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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
458,028
shares
|
$9.82 Million
2.18% of portfolio
|
Q4 2024
Added 182.4%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
454,278
shares
|
$9.74 Million
0.65% of portfolio
|
Q4 2024
Added 204.69%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
450,000
shares
|
$9.65 Million
0.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
448,868
shares
|
$9.62 Million
0.79% of portfolio
|
Q4 2024
Added 378.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
443,973
shares
|
$9.52 Million
0.0% of portfolio
|
Q4 2024
Added 222.19%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
440,230
shares
|
$9.44 Million
0.58% of portfolio
|
Q4 2024
Added 194.64%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
433,472
shares
|
$9.29 Million
2.98% of portfolio
|
Q4 2024
Added 209.19%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
427,762
shares
|
$9.17 Million
1.54% of portfolio
|
Q4 2024
Added 168.52%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
427,541
shares
|
$9.17 Million
2.53% of portfolio
|
Q4 2024
Added 168.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
427,312
shares
|
$9.16 Million
0.06% of portfolio
|
Q4 2024
Added 242.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
423,635
shares
|
$9.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
421,532
shares
|
$9.04 Million
0.14% of portfolio
|
Q4 2024
Added 177.3%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
416,833
shares
|
$8.94 Million
1.11% of portfolio
|
Q4 2024
Added 199.9%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
414,393
shares
|
$8.88 Million
4.78% of portfolio
|
Q4 2024
Added 197.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
410,055
shares
|
$8.79 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
395,100
shares
|
$8.47 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
387,226
shares
|
$8.3 Million
4.7% of portfolio
|
Q4 2024
Added 188.98%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
386,310
shares
|
$8.28 Million
1.09% of portfolio
|
Q4 2024
Added 194.14%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
381,490
shares
|
$8.18 Million
7.14% of portfolio
|
Q4 2024
Added 203.29%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
379,223
shares
|
$8.13 Million
1.63% of portfolio
|
Q4 2024
Added 252.09%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
377,908
shares
|
$8.1 Million
1.93% of portfolio
|
Q4 2024
Added 192.33%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
372,024
shares
|
$7.98 Million
0.34% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
369,776
shares
|
$7.93 Million
1.24% of portfolio
|
Q4 2024
Added 187.64%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
366,222
shares
|
$7.85 Million
0.12% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
364,869
shares
|
$7.82 Million
1.06% of portfolio
|
Q4 2024
Added 185.63%
|