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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
363,357
shares
|
$7.79 Million
0.11% of portfolio
|
Q4 2024
Added 194.95%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
362,421
shares
|
$7.77 Million
0.08% of portfolio
|
Q4 2022
Added 75.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
359,985
shares
|
$7.72 Million
0.03% of portfolio
|
Q4 2024
Added 202.98%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
359,094
shares
|
$7.7 Million
1.39% of portfolio
|
Q4 2024
Added 175.96%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
357,403
shares
|
$7.66 Million
0.01% of portfolio
|
Q4 2024
Added 429.34%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
351,742
shares
|
$7.54 Million
5.91% of portfolio
|
Q4 2024
Added 191.9%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
347,222
shares
|
$7.44 Million
3.86% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
346,175
shares
|
$7.42 Million
2.12% of portfolio
|
Q4 2024
Added 202.14%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
345,891
shares
|
$7.42 Million
0.08% of portfolio
|
Q4 2024
Added 198.48%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
342,342
shares
|
$7.34 Million
0.27% of portfolio
|
Q4 2024
Added 191.32%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
337,242
shares
|
$7.23 Million
3.99% of portfolio
|
Q4 2024
Added 205.24%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
337,105
shares
|
$7.23 Million
7.32% of portfolio
|
Q4 2024
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
328,910
shares
|
$7.05 Million
7.29% of portfolio
|
Q4 2024
Added 198.51%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
328,102
shares
|
$7.03 Million
0.72% of portfolio
|
Q4 2024
Added 193.74%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
327,410
shares
|
$7.02 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
327,334
shares
|
$7.02 Million
1.6% of portfolio
|
Q4 2024
Added 196.73%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
327,232
shares
|
$7.02 Million
2.56% of portfolio
|
Q4 2024
Added 193.06%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
327,094
shares
|
$7.01 Million
0.23% of portfolio
|
Q4 2024
Added 232.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,175
shares
|
$6.89 Million
0.0% of portfolio
|
Q4 2024
Added 3681.64%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
320,857
shares
|
$6.88 Million
15.9% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
320,466
shares
|
$6.87 Million
1.2% of portfolio
|
Q4 2024
Added 234.73%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
320,124
shares
|
$6.86 Million
0.5% of portfolio
|
Q4 2024
Added 189.47%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
316,792
shares
|
$6.79 Million
2.19% of portfolio
|
Q4 2024
Added 243.99%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
315,948
shares
|
$6.77 Million
8.89% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
302,882
shares
|
$6.49 Million
0.79% of portfolio
|
Q3 2023
Added 4.99%
|