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 |
---|---|---|---|---|---|
Financial Consulate, Inc
|
Jul 19, 2024 Q2 2024 |
39,689
shares
|
$2.63 Million
0.77% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
39,636
shares
|
$2.63 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 22, 2024 Q2 2024 |
39,227
shares
|
$2.6 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
38,598
shares
|
$2.56 Million
0.29% of portfolio
|
Q2 2024
Added 1.02%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
38,492
shares
|
$2.55 Million
1.31% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 16, 2024 Q2 2024 |
38,225
shares
|
$2.53 Million
0.79% of portfolio
|
Q2 2024
New holding
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
37,343
shares
|
$2.47 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
36,878
shares
|
$2.44 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Lincoln Capital Corp
|
Jul 23, 2024 Q2 2024 |
36,722
shares
|
$2.43 Million
1.01% of portfolio
|
Q2 2024
Added 0.6%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
36,677
shares
|
$2.43 Million
0.72% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
36,676
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2024
Added 76.84%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
36,578
shares
|
$2.42 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.3%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 08, 2024 Q2 2024 |
36,514
shares
|
$2.42 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
36,474
shares
|
$2.42 Million
0.63% of portfolio
|
Q2 2024
Added 25406.29%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
36,345
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Added 4.99%
|
|
Values Added Financial LLC
Washington, DC |
Jul 30, 2024 Q2 2024 |
36,218
shares
|
$2.4 Million
1.64% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 25, 2024 Q2 2024 |
35,961
shares
|
$2.38 Million
0.85% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
35,951
shares
|
$2.38 Million
0.59% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
35,795
shares
|
$2.37 Million
1.07% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
35,680
shares
|
$2.36 Million
0.49% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
35,677
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Added 0.05%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
35,415
shares
|
$2.35 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Opus Investment Management Inc
|
Aug 13, 2024 Q2 2024 |
35,240
shares
|
$2.33 Million
1.43% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
34,607
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2023
Added 3.76%
|
|
Capital Advisors Inc
|
Jul 31, 2024 Q2 2024 |
34,173
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.54%
|