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 1,265 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $9.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
20,694
shares
|
$452,784
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
20,691
shares
|
$452,719
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,550
shares
|
$449,634
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
20,480
shares
|
$448,102
0.01% of portfolio
|
Q4 2024
Added 207.37%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$444,251
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
20,291
shares
|
$443,967
0.43% of portfolio
|
Q4 2024
Added 474.49%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
20,169
shares
|
$441,297
0.83% of portfolio
|
Q4 2024
Added 200.31%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
19,998
shares
|
$437,556
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
19,974
shares
|
$437,031
0.03% of portfolio
|
Q4 2024
Added 206.58%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
19,830
shares
|
$433,880
0.2% of portfolio
|
Q4 2024
Added 199.55%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
19,828
shares
|
$433,836
0.02% of portfolio
|
Q4 2024
Added 198.84%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
19,785
shares
|
$432,895
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
19,764
shares
|
$432,436
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$432,239
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
19,695
shares
|
$430,926
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
19,518
shares
|
$427,053
0.05% of portfolio
|
Q4 2024
Added 387.46%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
19,337
shares
|
$423,093
0.02% of portfolio
|
Q4 2024
Added 200.17%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
19,316
shares
|
$422,634
0.01% of portfolio
|
Q4 2024
Added 186.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
19,150
shares
|
$419,002
0.02% of portfolio
|
Q4 2024
Added 172.56%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$418,170
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
19,111
shares
|
$418,148
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
19,088
shares
|
$417,645
0.06% of portfolio
|
Q4 2024
Added 189.96%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
18,999
shares
|
$415,698
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,846
shares
|
$412,350
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
18,797
shares
|
$411,278
0.0% of portfolio
|
Q4 2024
Added 470.82%
|