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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
846
shares
|
$19,314
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
807
shares
|
$18,423
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
794
shares
|
$18,127
0.02% of portfolio
|
Q3 2024
Added 81.28%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
774
shares
|
$17,670
0.04% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
764
shares
|
$17,442
0.0% of portfolio
|
Q3 2024
Reduced 30.67%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
750
shares
|
$17,122
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
701
shares
|
$16,003
0.0% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
700
shares
|
$15,980
0.0% of portfolio
|
Q3 2024
Reduced 45.53%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
677
shares
|
$15,455
0.0% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
667
shares
|
$15,227
0.0% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
664
shares
|
$15,159
0.0% of portfolio
|
Q3 2024
Added 82.42%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
660
shares
|
$15,067
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
621
shares
|
$14,177
0.0% of portfolio
|
Q4 2023
Added 55.25%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
618
shares
|
$14,108
0.02% of portfolio
|
Q3 2024
Reduced 34.26%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
598
shares
|
$13,652
0.02% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
570
shares
|
$13,013
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
549
shares
|
$12,533
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
544
shares
|
$12,419
0.02% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
535
shares
|
$12,214
0.01% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
531
shares
|
$12,122
0.01% of portfolio
|
Q3 2024
Reduced 46.53%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
525
shares
|
$11,985
0.0% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
520
shares
|
$11,871
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
514
shares
|
$11,734
0.01% of portfolio
|
Q3 2023
Reduced 53.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
477
shares
|
$10,889
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
466
shares
|
$10,638
0.0% of portfolio
|
Q1 2022
Added 100.0%
|