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 1,179 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,523
shares
|
$102,853
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$102,557
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,480
shares
|
$101,875
0.13% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
4,447
shares
|
$101,124
0.03% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
4,430
shares
|
$100,738
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
4,420
shares
|
$100,510
0.0% of portfolio
|
Q3 2024
Added 952.38%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$100,306
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
4,406
shares
|
$100,192
0.05% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
4,404
shares
|
$100,146
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
4,390
shares
|
$99,828
0.27% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,369
shares
|
$99,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
4,363
shares
|
$99,214
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,360
shares
|
$99,146
0.01% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,358
shares
|
$99,100
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
4,358
shares
|
$99,100
0.21% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$98,987
0.04% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
4,350
shares
|
$98,919
0.01% of portfolio
|
Q2 2022
Added 3.67%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,340
shares
|
$98,691
0.23% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
4,315
shares
|
$98,123
0.07% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,302
shares
|
$97,827
0.04% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,292
shares
|
$97,600
0.0% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
4,289
shares
|
$97,531
0.31% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
4,281
shares
|
$97,349
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,274
shares
|
$97,190
0.15% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,266
shares
|
$97,008
0.04% of portfolio
|
Q1 2023
New holding
|