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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
17,248
shares
|
$407,052
0.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
17,240
shares
|
$406,864
0.03% of portfolio
|
Q4 2024
Added 374.28%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$406,580
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
17,118
shares
|
$403,984
0.08% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
17,048
shares
|
$402,332
0.51% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
16,815
shares
|
$396,834
0.34% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,634
shares
|
$392,562
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
16,592
shares
|
$391,571
0.04% of portfolio
|
Q4 2024
Added 193.82%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
16,584
shares
|
$391,382
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$390,698
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,521
shares
|
$389,895
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
16,504
shares
|
$389,494
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
16,476
shares
|
$388,833
0.28% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
16,476
shares
|
$388,833
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
16,470
shares
|
$388,692
0.04% of portfolio
|
Q3 2024
Added 119.54%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
16,357
shares
|
$386,025
0.47% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
16,226
shares
|
$382,933
0.0% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
15,986
shares
|
$377,269
0.31% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
15,972
shares
|
$376,939
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,900
shares
|
$375,240
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
15,880
shares
|
$374,768
0.0% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
15,848
shares
|
$374,012
0.05% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,666
shares
|
$369,717
0.31% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
15,634
shares
|
$368,962
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
15,570
shares
|
$367,452
0.25% of portfolio
|
Q4 2024
Added 257.27%
|