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 |
---|---|---|---|---|---|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
8,809
shares
|
$583,420
0.04% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Weatherly Asset Management L. P.
|
Jul 31, 2024 Q2 2024 |
8,805
shares
|
$583,155
0.05% of portfolio
|
Q4 2023
Reduced 2.33%
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 14, 2024 Q2 2024 |
8,750
shares
|
$579,512
0.24% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
8,695
shares
|
$575,869
0.08% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
8,673
shares
|
$574,412
0.02% of portfolio
|
Q1 2024
Added 4.27%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,605
shares
|
$569,909
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
8,570
shares
|
$567,591
0.16% of portfolio
|
Q2 2024
New holding
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
8,538
shares
|
$565,471
0.11% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
8,525
shares
|
$564,610
0.08% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 18, 2024 Q2 2024 |
8,524
shares
|
$564,544
0.14% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
8,492
shares
|
$562,425
0.06% of portfolio
|
Q2 2024
Added 0.71%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Aug 12, 2024 Q2 2024 |
8,446
shares
|
$559,378
0.33% of portfolio
|
Q2 2024
Added 2.49%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
8,375
shares
|
$554,676
0.3% of portfolio
|
Q2 2024
Added 31.11%
|
|
Clarity Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
8,339
shares
|
$552,291
0.17% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
Acas, LLC
|
Aug 12, 2024 Q2 2024 |
8,293
shares
|
$549,245
0.48% of portfolio
|
Q2 2024
Added 0.78%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
8,271
shares
|
$547,788
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,257
shares
|
$546,861
0.14% of portfolio
|
Q2 2022
New holding
|
|
Jeppson Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
8,254
shares
|
$546,662
0.2% of portfolio
|
Q1 2024
Added 0.29%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
8,230
shares
|
$545,072
0.01% of portfolio
|
Q2 2024
Added 13.31%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
8,205
shares
|
$543,417
0.09% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Aug 28, 2024 Q2 2024 |
8,151
shares
|
$539,840
0.26% of portfolio
|
Q2 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
8,119
shares
|
$537,721
0.02% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
8,116
shares
|
$537,522
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
8,103
shares
|
$536,661
0.2% of portfolio
|
Q1 2024
New holding
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
8,091
shares
|
$535,866
0.13% of portfolio
|
Q1 2024
Reduced 2.97%
|