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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
26,086
shares
|
$615,629
0.59% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,071
shares
|
$615,275
0.33% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
26,009
shares
|
$613,812
0.06% of portfolio
|
Q4 2024
Added 151.78%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
25,689
shares
|
$606,260
0.68% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
25,676
shares
|
$605,953
0.2% of portfolio
|
Q4 2024
Added 160.06%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
25,664
shares
|
$605,670
0.78% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
25,484
shares
|
$601,422
0.28% of portfolio
|
Q4 2024
Added 393.88%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
25,468
shares
|
$601,044
0.12% of portfolio
|
Q4 2024
Added 197.8%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
25,321
shares
|
$597,575
0.29% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
25,184
shares
|
$594,342
0.31% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
24,996
shares
|
$589,905
0.21% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,988
shares
|
$589,716
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
24,660
shares
|
$581,976
0.02% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
24,646
shares
|
$581,645
0.45% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
24,363
shares
|
$574,966
0.11% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,350
shares
|
$574,660
0.89% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
24,326
shares
|
$574,093
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
24,275
shares
|
$572,890
0.08% of portfolio
|
Q4 2024
Added 184.75%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,209
shares
|
$571,332
0.3% of portfolio
|
Q4 2024
Added 202.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,153
shares
|
$570,010
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,078
shares
|
$568,240
0.01% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
23,776
shares
|
$561,113
0.16% of portfolio
|
Q3 2024
Reduced 35.53%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
23,608
shares
|
$557,148
0.05% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
23,592
shares
|
$556,771
0.19% of portfolio
|
Q4 2024
Added 193.03%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
23,477
shares
|
$554,057
0.3% of portfolio
|
Q4 2024
Added 196.31%
|