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 1,200 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $6.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,022
shares
|
$234,113
0.17% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,009
shares
|
$233,810
0.14% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,005
shares
|
$233,716
0.09% of portfolio
|
Q4 2024
Added 200.09%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
10,000
shares
|
$233,600
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$233,600
0.34% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,934
shares
|
$232,058
0.06% of portfolio
|
Q4 2024
Added 202.68%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
9,919
shares
|
$231,707
0.22% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
9,870
shares
|
$230,563
0.17% of portfolio
|
Q4 2024
Added 181.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,855
shares
|
$230,212
0.0% of portfolio
|
Q4 2024
Added 153.73%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
9,847
shares
|
$230,025
0.4% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,831
shares
|
$229,652
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,784
shares
|
$228,554
0.05% of portfolio
|
Q2 2022
Added 55.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,732
shares
|
$227,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
9,671
shares
|
$225,914
0.05% of portfolio
|
Q4 2024
Added 214.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
9,636
shares
|
$225,096
0.07% of portfolio
|
Q4 2024
Added 141.75%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
9,630
shares
|
$224,956
0.02% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
9,605
shares
|
$224,372
0.07% of portfolio
|
Q4 2024
Added 193.1%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
9,595
shares
|
$224,139
0.05% of portfolio
|
Q4 2024
Added 178.76%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
9,583
shares
|
$223,858
0.08% of portfolio
|
Q4 2024
Added 201.07%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$223,625
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,536
shares
|
$222,760
0.03% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
9,507
shares
|
$222,083
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
9,392
shares
|
$219,397
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,364
shares
|
$218,743
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
9,326
shares
|
$217,855
0.03% of portfolio
|
Q4 2024
Added 199.87%
|