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 |
---|---|---|---|---|---|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,656
shares
|
$374,596
0.03% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
5,650
shares
|
$374,199
0.08% of portfolio
|
Q1 2023
Reduced 7.16%
|
|
Jacobs & CO
|
Jul 12, 2024 Q2 2024 |
5,648
shares
|
$374,067
0.04% of portfolio
|
Q2 2024
Added 1.16%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,614
shares
|
$371,815
0.03% of portfolio
|
Q1 2024
Added 0.32%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
5,610
shares
|
$371,550
0.02% of portfolio
|
Q1 2023
Added 20.28%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
5,550
shares
|
$367,576
0.19% of portfolio
|
Q1 2024
Added 0.31%
|
|
Monterey Private Wealth, Inc.
|
Jul 08, 2024 Q2 2024 |
5,517
shares
|
$365,390
0.13% of portfolio
|
Q2 2024
Reduced 24.2%
|
|
Moseley Investment Management Inc
|
Jul 16, 2024 Q2 2024 |
5,492
shares
|
$363,735
0.16% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
5,488
shares
|
$363,470
0.01% of portfolio
|
Q2 2024
Reduced 29.96%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
5,481
shares
|
$363,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
Alpha Q Advisors LLC
Orlando, FL |
Jul 26, 2024 Q2 2024 |
5,433
shares
|
$359,827
1.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,425
shares
|
$359,297
0.06% of portfolio
|
Q4 2020
Reduced 49.99%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
5,379
shares
|
$356,251
0.11% of portfolio
|
Q1 2024
Added 1.95%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
5,375
shares
|
$355,986
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
5,332
shares
|
$353,138
0.01% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
Bill Few Associates, Inc.
|
Jul 16, 2024 Q2 2024 |
5,324
shares
|
$352,608
0.13% of portfolio
|
Q4 2022
New holding
|
|
Strategic Equity Management
|
Jul 31, 2024 Q2 2024 |
5,310
shares
|
$351,681
0.26% of portfolio
|
Q2 2024
Reduced 20.04%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 11, 2024 Q2 2024 |
5,300
shares
|
$351,019
0.04% of portfolio
|
Q2 2024
New holding
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
5,294
shares
|
$350,621
0.12% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
5,291
shares
|
$350,422
0.03% of portfolio
|
Q1 2024
Added 0.27%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
5,278
shares
|
$349,561
0.12% of portfolio
|
Q2 2022
Added 703.01%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
5,276
shares
|
$349,429
0.29% of portfolio
|
Q4 2022
New holding
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
5,256
shares
|
$348,104
0.03% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 23, 2024 Q2 2024 |
5,245
shares
|
$347,376
0.04% of portfolio
|
Q1 2024
Added 0.25%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
5,233
shares
|
$346,581
0.05% of portfolio
|
Q2 2024
Added 15.95%
|