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 |
---|---|---|---|---|---|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
92,738
shares
|
$6.14 Million
0.8% of portfolio
|
Q2 2024
Added 0.97%
|
|
Walter & Keenan Wealth Management LLC
|
Jul 15, 2024 Q2 2024 |
91,534
shares
|
$6.06 Million
1.84% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
89,810
shares
|
$5.95 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
89,180
shares
|
$5.91 Million
0.88% of portfolio
|
Q2 2024
Added 7.5%
|
|
Wade Financial Advisory, Inc
|
Jul 25, 2024 Q2 2024 |
88,362
shares
|
$5.85 Million
2.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
88,127
shares
|
$5.84 Million
0.47% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2024 Q2 2024 |
87,852
shares
|
$5.82 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Brightwater Advisory LLC
Tampa, FL |
Sep 10, 2024 Q2 2024 |
87,615
shares
|
$5.8 Million
4.25% of portfolio
|
Q2 2024
New holding
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
86,855
shares
|
$5.75 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
85,709
shares
|
$5.68 Million
0.01% of portfolio
|
Q2 2024
Added 1.21%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
84,427
shares
|
$5.59 Million
2.04% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
84,381
shares
|
$5.59 Million
1.62% of portfolio
|
Q2 2024
Added 2.48%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
84,041
shares
|
$5.57 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
83,793
shares
|
$5.55 Million
0.4% of portfolio
|
Q2 2024
Added 0.34%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
83,660
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
Ahl Investment Management, Inc.
|
Jul 15, 2024 Q2 2024 |
83,419
shares
|
$5.52 Million
3.85% of portfolio
|
Q2 2024
Added 8.21%
|
|
Garrison Asset Management, LLC
|
Aug 08, 2024 Q2 2024 |
83,401
shares
|
$5.52 Million
2.85% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
82,742
shares
|
$5.48 Million
0.94% of portfolio
|
Q2 2024
Added 5.78%
|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
82,549
shares
|
$5.47 Million
2.87% of portfolio
|
Q2 2024
New holding
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
82,528
shares
|
$5.47 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 22, 2024 Q2 2024 |
82,415
shares
|
$5.46 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
81,096
shares
|
$5.37 Million
0.94% of portfolio
|
Q2 2024
Added 0.09%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
80,764
shares
|
$5.35 Million
0.17% of portfolio
|
Q2 2024
Added 42.0%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
80,686
shares
|
$5.34 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Rkl Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
80,532
shares
|
$5.33 Million
0.49% of portfolio
|
Q2 2024
Added 4.94%
|