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 168 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
108,924
shares
|
$2.49 Million
0.76% of portfolio
|
Q4 2024
Added 189.13%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
107,706
shares
|
$2.46 Million
1.57% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
107,067
shares
|
$2.44 Million
0.43% of portfolio
|
Q4 2022
Added 950.29%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
102,710
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 374.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
101,386
shares
|
$2.31 Million
2.06% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
100,625
shares
|
$2.3 Million
3.56% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
99,974
shares
|
$2.28 Million
0.1% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
98,413
shares
|
$2.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
96,106
shares
|
$2.19 Million
4.41% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
95,739
shares
|
$2.19 Million
1.11% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
94,094
shares
|
$2.15 Million
4.31% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
93,878
shares
|
$2.14 Million
0.48% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
93,643
shares
|
$2.14 Million
2.28% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
92,093
shares
|
$2.1 Million
1.87% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
90,864
shares
|
$2.07 Million
1.88% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
90,630
shares
|
$2.07 Million
0.88% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
89,218
shares
|
$2.04 Million
0.48% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
88,369
shares
|
$2.02 Million
1.98% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
87,936
shares
|
$2.01 Million
0.44% of portfolio
|
Q4 2024
Added 219.33%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
87,082
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
87,009
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
86,855
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
86,699
shares
|
$1.98 Million
4.24% of portfolio
|
Q4 2023
Reduced 4.22%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
85,007
shares
|
$1.94 Million
2.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
84,751
shares
|
$1.93 Million
0.36% of portfolio
|
Q3 2024
Added 0.84%
|