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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
19,649
shares
|
$448,979
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
19,636
shares
|
$448,682
0.01% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
19,612
shares
|
$448,134
0.06% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
19,450
shares
|
$444,432
0.14% of portfolio
|
Q1 2024
Added 37.46%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
19,430
shares
|
$443,975
0.52% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,345
shares
|
$442,033
0.13% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
19,150
shares
|
$437,577
0.8% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$436,709
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
18,989
shares
|
$433,898
0.2% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18,873
shares
|
$431,248
0.67% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,870
shares
|
$431,179
0.0% of portfolio
|
Q3 2024
Added 67.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,846
shares
|
$430,631
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
18,709
shares
|
$427,500
0.01% of portfolio
|
Q3 2024
Added 109.55%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
18,696
shares
|
$427,203
0.88% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,395
shares
|
$420,325
0.03% of portfolio
|
Q2 2020
Added 8.75%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
18,364
shares
|
$419,617
0.21% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
18,363
shares
|
$419,594
0.63% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
18,343
shares
|
$419,137
0.16% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
18,290
shares
|
$417,926
0.21% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
18,167
shares
|
$415,115
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
18,163
shares
|
$415,024
0.01% of portfolio
|
Q1 2024
Reduced 14.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
18,090
shares
|
$413,356
0.04% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
17,986
shares
|
$410,980
0.28% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
17,917
shares
|
$409,403
0.37% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
17,906
shares
|
$409,152
0.46% of portfolio
|
Q3 2024
Reduced 2.49%
|