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 |
---|---|---|---|---|---|
Compass Ion Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
60,961
shares
|
$4.04 Million
0.58% of portfolio
|
Q2 2024
Added 3.43%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
60,935
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2024
Added 3.73%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
60,726
shares
|
$4.02 Million
0.13% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
59,795
shares
|
$3.96 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
59,758
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2024
Added 209.51%
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
59,475
shares
|
$3.94 Million
1.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
59,009
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2024
Added 679.2%
|
|
Planning Alternatives LTD
|
Jul 25, 2024 Q2 2024 |
58,249
shares
|
$3.86 Million
0.59% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Ironwood Wealth Management, Llc.
|
Aug 08, 2024 Q2 2024 |
58,161
shares
|
$3.85 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Benchmark Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
57,829
shares
|
$3.83 Million
1.94% of portfolio
|
Q2 2024
Added 0.24%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
57,705
shares
|
$3.82 Million
0.33% of portfolio
|
Q2 2024
Added 6.14%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
57,660
shares
|
$3.82 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Highland Capital Management, LLC
|
Jul 25, 2024 Q2 2024 |
57,525
shares
|
$3.81 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Granite Investment Partners, LLC
|
Aug 12, 2024 Q2 2024 |
56,974
shares
|
$3.77 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
56,095
shares
|
$3.72 Million
0.27% of portfolio
|
Q2 2024
Added 1.38%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
55,912
shares
|
$3.7 Million
0.98% of portfolio
|
Q1 2023
Reduced 1.45%
|
|
Avalon Advisory Group
Wexford, PA |
Aug 14, 2024 Q2 2024 |
55,637
shares
|
$3.68 Million
1.67% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
55,506
shares
|
$3.68 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.76%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
55,162
shares
|
$3.65 Million
0.41% of portfolio
|
Q2 2024
Added 0.07%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
55,007
shares
|
$3.64 Million
1.78% of portfolio
|
Q2 2024
Added 4.27%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
54,805
shares
|
$3.63 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
54,473
shares
|
$3.61 Million
2.45% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
54,211
shares
|
$3.59 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
54,152
shares
|
$3.59 Million
0.44% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Fort Pitt Capital Group, LLC
|
Jul 26, 2024 Q2 2024 |
54,111
shares
|
$3.58 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.01%
|