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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
23,037
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
Added 100.79%
|
|
Cahill Wealth Management, LLC
Portage, MI |
Aug 13, 2024 Q2 2024 |
22,750
shares
|
$1.51 Million
0.85% of portfolio
|
Q2 2024
Added 32.86%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
22,608
shares
|
$1.5 Million
0.37% of portfolio
|
Q2 2024
Added 9.63%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
22,544
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2024
Added 0.22%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
22,452
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
22,437
shares
|
$1.49 Million
1.0% of portfolio
|
Q2 2024
Added 28.99%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
22,116
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2024
Reduced 19.49%
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
21,781
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2024
Added 5.71%
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
21,697
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
21,692
shares
|
$1.44 Million
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
|
$1.43 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Elm Partners Management LLC
|
Jul 31, 2024 Q2 2024 |
21,586
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
21,575
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2024
Added 0.55%
|
|
Bnc Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
21,336
shares
|
$1.41 Million
0.5% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Aug 12, 2024 Q2 2024 |
21,097
shares
|
$1.4 Million
0.52% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,662
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
20,624
shares
|
$1.37 Million
0.72% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
20,405
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2024
Added 2.24%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
20,246
shares
|
$1.34 Million
0.48% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
B&D White Capital Company, LLC
|
Aug 13, 2024 Q2 2024 |
20,197
shares
|
$1.34 Million
0.27% of portfolio
|
Q2 2024
Added 1.77%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
20,025
shares
|
$1.33 Million
0.16% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 30, 2024 Q2 2024 |
19,815
shares
|
$1.31 Million
0.35% of portfolio
|
Q2 2024
Added 4.09%
|