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 |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
18,233
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 1.96%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
18,224
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 79.3%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
18,192
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2024
Added 280.9%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
18,163
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.18%
|
|
Callahan Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
18,125
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2024
Added 9.39%
|
|
Capital Performance Advisors LLP
|
Aug 01, 2024 Q2 2024 |
18,117
shares
|
$1.2 Million
0.44% of portfolio
|
Q2 2024
Added 20.32%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
17,971
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Added 20.51%
|
|
Firethorn Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
17,820
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
17,798
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
17,698
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
17,654
shares
|
$1.17 Million
0.36% of portfolio
|
Q2 2024
Added 2.28%
|
|
Oakwell Private Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
17,601
shares
|
$1.17 Million
0.31% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
17,525
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
17,466
shares
|
$1.16 Million
0.42% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
17,455
shares
|
$1.16 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
17,168
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2024
Added 43.94%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
17,166
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
17,111
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
Reliant Wealth Planning
|
Jul 11, 2024 Q2 2024 |
17,026
shares
|
$1.13 Million
0.49% of portfolio
|
Q2 2024
Added 87.86%
|
|
Twelve Points Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
16,962
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
16,953
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2024
Added 2.16%
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
16,791
shares
|
$1.11 Million
0.55% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 15, 2024 Q2 2024 |
16,647
shares
|
$1.1 Million
0.75% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
16,632
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2024
New holding
|