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 1,146 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Jul 18, 2024 Q2 2024 |
3,510
shares
|
$232,467
0.2% of portfolio
|
Q1 2024
New holding
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
3,491
shares
|
$231,208
0.03% of portfolio
|
Q2 2024
Added 1.87%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2024 Q2 2024 |
3,486
shares
|
$230,877
0.04% of portfolio
|
Q2 2024
Reduced 13.78%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
3,483
shares
|
$230,679
0.03% of portfolio
|
Q1 2024
New holding
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
3,476
shares
|
$230,215
0.07% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$230,083
0.04% of portfolio
|
Q1 2024
New holding
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
3,459
shares
|
$229,089
0.02% of portfolio
|
Q1 2024
New holding
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
3,459
shares
|
$229,089
0.1% of portfolio
|
Q2 2024
Added 0.03%
|
|
Tanager Wealth Management LLP
|
Jul 25, 2024 Q2 2024 |
3,432
shares
|
$227,301
0.03% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
3,426
shares
|
$226,903
0.02% of portfolio
|
Q2 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
3,421
shares
|
$226,572
0.01% of portfolio
|
Q2 2024
Added 2.49%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
3,400
shares
|
$225,182
0.1% of portfolio
|
Q2 2024
Added 0.29%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
3,398
shares
|
$225,049
0.02% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
Hc Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
3,396
shares
|
$224,917
0.2% of portfolio
|
Q1 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
3,395
shares
|
$224,850
0.01% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
3,384
shares
|
$224,122
0.08% of portfolio
|
Q2 2024
New holding
|
|
Riverwater Partners LLC
|
Jul 19, 2024 Q2 2024 |
3,374
shares
|
$223,460
0.18% of portfolio
|
Q2 2024
Reduced 12.86%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
3,368
shares
|
$223,062
0.04% of portfolio
|
Q1 2024
New holding
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$222,863
0.05% of portfolio
|
Q1 2024
New holding
|
|
Noesis Capital Mangement Corp
|
Aug 05, 2024 Q2 2024 |
3,365
shares
|
$222,863
0.05% of portfolio
|
Q1 2024
New holding
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
3,361
shares
|
$222,599
0.0% of portfolio
|
Q1 2024
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
3,357
shares
|
$222,334
0.03% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Badgley Phelps Wealth Managers, LLC
|
Aug 13, 2024 Q2 2024 |
3,345
shares
|
$221,539
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
3,340
shares
|
$221,208
0.16% of portfolio
|
Q1 2024
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
3,327
shares
|
$220,347
0.01% of portfolio
|
Q2 2024
Reduced 37.64%
|