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 |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
60
shares
|
$1,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
54
shares
|
$1,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
54
shares
|
$1,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
54
shares
|
$1,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
41
shares
|
$879
0.0% of portfolio
|
Q4 2024
Added 1214.63%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30
shares
|
$643
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
23
shares
|
$493
0.05% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
6
shares
|
$128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q4 2024
Reduced 98.08%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2023
Reduced 99.7%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
New holding
|