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 |
|---|---|---|---|---|---|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
17,821
shares
|
$407,209
0.42% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,814
shares
|
$407,049
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
17,798
shares
|
$406,684
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
17,677
shares
|
$403,919
0.02% of portfolio
|
Q3 2024
Added 228.87%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
17,567
shares
|
$401,405
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
|
$400,309
0.29% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
17,457
shares
|
$398,892
0.05% of portfolio
|
Q3 2024
Reduced 78.39%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
17,248
shares
|
$394,116
0.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$393,659
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
17,118
shares
|
$391,146
0.08% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,105
shares
|
$390,849
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
17,048
shares
|
$389,546
0.51% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
16,815
shares
|
$384,222
0.34% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
16,752
shares
|
$382,783
0.55% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,634
shares
|
$380,086
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
16,584
shares
|
$378,944
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$378,281
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,521
shares
|
$377,504
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
16,504
shares
|
$377,116
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
16,476
shares
|
$376,476
0.28% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
16,470
shares
|
$376,339
0.04% of portfolio
|
Q3 2024
Added 119.54%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
16,357
shares
|
$373,757
0.47% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
15,986
shares
|
$365,280
0.31% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
15,908
shares
|
$363,497
0.35% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,900
shares
|
$363,315
0.04% of portfolio
|
Q4 2024
Added 200.0%
|