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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,425
shares
|
$94,872
0.01% of portfolio
|
Q4 2024
Added 6132.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$94,571
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
4,350
shares
|
$93,264
0.0% of portfolio
|
Q2 2022
Added 3.67%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,236
shares
|
$90,819
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
4,230
shares
|
$90,691
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
4,139
shares
|
$88,740
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
3,867
shares
|
$82,908
0.02% of portfolio
|
Q4 2024
Added 197.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,776
shares
|
$80,957
0.0% of portfolio
|
Q4 2024
Added 201.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,576
shares
|
$76,669
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,530
shares
|
$75,683
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
3,480
shares
|
$74,611
0.06% of portfolio
|
Q4 2024
Added 147.33%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$74,482
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$72,145
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,253
shares
|
$69,744
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,171
shares
|
$67,986
0.01% of portfolio
|
Q4 2024
Added 262.81%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3,134
shares
|
$67,192
0.0% of portfolio
|
Q4 2024
Added 201.06%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$64,320
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
2,968
shares
|
$63,633
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
2,739
shares
|
$58,724
0.02% of portfolio
|
Q4 2024
Added 244.96%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,730
shares
|
$58,531
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,712
shares
|
$58,145
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
2,700
shares
|
$57,888
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
2,546
shares
|
$54,586
0.03% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,415
shares
|
$51,777
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$51,456
0.0% of portfolio
|
Q4 2024
New holding
|