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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$246,336
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
10,370
shares
|
$244,732
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
10,319
shares
|
$243,528
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,318
shares
|
$243,504
0.11% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
10,284
shares
|
$242,702
0.26% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,260
shares
|
$242,136
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
10,232
shares
|
$241,475
0.34% of portfolio
|
Q3 2024
Added 200.94%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
10,186
shares
|
$240,389
0.01% of portfolio
|
Q4 2024
Added 142.64%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
10,173
shares
|
$240,082
0.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
10,138
shares
|
$239,256
0.06% of portfolio
|
Q3 2024
Reduced 72.2%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
10,126
shares
|
$238,973
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
10,117
shares
|
$238,761
0.15% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
10,104
shares
|
$238,454
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
10,101
shares
|
$238,383
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
10,081
shares
|
$237,911
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
10,043
shares
|
$237,014
0.14% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,027
shares
|
$236,637
0.01% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,022
shares
|
$236,519
0.17% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,009
shares
|
$236,212
0.14% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
10,000
shares
|
$236,000
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$236,000
0.34% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,934
shares
|
$234,442
0.06% of portfolio
|
Q4 2024
Added 202.68%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
9,847
shares
|
$232,389
0.4% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,831
shares
|
$232,011
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,784
shares
|
$230,902
0.05% of portfolio
|
Q2 2022
Added 55.2%
|