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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
48,516
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
48,234
shares
|
$1.1 Million
1.21% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
48,099
shares
|
$1.09 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
48,045
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
47,467
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
46,966
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
46,942
shares
|
$1.07 Million
0.38% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
46,833
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
46,817
shares
|
$1.06 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
46,251
shares
|
$1.05 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
46,071
shares
|
$1.05 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
46,002
shares
|
$1.05 Million
1.21% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
44,734
shares
|
$1.02 Million
1.32% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
44,432
shares
|
$1.01 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
44,112
shares
|
$1 Million
1.89% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
43,582
shares
|
$991,054
0.02% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Mc Carthy Asset Management, Inc.
|
Aug 13, 2024 Q2 2024 |
43,356
shares
|
$985,915
1.8% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
42,935
shares
|
$976,341
0.48% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
42,926
shares
|
$976,137
1.76% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
42,921
shares
|
$976,023
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
42,881
shares
|
$975,113
0.28% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
42,766
shares
|
$972,498
0.24% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
42,575
shares
|
$968,155
0.11% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
42,552
shares
|
$967,632
0.14% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
42,549
shares
|
$967,564
0.01% of portfolio
|
Q3 2024
Added 19.26%
|