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 |
|---|---|---|---|---|---|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
23,446
shares
|
$553,325
0.35% of portfolio
|
Q4 2024
Added 195.59%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,407
shares
|
$552,405
0.44% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
23,304
shares
|
$549,974
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
23,197
shares
|
$547,449
1.17% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,984
shares
|
$542,422
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,527
shares
|
$531,637
0.06% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
22,397
shares
|
$528,569
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
22,299
shares
|
$526,256
0.07% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
22,276
shares
|
$525,713
0.14% of portfolio
|
Q4 2024
Added 199.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,240
shares
|
$524,864
0.06% of portfolio
|
Q3 2024
Added 242.89%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,212
shares
|
$524,203
0.27% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$520,380
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
22,050
shares
|
$520,380
0.01% of portfolio
|
Q4 2024
Added 179.61%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
21,978
shares
|
$518,680
0.25% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
21,966
shares
|
$518,397
0.33% of portfolio
|
Q4 2024
Added 234.24%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$516,509
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
21,825
shares
|
$515,070
0.01% of portfolio
|
Q4 2024
Added 252.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
21,778
shares
|
$513,960
0.4% of portfolio
|
Q3 2024
Added 468.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
21,705
shares
|
$512,238
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
21,602
shares
|
$509,807
0.5% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
21,581
shares
|
$509,311
0.11% of portfolio
|
Q4 2024
Added 200.28%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
21,510
shares
|
$507,636
0.05% of portfolio
|
Q4 2024
Added 197.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
21,281
shares
|
$502,231
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
21,213
shares
|
$500,626
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
21,168
shares
|
$499,564
0.53% of portfolio
|
Q3 2024
Added 0.34%
|