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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,265
shares
|
$96,986
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,226
shares
|
$96,099
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
4,215
shares
|
$95,849
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,210
shares
|
$95,735
0.01% of portfolio
|
Q4 2023
Reduced 54.95%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
4,198
shares
|
$95,462
0.01% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
4,192
shares
|
$95,326
0.02% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
4,185
shares
|
$95,166
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,179
shares
|
$95,030
0.0% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Aurora Investment Managers, Llc.
|
Oct 17, 2024 Q3 2024 |
4,170
shares
|
$94,825
0.18% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
4,139
shares
|
$94,120
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,129
shares
|
$93,893
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
4,063
shares
|
$92,392
0.08% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,013
shares
|
$91,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,004
shares
|
$91,050
0.03% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,000
shares
|
$90,960
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$90,960
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
3,986
shares
|
$90,641
0.09% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,953
shares
|
$89,891
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
3,952
shares
|
$89,868
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,934
shares
|
$89,459
0.12% of portfolio
|
Q2 2023
Reduced 23.12%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,907
shares
|
$88,845
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,890
shares
|
$88,458
0.13% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
3,830
shares
|
$87,094
0.09% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
3,823
shares
|
$86,935
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
3,819
shares
|
$86,844
0.13% of portfolio
|
Q1 2024
Added 10.92%
|