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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
6,760
shares
|
$154,466
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,735
shares
|
$153,894
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
6,716
shares
|
$153,460
0.87% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,666
shares
|
$152,318
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,663
shares
|
$152,249
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,635
shares
|
$151,609
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,620
shares
|
$151,267
0.19% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
6,601
shares
|
$150,832
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,599
shares
|
$150,787
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
6,595
shares
|
$150,695
0.21% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,583
shares
|
$150,421
0.06% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
6,572
shares
|
$150,170
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,565
shares
|
$150,010
0.13% of portfolio
|
Q2 2024
Reduced 8.32%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
6,515
shares
|
$148,867
0.03% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,442
shares
|
$147,199
0.02% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
6,363
shares
|
$145,394
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
6,333
shares
|
$144,709
0.3% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,250
shares
|
$142,812
0.09% of portfolio
|
Q2 2023
Reduced 29.65%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
6,223
shares
|
$142,195
0.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
6,200
shares
|
$141,670
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
6,147
shares
|
$140,458
0.23% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
6,143
shares
|
$140,367
0.02% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,125
shares
|
$139,956
0.04% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,117
shares
|
$139,773
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
6,111
shares
|
$139,636
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|