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 |
---|---|---|---|---|---|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
6,913
shares
|
$457,847
0.26% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
6,898
shares
|
$456,854
0.09% of portfolio
|
Q4 2023
Added 4.29%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
6,865
shares
|
$454,668
0.16% of portfolio
|
Q3 2023
Reduced 12.14%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,861
shares
|
$454,404
0.02% of portfolio
|
Q2 2024
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
6,794
shares
|
$449,966
0.03% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Sage Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
6,767
shares
|
$448,178
0.04% of portfolio
|
Q2 2024
Added 22.75%
|
|
Asset Allocation & Management Company, LLC
|
Jul 09, 2024 Q2 2024 |
6,760
shares
|
$447,714
0.28% of portfolio
|
Q1 2024
New holding
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
6,736
shares
|
$446,125
0.1% of portfolio
|
Q2 2024
Added 96.61%
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 14, 2024 Q2 2024 |
6,704
shares
|
$444,005
0.96% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2024 Q2 2024 |
6,667
shares
|
$441,555
0.32% of portfolio
|
Q1 2024
Reduced 31.28%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
6,655
shares
|
$440,760
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
6,620
shares
|
$438,442
0.2% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
6,601
shares
|
$437,184
0.01% of portfolio
|
Q4 2021
New holding
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
6,576
shares
|
$435,528
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
6,575
shares
|
$435,462
0.05% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
Better Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
6,565
shares
|
$434,799
0.13% of portfolio
|
Q2 2024
Reduced 8.32%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
6,555
shares
|
$434,137
0.01% of portfolio
|
Q2 2024
Added 11.99%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
6,486
shares
|
$429,567
0.02% of portfolio
|
Q2 2024
New holding
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
6,442
shares
|
$426,653
0.02% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Aug 02, 2024 Q2 2024 |
6,333
shares
|
$419,434
0.29% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Black Diamond Financial, LLC
|
Aug 09, 2024 Q2 2024 |
6,290
shares
|
$416,586
0.08% of portfolio
|
Q2 2024
Added 8.92%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,250
shares
|
$413,937
0.09% of portfolio
|
Q2 2023
Reduced 29.65%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
6,225
shares
|
$412,281
0.17% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Everett Harris & CO
|
Aug 01, 2024 Q2 2024 |
6,170
shares
|
$408,639
0.0% of portfolio
|
Q2 2024
Added 35.6%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
6,156
shares
|
$407,711
0.02% of portfolio
|
Q2 2024
Added 128.85%
|