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 1,159 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
27,345
shares
|
$604,597
0.04% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
27,313
shares
|
$603,890
0.43% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
27,195
shares
|
$601,281
1.25% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
27,072
shares
|
$598,561
0.42% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
27,072
shares
|
$598,561
0.39% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
27,034
shares
|
$597,721
0.12% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
26,730
shares
|
$591,000
0.33% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
26,458
shares
|
$584,986
1.56% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
26,275
shares
|
$580,940
3.53% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
26,168
shares
|
$578,574
0.26% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
26,086
shares
|
$576,761
0.59% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
26,051
shares
|
$575,987
0.07% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
26,000
shares
|
$574,860
1.41% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,985
shares
|
$574,528
0.01% of portfolio
|
Q2 2024
Reduced 37.86%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
25,980
shares
|
$574,417
0.59% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
25,942
shares
|
$573,577
0.04% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
25,689
shares
|
$567,983
0.68% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
25,684
shares
|
$567,873
0.14% of portfolio
|
Q2 2024
Reduced 59.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
25,436
shares
|
$562,389
0.0% of portfolio
|
Q2 2024
Added 37.06%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
25,222
shares
|
$557,658
0.19% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
25,028
shares
|
$553,369
0.7% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
24,678
shares
|
$545,630
0.02% of portfolio
|
Q2 2024
Added 18.22%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
24,646
shares
|
$544,923
0.47% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
24,436
shares
|
$540,279
0.36% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
24,413
shares
|
$539,771
0.12% of portfolio
|
Q3 2024
Added 26.0%
|