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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
29,557
shares
|
$675,377
0.21% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
29,505
shares
|
$674,189
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
29,410
shares
|
$672,018
0.09% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,171
shares
|
$666,557
0.63% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
29,100
shares
|
$664,935
0.79% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
28,883
shares
|
$659,976
0.42% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
28,709
shares
|
$656,000
0.37% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
28,574
shares
|
$652,915
0.68% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
28,510
shares
|
$651,453
0.26% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
28,322
shares
|
$647,157
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
28,205
shares
|
$644,484
0.16% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
27,861
shares
|
$636,623
0.05% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,345
shares
|
$624,833
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
|
$624,102
0.43% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
27,195
shares
|
$621,405
1.25% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
27,072
shares
|
$618,595
0.42% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
27,072
shares
|
$618,595
0.39% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
27,034
shares
|
$617,726
0.12% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
26,730
shares
|
$610,780
0.33% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
26,458
shares
|
$604,565
1.56% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,398
shares
|
$603,194
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
26,275
shares
|
$600,383
3.53% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
26,168
shares
|
$597,938
0.26% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
26,160
shares
|
$597,756
0.02% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
26,086
shares
|
$596,065
0.59% of portfolio
|
Q3 2024
Added 0.59%
|