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 |
---|---|---|---|---|---|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
6,150
shares
|
$407,314
0.1% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Telos Capital Management, Inc.
|
Jul 31, 2024 Q2 2024 |
6,086
shares
|
$403,075
0.04% of portfolio
|
Q2 2024
New holding
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Aug 08, 2024 Q2 2024 |
6,086
shares
|
$403,075
0.25% of portfolio
|
Q2 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
6,071
shares
|
$402,082
0.04% of portfolio
|
Q2 2024
Reduced 28.79%
|
|
Hardy Reed LLC
|
Aug 12, 2024 Q2 2024 |
6,062
shares
|
$401,486
0.04% of portfolio
|
Q2 2024
Reduced 21.47%
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 09, 2024 Q2 2024 |
6,056
shares
|
$401,088
0.13% of portfolio
|
Q1 2024
Added 1.05%
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
6,017
shares
|
$398,505
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
6,000
shares
|
$397,380
0.24% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
6,000
shares
|
$397,380
0.04% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,998
shares
|
$397,247
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
Seneca House Advisors
|
Jul 12, 2024 Q2 2024 |
5,998
shares
|
$397,247
0.17% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
5,996
shares
|
$397,115
0.03% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
5,988
shares
|
$396,585
0.01% of portfolio
|
Q2 2024
Added 54.93%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
5,950
shares
|
$394,068
0.34% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
5,948
shares
|
$393,936
0.13% of portfolio
|
Q1 2024
Reduced 92.69%
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jul 05, 2024 Q2 2024 |
5,909
shares
|
$391,353
0.54% of portfolio
|
Q2 2024
New holding
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
5,894
shares
|
$390,359
0.13% of portfolio
|
Q2 2024
Added 9.7%
|
|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
5,887
shares
|
$389,896
0.08% of portfolio
|
Q1 2023
Added 0.02%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
5,886
shares
|
$389,829
0.05% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
5,868
shares
|
$388,637
0.09% of portfolio
|
Q2 2024
Added 1.95%
|
|
Burt Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
5,833
shares
|
$386,319
0.1% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,770
shares
|
$382,147
0.11% of portfolio
|
Q4 2022
New holding
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
5,768
shares
|
$382,014
0.02% of portfolio
|
Q2 2024
Added 17.91%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
5,741
shares
|
$380,226
0.13% of portfolio
|
Q2 2024
Added 0.3%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
5,715
shares
|
$378,504
0.03% of portfolio
|
Q2 2024
Added 3.63%
|