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 1,184 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,125
shares
|
$137,812
0.04% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,117
shares
|
$137,632
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
6,111
shares
|
$137,497
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
6,094
shares
|
$137,115
0.12% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
6,062
shares
|
$136,395
0.04% of portfolio
|
Q2 2024
Reduced 21.47%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
6,030
shares
|
$135,675
0.17% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
6,021
shares
|
$135,472
0.29% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,000
shares
|
$135,000
0.24% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
6,000
shares
|
$135,000
0.04% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,998
shares
|
$134,955
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5,988
shares
|
$134,730
0.06% of portfolio
|
Q3 2024
Added 30.26%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
5,948
shares
|
$133,830
0.13% of portfolio
|
Q1 2024
Reduced 92.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,934
shares
|
$133,515
0.02% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,924
shares
|
$133,290
0.05% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
5,910
shares
|
$132,975
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
5,898
shares
|
$132,705
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
5,895
shares
|
$132,637
0.46% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
5,774
shares
|
$129,915
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,770
shares
|
$129,825
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
5,764
shares
|
$129,690
0.21% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,744
shares
|
$129,240
0.04% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,741
shares
|
$129,172
0.14% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,665
shares
|
$127,462
0.02% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,656
shares
|
$127,260
0.03% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,650
shares
|
$127,125
0.08% of portfolio
|
Q1 2023
Reduced 7.16%
|