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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
24,124
shares
|
$533,381
0.11% of portfolio
|
Q2 2024
Reduced 13.36%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
23,929
shares
|
$529,070
1.23% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,407
shares
|
$517,528
0.44% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
23,175
shares
|
$512,399
0.83% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
23,037
shares
|
$509,348
0.01% of portfolio
|
Q2 2024
Added 100.79%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,984
shares
|
$508,176
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
22,963
shares
|
$507,711
0.4% of portfolio
|
Q3 2024
Added 42.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
22,608
shares
|
$499,862
0.37% of portfolio
|
Q2 2024
Added 9.63%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,527
shares
|
$498,071
0.06% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
22,489
shares
|
$497,231
0.25% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
22,478
shares
|
$496,988
0.05% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
22,450
shares
|
$496,369
1.37% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
22,299
shares
|
$493,030
0.07% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,212
shares
|
$491,107
0.27% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
22,116
shares
|
$488,984
0.04% of portfolio
|
Q2 2024
Reduced 19.49%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$487,525
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$483,899
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
21,781
shares
|
$481,577
0.14% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
21,778
shares
|
$481,511
0.4% of portfolio
|
Q3 2024
Added 468.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
21,705
shares
|
$479,897
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
21,697
shares
|
$479,720
0.06% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
21,692
shares
|
$479,610
0.7% of portfolio
|
Q2 2024
Reduced 21.58%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
21,626
shares
|
$478,150
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
21,602
shares
|
$477,620
0.5% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Elm Partners Management LLC
|
Jul 31, 2024 Q2 2024 |
21,586
shares
|
$477,266
0.1% of portfolio
|
Q2 2024
Reduced -0.0%
|