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 1,184 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
73,043
shares
|
$1.67 Million
1.25% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,023
shares
|
$1.67 Million
1.43% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
72,301
shares
|
$1.65 Million
0.31% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
72,259
shares
|
$1.65 Million
3.26% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
71,877
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
71,776
shares
|
$1.64 Million
1.33% of portfolio
|
Q1 2023
Added 17.62%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
71,485
shares
|
$1.63 Million
0.81% of portfolio
|
Q3 2024
Added 216.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
71,370
shares
|
$1.63 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,019
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.34%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
70,357
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
70,226
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
69,831
shares
|
$1.59 Million
3.72% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
69,797
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,601
shares
|
$1.59 Million
0.13% of portfolio
|
Q3 2024
Added 63.13%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
69,295
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,151
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
68,609
shares
|
$1.57 Million
1.57% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
67,700
shares
|
$1.55 Million
0.29% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
67,582
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
67,519
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 33.4%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
66,915
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
66,422
shares
|
$1.52 Million
1.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
66,247
shares
|
$1.51 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
66,119
shares
|
$1.51 Million
1.93% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
65,904
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.61%
|