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 |
---|---|---|---|---|---|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
53,782
shares
|
$3.56 Million
2.29% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Aug 07, 2024 Q2 2024 |
53,493
shares
|
$3.54 Million
1.4% of portfolio
|
Q2 2024
Added 10.7%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
53,387
shares
|
$3.54 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
51,784
shares
|
$3.43 Million
0.04% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 09, 2024 Q2 2024 |
51,488
shares
|
$3.41 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
51,372
shares
|
$3.4 Million
1.97% of portfolio
|
Q2 2024
Added 22.54%
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
50,945
shares
|
$3.37 Million
1.86% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
50,817
shares
|
$3.37 Million
3.95% of portfolio
|
Q3 2022
Reduced 51.54%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
50,615
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2024
Added 70.21%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
50,603
shares
|
$3.35 Million
2.25% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
50,429
shares
|
$3.34 Million
0.32% of portfolio
|
Q2 2024
Added 0.97%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
49,011
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2024
Added 51.23%
|
|
Rtd Financial Advisors, Inc.
|
Jul 22, 2024 Q2 2024 |
48,849
shares
|
$3.24 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
48,494
shares
|
$3.21 Million
0.02% of portfolio
|
Q2 2024
Added 18.19%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
48,182
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2024
Added 0.71%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
48,062
shares
|
$3.18 Million
0.2% of portfolio
|
Q2 2024
Added 1402.88%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
47,754
shares
|
$3.16 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
47,634
shares
|
$3.15 Million
1.02% of portfolio
|
Q2 2024
Added 5.73%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
47,485
shares
|
$3.14 Million
0.71% of portfolio
|
Q2 2024
Added 1.28%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
47,361
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2024
Added 16.68%
|
|
John W. Brooker & Co., Cp As
|
Jul 11, 2024 Q2 2024 |
46,856
shares
|
$3.1 Million
1.61% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
46,833
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Financial Designs Corp
Claremont, CA |
Jul 15, 2024 Q2 2024 |
46,609
shares
|
$3.09 Million
2.01% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
46,350
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2024
Added 12.96%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
45,701
shares
|
$3.03 Million
0.65% of portfolio
|
Q4 2023
Reduced 0.25%
|