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 1,271 institutions that hold shares in the stock, with a total of 485 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,491,496
shares
|
$74.9 Million
18.56% of portfolio
|
Q4 2024
Added 201.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,322,324
shares
|
$71.2 Million
0.01% of portfolio
|
Q4 2024
Added 215.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,320,913
shares
|
$71.2 Million
0.22% of portfolio
|
Q4 2024
Added 191.05%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
3,294,953
shares
|
$70.6 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,122,833
shares
|
$67 Million
1.22% of portfolio
|
Q4 2024
Added 192.71%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
3,100,980
shares
|
$66.5 Million
33.0% of portfolio
|
Q4 2024
Added 200.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,085,001
shares
|
$66.1 Million
0.01% of portfolio
|
Q4 2024
Added 202.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,064,450
shares
|
$65.7 Million
2.75% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
3,027,213
shares
|
$64.9 Million
1.46% of portfolio
|
Q4 2024
Added 199.53%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
2,943,378
shares
|
$63.1 Million
3.11% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,869,070
shares
|
$61.5 Million
6.86% of portfolio
|
Q4 2024
Added 197.28%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
2,803,176
shares
|
$60.1 Million
0.08% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,752,318
shares
|
$59 Million
1.21% of portfolio
|
Q4 2024
Added 195.73%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
2,744,912
shares
|
$58.9 Million
11.48% of portfolio
|
Q4 2024
Added 215.52%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
2,720,223
shares
|
$58.3 Million
11.71% of portfolio
|
Q4 2024
Added 222.38%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
2,625,342
shares
|
$56.3 Million
17.94% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
2,484,443
shares
|
$53.3 Million
11.78% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,435,811
shares
|
$52.2 Million
0.01% of portfolio
|
Q4 2024
Added 212.87%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
2,335,715
shares
|
$50.1 Million
25.3% of portfolio
|
Q4 2024
Added 185.37%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
2,270,249
shares
|
$48.7 Million
27.82% of portfolio
|
Q4 2024
Added 206.39%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,240,636
shares
|
$48 Million
1.7% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,087,447
shares
|
$44.8 Million
0.05% of portfolio
|
Q4 2024
Added 204.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,071,157
shares
|
$44.4 Million
0.02% of portfolio
|
Q4 2024
Added 212.86%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
2,037,851
shares
|
$43.7 Million
4.33% of portfolio
|
Q4 2024
Added 210.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,006,071
shares
|
$43 Million
0.11% of portfolio
|
Q4 2024
Added 42.7%
|