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 1,183 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
272
shares
|
$6,242
0.0% of portfolio
|
Q2 2024
Reduced 45.92%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
256
shares
|
$5,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
246
shares
|
$5,645
0.01% of portfolio
|
Q4 2022
Added 123.64%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
237
shares
|
$5,439
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
211
shares
|
$4,842
0.0% of portfolio
|
Q1 2023
Reduced 58.46%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
209
shares
|
$4,796
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
207
shares
|
$4,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
204
shares
|
$4,681
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
188
shares
|
$4,314
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
167
shares
|
$3,832
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
164
shares
|
$3,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
162
shares
|
$3,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
160
shares
|
$3,672
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
160
shares
|
$3,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
150
shares
|
$3,442
0.0% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
140
shares
|
$3,213
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
132
shares
|
$3,029
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
127
shares
|
$2,914
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
122
shares
|
$2,799
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
120
shares
|
$2,754
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
107
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
104
shares
|
$2,386
0.0% of portfolio
|
Q2 2024
Reduced 67.5%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
92
shares
|
$2,111
0.0% of portfolio
|
Q1 2024
Reduced 49.45%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
88
shares
|
$2,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
88
shares
|
$2,019
0.0% of portfolio
|
Q1 2024
New holding
|