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 |
---|---|---|---|---|---|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
408,438
shares
|
$27.1 Million
2.86% of portfolio
|
Q2 2024
Added 244.57%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
400,404
shares
|
$26.5 Million
6.0% of portfolio
|
Q2 2024
Reduced 15.66%
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
400,223
shares
|
$26.5 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
397,055
shares
|
$26.3 Million
1.96% of portfolio
|
Q2 2024
Added 0.57%
|
|
Winthrop Advisory Group LLC
|
Jul 18, 2024 Q2 2024 |
396,805
shares
|
$26.3 Million
3.32% of portfolio
|
Q2 2024
Added 1.35%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
392,249
shares
|
$26 Million
2.67% of portfolio
|
Q2 2024
Added 2.23%
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
379,205
shares
|
$25.1 Million
8.05% of portfolio
|
Q2 2024
Added 3.19%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
376,624
shares
|
$24.9 Million
0.47% of portfolio
|
Q2 2024
Added 7.12%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
372,024
shares
|
$24.6 Million
0.34% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
368,946
shares
|
$24.4 Million
3.44% of portfolio
|
Q2 2024
Added 5.5%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
363,558
shares
|
$24.1 Million
4.13% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
362,937
shares
|
$24 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.16%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
362,632
shares
|
$24 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
362,421
shares
|
$24 Million
0.08% of portfolio
|
Q4 2022
Added 75.49%
|
|
Goepper Burkhardt LLC
|
Aug 13, 2024 Q2 2024 |
361,972
shares
|
$24 Million
10.32% of portfolio
|
Q2 2024
Added 0.71%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
361,914
shares
|
$24 Million
0.01% of portfolio
|
Q2 2024
Added 8.46%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
359,457
shares
|
$23.8 Million
7.85% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
355,391
shares
|
$23.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 9.65%
|
|
Strategic Advisors LLC
|
Jul 11, 2024 Q2 2024 |
352,664
shares
|
$23.4 Million
4.36% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
350,971
shares
|
$23.2 Million
8.85% of portfolio
|
Q2 2024
Added 9.44%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
347,222
shares
|
$23 Million
3.86% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
344,463
shares
|
$22.8 Million
0.96% of portfolio
|
Q2 2024
Added 1.21%
|
|
Strategic Financial Planning, Inc.
|
Aug 09, 2024 Q2 2024 |
342,164
shares
|
$22.7 Million
15.51% of portfolio
|
Q2 2024
Added 4.88%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
332,749
shares
|
$22 Million
0.92% of portfolio
|
Q4 2022
Added 115.19%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
329,345
shares
|
$21.8 Million
0.18% of portfolio
|
Q2 2024
Reduced 6.58%
|