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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,327
shares
|
$49,890
0.0% of portfolio
|
Q4 2024
Added 243.72%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,322
shares
|
$49,783
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
2,262
shares
|
$48,497
0.0% of portfolio
|
Q4 2024
Added 45.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,142
shares
|
$45,924
0.03% of portfolio
|
Q4 2024
Added 246.6%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,127
shares
|
$45,602
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
2,103
shares
|
$45,088
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,059
shares
|
$44,144
0.01% of portfolio
|
Q4 2024
Added 51375.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,026
shares
|
$43,437
0.01% of portfolio
|
Q4 2024
Added 151.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$43,330
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,992
shares
|
$42,708
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,865
shares
|
$39,985
0.0% of portfolio
|
Q4 2024
Added 200.32%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,830
shares
|
$39,235
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,819
shares
|
$38,999
0.0% of portfolio
|
Q4 2024
Added 175.61%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,775
shares
|
$38,056
0.0% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$36,769
0.02% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,684
shares
|
$36,104
0.01% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,669
shares
|
$35,783
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,651
shares
|
$35,397
0.02% of portfolio
|
Q4 2024
Added 200.73%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
1,633
shares
|
$35,011
0.03% of portfolio
|
Q4 2024
Added 200.18%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,593
shares
|
$34,153
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
1,566
shares
|
$33,575
0.03% of portfolio
|
Q4 2024
Added 201.15%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,542
shares
|
$33,060
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,521
shares
|
$32,610
0.0% of portfolio
|
Q4 2024
Added 128.04%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,494
shares
|
$32,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,449
shares
|
$31,066
0.0% of portfolio
|
Q4 2024
Added 203.77%
|