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 |
---|---|---|---|---|---|
Farrow Financial Inc.
Randolph, VT |
Jul 15, 2024 Q2 2024 |
13,181
shares
|
$872,977
0.56% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
13,142
shares
|
$870,394
0.41% of portfolio
|
Q4 2023
Reduced 2.93%
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
13,007
shares
|
$861,453
0.18% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
13,000
shares
|
$860,990
0.02% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Main Street Investment Advisors LLC
|
Aug 06, 2024 Q2 2024 |
13,000
shares
|
$860,990
0.1% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Bowie Capital Management, LLC
Richardson, TX |
Aug 06, 2024 Q2 2024 |
13,000
shares
|
$860,990
0.05% of portfolio
|
Q1 2024
Reduced 13.33%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
12,998
shares
|
$860,857
0.09% of portfolio
|
Q2 2024
Added 496.79%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,973
shares
|
$859,201
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
Dock Street Asset Management Inc
|
Jul 16, 2024 Q2 2024 |
12,943
shares
|
$857,214
0.12% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
12,922
shares
|
$855,824
0.01% of portfolio
|
Q2 2024
Added 13.21%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
12,820
shares
|
$849,068
0.02% of portfolio
|
Q2 2024
Added 1.8%
|
|
Phocas Financial Corp.
Alameda, CA |
Jul 23, 2024 Q2 2024 |
12,819
shares
|
$849,002
3.23% of portfolio
|
Q2 2024
Added 84.18%
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
12,766
shares
|
$845,492
0.35% of portfolio
|
Q2 2024
Added 27.21%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
12,574
shares
|
$832,776
0.05% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
12,537
shares
|
$830,325
0.01% of portfolio
|
Q2 2024
New holding
|
|
Legacy Wealth Management, Inc
|
Jul 12, 2024 Q2 2024 |
12,478
shares
|
$826,417
0.06% of portfolio
|
Q2 2024
Reduced 13.34%
|
|
Summit Place Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
12,398
shares
|
$821,119
0.48% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
12,342
shares
|
$817,410
0.2% of portfolio
|
Q2 2024
Reduced 34.52%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Aug 01, 2024 Q2 2024 |
12,303
shares
|
$814,827
0.44% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
12,284
shares
|
$813,569
0.04% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
12,141
shares
|
$804,098
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
12,127
shares
|
$803,171
0.0% of portfolio
|
Q2 2024
Added 177.13%
|
|
Bridgewater Advisors Inc.
|
Aug 01, 2024 Q2 2024 |
12,020
shares
|
$796,084
0.09% of portfolio
|
Q2 2024
Reduced 60.16%
|
|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
12,008
shares
|
$795,289
0.29% of portfolio
|
Q1 2024
Added 0.98%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
11,994
shares
|
$794,362
0.61% of portfolio
|
Q2 2024
Reduced 14.26%
|