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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
21,114
shares
|
$498,290
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
20,979
shares
|
$495,104
0.05% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
20,971
shares
|
$494,915
0.05% of portfolio
|
Q4 2024
Added 519.16%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
20,651
shares
|
$487,363
0.06% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
20,624
shares
|
$486,726
0.7% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,550
shares
|
$484,980
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$479,174
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
20,246
shares
|
$477,805
0.5% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
20,204
shares
|
$476,814
0.12% of portfolio
|
Q3 2024
Added 281.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
20,135
shares
|
$475,186
0.44% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
20,044
shares
|
$473,038
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
19,773
shares
|
$466,642
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$466,218
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
19,695
shares
|
$464,802
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
19,649
shares
|
$463,716
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
19,636
shares
|
$463,409
0.01% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
19,430
shares
|
$458,548
0.52% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,345
shares
|
$456,542
0.13% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
19,150
shares
|
$451,940
0.8% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$451,043
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
19,111
shares
|
$451,019
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
18,999
shares
|
$448,376
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,870
shares
|
$445,332
0.0% of portfolio
|
Q3 2024
Added 67.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,846
shares
|
$444,765
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
18,709
shares
|
$441,532
0.01% of portfolio
|
Q3 2024
Added 109.55%
|