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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
209,723
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
209,493
shares
|
$4.94 Million
3.84% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
207,141
shares
|
$4.89 Million
1.63% of portfolio
|
Q4 2024
Added 201.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
205,188
shares
|
$4.84 Million
0.08% of portfolio
|
Q4 2024
Added 270.01%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
204,343
shares
|
$4.82 Million
7.94% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$4.79 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
199,659
shares
|
$4.71 Million
2.24% of portfolio
|
Q4 2024
Added 226.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
199,048
shares
|
$4.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
197,084
shares
|
$4.65 Million
1.17% of portfolio
|
Q4 2024
Added 196.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,838
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
192,001
shares
|
$4.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
191,538
shares
|
$4.52 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
189,633
shares
|
$4.48 Million
3.59% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
188,612
shares
|
$4.45 Million
0.05% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
188,365
shares
|
$4.45 Million
0.12% of portfolio
|
Q4 2024
Added 185.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
187,893
shares
|
$4.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
187,485
shares
|
$4.42 Million
5.43% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
187,058
shares
|
$4.41 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
186,163
shares
|
$4.39 Million
2.1% of portfolio
|
Q3 2024
Added 38.08%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
184,518
shares
|
$4.35 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
182,145
shares
|
$4.3 Million
2.18% of portfolio
|
Q4 2024
Added 193.39%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
181,532
shares
|
$4.28 Million
4.22% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
178,084
shares
|
$4.2 Million
0.91% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
176,257
shares
|
$4.16 Million
0.13% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
175,504
shares
|
$4.14 Million
2.27% of portfolio
|
Q3 2024
Added 1.19%
|