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 |
---|---|---|---|---|---|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
4,768
shares
|
$315,784
0.02% of portfolio
|
Q2 2024
Added 7.03%
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 12, 2024 Q2 2024 |
4,733
shares
|
$313,466
0.12% of portfolio
|
Q1 2024
Added 0.3%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
4,723
shares
|
$312,804
0.08% of portfolio
|
Q2 2024
Reduced 20.79%
|
|
Worth Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
4,716
shares
|
$312,340
0.18% of portfolio
|
Q2 2024
Reduced 40.21%
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 09, 2024 Q2 2024 |
4,695
shares
|
$310,949
0.07% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$308,433
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
4,657
shares
|
$308,433
0.03% of portfolio
|
Q1 2023
Added 0.37%
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
4,653
shares
|
$308,168
0.04% of portfolio
|
Q2 2024
New holding
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
4,633
shares
|
$306,843
0.02% of portfolio
|
Q1 2024
Added 0.09%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
4,615
shares
|
$305,651
0.0% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
4,597
shares
|
$304,459
0.05% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
4,594
shares
|
$304,260
0.04% of portfolio
|
Q1 2024
Added 0.22%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
4,585
shares
|
$303,664
0.15% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Gg Group Ventures, LLC
Orlando, FL |
Aug 14, 2024 Q2 2024 |
4,570
shares
|
$302,671
0.4% of portfolio
|
Q2 2024
New holding
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
4,523
shares
|
$299,558
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$298,697
0.08% of portfolio
|
Q4 2022
New holding
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
4,480
shares
|
$296,710
0.13% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
4,440
shares
|
$294,061
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Jul 31, 2024 Q2 2024 |
4,430
shares
|
$293,398
0.2% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$292,140
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
Capital Insight Partners, LLC
|
Jul 24, 2024 Q2 2024 |
4,406
shares
|
$291,809
0.05% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
4,396
shares
|
$291,147
0.02% of portfolio
|
Q2 2024
Added 6.88%
|
|
Cutter & CO Brokerage, Inc.
|
Jul 31, 2024 Q2 2024 |
4,370
shares
|
$289,425
0.07% of portfolio
|
Q2 2024
Added 2.34%
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2024 Q2 2024 |
4,363
shares
|
$288,961
0.15% of portfolio
|
Q1 2024
New holding
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 12, 2024 Q2 2024 |
4,358
shares
|
$288,630
0.22% of portfolio
|
Q2 2024
Added 3.56%
|