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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
22,478
shares
|
$513,622
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
|
$512,982
1.37% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
22,397
shares
|
$511,771
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
22,299
shares
|
$509,532
0.07% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,240
shares
|
$508,184
0.06% of portfolio
|
Q3 2024
Added 242.89%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,212
shares
|
$507,544
0.27% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$503,842
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
21,978
shares
|
$502,197
0.25% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$500,095
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
21,778
shares
|
$497,627
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
|
$495,959
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
21,602
shares
|
$493,605
0.5% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
21,281
shares
|
$486,270
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
21,168
shares
|
$483,688
0.53% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
20,979
shares
|
$479,370
0.05% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
20,651
shares
|
$471,875
0.06% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
20,624
shares
|
$471,258
0.7% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$463,946
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
20,246
shares
|
$462,621
0.5% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
20,204
shares
|
$461,661
0.12% of portfolio
|
Q3 2024
Added 281.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
20,135
shares
|
$460,084
0.44% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
20,044
shares
|
$458,005
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
19,773
shares
|
$451,813
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$451,401
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
19,654
shares
|
$449,093
0.48% of portfolio
|
Q3 2024
Reduced 7.88%
|