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 |
---|---|---|---|---|---|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
8,089
shares
|
$535,734
0.06% of portfolio
|
Q1 2024
Added 5.66%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
8,072
shares
|
$534,608
0.11% of portfolio
|
Q2 2024
Added 29.34%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$534,343
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
Greenline Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
8,052
shares
|
$533,283
0.08% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 12, 2024 Q2 2024 |
8,051
shares
|
$533,217
0.25% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
8,035
shares
|
$532,158
0.02% of portfolio
|
Q2 2024
Added 6.65%
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
7,996
shares
|
$529,575
0.04% of portfolio
|
Q2 2024
Added 1.55%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
7,996
shares
|
$529,575
0.15% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
Iron Financial, LLC
|
Jul 29, 2024 Q2 2024 |
7,995
shares
|
$529,508
0.28% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
7,982
shares
|
$528,647
0.38% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
7,960
shares
|
$527,190
0.09% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
7,905
shares
|
$523,548
0.03% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Sightline Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
7,902
shares
|
$523,349
0.31% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
7,869
shares
|
$521,163
0.05% of portfolio
|
Q2 2024
Added 0.83%
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
7,817
shares
|
$517,719
0.06% of portfolio
|
Q2 2024
Added 3.18%
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 24, 2024 Q2 2024 |
7,816
shares
|
$517,653
0.2% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
7,814
shares
|
$517,521
0.04% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 12, 2024 Q2 2024 |
7,809
shares
|
$517,190
0.12% of portfolio
|
Q2 2024
Added 2.99%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
7,771
shares
|
$514,673
0.04% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Apcm Wealth Management For Individuals
|
Jul 22, 2024 Q2 2024 |
7,759
shares
|
$513,878
0.08% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$513,083
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
Bordeaux Wealth Advisors LLC
|
Aug 02, 2024 Q2 2024 |
7,701
shares
|
$510,037
0.09% of portfolio
|
Q2 2024
Added 45.6%
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
7,648
shares
|
$506,527
0.2% of portfolio
|
Q4 2023
Reduced 5.12%
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 08, 2024 Q2 2024 |
7,617
shares
|
$504,473
0.15% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2024 Q2 2024 |
7,602
shares
|
$503,480
0.23% of portfolio
|
Q1 2024
New holding
|