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 |
---|---|---|---|---|---|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,831
shares
|
$651,107
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
9,784
shares
|
$647,994
0.05% of portfolio
|
Q2 2022
Added 55.2%
|
|
Olio Financial Planning
|
Jul 12, 2024 Q2 2024 |
9,749
shares
|
$645,676
0.24% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Aug 09, 2024 Q2 2024 |
9,692
shares
|
$641,901
0.07% of portfolio
|
Q1 2023
Reduced 15.09%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
9,680
shares
|
$641,106
0.02% of portfolio
|
Q2 2024
Reduced 12.45%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
9,666
shares
|
$640,179
0.1% of portfolio
|
Q2 2024
Added 7.36%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
9,619
shares
|
$637,066
0.02% of portfolio
|
Q2 2024
Reduced 32.05%
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$634,019
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
9,420
shares
|
$623,886
0.19% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
9,346
shares
|
$618,985
0.11% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
9,344
shares
|
$618,853
0.03% of portfolio
|
Q1 2024
Reduced 36.38%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
9,328
shares
|
$617,793
0.02% of portfolio
|
Q1 2024
Added 10.1%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
9,319
shares
|
$617,197
0.13% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
9,317
shares
|
$617,064
0.16% of portfolio
|
Q2 2024
Added 2.04%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Aug 02, 2024 Q2 2024 |
9,170
shares
|
$607,329
0.02% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
9,143
shares
|
$605,540
0.02% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
West Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
9,053
shares
|
$599,580
0.12% of portfolio
|
Q2 2024
Added 2.26%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
8,983
shares
|
$594,944
0.24% of portfolio
|
Q4 2023
Reduced 38.72%
|
|
Aquire Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
8,981
shares
|
$594,811
0.19% of portfolio
|
Q1 2024
Added 1.02%
|
|
Af Advisors, Inc.
|
Aug 05, 2024 Q2 2024 |
8,980
shares
|
$594,745
0.1% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$592,493
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
Washburn Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
8,929
shares
|
$591,367
0.4% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
8,928
shares
|
$591,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jul 17, 2024 Q2 2024 |
8,916
shares
|
$590,506
0.4% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Gs Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
8,881
shares
|
$588,188
0.26% of portfolio
|
Q2 2024
Reduced 1.11%
|