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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,522
shares
|
$765,977
1.0% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
33,490
shares
|
$765,246
0.92% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
33,460
shares
|
$764,561
0.46% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
33,346
shares
|
$761,956
0.09% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
33,242
shares
|
$759,579
1.49% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
33,108
shares
|
$756,517
0.31% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
33,089
shares
|
$756,083
0.58% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
32,669
shares
|
$746,486
0.13% of portfolio
|
Q3 2024
Added 41.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,560
shares
|
$743,996
0.01% of portfolio
|
Q2 2023
Reduced 84.26%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
32,417
shares
|
$740,728
0.15% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
32,409
shares
|
$740,545
0.18% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
32,370
shares
|
$739,654
1.05% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
32,260
shares
|
$737,141
1.85% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
31,642
shares
|
$723,019
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
31,441
shares
|
$718,426
0.11% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
31,174
shares
|
$712,325
0.06% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,082
shares
|
$710,223
0.0% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
30,939
shares
|
$706,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
30,830
shares
|
$704,465
1.64% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
30,816
shares
|
$704,145
0.23% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
30,713
shares
|
$701,792
0.37% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
30,392
shares
|
$694,457
0.23% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
30,312
shares
|
$692,629
0.85% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
29,990
shares
|
$685,271
1.29% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
29,742
shares
|
$679,604
0.07% of portfolio
|
Q3 2024
Reduced 0.82%
|