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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,679
shares
|
$707,270
0.07% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
10,668
shares
|
$706,541
0.1% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,621
shares
|
$703,428
0.01% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 05, 2024 Q2 2024 |
10,606
shares
|
$702,435
0.13% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 05, 2024 Q2 2024 |
10,578
shares
|
$700,580
0.31% of portfolio
|
Q2 2024
Added 18.76%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
10,573
shares
|
$700,249
0.01% of portfolio
|
Q2 2024
Added 52.11%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
10,524
shares
|
$697,004
0.61% of portfolio
|
Q2 2024
Added 47.93%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$691,308
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
10,407
shares
|
$689,255
0.04% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Abacus Planning Group, Inc.
|
Jul 30, 2024 Q2 2024 |
10,353
shares
|
$685,679
0.13% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
10,347
shares
|
$685,281
0.26% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 12, 2024 Q2 2024 |
10,286
shares
|
$681,241
0.01% of portfolio
|
Q2 2024
Added 12.69%
|
|
|
S&Co Inc
Boston, MA |
Aug 08, 2024 Q2 2024 |
10,260
shares
|
$679,519
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
10,218
shares
|
$676,738
0.03% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
10,203
shares
|
$675,744
0.07% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
10,125
shares
|
$670,578
0.47% of portfolio
|
Q2 2024
Added 21.27%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
10,068
shares
|
$666,803
0.03% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
10,068
shares
|
$666,803
0.03% of portfolio
|
Q2 2024
Added 11.98%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
10,043
shares
|
$665,147
0.14% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
10,000
shares
|
$662,300
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 14, 2024 Q2 2024 |
10,000
shares
|
$662,300
0.4% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Altus Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
9,988
shares
|
$661,505
0.3% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
9,951
shares
|
$659,054
0.02% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Tlwm
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
9,911
shares
|
$656,405
0.13% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Twele Capital Management, Inc.
|
Jul 11, 2024 Q2 2024 |
9,909
shares
|
$656,273
0.14% of portfolio
|
Q2 2024
Reduced 1.43%
|