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 168 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,907
shares
|
$89,196
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,890
shares
|
$88,808
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
|
$87,438
0.09% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
3,823
shares
|
$87,279
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
3,819
shares
|
$87,187
0.13% of portfolio
|
Q1 2024
Added 10.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,804
shares
|
$86,845
0.01% of portfolio
|
Q2 2024
Reduced 71.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,785
shares
|
$86,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,771
shares
|
$86,091
0.07% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,742
shares
|
$85,429
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,740
shares
|
$85,384
0.02% of portfolio
|
Q2 2023
Reduced 13.12%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
3,736
shares
|
$85,292
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,714
shares
|
$84,790
0.07% of portfolio
|
Q2 2024
Added 26428.57%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
3,674
shares
|
$83,877
0.05% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,653
shares
|
$83,397
0.0% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
3,648
shares
|
$83,283
0.19% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,635
shares
|
$82,987
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,627
shares
|
$82,804
0.03% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
3,562
shares
|
$81,320
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,555
shares
|
$81,160
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
3,548
shares
|
$81,000
0.12% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,540
shares
|
$80,818
0.03% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
3,530
shares
|
$80,589
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,530
shares
|
$80,589
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,521
shares
|
$80,384
0.03% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
3,510
shares
|
$80,133
0.2% of portfolio
|
Q1 2024
New holding
|