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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
633
shares
|
$13,571
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
628
shares
|
$13,464
0.0% of portfolio
|
Q4 2024
Added 69.73%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
627
shares
|
$13,442
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
598
shares
|
$12,821
0.02% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
598
shares
|
$12,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
567
shares
|
$12,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
564
shares
|
$12,092
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
530
shares
|
$11,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
503
shares
|
$10,784
0.0% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
500
shares
|
$10,720
0.0% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
492
shares
|
$10,548
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
486
shares
|
$10,419
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
483
shares
|
$10,355
0.0% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
480
shares
|
$10,291
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
466
shares
|
$9,991
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
460
shares
|
$9,862
0.01% of portfolio
|
Q2 2022
Reduced 79.02%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
460
shares
|
$9,862
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
450
shares
|
$9,648
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
420
shares
|
$9,004
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
384
shares
|
$8,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
383
shares
|
$8,211
0.0% of portfolio
|
Q4 2024
Added 201.57%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
370
shares
|
$7,932
0.04% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
368
shares
|
$7,889
0.0% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
354
shares
|
$7,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
342
shares
|
$7,332
0.01% of portfolio
|
Q4 2022
Reduced 42.71%
|