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 |
---|---|---|---|---|---|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
30,315
shares
|
$2.01 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
29,988
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
Geometric Wealth Advisors
|
Aug 13, 2024 Q2 2024 |
29,982
shares
|
$1.99 Million
0.39% of portfolio
|
Q2 2024
Added 5.56%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
29,935
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.88%
|
|
Weik Capital Management
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
29,445
shares
|
$1.95 Million
0.79% of portfolio
|
Q2 2024
Added 3.79%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
29,410
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
28,986
shares
|
$1.92 Million
0.65% of portfolio
|
Q1 2024
Added 0.3%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
28,942
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cross Staff Investments Inc
|
Aug 06, 2024 Q2 2024 |
28,804
shares
|
$1.91 Million
1.55% of portfolio
|
Q2 2024
Added 23.99%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
28,772
shares
|
$1.91 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
28,614
shares
|
$1.9 Million
0.67% of portfolio
|
Q4 2023
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
28,165
shares
|
$1.87 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
28,085
shares
|
$1.86 Million
0.26% of portfolio
|
Q2 2024
Added 0.08%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
27,729
shares
|
$1.84 Million
0.29% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
27,724
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
27,654
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
27,615
shares
|
$1.83 Million
0.34% of portfolio
|
Q4 2023
Reduced 21.18%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
27,538
shares
|
$1.82 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
27,345
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 11, 2024 Q2 2024 |
27,313
shares
|
$1.81 Million
0.43% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
27,034
shares
|
$1.79 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Aug 09, 2024 Q2 2024 |
26,519
shares
|
$1.76 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Exchange Bank
Santa Rosa, CA |
Jul 10, 2024 Q2 2024 |
26,000
shares
|
$1.72 Million
1.39% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,985
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 37.86%
|
|
Modus Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
25,979
shares
|
$1.72 Million
0.59% of portfolio
|
Q2 2024
Reduced 0.6%
|