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 1,183 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
1,158,603
shares
|
$26.6 Million
17.79% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
1,153,135
shares
|
$26.5 Million
27.28% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,141,005
shares
|
$26.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
1,066,872
shares
|
$24.5 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,052,135
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
1,032,598
shares
|
$23.7 Million
29.8% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,024,048
shares
|
$23.5 Million
2.67% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,018,829
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
1,010,660
shares
|
$23.2 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
977,711
shares
|
$22.4 Million
3.05% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
965,092
shares
|
$22.1 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
935,022
shares
|
$21.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
930,687
shares
|
$21.4 Million
1.43% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
882,348
shares
|
$20.2 Million
17.45% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
869,954
shares
|
$20 Million
10.69% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
868,604
shares
|
$19.9 Million
18.8% of portfolio
|
Q3 2024
Added 196.44%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
843,781
shares
|
$19.4 Million
11.02% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
831,146
shares
|
$19.1 Million
0.56% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
818,479
shares
|
$18.8 Million
30.27% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
778,529
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
765,983
shares
|
$17.6 Million
11.37% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
752,751
shares
|
$17.3 Million
5.04% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
744,533
shares
|
$17.1 Million
1.83% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
740,974
shares
|
$17 Million
26.71% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
685,428
shares
|
$15.7 Million
5.08% of portfolio
|
Q3 2024
Added 214.29%
|