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 |
|---|---|---|---|---|---|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,048
shares
|
$183,896
0.16% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,041
shares
|
$183,736
0.04% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,003
shares
|
$182,868
0.29% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,961
shares
|
$181,908
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,960
shares
|
$181,886
0.09% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
7,940
shares
|
$181,429
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
7,932
shares
|
$181,246
0.37% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
7,923
shares
|
$181,040
0.29% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
7,914
shares
|
$180,834
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
7,886
shares
|
$180,195
0.01% of portfolio
|
Q3 2024
Reduced 29.78%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
7,869
shares
|
$179,806
0.05% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
7,824
shares
|
$178,778
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,768
shares
|
$177,498
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,751
shares
|
$177,110
0.02% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$177,018
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
7,735
shares
|
$176,744
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,701
shares
|
$175,967
0.09% of portfolio
|
Q2 2024
Added 45.6%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
7,687
shares
|
$175,647
0.21% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
7,682
shares
|
$175,533
0.14% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
7,658
shares
|
$174,985
0.19% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
7,648
shares
|
$174,756
0.26% of portfolio
|
Q4 2023
Reduced 5.12%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
7,647
shares
|
$174,733
0.19% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
7,567
shares
|
$172,905
0.08% of portfolio
|
Q3 2024
Reduced 45.6%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
7,531
shares
|
$172,083
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$171,260
0.03% of portfolio
|
Q4 2023
Added 0.03%
|