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 |
---|---|---|---|---|---|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
148
shares
|
$9,802
0.0% of portfolio
|
Q2 2024
Reduced 99.14%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
140
shares
|
$9,272
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Macroview Investment Management LLC
|
Jul 23, 2024 Q2 2024 |
134
shares
|
$8,874
0.01% of portfolio
|
Q2 2024
Added 18.58%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
126
shares
|
$8,344
0.0% of portfolio
|
Q4 2023
Added 0.8%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
125
shares
|
$8,278
0.02% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
122
shares
|
$8,080
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
120
shares
|
$7,947
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
106
shares
|
$7,020
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
104
shares
|
$6,887
0.0% of portfolio
|
Q2 2024
Reduced 67.5%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
95
shares
|
$6,291
0.0% of portfolio
|
Q2 2024
Added 11.76%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
92
shares
|
$6,093
0.0% of portfolio
|
Q1 2024
Reduced 49.45%
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 25, 2024 Q2 2024 |
88
shares
|
$5,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
73
shares
|
$4,834
0.0% of portfolio
|
Q1 2024
Added 48.98%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
71
shares
|
$4,702
0.0% of portfolio
|
Q1 2024
Reduced 55.35%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
67
shares
|
$4,437
0.0% of portfolio
|
Q1 2024
Added 1.52%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
66
shares
|
$4,371
0.0% of portfolio
|
Q2 2024
Reduced 30.53%
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
60
shares
|
$3,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
60
shares
|
$3,973
0.0% of portfolio
|
Q1 2023
Reduced 65.91%
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
57
shares
|
$3,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rice Partnership, LLC
|
Aug 01, 2024 Q2 2024 |
55
shares
|
$3,642
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
50
shares
|
$3,311
0.0% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
42
shares
|
$2,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
41
shares
|
$2,715
0.0% of portfolio
|
Q2 2024
Added 2.5%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
40
shares
|
$2,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30
shares
|
$1,986
0.0% of portfolio
|
Q1 2022
Added 100.0%
|