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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
7,229
shares
|
$170,604
0.07% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,212
shares
|
$170,203
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$169,896
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$168,858
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,150
shares
|
$168,740
0.01% of portfolio
|
Q4 2023
Reduced 6.63%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
7,078
shares
|
$167,040
0.02% of portfolio
|
Q3 2023
Added 37.65%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$166,356
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,026
shares
|
$165,813
0.02% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
7,002
shares
|
$165,247
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,898
shares
|
$162,792
0.09% of portfolio
|
Q4 2023
Added 4.29%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,897
shares
|
$162,769
0.25% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,735
shares
|
$158,946
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
6,716
shares
|
$158,497
0.87% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,666
shares
|
$157,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,663
shares
|
$157,246
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,635
shares
|
$156,586
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,620
shares
|
$156,232
0.19% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
6,601
shares
|
$155,783
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,599
shares
|
$155,736
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
6,595
shares
|
$155,642
0.21% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,583
shares
|
$155,358
0.06% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
6,515
shares
|
$153,754
0.03% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,442
shares
|
$152,031
0.02% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,250
shares
|
$147,500
0.09% of portfolio
|
Q2 2023
Reduced 29.65%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
6,223
shares
|
$146,862
0.18% of portfolio
|
Q3 2024
Reduced 0.03%
|