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 |
|---|---|---|---|---|---|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
8,526
shares
|
$194,819
0.2% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
8,525
shares
|
$194,796
0.08% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,493
shares
|
$194,065
0.0% of portfolio
|
Q3 2024
Reduced 25.81%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,485
shares
|
$193,882
0.01% of portfolio
|
Q3 2024
Reduced 34.34%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
8,466
shares
|
$193,448
0.15% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,459
shares
|
$193,288
0.01% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
8,422
shares
|
$192,442
0.32% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
8,388
shares
|
$191,665
0.32% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,362
shares
|
$191,071
0.06% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,351
shares
|
$190,820
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,351
shares
|
$190,820
0.03% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,304
shares
|
$189,746
0.2% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,298
shares
|
$189,609
0.02% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
8,291
shares
|
$189,449
0.43% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,271
shares
|
$188,992
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
8,264
shares
|
$188,832
0.47% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,257
shares
|
$188,672
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
8,225
shares
|
$187,941
0.37% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
8,209
shares
|
$187,575
0.17% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,155
shares
|
$186,341
0.08% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
8,153
shares
|
$186,296
0.39% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$184,353
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,053
shares
|
$184,011
0.02% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
8,051
shares
|
$183,965
0.25% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
8,049
shares
|
$183,919
0.09% of portfolio
|
Q3 2024
Reduced 1.9%
|