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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
9,318
shares
|
$199,777
0.03% of portfolio
|
Q4 2024
Added 201.07%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
9,259
shares
|
$198,512
0.63% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
9,251
shares
|
$198,341
0.03% of portfolio
|
Q4 2024
Added 191.0%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,238
shares
|
$198,062
0.1% of portfolio
|
Q4 2024
Added 201.11%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
9,219
shares
|
$197,655
0.01% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,213
shares
|
$197,526
0.01% of portfolio
|
Q4 2024
Added 94.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,198
shares
|
$197,205
0.01% of portfolio
|
Q4 2024
Added 177.38%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,182
shares
|
$196,862
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,151
shares
|
$196,197
0.04% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
9,129
shares
|
$195,725
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,098
shares
|
$195,061
0.04% of portfolio
|
Q4 2024
Added 200.46%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
9,074
shares
|
$194,546
0.25% of portfolio
|
Q4 2024
Added 200.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,030
shares
|
$193,603
0.01% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
9,010
shares
|
$193,174
0.04% of portfolio
|
Q4 2024
Added 193.77%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
9,000
shares
|
$192,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
9,000
shares
|
$192,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
8,988
shares
|
$192,702
0.03% of portfolio
|
Q4 2024
Added 153.9%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$191,802
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
8,930
shares
|
$191,459
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
8,860
shares
|
$189,958
0.17% of portfolio
|
Q4 2024
Added 194.84%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,845
shares
|
$189,636
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
8,809
shares
|
$188,864
0.04% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
8,800
shares
|
$188,672
0.19% of portfolio
|
Q4 2024
Added 209.1%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
8,760
shares
|
$187,814
0.0% of portfolio
|
Q4 2024
Added 204.91%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
8,654
shares
|
$185,541
0.02% of portfolio
|
Q4 2024
Added 196.88%
|