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 1,202 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
11,192
shares
|
$261,445
0.65% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,182
shares
|
$261,211
0.19% of portfolio
|
Q4 2024
Added 206.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,060
shares
|
$258,361
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,054
shares
|
$258,221
0.01% of portfolio
|
Q4 2024
Added 195.88%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
11,031
shares
|
$257,684
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,031
shares
|
$257,684
0.01% of portfolio
|
Q4 2024
Added 221.89%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,883
shares
|
$254,226
0.04% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,786
shares
|
$251,960
0.1% of portfolio
|
Q1 2024
Added 78.99%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
10,778
shares
|
$251,774
0.31% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,706
shares
|
$250,092
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,705
shares
|
$250,068
0.11% of portfolio
|
Q4 2024
Added 206.56%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,687
shares
|
$249,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,679
shares
|
$249,461
0.07% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
10,678
shares
|
$249,438
0.03% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,640
shares
|
$248,550
0.01% of portfolio
|
Q4 2024
Added 202.19%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
10,606
shares
|
$247,756
0.12% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
10,600
shares
|
$247,616
0.06% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
10,590
shares
|
$247,382
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
10,476
shares
|
$244,719
0.07% of portfolio
|
Q4 2024
Added 177.8%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,472
shares
|
$244,625
0.03% of portfolio
|
Q4 2024
Added 200.23%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$243,831
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
10,319
shares
|
$241,051
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
10,296
shares
|
$240,514
0.03% of portfolio
|
Q4 2024
Added 195.61%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,260
shares
|
$239,673
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
10,186
shares
|
$237,944
0.01% of portfolio
|
Q4 2024
Added 142.64%
|