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 1,190 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,053
shares
|
$190,050
0.02% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
8,049
shares
|
$189,956
0.09% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,048
shares
|
$189,932
0.16% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,960
shares
|
$187,856
0.09% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
7,940
shares
|
$187,384
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
7,914
shares
|
$186,770
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
7,824
shares
|
$184,646
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,751
shares
|
$182,923
0.02% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$182,829
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
7,735
shares
|
$182,546
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,701
shares
|
$181,743
0.09% of portfolio
|
Q2 2024
Added 45.6%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
7,687
shares
|
$181,413
0.21% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
7,682
shares
|
$181,295
0.14% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
7,658
shares
|
$180,728
0.19% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
7,648
shares
|
$180,492
0.26% of portfolio
|
Q4 2023
Reduced 5.12%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
7,647
shares
|
$180,469
0.19% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
7,567
shares
|
$178,581
0.08% of portfolio
|
Q3 2024
Reduced 45.6%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
7,531
shares
|
$177,731
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$176,882
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
7,417
shares
|
$175,041
0.07% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
7,359
shares
|
$173,672
0.15% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
7,345
shares
|
$173,342
0.02% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
7,279
shares
|
$171,784
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$171,100
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
7,232
shares
|
$170,675
0.07% of portfolio
|
Q2 2024
New holding
|