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 1,270 institutions that hold shares in the stock, with a total of 481 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
14,016
shares
|
$300,503
0.24% of portfolio
|
Q4 2024
Added 222.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,981
shares
|
$299,752
0.01% of portfolio
|
Q4 2024
Added 267.53%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
13,971
shares
|
$299,538
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
13,944
shares
|
$298,959
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,928
shares
|
$298,616
0.05% of portfolio
|
Q4 2024
Added 177.28%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
13,700
shares
|
$293,728
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,679
shares
|
$293,277
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
13,634
shares
|
$292,312
0.01% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
13,571
shares
|
$290,962
0.18% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
13,569
shares
|
$290,919
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
13,466
shares
|
$288,711
0.15% of portfolio
|
Q4 2024
Added 174.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
13,441
shares
|
$288,175
0.13% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
13,341
shares
|
$286,031
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,294
shares
|
$285,023
0.17% of portfolio
|
Q4 2024
Added 211.04%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
13,290
shares
|
$284,937
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,269
shares
|
$284,487
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
13,260
shares
|
$284,294
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
13,227
shares
|
$283,586
0.02% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
13,218
shares
|
$283,393
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
13,201
shares
|
$283,029
0.1% of portfolio
|
Q4 2024
Added 308.19%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
13,176
shares
|
$282,493
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,155
shares
|
$282,043
0.0% of portfolio
|
Q4 2024
Added 419.76%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
13,148
shares
|
$281,893
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,107
shares
|
$281,014
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
13,099
shares
|
$280,842
0.01% of portfolio
|
Q4 2024
Added 200.44%
|