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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Aug 12, 2024 Q2 2024 |
21,097
shares
|
$466,454
0.52% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,662
shares
|
$456,836
0.19% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
20,624
shares
|
$455,996
0.7% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
20,405
shares
|
$451,154
0.03% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$448,921
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
20,246
shares
|
$447,639
0.5% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
20,204
shares
|
$446,710
0.12% of portfolio
|
Q3 2024
Added 281.86%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2024 Q2 2024 |
20,197
shares
|
$446,555
0.27% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
20,044
shares
|
$443,172
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
19,754
shares
|
$436,760
0.23% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
19,654
shares
|
$434,549
0.48% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
19,649
shares
|
$434,439
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
19,636
shares
|
$434,151
0.01% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
19,614
shares
|
$433,665
0.03% of portfolio
|
Q1 2024
Added 14.39%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
19,612
shares
|
$433,621
0.06% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
19,608
shares
|
$433,532
0.18% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,600
shares
|
$433,356
0.73% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
19,450
shares
|
$430,039
0.14% of portfolio
|
Q1 2024
Added 37.46%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 09, 2024 Q2 2024 |
19,375
shares
|
$428,381
0.52% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,345
shares
|
$427,717
0.13% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
19,248
shares
|
$425,573
0.24% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
19,150
shares
|
$423,406
0.83% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$422,566
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
18,989
shares
|
$419,846
0.2% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18,873
shares
|
$417,282
0.67% of portfolio
|
Q3 2024
Added 5.91%
|