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 1,179 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
684,684
shares
|
$15.6 Million
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
675,931
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
661,999
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
656,746
shares
|
$14.9 Million
4.16% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
634,689
shares
|
$14.4 Million
0.5% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
605,384
shares
|
$13.8 Million
0.14% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
603,149
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
588,892
shares
|
$13.4 Million
7.42% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
579,749
shares
|
$13.2 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
569,564
shares
|
$13 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
564,749
shares
|
$12.8 Million
15.35% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
564,118
shares
|
$12.8 Million
0.6% of portfolio
|
Q3 2024
Added 6850.69%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
555,851
shares
|
$12.6 Million
4.29% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
551,424
shares
|
$12.5 Million
9.82% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
546,006
shares
|
$12.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
527,638
shares
|
$12 Million
1.25% of portfolio
|
Q3 2024
Added 225.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
522,877
shares
|
$11.9 Million
14.1% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
514,526
shares
|
$11.7 Million
4.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
509,415
shares
|
$11.6 Million
2.51% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,321
shares
|
$11.6 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.95%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
498,634
shares
|
$11.3 Million
16.33% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
497,351
shares
|
$11.3 Million
2.55% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
488,013
shares
|
$11.1 Million
16.7% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
474,401
shares
|
$10.8 Million
2.16% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
452,174
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2024
Added 1.42%
|