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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
7,232
shares
|
$164,455
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,231
shares
|
$164,432
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
7,229
shares
|
$164,387
0.07% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,212
shares
|
$164,000
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$163,705
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
7,187
shares
|
$163,432
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$162,704
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,150
shares
|
$162,591
0.01% of portfolio
|
Q4 2023
Reduced 6.63%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
7,078
shares
|
$160,953
0.02% of portfolio
|
Q3 2023
Added 37.65%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,071
shares
|
$160,794
0.06% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$160,294
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
7,038
shares
|
$160,044
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,026
shares
|
$159,771
0.02% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
7,002
shares
|
$159,225
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,898
shares
|
$156,860
0.09% of portfolio
|
Q4 2023
Added 4.29%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,897
shares
|
$156,837
0.25% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,850
shares
|
$155,769
0.11% of portfolio
|
Q3 2024
Added 80.26%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
6,794
shares
|
$154,495
0.03% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
6,760
shares
|
$153,722
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,735
shares
|
$153,153
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
6,716
shares
|
$152,721
0.87% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,666
shares
|
$151,584
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,663
shares
|
$151,516
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,635
shares
|
$150,879
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,620
shares
|
$150,538
0.19% of portfolio
|
Q2 2024
Reduced 0.45%
|