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 1,190 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,334
shares
|
$78,682
0.09% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,316
shares
|
$78,257
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,293
shares
|
$77,714
0.0% of portfolio
|
Q3 2024
Reduced 54.09%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
3,277
shares
|
$77,337
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
3,256
shares
|
$76,841
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
3,234
shares
|
$76,322
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,193
shares
|
$75,354
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
3,193
shares
|
$75,354
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,183
shares
|
$75,118
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,179
shares
|
$75,024
0.03% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,171
shares
|
$74,835
0.01% of portfolio
|
Q4 2024
Added 262.81%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3,134
shares
|
$73,962
0.0% of portfolio
|
Q4 2024
Added 201.06%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
3,118
shares
|
$73,584
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
3,076
shares
|
$72,593
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,061
shares
|
$72,239
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
3,051
shares
|
$72,003
0.04% of portfolio
|
Q3 2024
Reduced 48.17%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,022
shares
|
$71,319
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,009
shares
|
$71,012
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$70,800
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 13, 2024 Q3 2024 |
2,915
shares
|
$68,794
0.02% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,873
shares
|
$67,802
0.0% of portfolio
|
Q3 2024
Added 35.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,730
shares
|
$64,428
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,545
shares
|
$60,062
0.02% of portfolio
|
Q3 2024
Added 73.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,531
shares
|
$59,731
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
2,476
shares
|
$58,433
0.12% of portfolio
|
Q3 2024
Added 3.12%
|