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 |
---|---|---|---|---|---|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
33,982
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
33,877
shares
|
$2.24 Million
0.61% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
33,634
shares
|
$2.23 Million
1.93% of portfolio
|
Q2 2024
Reduced 14.98%
|
|
Essex LLC
|
Jul 22, 2024 Q2 2024 |
33,492
shares
|
$2.22 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 30, 2024 Q2 2024 |
33,483
shares
|
$2.22 Million
0.92% of portfolio
|
Q1 2024
Added 0.01%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
33,193
shares
|
$2.2 Million
0.16% of portfolio
|
Q2 2024
Added 0.06%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
33,048
shares
|
$2.19 Million
0.08% of portfolio
|
Q2 2024
Added 10.55%
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
32,793
shares
|
$2.17 Million
0.08% of portfolio
|
Q1 2024
Added 12.6%
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 19, 2024 Q2 2024 |
32,619
shares
|
$2.16 Million
1.57% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
32,581
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2024
Added 11.62%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,560
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2023
Reduced 84.26%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
32,526
shares
|
$2.15 Million
0.18% of portfolio
|
Q1 2024
Added 1.5%
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
32,520
shares
|
$2.15 Million
0.31% of portfolio
|
Q2 2024
Added 1.1%
|
|
Planned Solutions, Inc.
|
Jul 24, 2024 Q2 2024 |
32,410
shares
|
$2.15 Million
0.99% of portfolio
|
Q2 2024
Added 3.42%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
32,338
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
32,039
shares
|
$2.12 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
31,756
shares
|
$2.1 Million
0.1% of portfolio
|
Q2 2024
Added 58.99%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
31,624
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
31,581
shares
|
$2.09 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
Spectrum Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
31,266
shares
|
$2.07 Million
0.93% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,082
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
30,694
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
30,644
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Gleason Group, Inc.
|
Jul 12, 2024 Q2 2024 |
30,510
shares
|
$2.02 Million
0.39% of portfolio
|
Q2 2024
Added 1.63%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
30,431
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 37.29%
|