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 |
---|---|---|---|---|---|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$1.1 Million
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
16,517
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
16,505
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2024
Added 0.09%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
16,419
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
16,418
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Added 0.97%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
16,265
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 12, 2024 Q2 2024 |
16,170
shares
|
$1.07 Million
0.34% of portfolio
|
Q1 2024
Added 10.91%
|
|
Green Square Capital Advisors LLC
|
Aug 14, 2024 Q2 2024 |
15,885
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2023
Reduced 2.4%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
15,833
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2024
Added 0.31%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
15,730
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 55.31%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
15,653
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
15,649
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2024
Reduced 92.41%
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
15,567
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2024
Added 0.28%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
15,482
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
15,450
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Added 3.4%
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 16, 2024 Q2 2024 |
15,300
shares
|
$1.01 Million
0.61% of portfolio
|
Q1 2024
Added 0.31%
|
|
Madden Securities Corp
|
Jul 10, 2024 Q2 2024 |
15,241
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,172
shares
|
$1 Million
0.35% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2024 Q2 2024 |
14,936
shares
|
$989,211
0.46% of portfolio
|
Q4 2023
New holding
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,876
shares
|
$985,237
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
14,736
shares
|
$975,965
0.03% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
14,702
shares
|
$973,713
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
14,602
shares
|
$967,090
0.09% of portfolio
|
Q1 2023
Added 77.64%
|
|
Mason & Associates Inc
|
Jul 18, 2024 Q2 2024 |
14,575
shares
|
$965,302
0.25% of portfolio
|
Q1 2024
Added 0.05%
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 05, 2024 Q2 2024 |
14,496
shares
|
$960,070
0.75% of portfolio
|
Q1 2024
Reduced 0.51%
|