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 |
|---|---|---|---|---|---|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
3,277
shares
|
$74,813
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,266
shares
|
$74,562
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
3,256
shares
|
$74,334
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
3,234
shares
|
$73,832
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,193
shares
|
$72,896
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
3,193
shares
|
$72,896
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,183
shares
|
$72,667
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,179
shares
|
$72,576
0.03% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
3,118
shares
|
$71,183
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
3,110
shares
|
$71,001
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,095
shares
|
$70,658
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
3,076
shares
|
$70,225
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
3,075
shares
|
$70,202
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,068
shares
|
$70,042
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3,067
shares
|
$70,019
0.04% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,061
shares
|
$69,882
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
3,051
shares
|
$69,654
0.04% of portfolio
|
Q3 2024
Reduced 48.17%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
3,049
shares
|
$69,608
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,029
shares
|
$69,152
0.07% of portfolio
|
Q3 2024
Reduced 45.1%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,028
shares
|
$69,129
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,023
shares
|
$69,015
0.03% of portfolio
|
Q3 2024
Reduced 82.04%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,022
shares
|
$68,992
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,009
shares
|
$68,695
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
3,005
shares
|
$68,604
0.16% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 13, 2024 Q3 2024 |
2,915
shares
|
$66,549
0.02% of portfolio
|
Q3 2024
Reduced 8.91%
|