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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
65,781
shares
|
$1.5 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
65,645
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
65,540
shares
|
$1.5 Million
3.74% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
64,526
shares
|
$1.47 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
64,436
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
62,900
shares
|
$1.44 Million
3.23% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
62,183
shares
|
$1.42 Million
2.42% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
62,082
shares
|
$1.42 Million
2.11% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
61,890
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
61,604
shares
|
$1.41 Million
2.69% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
61,557
shares
|
$1.41 Million
0.4% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
61,539
shares
|
$1.4 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
61,282
shares
|
$1.4 Million
0.54% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
60,847
shares
|
$1.39 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
59,727
shares
|
$1.36 Million
1.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
59,682
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
59,077
shares
|
$1.35 Million
0.5% of portfolio
|
Q3 2024
Added 201.29%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
58,931
shares
|
$1.35 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
58,671
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2024
Added 226.48%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
58,069
shares
|
$1.33 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
57,503
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
57,171
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
57,121
shares
|
$1.3 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
56,871
shares
|
$1.3 Million
0.64% of portfolio
|
Q3 2024
Added 241.63%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
56,842
shares
|
$1.3 Million
1.77% of portfolio
|
Q3 2024
Reduced 51.69%
|