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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
5,057
shares
|
$115,552
0.11% of portfolio
|
Q3 2024
Added 27.25%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
5,044
shares
|
$115,255
0.23% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,023
shares
|
$114,775
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
5,017
shares
|
$114,638
0.01% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
5,000
shares
|
$114,250
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
4,976
shares
|
$113,701
0.25% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
4,913
shares
|
$112,262
0.18% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,912
shares
|
$112,239
0.11% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,910
shares
|
$112,193
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,900
shares
|
$111,965
0.01% of portfolio
|
Q3 2022
Reduced 44.81%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,895
shares
|
$111,850
0.12% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,886
shares
|
$111,645
0.15% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,875
shares
|
$111,393
0.09% of portfolio
|
Q2 2024
Reduced 22.12%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
4,846
shares
|
$110,731
0.0% of portfolio
|
Q2 2024
Added 246.89%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,783
shares
|
$109,291
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,768
shares
|
$108,948
0.02% of portfolio
|
Q2 2024
Added 7.03%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
4,763
shares
|
$108,834
0.11% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,745
shares
|
$108,423
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
4,695
shares
|
$107,280
0.07% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,676
shares
|
$106,846
0.01% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,659
shares
|
$106,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
4,659
shares
|
$106,458
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$106,412
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
4,657
shares
|
$106,412
0.04% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,654
shares
|
$106,343
0.01% of portfolio
|
Q3 2024
Reduced 22.28%
|