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 |
|---|---|---|---|---|---|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,071
shares
|
$595,722
0.33% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
26,051
shares
|
$595,265
0.07% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
26,000
shares
|
$594,100
1.41% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
25,942
shares
|
$592,774
0.04% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
25,689
shares
|
$586,993
0.68% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
25,664
shares
|
$586,422
0.78% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
25,222
shares
|
$576,322
0.19% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
25,028
shares
|
$571,889
0.7% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,988
shares
|
$570,975
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
24,660
shares
|
$563,481
0.02% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
24,646
shares
|
$563,161
0.45% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
24,413
shares
|
$557,837
0.12% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
24,363
shares
|
$556,694
0.11% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,350
shares
|
$556,397
0.89% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
24,326
shares
|
$555,849
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,153
shares
|
$551,896
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,078
shares
|
$550,182
0.01% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
23,776
shares
|
$543,281
0.16% of portfolio
|
Q3 2024
Reduced 35.53%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,407
shares
|
$534,849
0.44% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
23,197
shares
|
$530,051
1.17% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
23,175
shares
|
$529,548
0.83% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,984
shares
|
$525,184
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
22,963
shares
|
$524,704
0.4% of portfolio
|
Q3 2024
Added 42.01%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,527
shares
|
$514,741
0.06% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
22,489
shares
|
$513,873
0.25% of portfolio
|
Q3 2024
Reduced 7.76%
|