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 1,237 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $8.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
216
shares
|
$5,052
0.0% of portfolio
|
Q4 2024
Added 332.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
209
shares
|
$4,888
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
204
shares
|
$4,771
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
202
shares
|
$4,724
0.0% of portfolio
|
Q4 2024
Added 201.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
180
shares
|
$4,210
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
180
shares
|
$4,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
164
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
Added 198.18%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
141
shares
|
$3,297
0.0% of portfolio
|
Q4 2024
Added 1310.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
132
shares
|
$3,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
128
shares
|
$2,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
126
shares
|
$2,947
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
122
shares
|
$2,853
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
120
shares
|
$2,806
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
120
shares
|
$2,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
104
shares
|
$2,432
0.0% of portfolio
|
Q2 2024
Reduced 67.5%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
80
shares
|
$1,871
0.0% of portfolio
|
Q4 2024
Reduced 71.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
66
shares
|
$1,543
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
60
shares
|
$1,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
54
shares
|
$1,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
41
shares
|
$958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30
shares
|
$701
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
28
shares
|
$654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
23
shares
|
$537
0.05% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6
shares
|
$140
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
6
shares
|
$140
0.0% of portfolio
|
Q4 2024
New holding
|