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 |
---|---|---|---|---|---|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
370
shares
|
$24,505
0.04% of portfolio
|
Q1 2022
Added 100.0%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
370
shares
|
$24,505
0.01% of portfolio
|
Q4 2023
Added 0.27%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
364
shares
|
$24,107
0.0% of portfolio
|
Q4 2023
Reduced 60.26%
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
364
shares
|
$24,107
0.01% of portfolio
|
Q2 2024
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 02, 2024 Q2 2024 |
355
shares
|
$23,511
0.01% of portfolio
|
Q3 2023
New holding
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
350
shares
|
$23,180
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
342
shares
|
$22,650
0.01% of portfolio
|
Q4 2022
Reduced 42.71%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
328
shares
|
$21,723
0.0% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
323
shares
|
$21,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
308
shares
|
$20,398
0.0% of portfolio
|
Q3 2023
Added 431.03%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
296
shares
|
$19,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
272
shares
|
$18,014
0.0% of portfolio
|
Q2 2024
Reduced 45.92%
|
|
Robbins Farley LLC
Manchester, NH |
Jul 16, 2024 Q2 2024 |
246
shares
|
$16,292
0.01% of portfolio
|
Q4 2022
Added 123.64%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
236
shares
|
$15,630
0.01% of portfolio
|
Q1 2024
Added 0.43%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
217
shares
|
$14,371
0.0% of portfolio
|
Q2 2024
Added 15.43%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
211
shares
|
$13,974
0.0% of portfolio
|
Q1 2023
Reduced 58.46%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
208
shares
|
$13,775
0.01% of portfolio
|
Q1 2022
New holding
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
204
shares
|
$13,510
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2024 Q2 2024 |
191
shares
|
$12,649
0.01% of portfolio
|
Q1 2024
Reduced 40.68%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
188
shares
|
$12,451
0.0% of portfolio
|
Q1 2023
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
169
shares
|
$11,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
166
shares
|
$10,994
0.0% of portfolio
|
Q4 2023
Added 0.61%
|
|
Costello Asset Management, Inc
|
Aug 01, 2024 Q2 2024 |
165
shares
|
$10,927
0.01% of portfolio
|
Q1 2024
Added 24.06%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
150
shares
|
$9,934
0.0% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
148
shares
|
$9,802
0.0% of portfolio
|
Q1 2024
New holding
|