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 |
---|---|---|---|---|---|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
14,369
shares
|
$951,658
0.02% of portfolio
|
Q4 2022
Reduced 8.09%
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Aug 01, 2024 Q2 2024 |
14,306
shares
|
$947,486
0.35% of portfolio
|
Q4 2023
New holding
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
14,265
shares
|
$944,770
0.5% of portfolio
|
Q1 2024
New holding
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
14,264
shares
|
$944,704
0.04% of portfolio
|
Q2 2024
Added 3.63%
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
14,243
shares
|
$943,313
0.09% of portfolio
|
Q4 2023
Added 0.42%
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
14,167
shares
|
$938,280
0.15% of portfolio
|
Q2 2024
Added 0.01%
|
|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
14,074
shares
|
$932,121
0.18% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
14,071
shares
|
$931,922
0.11% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
14,042
shares
|
$930,001
0.16% of portfolio
|
Q3 2022
Added 2.83%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
13,949
shares
|
$923,842
0.0% of portfolio
|
Q2 2024
Added 6.79%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
13,911
shares
|
$921,325
0.2% of portfolio
|
Q2 2024
New holding
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
13,834
shares
|
$916,225
0.06% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
13,767
shares
|
$911,788
0.39% of portfolio
|
Q1 2024
Added 0.16%
|
|
Platte River Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
13,676
shares
|
$905,761
0.24% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$904,569
0.81% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Northern Capital Management, Inc.
|
Aug 12, 2024 Q2 2024 |
13,574
shares
|
$899,006
0.57% of portfolio
|
Q2 2024
Added 0.36%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
13,335
shares
|
$883,177
0.52% of portfolio
|
Q2 2024
Added 3.06%
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 29, 2024 Q2 2024 |
13,300
shares
|
$880,859
0.81% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 10, 2024 Q2 2024 |
13,299
shares
|
$880,792
0.43% of portfolio
|
Q2 2024
Added 19.58%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
13,296
shares
|
$880,594
0.04% of portfolio
|
Q2 2024
Added 4.17%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
13,290
shares
|
$880,196
0.15% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,269
shares
|
$878,805
0.43% of portfolio
|
Q4 2022
New holding
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
13,214
shares
|
$875,163
0.14% of portfolio
|
Q2 2024
New holding
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
13,212
shares
|
$875,030
0.19% of portfolio
|
Q2 2024
New holding
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
13,197
shares
|
$874,037
0.03% of portfolio
|
Q2 2024
Added 3.9%
|