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 |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
69,029
shares
|
$4.57 Million
0.05% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
68,426
shares
|
$4.53 Million
1.57% of portfolio
|
Q2 2024
Added 2.77%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
67,174
shares
|
$4.45 Million
2.22% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
66,915
shares
|
$4.43 Million
0.21% of portfolio
|
Q2 2024
Added 2.26%
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
66,854
shares
|
$4.43 Million
0.6% of portfolio
|
Q2 2024
Added 1.67%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
66,630
shares
|
$4.41 Million
0.06% of portfolio
|
Q2 2024
Added 2.26%
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
66,300
shares
|
$4.39 Million
0.31% of portfolio
|
Q2 2024
Added 3.27%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
66,247
shares
|
$4.39 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
66,211
shares
|
$4.39 Million
1.24% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
66,191
shares
|
$4.38 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
66,155
shares
|
$4.38 Million
2.56% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
65,994
shares
|
$4.37 Million
0.12% of portfolio
|
Q2 2024
Added 4.34%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
65,540
shares
|
$4.34 Million
3.74% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
Cordant, Inc.
Portland, OR |
Jul 25, 2024 Q2 2024 |
65,273
shares
|
$4.32 Million
2.29% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Aug 01, 2024 Q2 2024 |
64,880
shares
|
$4.3 Million
2.27% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jul 18, 2024 Q2 2024 |
64,333
shares
|
$4.26 Million
1.19% of portfolio
|
Q2 2024
Added 0.7%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
64,195
shares
|
$4.25 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
63,815
shares
|
$4.23 Million
3.29% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
62,165
shares
|
$4.12 Million
0.05% of portfolio
|
Q2 2024
Added 1.01%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 19, 2024 Q2 2024 |
61,577
shares
|
$4.08 Million
1.3% of portfolio
|
Q2 2024
Reduced 27.16%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
61,575
shares
|
$4.08 Million
2.73% of portfolio
|
Q2 2024
Added 0.43%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
61,438
shares
|
$4.07 Million
0.06% of portfolio
|
Q2 2024
Added 0.48%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
61,353
shares
|
$4.06 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
61,172
shares
|
$4.05 Million
0.42% of portfolio
|
Q2 2024
Added 5.03%
|
|
Redw Wealth LLC
|
Aug 09, 2024 Q2 2024 |
61,156
shares
|
$4.05 Million
1.01% of portfolio
|
Q2 2024
Reduced 0.71%
|