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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
359,094
shares
|
$8.47 Million
1.39% of portfolio
|
Q4 2024
Added 175.96%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
347,222
shares
|
$8.19 Million
3.86% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
340,568
shares
|
$8.04 Million
4.28% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
337,242
shares
|
$7.96 Million
3.99% of portfolio
|
Q4 2024
Added 205.24%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
329,985
shares
|
$7.79 Million
18.66% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
328,001
shares
|
$7.74 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
327,788
shares
|
$7.74 Million
4.86% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
327,334
shares
|
$7.73 Million
1.6% of portfolio
|
Q4 2024
Added 196.73%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
322,970
shares
|
$7.62 Million
14.22% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
320,857
shares
|
$7.57 Million
15.9% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
315,948
shares
|
$7.46 Million
8.89% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
313,722
shares
|
$7.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
308,812
shares
|
$7.29 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
302,882
shares
|
$7.15 Million
0.79% of portfolio
|
Q3 2023
Added 4.99%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
299,863
shares
|
$7.08 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
298,692
shares
|
$7.05 Million
1.09% of portfolio
|
Q4 2024
Added 195.03%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
290,724
shares
|
$6.86 Million
3.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
289,872
shares
|
$6.84 Million
3.59% of portfolio
|
Q4 2024
Added 194.25%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
285,647
shares
|
$6.74 Million
4.55% of portfolio
|
Q4 2024
Added 197.22%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
284,874
shares
|
$6.72 Million
19.26% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
281,098
shares
|
$6.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
280,036
shares
|
$6.61 Million
0.59% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
277,406
shares
|
$6.55 Million
4.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
274,155
shares
|
$6.47 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
274,060
shares
|
$6.47 Million
2.27% of portfolio
|
Q4 2024
Added 192.66%
|