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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,605
shares
|
$184,491
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,257
shares
|
$177,030
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
8,250
shares
|
$176,880
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,174
shares
|
$175,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$172,977
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$166,095
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7,652
shares
|
$164,058
0.02% of portfolio
|
Q4 2024
Added 200.67%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$160,692
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$155,440
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$154,346
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$153,403
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
7,154
shares
|
$153,381
0.06% of portfolio
|
Q4 2024
Added 202.75%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$151,130
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,005
shares
|
$150,187
0.01% of portfolio
|
Q4 2024
Added 203.25%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
6,750
shares
|
$144,720
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
6,723
shares
|
$144,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
6,693
shares
|
$143,497
0.04% of portfolio
|
Q4 2024
Added 199.73%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
6,601
shares
|
$141,525
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,250
shares
|
$134,000
0.09% of portfolio
|
Q2 2023
Reduced 29.65%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
6,180
shares
|
$132,499
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,134
shares
|
$131,512
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
6,075
shares
|
$130,248
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
6,000
shares
|
$128,640
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,998
shares
|
$128,597
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
5,862
shares
|
$125,681
0.0% of portfolio
|
Q4 2024
Added 200.0%
|