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 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
42,766
shares
|
$977,203
0.24% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
42,575
shares
|
$972,838
0.11% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
42,552
shares
|
$972,313
0.14% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
42,549
shares
|
$972,244
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
42,225
shares
|
$964,841
2.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
42,154
shares
|
$963,218
0.61% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
41,578
shares
|
$950,057
0.57% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
41,522
shares
|
$948,777
0.65% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
41,515
shares
|
$948,617
0.04% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
41,350
shares
|
$944,847
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
40,740
shares
|
$930,909
0.34% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
40,536
shares
|
$926,247
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
40,523
shares
|
$925,950
0.38% of portfolio
|
Q4 2024
Added 200.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
40,502
shares
|
$925,470
1.35% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
40,338
shares
|
$921,723
0.5% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
40,190
shares
|
$918,341
0.75% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
40,154
shares
|
$917,518
0.1% of portfolio
|
Q3 2024
Reduced 33.88%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
40,113
shares
|
$916,582
0.3% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
39,933
shares
|
$912,469
0.1% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
39,875
shares
|
$911,143
1.14% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
39,399
shares
|
$900,267
0.25% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
39,377
shares
|
$899,764
0.0% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
39,221
shares
|
$896,199
1.13% of portfolio
|
Q3 2024
Reduced 73.47%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
38,047
shares
|
$869,373
0.55% of portfolio
|
Q3 2024
Added 234.74%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
37,986
shares
|
$867,980
0.28% of portfolio
|
Q3 2024
Added 292.99%
|