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 |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
11,078
shares
|
$237,512
0.04% of portfolio
|
Q4 2024
Added 219.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,031
shares
|
$236,504
0.01% of portfolio
|
Q4 2024
Added 221.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
10,881
shares
|
$233,288
0.01% of portfolio
|
Q4 2024
Added 3197.27%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
10,753
shares
|
$230,544
0.1% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,687
shares
|
$229,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
10,686
shares
|
$229,107
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,679
shares
|
$228,957
0.07% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
10,665
shares
|
$228,657
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,640
shares
|
$228,121
0.01% of portfolio
|
Q4 2024
Added 202.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
10,600
shares
|
$227,264
0.06% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
10,590
shares
|
$227,049
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
10,476
shares
|
$224,605
0.07% of portfolio
|
Q4 2024
Added 177.8%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,472
shares
|
$224,519
0.03% of portfolio
|
Q4 2024
Added 200.23%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$223,790
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
10,428
shares
|
$223,576
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
10,296
shares
|
$220,746
0.03% of portfolio
|
Q4 2024
Added 195.61%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
10,278
shares
|
$220,360
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
10,230
shares
|
$219,331
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10,227
shares
|
$219,266
0.02% of portfolio
|
Q4 2024
Added 200.97%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10,188
shares
|
$218,430
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
10,186
shares
|
$218,387
0.01% of portfolio
|
Q4 2024
Added 142.64%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
10,173
shares
|
$218,109
0.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
10,122
shares
|
$217,015
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
10,118
shares
|
$216,929
0.07% of portfolio
|
Q1 2025
Reduced 44.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
10,117
shares
|
$216,908
0.14% of portfolio
|
Q4 2024
Added 201.01%
|