.15% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
11,598
shares
|
$273,712
0.14% of portfolio
|
Q4 2024
Added 226.89%
|