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 |
---|---|---|---|---|---|
Papp L Roy & Associates
|
Jul 24, 2024 Q2 2024 |
45,269
shares
|
$3 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
45,148
shares
|
$2.99 Million
1.33% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
44,467
shares
|
$2.95 Million
0.08% of portfolio
|
Q2 2024
Added 82.98%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
44,199
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2024
Added 2.88%
|
|
Boltwood Capital Management
|
Jul 08, 2024 Q2 2024 |
44,095
shares
|
$2.92 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
43,802
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2024
Added 0.6%
|
|
Mc Carthy Asset Management, Inc.
|
Aug 13, 2024 Q2 2024 |
43,356
shares
|
$2.87 Million
1.8% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
43,185
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
42,935
shares
|
$2.84 Million
0.48% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
42,852
shares
|
$2.84 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
42,844
shares
|
$2.84 Million
0.28% of portfolio
|
Q2 2024
Added 0.14%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
42,666
shares
|
$2.83 Million
0.1% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
Kohmann Bosshard Financial Services, LLC
|
Jul 10, 2024 Q2 2024 |
41,974
shares
|
$2.78 Million
0.36% of portfolio
|
Q2 2024
Reduced 20.01%
|
|
Zwj Investment Counsel Inc
|
Jul 19, 2024 Q2 2024 |
41,794
shares
|
$2.77 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
41,222
shares
|
$2.73 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
41,158
shares
|
$2.73 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
41,097
shares
|
$2.72 Million
1.13% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
40,984
shares
|
$2.71 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
40,590
shares
|
$2.69 Million
0.47% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
40,520
shares
|
$2.68 Million
0.13% of portfolio
|
Q2 2024
Added 2.74%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
40,486
shares
|
$2.68 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
40,182
shares
|
$2.66 Million
0.55% of portfolio
|
Q2 2024
Added 4.07%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
40,001
shares
|
$2.65 Million
0.23% of portfolio
|
Q2 2024
Added 0.23%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
39,811
shares
|
$2.64 Million
1.19% of portfolio
|
Q2 2024
Reduced 13.59%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
39,743
shares
|
$2.63 Million
0.1% of portfolio
|
Q2 2024
Added 7.3%
|