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 1,184 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
459,209
shares
|
$10.3 Million
4.23% of portfolio
|
Q4 2024
Added 197.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
452,174
shares
|
$10.2 Million
0.07% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
421,350
shares
|
$9.48 Million
3.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
420,219
shares
|
$9.45 Million
8.46% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
414,837
shares
|
$9.33 Million
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
410,055
shares
|
$9.23 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
399,034
shares
|
$8.98 Million
3.21% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
396,435
shares
|
$8.92 Million
8.83% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
395,060
shares
|
$8.89 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
383,506
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
382,538
shares
|
$8.61 Million
2.62% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
379,205
shares
|
$8.53 Million
8.05% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
375,895
shares
|
$8.46 Million
0.06% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
374,626
shares
|
$8.43 Million
4.5% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
374,600
shares
|
$8.43 Million
1.84% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
373,937
shares
|
$8.41 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
372,686
shares
|
$8.39 Million
6.06% of portfolio
|
Q3 2024
Added 88.28%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
372,024
shares
|
$8.37 Million
0.34% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
363,669
shares
|
$8.18 Million
4.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
362,421
shares
|
$8.15 Million
0.08% of portfolio
|
Q4 2022
Added 75.49%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
362,287
shares
|
$8.15 Million
10.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
360,698
shares
|
$8.12 Million
0.26% of portfolio
|
Q3 2024
Added 487.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
360,330
shares
|
$8.11 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
352,617
shares
|
$7.93 Million
15.87% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
347,329
shares
|
$7.81 Million
0.96% of portfolio
|
Q3 2024
Added 0.83%
|