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 |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
7,438
shares
|
$169,958
0.13% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
7,417
shares
|
$169,478
0.07% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
7,360
shares
|
$168,176
0.08% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
7,359
shares
|
$168,153
0.15% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
7,345
shares
|
$167,833
0.02% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
7,279
shares
|
$166,325
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
7,252
shares
|
$165,708
0.33% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$165,662
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
7,232
shares
|
$165,251
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,231
shares
|
$165,228
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
7,229
shares
|
$165,182
0.07% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,212
shares
|
$164,794
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$164,497
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
7,187
shares
|
$164,222
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$163,491
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,150
shares
|
$163,377
0.01% of portfolio
|
Q4 2023
Reduced 6.63%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
7,078
shares
|
$161,732
0.02% of portfolio
|
Q3 2023
Added 37.65%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,071
shares
|
$161,572
0.06% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$161,069
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
7,038
shares
|
$160,818
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,026
shares
|
$160,544
0.02% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
7,002
shares
|
$159,995
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,898
shares
|
$157,619
0.09% of portfolio
|
Q4 2023
Added 4.29%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,897
shares
|
$157,596
0.25% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,850
shares
|
$156,522
0.11% of portfolio
|
Q3 2024
Added 80.26%
|