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 |
---|---|---|---|---|---|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
5,217
shares
|
$345,521
0.16% of portfolio
|
Q2 2024
Reduced 24.4%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
5,216
shares
|
$345,455
0.26% of portfolio
|
Q4 2023
New holding
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
5,197
shares
|
$344,197
0.01% of portfolio
|
Q2 2024
Added 10.39%
|
|
Brio Consultants, LLC
|
Aug 05, 2024 Q2 2024 |
5,193
shares
|
$343,932
0.05% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
5,184
shares
|
$343,336
0.25% of portfolio
|
Q2 2024
New holding
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,162
shares
|
$341,879
0.06% of portfolio
|
Q1 2022
Added 90.48%
|
|
Heartwood Wealth Advisors LLC
|
Jul 09, 2024 Q2 2024 |
5,128
shares
|
$339,627
0.04% of portfolio
|
Q2 2024
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
5,119
shares
|
$339,031
0.01% of portfolio
|
Q3 2023
Added 0.02%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
5,118
shares
|
$338,965
0.01% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,107
shares
|
$338,236
0.19% of portfolio
|
Q1 2023
Added 0.39%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
5,103
shares
|
$337,971
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Traynor Capital Management, Inc.
|
Jul 24, 2024 Q2 2024 |
5,048
shares
|
$334,329
0.02% of portfolio
|
Q2 2024
New holding
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
5,012
shares
|
$331,944
0.23% of portfolio
|
Q1 2024
Added 0.3%
|
|
Culbertson A N & CO Inc
|
Jul 30, 2024 Q2 2024 |
5,000
shares
|
$331,150
0.06% of portfolio
|
Q1 2024
New holding
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,000
shares
|
$331,150
0.05% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
4,974
shares
|
$329,428
0.02% of portfolio
|
Q2 2024
Added 7.04%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,912
shares
|
$325,321
0.11% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
4,900
shares
|
$324,527
0.01% of portfolio
|
Q3 2022
Reduced 44.81%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
4,895
shares
|
$324,195
0.12% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
4,875
shares
|
$322,871
0.09% of portfolio
|
Q2 2024
Reduced 22.12%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
4,846
shares
|
$320,950
0.0% of portfolio
|
Q2 2024
Added 246.89%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
4,827
shares
|
$319,692
0.08% of portfolio
|
Q1 2024
Added 0.29%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
4,795
shares
|
$317,572
0.01% of portfolio
|
Q2 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
4,782
shares
|
$316,711
0.02% of portfolio
|
Q2 2024
New holding
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
4,769
shares
|
$315,850
0.0% of portfolio
|
Q1 2024
Added 0.27%
|