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 1,270 institutions that hold shares in the stock, with a total of 484 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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,990,981
shares
|
$42.7 Million
0.51% of portfolio
|
Q4 2024
Added 252.94%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,939,840
shares
|
$41.6 Million
11.39% of portfolio
|
Q4 2024
Added 251.79%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,933,535
shares
|
$41.5 Million
4.53% of portfolio
|
Q4 2024
Added 156.86%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,927,382
shares
|
$41.3 Million
0.01% of portfolio
|
Q4 2024
Added 185.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,916,503
shares
|
$41.1 Million
0.09% of portfolio
|
Q4 2024
Added 229.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,905,829
shares
|
$40.9 Million
0.01% of portfolio
|
Q4 2024
Added 215.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,881,300
shares
|
$40.3 Million
0.52% of portfolio
|
Q4 2024
Added 196.41%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
1,870,971
shares
|
$40.1 Million
6.39% of portfolio
|
Q4 2024
Added 217.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,776,157
shares
|
$38.1 Million
0.06% of portfolio
|
Q4 2024
Added 225.3%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
1,699,198
shares
|
$36.4 Million
14.46% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,688,258
shares
|
$36.2 Million
0.31% of portfolio
|
Q4 2024
Added 196.41%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
1,599,786
shares
|
$34.3 Million
16.41% of portfolio
|
Q4 2024
Added 227.82%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,589,300
shares
|
$34.1 Million
2.58% of portfolio
|
Q4 2024
Added 211.99%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,577,187
shares
|
$33.8 Million
14.0% of portfolio
|
Q4 2024
Added 201.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
1,543,891
shares
|
$33.1 Million
2.59% of portfolio
|
Q4 2024
Added 210.42%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,535,730
shares
|
$32.9 Million
16.76% of portfolio
|
Q4 2024
Added 207.99%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
1,525,273
shares
|
$32.7 Million
17.85% of portfolio
|
Q4 2024
Added 203.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,513,266
shares
|
$32.4 Million
0.11% of portfolio
|
Q4 2024
Added 149.97%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,495,896
shares
|
$32.1 Million
4.02% of portfolio
|
Q4 2024
Added 169.12%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
1,493,645
shares
|
$32 Million
9.47% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,476,379
shares
|
$31.7 Million
3.67% of portfolio
|
Q4 2024
Added 269.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,283,018
shares
|
$27.5 Million
0.01% of portfolio
|
Q4 2024
Added 209.28%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
1,268,681
shares
|
$27.2 Million
9.31% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
1,237,328
shares
|
$26.5 Million
9.21% of portfolio
|
Q4 2024
Added 212.11%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,214,411
shares
|
$26 Million
0.01% of portfolio
|
Q4 2024
New holding
|