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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
84,340
shares
|
$1.93 Million
0.39% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
84,046
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
83,452
shares
|
$1.91 Million
2.87% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
82,945
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
82,873
shares
|
$1.89 Million
0.61% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
82,415
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
82,329
shares
|
$1.88 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
81,549
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
81,419
shares
|
$1.86 Million
0.95% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
80,785
shares
|
$1.84 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
80,588
shares
|
$1.84 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
80,584
shares
|
$1.84 Million
0.2% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
79,373
shares
|
$1.81 Million
0.59% of portfolio
|
Q4 2024
Added 205.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
79,289
shares
|
$1.81 Million
0.37% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
78,670
shares
|
$1.8 Million
1.75% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
77,621
shares
|
$1.77 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
77,007
shares
|
$1.76 Million
3.74% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
76,073
shares
|
$1.74 Million
3.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
75,977
shares
|
$1.73 Million
3.46% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
75,827
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
75,717
shares
|
$1.73 Million
0.53% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
75,654
shares
|
$1.73 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
75,235
shares
|
$1.72 Million
1.59% of portfolio
|
Q3 2024
Reduced 98.4%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
75,046
shares
|
$1.71 Million
1.33% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
74,751
shares
|
$1.71 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.98%
|