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 1,179 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,531
shares
|
$57,554
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
2,476
shares
|
$56,304
0.12% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,463
shares
|
$56,008
0.0% of portfolio
|
Q2 2023
Reduced 16.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,363
shares
|
$53,734
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,310
shares
|
$52,529
0.01% of portfolio
|
Q2 2024
Added 313.98%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
2,291
shares
|
$52,097
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$51,165
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,233
shares
|
$50,778
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,162
shares
|
$49,163
0.03% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,060
shares
|
$46,844
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,025
shares
|
$46,048
0.01% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$45,957
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$45,480
0.06% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$45,480
0.03% of portfolio
|
Q1 2024
Added 792.86%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
1,954
shares
|
$44,433
0.0% of portfolio
|
Q1 2024
Reduced 28.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,942
shares
|
$44,161
0.01% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,941
shares
|
$44,138
0.0% of portfolio
|
Q1 2022
Added 99.9%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,867
shares
|
$42,455
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,768
shares
|
$40,204
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,749
shares
|
$39,772
0.02% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,684
shares
|
$38,294
0.01% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,666
shares
|
$37,884
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,627
shares
|
$36,997
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,562
shares
|
$35,519
0.06% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,555
shares
|
$35,360
0.01% of portfolio
|
Q2 2024
Added 619.91%
|