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 |
|---|---|---|---|---|---|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,211,636
shares
|
$26 Million
8.46% of portfolio
|
Q4 2024
Added 188.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,183,899
shares
|
$25.4 Million
0.42% of portfolio
|
Q4 2024
Added 216.6%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
1,178,521
shares
|
$25.3 Million
0.73% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,175,220
shares
|
$25.2 Million
0.06% of portfolio
|
Q4 2024
Added 212.65%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
1,172,753
shares
|
$25.1 Million
1.77% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,161,779
shares
|
$24.9 Million
2.69% of portfolio
|
Q4 2024
Added 203.7%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
1,120,325
shares
|
$24 Million
8.18% of portfolio
|
Q4 2024
Added 195.44%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,107,041
shares
|
$23.7 Million
1.89% of portfolio
|
Q4 2024
Added 195.53%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
1,097,994
shares
|
$23.5 Million
5.91% of portfolio
|
Q4 2024
Added 194.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,096,980
shares
|
$23.5 Million
0.0% of portfolio
|
Q4 2024
Added 186.04%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,084,336
shares
|
$23.2 Million
1.41% of portfolio
|
Q4 2024
Added 376.25%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 07, 2025 Q4 2024 |
1,082,816
shares
|
$23.2 Million
24.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,079,436
shares
|
$23.1 Million
0.36% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
1,069,797
shares
|
$22.9 Million
9.95% of portfolio
|
Q4 2024
Added 195.29%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,068,306
shares
|
$22.9 Million
4.35% of portfolio
|
Q4 2024
Added 185.17%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
1,058,243
shares
|
$22.7 Million
15.34% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
1,043,278
shares
|
$22.4 Million
4.35% of portfolio
|
Q4 2024
Added 206.33%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,040,141
shares
|
$22.3 Million
20.02% of portfolio
|
Q4 2024
Added 215.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,030,588
shares
|
$22.1 Million
0.0% of portfolio
|
Q4 2024
Added 266.63%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,025,285
shares
|
$22 Million
0.89% of portfolio
|
Q4 2024
Added 195.19%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
1,022,269
shares
|
$21.9 Million
5.52% of portfolio
|
Q4 2024
Added 211.87%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,008,349
shares
|
$21.6 Million
7.21% of portfolio
|
Q4 2024
Added 212.97%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
993,830
shares
|
$21.3 Million
0.17% of portfolio
|
Q4 2024
Added 1082.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
952,374
shares
|
$20.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
948,434
shares
|
$20.3 Million
6.85% of portfolio
|
Q4 2024
Added 183.24%
|