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 |
---|---|---|---|---|---|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
19,754
shares
|
$1.31 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
19,636
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
19,629
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.68%
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
19,614
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2024
Added 14.39%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
19,608
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2024
Added 3.13%
|
|
Elco Management Co., LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,600
shares
|
$1.3 Million
0.73% of portfolio
|
Q2 2024
Added 33.33%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
19,558
shares
|
$1.3 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
West Coast Financial LLC
|
Jul 19, 2024 Q2 2024 |
19,450
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2024
Added 37.46%
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 09, 2024 Q2 2024 |
19,375
shares
|
$1.28 Million
0.52% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
19,375
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
19,248
shares
|
$1.27 Million
0.24% of portfolio
|
Q2 2024
Added 2.5%
|
|
Smithbridge Asset Management Inc
|
Jul 19, 2024 Q2 2024 |
19,198
shares
|
$1.27 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
19,150
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
19,140
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$1.27 Million
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 30, 2024 Q2 2024 |
18,975
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,846
shares
|
$1.25 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Aug 14, 2024 Q2 2024 |
18,732
shares
|
$1.24 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Verity Wealth Advisors
|
Aug 02, 2024 Q2 2024 |
18,696
shares
|
$1.24 Million
0.88% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
18,500
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,395
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2020
Added 8.75%
|
|
Chesley Taft & Associates LLC
|
Jul 19, 2024 Q2 2024 |
18,365
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Morling Financial Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
18,364
shares
|
$1.22 Million
0.51% of portfolio
|
Q2 2024
Reduced 16.46%
|
|
Ullmann Wealth Partners Group, LLC
|
Aug 07, 2024 Q2 2024 |
18,343
shares
|
$1.21 Million
0.16% of portfolio
|
Q4 2023
Added 0.01%
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
18,290
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2022
Reduced 0.36%
|