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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
5,822
shares
|
$124,823
0.0% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,770
shares
|
$123,708
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,664
shares
|
$121,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,656
shares
|
$121,264
0.03% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
5,646
shares
|
$121,050
0.02% of portfolio
|
Q4 2024
Added 652.8%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,601
shares
|
$120,085
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
5,579
shares
|
$119,613
0.02% of portfolio
|
Q4 2024
Added 366.47%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
5,482
shares
|
$117,534
0.08% of portfolio
|
Q4 2024
Added 121.41%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,438
shares
|
$116,590
0.02% of portfolio
|
Q4 2024
Added 210.92%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,425
shares
|
$116,312
0.06% of portfolio
|
Q4 2020
Reduced 49.99%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
5,310
shares
|
$113,846
0.03% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
5,175
shares
|
$110,952
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,162
shares
|
$110,673
0.06% of portfolio
|
Q1 2022
Added 90.48%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
5,125
shares
|
$109,880
0.24% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,107
shares
|
$109,494
0.19% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
5,017
shares
|
$107,564
0.01% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
4,980
shares
|
$106,771
0.07% of portfolio
|
Q4 2024
Added 3012.5%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,912
shares
|
$105,313
0.11% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,881
shares
|
$104,648
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
4,828
shares
|
$103,512
0.06% of portfolio
|
Q4 2024
Added 218.05%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
4,800
shares
|
$102,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
4,794
shares
|
$102,783
0.0% of portfolio
|
Q4 2024
Added 94.64%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$99,846
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$96,694
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,449
shares
|
$95,386
0.02% of portfolio
|
Q4 2024
Added 200.0%
|