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 |
---|---|---|---|---|---|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
1,080,204
shares
|
$71.5 Million
1.26% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,073,492
shares
|
$71.1 Million
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
1,064,494
shares
|
$70.5 Million
25.71% of portfolio
|
Q2 2024
Added 1.73%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
1,034,550
shares
|
$68.5 Million
2.42% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
1,025,314
shares
|
$67.9 Million
1.49% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 31, 2024 Q2 2024 |
1,011,590
shares
|
$67 Million
29.76% of portfolio
|
Q2 2024
Added 1.91%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
993,203
shares
|
$65.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
967,282
shares
|
$64.1 Million
3.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
966,687
shares
|
$64 Million
6.63% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
940,697
shares
|
$62.3 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
935,826
shares
|
$62 Million
0.08% of portfolio
|
Q2 2024
Added 11.95%
|
|
River & Mercantile LLC
Waltham, MA |
Aug 07, 2024 Q2 2024 |
884,366
shares
|
$58.6 Million
10.08% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Manchester Financial Inc
|
Jul 17, 2024 Q2 2024 |
838,549
shares
|
$55.5 Million
13.89% of portfolio
|
Q2 2024
Added 3.18%
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
834,212
shares
|
$55.2 Million
10.36% of portfolio
|
Q2 2024
Added 4.4%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
783,720
shares
|
$51.9 Million
0.54% of portfolio
|
Q2 2024
Added 8.23%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
780,253
shares
|
$51.7 Million
2.02% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
774,170
shares
|
$51.3 Million
5.24% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
770,814
shares
|
$51.1 Million
0.01% of portfolio
|
Q2 2024
Added 5.16%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
761,874
shares
|
$50.5 Million
10.38% of portfolio
|
Q2 2024
Added 16.16%
|
|
Myecfo, LLC
La Jolla, CA |
Jul 08, 2024 Q2 2024 |
755,325
shares
|
$50 Million
27.39% of portfolio
|
Q2 2024
Added 0.31%
|
|
Compass Advisory Group LLC
|
Jul 31, 2024 Q2 2024 |
743,771
shares
|
$49.3 Million
32.06% of portfolio
|
Q2 2024
Added 1.16%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
717,252
shares
|
$47.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 26, 2024 Q2 2024 |
708,018
shares
|
$46.9 Million
24.64% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
679,950
shares
|
$45 Million
0.05% of portfolio
|
Q2 2024
Added 2.06%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
640,715
shares
|
$42.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.53%
|