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 |
---|---|---|---|---|---|
Gradient Capital Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
25,934
shares
|
$1.72 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Thrive Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
25,903
shares
|
$1.72 Million
0.32% of portfolio
|
Q2 2024
Added 19.54%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
25,684
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2024
Reduced 59.95%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
25,588
shares
|
$1.69 Million
1.15% of portfolio
|
Q1 2024
Added 2.13%
|
|
Adams Wealth Management
|
Jul 16, 2024 Q2 2024 |
25,496
shares
|
$1.69 Million
0.4% of portfolio
|
Q2 2024
Reduced 25.63%
|
|
Cache Tech Inc.
Logan, UT |
Aug 01, 2024 Q2 2024 |
25,496
shares
|
$1.69 Million
0.37% of portfolio
|
Q2 2024
New holding
|
|
Blossom Wealth Management
|
Jul 19, 2024 Q2 2024 |
25,469
shares
|
$1.69 Million
3.49% of portfolio
|
Q2 2024
Added 5.44%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
25,436
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Added 37.06%
|
|
Barden Capital Management, Inc.
|
Aug 09, 2024 Q2 2024 |
25,351
shares
|
$1.68 Million
1.5% of portfolio
|
Q2 2024
Added 1.05%
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2024 Q2 2024 |
25,028
shares
|
$1.66 Million
0.7% of portfolio
|
Q2 2024
Added 0.3%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
24,748
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
24,685
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2024
Added 20.89%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
24,678
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2024
Added 18.22%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
24,646
shares
|
$1.63 Million
0.47% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
24,625
shares
|
$1.63 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
24,436
shares
|
$1.62 Million
0.36% of portfolio
|
Q2 2024
Added 4.57%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
24,381
shares
|
$1.61 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
24,124
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2024
Reduced 13.36%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
23,929
shares
|
$1.58 Million
1.23% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
23,623
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2024
Added 1.16%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
23,415
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Smith & Howard Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
23,407
shares
|
$1.55 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
S.A. Mason LLC
|
Jul 10, 2024 Q2 2024 |
23,165
shares
|
$1.53 Million
0.84% of portfolio
|
Q2 2024
Added 0.26%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
23,159
shares
|
$1.53 Million
1.21% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
23,099
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2024
Added 13.9%
|