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 1,146 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
79,936
shares
|
$5.29 Million
0.59% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
79,899
shares
|
$5.29 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2024 Q2 2024 |
78,276
shares
|
$5.18 Million
1.75% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
77,594
shares
|
$5.14 Million
0.18% of portfolio
|
Q2 2024
Added 5.01%
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 26, 2024 Q2 2024 |
77,155
shares
|
$5.11 Million
4.02% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Alpha Omega Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
77,044
shares
|
$5.1 Million
0.93% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
76,362
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
75,788
shares
|
$5.02 Million
2.02% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
75,198
shares
|
$4.98 Million
0.14% of portfolio
|
Q2 2024
Added 3.22%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
74,188
shares
|
$4.91 Million
1.34% of portfolio
|
Q2 2024
Added 2.87%
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 07, 2024 Q2 2024 |
73,305
shares
|
$4.85 Million
3.18% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
72,171
shares
|
$4.78 Million
0.23% of portfolio
|
Q2 2024
Added 1.82%
|
|
Successful Portfolios LLC
|
Jul 12, 2024 Q2 2024 |
71,852
shares
|
$4.76 Million
3.16% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
71,776
shares
|
$4.75 Million
1.33% of portfolio
|
Q1 2023
Added 17.62%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
71,731
shares
|
$4.75 Million
3.93% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
71,688
shares
|
$4.75 Million
0.53% of portfolio
|
Q2 2024
Added 0.7%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
71,618
shares
|
$4.74 Million
0.3% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
71,518
shares
|
$4.74 Million
0.34% of portfolio
|
Q2 2024
Added 18.27%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
71,394
shares
|
$4.73 Million
0.03% of portfolio
|
Q2 2024
Added 3.84%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,019
shares
|
$4.7 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.34%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
70,571
shares
|
$4.67 Million
0.14% of portfolio
|
Q2 2024
Added 3.69%
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
70,443
shares
|
$4.67 Million
1.23% of portfolio
|
Q2 2024
Added 10.85%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
70,051
shares
|
$4.64 Million
0.72% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
69,417
shares
|
$4.6 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
69,144
shares
|
$4.58 Million
0.06% of portfolio
|
Q2 2024
Added 1213.53%
|