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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,292
shares
|
$96,570
0.0% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
4,289
shares
|
$96,502
0.31% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
4,281
shares
|
$96,322
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,274
shares
|
$96,165
0.15% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,266
shares
|
$95,985
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,265
shares
|
$95,962
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,226
shares
|
$95,085
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
4,215
shares
|
$94,837
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,210
shares
|
$94,725
0.01% of portfolio
|
Q4 2023
Reduced 54.95%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
4,198
shares
|
$94,455
0.01% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
4,192
shares
|
$94,320
0.02% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,186
shares
|
$94,185
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,179
shares
|
$94,027
0.0% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Aurora Investment Managers, Llc.
|
Oct 17, 2024 Q3 2024 |
4,170
shares
|
$93,825
0.18% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
4,139
shares
|
$93,127
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,129
shares
|
$92,902
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
4,063
shares
|
$91,417
0.08% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,013
shares
|
$90,292
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,004
shares
|
$90,090
0.03% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,000
shares
|
$90,000
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$90,000
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
3,986
shares
|
$89,685
0.09% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,953
shares
|
$88,942
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
3,952
shares
|
$88,920
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,934
shares
|
$88,515
0.12% of portfolio
|
Q2 2023
Reduced 23.12%
|