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 |
|---|---|---|---|---|---|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
948,246
shares
|
$20.3 Million
14.67% of portfolio
|
Q4 2024
Added 193.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
907,760
shares
|
$19.5 Million
0.18% of portfolio
|
Q4 2024
Added 189.35%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
906,445
shares
|
$19.4 Million
1.17% of portfolio
|
Q4 2024
Added 193.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
900,823
shares
|
$19.3 Million
0.81% of portfolio
|
Q4 2024
Added 174.64%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
887,907
shares
|
$19 Million
2.6% of portfolio
|
Q4 2024
Added 196.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
887,772
shares
|
$19 Million
0.12% of portfolio
|
Q4 2024
Added 1937.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
885,934
shares
|
$19 Million
0.62% of portfolio
|
Q4 2024
Added 216.36%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
877,441
shares
|
$18.8 Million
3.03% of portfolio
|
Q4 2024
Added 201.81%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
872,239
shares
|
$18.7 Million
12.5% of portfolio
|
Q4 2024
Added 206.4%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
866,529
shares
|
$18.6 Million
7.64% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
859,112
shares
|
$18.4 Million
19.46% of portfolio
|
Q4 2024
Added 201.58%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
828,666
shares
|
$17.8 Million
8.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
819,732
shares
|
$17.6 Million
2.24% of portfolio
|
Q4 2024
Added 195.5%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
813,733
shares
|
$17.4 Million
5.64% of portfolio
|
Q4 2024
Added 187.4%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
801,083
shares
|
$17.2 Million
1.72% of portfolio
|
Q4 2024
Added 200.16%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
800,226
shares
|
$17.2 Million
6.8% of portfolio
|
Q4 2024
Added 215.88%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
799,605
shares
|
$17.1 Million
2.63% of portfolio
|
Q4 2024
Added 191.66%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
794,390
shares
|
$17 Million
13.43% of portfolio
|
Q4 2024
Added 196.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
793,869
shares
|
$17 Million
0.08% of portfolio
|
Q4 2024
Added 408.72%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
781,481
shares
|
$16.8 Million
8.25% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
780,206
shares
|
$16.7 Million
2.3% of portfolio
|
Q4 2024
Added 201.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
761,164
shares
|
$16.3 Million
2.75% of portfolio
|
Q4 2024
Added 196.87%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
758,748
shares
|
$16.3 Million
3.98% of portfolio
|
Q4 2024
Added 195.55%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
752,010
shares
|
$16.1 Million
5.69% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
747,692
shares
|
$16 Million
2.05% of portfolio
|
Q4 2024
Added 200.87%
|