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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
133,998
shares
|
$3.08 Million
4.61% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
131,335
shares
|
$3.01 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
130,127
shares
|
$2.99 Million
1.54% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
129,678
shares
|
$2.98 Million
3.04% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
129,273
shares
|
$2.97 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
128,555
shares
|
$2.95 Million
1.29% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
127,742
shares
|
$2.93 Million
1.1% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
125,782
shares
|
$2.89 Million
6.86% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
124,710
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
124,098
shares
|
$2.85 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
123,192
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
120,500
shares
|
$2.77 Million
5.75% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
118,814
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
117,515
shares
|
$2.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
115,885
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
114,575
shares
|
$2.63 Million
1.81% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
112,771
shares
|
$2.59 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
111,697
shares
|
$2.56 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
111,661
shares
|
$2.56 Million
2.6% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
110,590
shares
|
$2.54 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
110,486
shares
|
$2.54 Million
3.95% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
110,314
shares
|
$2.53 Million
1.6% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
110,185
shares
|
$2.53 Million
7.16% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
108,924
shares
|
$2.5 Million
0.76% of portfolio
|
Q4 2024
Added 189.13%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
107,706
shares
|
$2.47 Million
1.57% of portfolio
|
Q3 2024
Added 6.17%
|