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 1,270 institutions that hold shares in the stock, with a total of 484 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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
276
shares
|
$5,917
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
276
shares
|
$5,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
264
shares
|
$5,660
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
252
shares
|
$5,402
0.0% of portfolio
|
Q4 2024
Added 193.02%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
216
shares
|
$4,631
0.0% of portfolio
|
Q4 2024
Added 332.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
204
shares
|
$4,373
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
202
shares
|
$4,330
0.0% of portfolio
|
Q4 2024
Added 201.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
198
shares
|
$4,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
181
shares
|
$3,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
180
shares
|
$3,859
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
180
shares
|
$3,859
0.0% of portfolio
|
Q4 2024
Added 339.02%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
180
shares
|
$3,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
164
shares
|
$3,516
0.0% of portfolio
|
Q4 2024
Added 198.18%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
156
shares
|
$3,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
141
shares
|
$3,023
0.0% of portfolio
|
Q4 2024
Added 1310.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
132
shares
|
$2,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
128
shares
|
$2,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
126
shares
|
$2,701
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
122
shares
|
$2,615
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
120
shares
|
$2,572
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
120
shares
|
$2,572
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
84
shares
|
$1,800
0.0% of portfolio
|
Q4 2024
Added 1300.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
84
shares
|
$1,800
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
80
shares
|
$1,715
0.0% of portfolio
|
Q4 2024
Reduced 71.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
66
shares
|
$1,415
0.0% of portfolio
|
Q4 2024
Added 200.0%
|