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 |
---|---|---|---|---|---|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
2,113
shares
|
$139,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
2,060
shares
|
$136,433
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$133,850
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,000
shares
|
$132,460
0.03% of portfolio
|
Q1 2024
Added 792.86%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,992
shares
|
$131,930
0.01% of portfolio
|
Q2 2024
New holding
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 14, 2024 Q2 2024 |
1,954
shares
|
$129,413
0.0% of portfolio
|
Q1 2024
Reduced 28.95%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,942
shares
|
$128,618
0.01% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
1,941
shares
|
$128,552
0.0% of portfolio
|
Q1 2022
Added 99.9%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
1,934
shares
|
$128,088
0.03% of portfolio
|
Q2 2024
Added 22.72%
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
1,867
shares
|
$123,651
0.02% of portfolio
|
Q4 2023
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
1,770
shares
|
$117,227
0.03% of portfolio
|
Q2 2023
Reduced 46.89%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
1,768
shares
|
$117,094
0.02% of portfolio
|
Q1 2024
New holding
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
1,732
shares
|
$114,710
0.06% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
1,725
shares
|
$114,246
0.02% of portfolio
|
Q2 2024
Added 2.68%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,684
shares
|
$111,531
0.01% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
Bangor Savings Bank
Bangor, ME |
Jul 15, 2024 Q2 2024 |
1,668
shares
|
$110,471
0.01% of portfolio
|
Q2 2024
Added 881.18%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
1,627
shares
|
$107,756
0.01% of portfolio
|
Q1 2023
New holding
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
1,555
shares
|
$102,987
0.01% of portfolio
|
Q2 2024
Added 619.91%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
1,534
shares
|
$101,596
0.05% of portfolio
|
Q2 2024
New holding
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
1,481
shares
|
$98,086
0.02% of portfolio
|
Q1 2024
Added 0.07%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
1,470
shares
|
$97,358
0.01% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
1,460
shares
|
$96,695
0.04% of portfolio
|
Q2 2023
Reduced 17.05%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,410
shares
|
$93,384
0.02% of portfolio
|
Q4 2023
Reduced 4.21%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
1,407
shares
|
$93,185
0.07% of portfolio
|
Q4 2023
New holding
|
|
Evolution Advisers, Inc.
|
Jul 26, 2024 Q2 2024 |
1,329
shares
|
$88,019
0.05% of portfolio
|
Q2 2024
Added 17.2%
|