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 |
---|---|---|---|---|---|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
637,630
shares
|
$42.2 Million
4.09% of portfolio
|
Q2 2024
Added 6.22%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2024 Q2 2024 |
620,012
shares
|
$41.1 Million
9.53% of portfolio
|
Q2 2024
Added 4.09%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
601,976
shares
|
$39.9 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
580,758
shares
|
$38.5 Million
0.13% of portfolio
|
Q2 2024
Added 5.34%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
576,833
shares
|
$38.2 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
576,228
shares
|
$38.2 Million
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
574,901
shares
|
$38.1 Million
6.39% of portfolio
|
Q2 2024
Added 3.29%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
564,543
shares
|
$37.4 Million
0.09% of portfolio
|
Q2 2024
Added 8.25%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
555,313
shares
|
$36.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
545,433
shares
|
$36.1 Million
4.15% of portfolio
|
Q2 2024
Added 0.99%
|
|
Sunburst Financial Group, LLC
|
Jul 12, 2024 Q2 2024 |
527,119
shares
|
$34.9 Million
9.48% of portfolio
|
Q2 2024
Added 7.48%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
521,674
shares
|
$34.6 Million
2.85% of portfolio
|
Q2 2024
Added 1.29%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
514,526
shares
|
$34.1 Million
4.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
510,819
shares
|
$33.8 Million
14.43% of portfolio
|
Q2 2024
Added 0.04%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,321
shares
|
$33.7 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.95%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
493,760
shares
|
$32.7 Million
15.5% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
483,142
shares
|
$32 Million
2.19% of portfolio
|
Q2 2024
Added 0.11%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
478,267
shares
|
$31.7 Million
0.08% of portfolio
|
Q2 2024
Reduced 64.58%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
448,000
shares
|
$29.7 Million
2.26% of portfolio
|
Q2 2024
Added 45.46%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
445,827
shares
|
$29.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
418,581
shares
|
$27.7 Million
0.0% of portfolio
|
Q2 2024
Added 180.73%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
417,893
shares
|
$27.7 Million
9.71% of portfolio
|
Q4 2023
Added 0.09%
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2024 Q2 2024 |
414,530
shares
|
$27.5 Million
8.11% of portfolio
|
Q2 2024
Added 1.76%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 19, 2024 Q2 2024 |
413,315
shares
|
$27.4 Million
16.96% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
410,055
shares
|
$27.2 Million
0.86% of portfolio
|
Q4 2023
New holding
|