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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,846
shares
|
$416,685
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Aug 14, 2024 Q2 2024 |
18,732
shares
|
$414,164
0.28% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
18,696
shares
|
$413,368
0.88% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,395
shares
|
$406,713
0.03% of portfolio
|
Q2 2020
Added 8.75%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
18,364
shares
|
$406,028
0.21% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
18,363
shares
|
$406,005
0.63% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
18,343
shares
|
$405,563
0.16% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
18,290
shares
|
$404,391
0.21% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
18,233
shares
|
$403,131
0.0% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
18,224
shares
|
$402,932
0.01% of portfolio
|
Q2 2024
Added 79.3%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
18,192
shares
|
$402,225
0.08% of portfolio
|
Q2 2024
Added 280.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
18,163
shares
|
$401,583
0.01% of portfolio
|
Q1 2024
Reduced 14.18%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
17,917
shares
|
$396,144
0.37% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
17,906
shares
|
$395,901
0.46% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
17,821
shares
|
$394,022
0.42% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
17,798
shares
|
$393,513
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
17,698
shares
|
$391,302
0.01% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
17,654
shares
|
$390,329
0.36% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
17,567
shares
|
$388,406
0.62% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
17,519
shares
|
$387,345
0.29% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
17,466
shares
|
$386,173
0.42% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
17,457
shares
|
$385,974
0.05% of portfolio
|
Q3 2024
Reduced 78.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$380,911
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
17,168
shares
|
$379,584
0.08% of portfolio
|
Q2 2024
Added 43.94%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
17,111
shares
|
$378,324
0.05% of portfolio
|
Q2 2024
Reduced 9.42%
|