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 1,267 institutions that hold shares in the stock, with a total of 482 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
253,984
shares
|
$5.45 Million
0.55% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
252,963
shares
|
$5.42 Million
2.98% of portfolio
|
Q4 2024
Added 203.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
252,855
shares
|
$5.42 Million
0.21% of portfolio
|
Q4 2024
Added 213.78%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
250,319
shares
|
$5.37 Million
1.46% of portfolio
|
Q4 2024
Added 242.7%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
247,245
shares
|
$5.3 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
245,939
shares
|
$5.27 Million
3.18% of portfolio
|
Q4 2024
Added 223.29%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
245,483
shares
|
$5.26 Million
0.12% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
243,805
shares
|
$5.23 Million
0.89% of portfolio
|
Q4 2024
Added 199.44%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
240,156
shares
|
$5.15 Million
4.27% of portfolio
|
Q4 2024
Added 177.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
238,844
shares
|
$5.12 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
237,647
shares
|
$5.1 Million
1.75% of portfolio
|
Q4 2024
Added 202.08%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
232,835
shares
|
$4.99 Million
0.19% of portfolio
|
Q4 2024
Added 199.96%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
232,804
shares
|
$4.99 Million
1.36% of portfolio
|
Q4 2024
Added 210.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
232,168
shares
|
$4.98 Million
0.16% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
229,949
shares
|
$4.93 Million
3.13% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
228,625
shares
|
$4.9 Million
0.16% of portfolio
|
Q4 2024
Added 1209.65%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
228,382
shares
|
$4.9 Million
1.46% of portfolio
|
Q4 2024
Added 177.4%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
227,906
shares
|
$4.89 Million
0.78% of portfolio
|
Q4 2024
Added 151.47%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
227,420
shares
|
$4.88 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
226,960
shares
|
$4.87 Million
1.92% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
217,617
shares
|
$4.67 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
215,103
shares
|
$4.61 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
215,099
shares
|
$4.61 Million
0.77% of portfolio
|
Q4 2024
Added 194.56%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
215,078
shares
|
$4.61 Million
0.32% of portfolio
|
Q4 2024
Added 197.48%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
214,110
shares
|
$4.59 Million
0.58% of portfolio
|
Q4 2024
Added 200.0%
|