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 |
---|---|---|---|---|---|
Heritage Financial Services, LLC
|
Jul 23, 2024 Q2 2024 |
7,513
shares
|
$497,585
0.07% of portfolio
|
Q2 2024
Added 6.25%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
7,502
shares
|
$496,857
0.03% of portfolio
|
Q1 2024
Added 5.47%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
7,497
shares
|
$496,526
0.13% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$496,393
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 16, 2024 Q2 2024 |
7,460
shares
|
$494,075
0.14% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
7,404
shares
|
$490,366
0.09% of portfolio
|
Q4 2023
Reduced 6.08%
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
7,357
shares
|
$487,254
0.08% of portfolio
|
Q1 2024
Added 0.03%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
7,302
shares
|
$483,611
0.01% of portfolio
|
Q1 2024
Added 7.72%
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 19, 2024 Q2 2024 |
7,295
shares
|
$483,147
0.23% of portfolio
|
Q1 2024
Added 1.83%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
7,272
shares
|
$481,624
0.02% of portfolio
|
Q4 2022
Reduced 57.57%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$480,167
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
7,240
shares
|
$479,505
0.08% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Naviter Wealth, LLC
|
Aug 01, 2024 Q2 2024 |
7,232
shares
|
$478,975
0.07% of portfolio
|
Q2 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
7,201
shares
|
$476,922
0.02% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$476,789
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
7,179
shares
|
$475,465
0.11% of portfolio
|
Q2 2024
Added 0.25%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
7,172
shares
|
$475,001
0.0% of portfolio
|
Q2 2024
Added 413.75%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$473,875
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
7,150
shares
|
$473,544
0.01% of portfolio
|
Q4 2023
Reduced 6.63%
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
7,078
shares
|
$468,775
0.02% of portfolio
|
Q3 2023
Added 37.65%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 08, 2024 Q2 2024 |
7,059
shares
|
$467,517
0.16% of portfolio
|
Q2 2024
New holding
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$466,855
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
Scott & Selber, Inc.
|
Jul 29, 2024 Q2 2024 |
7,044
shares
|
$466,524
0.14% of portfolio
|
Q1 2024
Added 0.07%
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 11, 2024 Q2 2024 |
7,038
shares
|
$466,126
0.25% of portfolio
|
Q4 2022
New holding
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 26, 2024 Q2 2024 |
7,002
shares
|
$463,742
0.29% of portfolio
|
Q4 2023
New holding
|