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 |
---|---|---|---|---|---|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
11,843
shares
|
$784,361
0.11% of portfolio
|
Q1 2024
Added 0.12%
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
11,795
shares
|
$781,182
0.28% of portfolio
|
Q2 2024
Added 2.96%
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
11,743
shares
|
$777,738
0.09% of portfolio
|
Q1 2024
Added 17.37%
|
|
Grimes & Company, Inc.
|
Jul 22, 2024 Q2 2024 |
11,732
shares
|
$777,010
0.02% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
11,547
shares
|
$764,757
0.14% of portfolio
|
Q2 2024
Added 0.35%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
11,492
shares
|
$761,115
0.05% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Consilium Wealth Advisory, LLC
|
Aug 01, 2024 Q2 2024 |
11,490
shares
|
$760,982
0.4% of portfolio
|
Q1 2022
Added 100.0%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,490
shares
|
$760,982
0.01% of portfolio
|
Q1 2022
Added 88.67%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,448
shares
|
$758,201
0.0% of portfolio
|
Q2 2024
Reduced 83.87%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,431
shares
|
$757,075
0.04% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
Diversified Trust CO
|
Jul 16, 2024 Q2 2024 |
11,430
shares
|
$757,008
0.02% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Aug 13, 2024 Q2 2024 |
11,366
shares
|
$752,770
0.5% of portfolio
|
Q2 2024
Added 3.93%
|
|
Quadrature Capital LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
11,296
shares
|
$748,134
0.01% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,266
shares
|
$746,147
0.0% of portfolio
|
Q2 2024
Added 59.96%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
11,230
shares
|
$743,762
0.02% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
Stockman Wealth Management, Inc.
|
Jul 31, 2024 Q2 2024 |
11,218
shares
|
$742,968
0.13% of portfolio
|
Q2 2024
Reduced 16.91%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
11,200
shares
|
$741,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
11,170
shares
|
$739,789
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
11,135
shares
|
$737,471
0.02% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
11,087
shares
|
$734,292
0.06% of portfolio
|
Q1 2024
Added 0.08%
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
11,084
shares
|
$734,093
0.38% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
11,025
shares
|
$730,185
0.02% of portfolio
|
Q2 2024
New holding
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
10,971
shares
|
$726,609
0.02% of portfolio
|
Q2 2024
Added 13.87%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
10,786
shares
|
$714,356
0.1% of portfolio
|
Q1 2024
Added 78.99%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
10,784
shares
|
$714,224
0.06% of portfolio
|
Q1 2024
Reduced 65.67%
|