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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,732
shares
|
$222,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
9,630
shares
|
$220,045
0.02% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$218,743
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,560
shares
|
$218,446
0.17% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,536
shares
|
$217,897
0.03% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,364
shares
|
$213,967
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,307
shares
|
$212,664
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,307
shares
|
$212,664
0.02% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
9,187
shares
|
$209,922
0.14% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
9,168
shares
|
$209,488
0.12% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,004
shares
|
$205,741
0.27% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
8,986
shares
|
$205,330
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,981
shares
|
$205,215
0.19% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$204,416
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
8,809
shares
|
$201,285
0.04% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,806
shares
|
$201,217
0.11% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
8,805
shares
|
$201,194
0.05% of portfolio
|
Q4 2023
Reduced 2.33%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
8,773
shares
|
$200,463
0.09% of portfolio
|
Q3 2024
Reduced 38.07%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
8,731
shares
|
$199,503
0.26% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
8,609
shares
|
$196,715
0.05% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,605
shares
|
$196,624
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
8,586
shares
|
$196,190
0.13% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,552
shares
|
$195,413
0.11% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,544
shares
|
$195,230
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,537
shares
|
$195,070
0.12% of portfolio
|
Q3 2024
Reduced 8.39%
|