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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
11,743
shares
|
$268,327
0.58% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
11,737
shares
|
$268,190
0.13% of portfolio
|
Q3 2024
Added 126.02%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
11,668
shares
|
$266,613
0.29% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,625
shares
|
$265,631
0.15% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
11,592
shares
|
$264,877
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
11,492
shares
|
$262,592
0.05% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,490
shares
|
$262,546
0.42% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,490
shares
|
$262,546
0.01% of portfolio
|
Q1 2022
Added 88.67%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,431
shares
|
$261,198
0.04% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,387
shares
|
$260,192
0.03% of portfolio
|
Q3 2024
Added 191.6%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
11,285
shares
|
$257,862
0.06% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
11,192
shares
|
$255,737
0.65% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,060
shares
|
$252,721
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
11,031
shares
|
$252,058
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,883
shares
|
$248,676
0.04% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,792
shares
|
$246,597
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,786
shares
|
$246,460
0.1% of portfolio
|
Q1 2024
Added 78.99%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
10,778
shares
|
$246,277
0.31% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,706
shares
|
$244,632
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,679
shares
|
$244,015
0.07% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
10,678
shares
|
$243,992
0.03% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,618
shares
|
$242,621
0.1% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
10,606
shares
|
$242,347
0.12% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
10,574
shares
|
$241,615
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
10,446
shares
|
$238,691
0.02% of portfolio
|
Q3 2024
Reduced 4.79%
|