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 1,179 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Advisory Group
Wexford, PA |
Nov 14, 2024 Q3 2024 |
55,637
shares
|
$1.27 Million
1.68% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
55,454
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Added 82.23%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
55,387
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
55,205
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
55,162
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
55,140
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
54,211
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
54,140
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
53,956
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
53,813
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
53,210
shares
|
$1.21 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
53,024
shares
|
$1.21 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
51,784
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,680
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
51,372
shares
|
$1.17 Million
1.97% of portfolio
|
Q2 2024
Added 22.54%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
51,262
shares
|
$1.17 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
51,255
shares
|
$1.17 Million
1.89% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
50,950
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Added 160.51%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
50,817
shares
|
$1.16 Million
3.95% of portfolio
|
Q3 2022
Reduced 51.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
50,482
shares
|
$1.15 Million
0.31% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50,261
shares
|
$1.14 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
49,518
shares
|
$1.13 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
48,837
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
48,666
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 301.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
48,663
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 4.99%
|