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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
5,585
shares
|
$127,617
0.19% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
5,548
shares
|
$126,771
1.02% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,546
shares
|
$126,726
0.12% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
5,545
shares
|
$126,703
0.03% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
5,492
shares
|
$125,492
0.15% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,489
shares
|
$125,423
0.01% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,425
shares
|
$123,961
0.06% of portfolio
|
Q4 2020
Reduced 49.99%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,402
shares
|
$123,435
0.03% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
5,394
shares
|
$123,252
0.28% of portfolio
|
Q3 2024
Added 33.81%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
5,324
shares
|
$121,653
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,316
shares
|
$121,470
0.02% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
5,290
shares
|
$120,876
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
5,276
shares
|
$120,556
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
5,249
shares
|
$119,939
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
5,243
shares
|
$119,802
0.09% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$119,048
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
5,184
shares
|
$118,454
0.1% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,178
shares
|
$118,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,162
shares
|
$117,951
0.06% of portfolio
|
Q1 2022
Added 90.48%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
5,160
shares
|
$117,906
0.17% of portfolio
|
Q3 2024
Added 236.38%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
5,125
shares
|
$117,106
0.24% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,119
shares
|
$116,969
0.01% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,110
shares
|
$116,763
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,107
shares
|
$116,694
0.19% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
5,103
shares
|
$116,603
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|