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 |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
645
shares
|
$42,718
0.0% of portfolio
|
Q2 2024
Added 15.8%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
621
shares
|
$41,128
0.0% of portfolio
|
Q4 2023
Added 55.25%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
598
shares
|
$39,605
0.02% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
568
shares
|
$37,618
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
547
shares
|
$36,227
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
525
shares
|
$34,770
0.0% of portfolio
|
Q1 2023
Added 3.75%
|
|
Western Pacific Wealth Management, LP
|
Aug 14, 2024 Q2 2024 |
517
shares
|
$34,240
0.02% of portfolio
|
Q1 2024
Added 0.39%
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
514
shares
|
$34,042
0.01% of portfolio
|
Q3 2023
Reduced 53.86%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
490
shares
|
$32,452
0.0% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
482
shares
|
$31,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
481
shares
|
$31,856
0.0% of portfolio
|
Q2 2024
Reduced 36.12%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
466
shares
|
$30,863
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
464
shares
|
$30,730
0.02% of portfolio
|
Q2 2024
New holding
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
460
shares
|
$30,465
0.01% of portfolio
|
Q2 2022
Reduced 79.02%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
460
shares
|
$30,465
0.01% of portfolio
|
Q4 2022
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
446
shares
|
$29,538
0.01% of portfolio
|
Q1 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
444
shares
|
$29,406
0.01% of portfolio
|
Q2 2023
Added 22100.0%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
438
shares
|
$29,008
0.01% of portfolio
|
Q2 2024
Reduced 61.68%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
420
shares
|
$27,816
0.0% of portfolio
|
Q1 2023
New holding
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
420
shares
|
$27,816
0.0% of portfolio
|
Q4 2023
Reduced 19.23%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 16, 2024 Q2 2024 |
414
shares
|
$27,419
0.01% of portfolio
|
Q2 2024
Added 0.49%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
405
shares
|
$26,823
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
397
shares
|
$26,293
0.0% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
389
shares
|
$25,763
0.04% of portfolio
|
Q2 2024
Added 0.52%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
387
shares
|
$25,631
0.01% of portfolio
|
Q2 2024
Reduced 7.19%
|