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 Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
37,630
shares
|
$859,845
0.31% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
37,551
shares
|
$858,040
0.76% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
37,337
shares
|
$853,150
3.6% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
37,107
shares
|
$847,894
1.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
36,677
shares
|
$838,069
0.72% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
36,578
shares
|
$835,807
0.11% of portfolio
|
Q4 2023
Reduced 1.3%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
36,324
shares
|
$830,003
0.25% of portfolio
|
Q3 2024
Added 202.2%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
36,323
shares
|
$829,980
0.03% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
36,308
shares
|
$829,637
0.99% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,273
shares
|
$828,838
0.14% of portfolio
|
Q3 2024
Added 50.36%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
35,721
shares
|
$816,224
0.32% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
35,700
shares
|
$815,745
1.5% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
35,685
shares
|
$815,402
0.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
35,545
shares
|
$812,203
0.02% of portfolio
|
Q4 2024
Added 188.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35,418
shares
|
$809,301
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
35,407
shares
|
$809,049
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
35,331
shares
|
$807,313
0.58% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
35,309
shares
|
$806,810
0.08% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
34,979
shares
|
$799,270
0.86% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
34,607
shares
|
$790,769
0.01% of portfolio
|
Q2 2023
Added 3.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
34,392
shares
|
$785,857
0.06% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
34,207
shares
|
$781,629
0.25% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
34,196
shares
|
$781,378
0.04% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
33,814
shares
|
$772,649
0.05% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
33,626
shares
|
$768,354
0.26% of portfolio
|
Q3 2024
Added 3.21%
|