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 1,190 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
33,814
shares
|
$798,010
0.05% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
33,626
shares
|
$793,573
0.26% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,522
shares
|
$791,119
1.0% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
33,490
shares
|
$790,364
0.92% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
33,460
shares
|
$789,656
0.46% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
33,108
shares
|
$781,348
0.31% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
32,669
shares
|
$770,988
0.13% of portfolio
|
Q3 2024
Added 41.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,560
shares
|
$768,416
0.01% of portfolio
|
Q2 2023
Reduced 84.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32,439
shares
|
$765,560
0.07% of portfolio
|
Q4 2024
Added 200.58%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
32,260
shares
|
$761,336
1.85% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
32,255
shares
|
$761,218
0.49% of portfolio
|
Q4 2024
Added 344.77%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
31,642
shares
|
$746,751
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
31,548
shares
|
$744,532
0.13% of portfolio
|
Q4 2024
Added 648.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
31,441
shares
|
$742,007
0.11% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,086
shares
|
$733,629
0.01% of portfolio
|
Q4 2024
Added 81.74%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,082
shares
|
$733,535
0.0% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
31,038
shares
|
$732,496
0.32% of portfolio
|
Q4 2024
Added 200.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
30,939
shares
|
$730,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
30,816
shares
|
$727,257
0.23% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
30,312
shares
|
$715,363
0.85% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
30,275
shares
|
$714,490
0.04% of portfolio
|
Q4 2024
Added 196.32%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
29,783
shares
|
$702,878
0.04% of portfolio
|
Q4 2024
Added 91.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,627
shares
|
$699,197
0.02% of portfolio
|
Q4 2024
Added 218.33%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
29,505
shares
|
$696,318
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
29,410
shares
|
$694,076
0.09% of portfolio
|
Q3 2023
Reduced 1.02%
|