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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
12,998
shares
|
$297,004
0.08% of portfolio
|
Q2 2024
Added 496.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,973
shares
|
$296,433
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
12,958
shares
|
$296,090
0.22% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
12,923
shares
|
$295,290
0.03% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
12,919
shares
|
$295,199
0.54% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
12,867
shares
|
$294,010
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,855
shares
|
$293,736
0.62% of portfolio
|
Q1 2024
Reduced 58.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$289,326
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,583
shares
|
$287,521
0.49% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
12,429
shares
|
$284,002
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
12,418
shares
|
$283,751
0.52% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
12,303
shares
|
$281,123
0.44% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,286
shares
|
$280,735
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
12,285
shares
|
$280,712
0.41% of portfolio
|
Q3 2024
Added 168.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,277
shares
|
$280,529
0.05% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,158
shares
|
$277,810
0.02% of portfolio
|
Q3 2024
Added 32.98%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
12,140
shares
|
$277,399
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
12,139
shares
|
$277,376
3.09% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,122
shares
|
$276,987
0.19% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
12,075
shares
|
$275,913
0.31% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
11,959
shares
|
$273,263
0.15% of portfolio
|
Q3 2024
Added 48.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
11,900
shares
|
$271,915
0.41% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
11,874
shares
|
$271,320
0.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
11,805
shares
|
$269,744
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
11,743
shares
|
$268,327
0.09% of portfolio
|
Q1 2024
Added 17.37%
|