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 |
|---|---|---|---|---|---|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,492
shares
|
$79,722
0.1% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
3,488
shares
|
$79,631
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
3,483
shares
|
$79,516
0.03% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
3,476
shares
|
$79,357
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$79,311
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,471
shares
|
$79,242
0.04% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
3,459
shares
|
$78,968
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
3,442
shares
|
$78,580
0.05% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,427
shares
|
$78,238
0.01% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,426
shares
|
$78,215
0.05% of portfolio
|
Q3 2024
Reduced 49.14%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,398
shares
|
$77,576
0.02% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,396
shares
|
$77,530
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
3,387
shares
|
$77,325
0.03% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,374
shares
|
$77,028
0.12% of portfolio
|
Q2 2024
Reduced 12.86%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
3,368
shares
|
$76,891
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$76,822
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
3,365
shares
|
$76,822
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
3,361
shares
|
$76,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
3,361
shares
|
$76,731
0.16% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,345
shares
|
$76,366
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
3,341
shares
|
$76,275
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,334
shares
|
$76,115
0.09% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,316
shares
|
$75,704
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,293
shares
|
$75,179
0.0% of portfolio
|
Q3 2024
Reduced 54.09%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,282
shares
|
$74,928
0.06% of portfolio
|
Q3 2024
New holding
|