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 |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
15,880
shares
|
$362,858
0.0% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
15,848
shares
|
$362,126
0.05% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
15,718
shares
|
$359,156
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,666
shares
|
$357,968
0.31% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
15,634
shares
|
$357,236
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
15,590
shares
|
$356,231
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
15,517
shares
|
$354,563
0.34% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
15,509
shares
|
$354,380
0.19% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
15,397
shares
|
$351,821
0.6% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,172
shares
|
$346,680
0.35% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,971
shares
|
$342,087
0.15% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
14,970
shares
|
$342,064
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
14,936
shares
|
$341,287
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,876
shares
|
$339,916
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,690
shares
|
$335,666
0.11% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
14,624
shares
|
$334,158
0.04% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
14,602
shares
|
$333,655
0.09% of portfolio
|
Q1 2023
Added 77.64%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
14,546
shares
|
$332,376
0.75% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
14,410
shares
|
$329,268
0.24% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
14,389
shares
|
$328,788
0.12% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
14,369
shares
|
$328,331
0.02% of portfolio
|
Q4 2022
Reduced 8.09%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
14,311
shares
|
$327,006
0.47% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
14,289
shares
|
$326,503
0.35% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,136
shares
|
$323,007
0.16% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
14,087
shares
|
$321,887
0.19% of portfolio
|
Q3 2024
Added 0.09%
|