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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
265,479
shares
|
$6.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
262,745
shares
|
$6.03 Million
0.03% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
259,212
shares
|
$5.95 Million
7.92% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
258,800
shares
|
$5.94 Million
2.31% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
256,722
shares
|
$5.89 Million
3.98% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
256,399
shares
|
$5.88 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
253,332
shares
|
$5.81 Million
6.54% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
250,197
shares
|
$5.74 Million
3.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
248,512
shares
|
$5.7 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
242,260
shares
|
$5.56 Million
0.9% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
241,259
shares
|
$5.54 Million
4.17% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
227,681
shares
|
$5.23 Million
1.03% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
227,546
shares
|
$5.22 Million
11.97% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
226,899
shares
|
$5.21 Million
0.43% of portfolio
|
Q3 2024
Added 201.74%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
225,483
shares
|
$5.17 Million
7.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
224,666
shares
|
$5.16 Million
2.44% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
223,919
shares
|
$5.14 Million
1.55% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
220,968
shares
|
$5.07 Million
1.77% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
212,370
shares
|
$4.87 Million
2.06% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
210,006
shares
|
$4.82 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
209,723
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
204,343
shares
|
$4.69 Million
7.94% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$4.66 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
202,601
shares
|
$4.65 Million
5.42% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
201,666
shares
|
$4.63 Million
3.35% of portfolio
|
Q3 2024
Reduced 2.46%
|