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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
172,882
shares
|
$4.08 Million
0.23% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
172,417
shares
|
$4.07 Million
0.33% of portfolio
|
Q4 2024
Added 204.49%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
172,411
shares
|
$4.07 Million
1.36% of portfolio
|
Q4 2024
Added 160.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
171,156
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
171,042
shares
|
$4.04 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
170,245
shares
|
$4.02 Million
0.12% of portfolio
|
Q3 2024
Added 173.86%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
170,121
shares
|
$4.01 Million
4.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
170,034
shares
|
$4.01 Million
1.14% of portfolio
|
Q4 2024
Added 176.3%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
167,615
shares
|
$3.96 Million
0.99% of portfolio
|
Q4 2024
Added 180.64%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
166,690
shares
|
$3.93 Million
1.73% of portfolio
|
Q4 2024
Added 199.6%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
166,106
shares
|
$3.92 Million
0.56% of portfolio
|
Q4 2024
Added 207.85%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
165,081
shares
|
$3.9 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
164,932
shares
|
$3.89 Million
0.56% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
162,264
shares
|
$3.83 Million
8.44% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
162,192
shares
|
$3.83 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
159,304
shares
|
$3.76 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
159,228
shares
|
$3.76 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
159,051
shares
|
$3.75 Million
3.24% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
158,967
shares
|
$3.75 Million
3.02% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
158,633
shares
|
$3.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
156,961
shares
|
$3.7 Million
0.26% of portfolio
|
Q4 2024
Added 184.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
156,051
shares
|
$3.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
155,140
shares
|
$3.66 Million
3.46% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
152,013
shares
|
$3.59 Million
0.15% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
151,284
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|