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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
460
shares
|
$10,501
0.01% of portfolio
|
Q2 2022
Reduced 79.02%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
460
shares
|
$10,501
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
444
shares
|
$10,136
0.01% of portfolio
|
Q2 2023
Added 22100.0%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
420
shares
|
$9,588
0.0% of portfolio
|
Q4 2023
Reduced 19.23%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
415
shares
|
$9,474
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
405
shares
|
$9,246
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
398
shares
|
$9,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
397
shares
|
$9,063
0.0% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
391
shares
|
$8,926
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
387
shares
|
$8,835
0.01% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
370
shares
|
$8,447
0.04% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
370
shares
|
$8,447
0.01% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
370
shares
|
$8,447
0.0% of portfolio
|
Q3 2024
Added 70.51%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
366
shares
|
$8,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
364
shares
|
$8,310
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
342
shares
|
$7,807
0.01% of portfolio
|
Q4 2022
Reduced 42.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
330
shares
|
$7,533
0.0% of portfolio
|
Q3 2024
Added 122.97%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
329
shares
|
$7,511
0.0% of portfolio
|
Q3 2024
Added 246.32%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
328
shares
|
$7,488
0.0% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
324
shares
|
$7,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
323
shares
|
$7,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
308
shares
|
$7,031
0.0% of portfolio
|
Q3 2023
Added 431.03%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
296
shares
|
$6,757
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
295
shares
|
$6,734
0.01% of portfolio
|
Q3 2024
Reduced 73.25%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
285
shares
|
$6,506
0.0% of portfolio
|
Q3 2024
Added 49.21%
|