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 |
---|---|---|---|---|---|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
3,310
shares
|
$219,221
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
3,301
shares
|
$218,625
0.01% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 09, 2024 Q2 2024 |
3,274
shares
|
$216,837
0.08% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 31, 2024 Q2 2024 |
3,253
shares
|
$215,446
0.07% of portfolio
|
Q2 2024
New holding
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
3,234
shares
|
$214,187
0.07% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
3,223
shares
|
$213,459
0.0% of portfolio
|
Q1 2024
Reduced 22.49%
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
3,221
shares
|
$213,326
0.04% of portfolio
|
Q2 2024
New holding
|
|
17 Capital Partners, LLC
|
Jul 18, 2024 Q2 2024 |
3,218
shares
|
$213,128
0.14% of portfolio
|
Q2 2024
New holding
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 13, 2024 Q2 2024 |
3,200
shares
|
$211,936
0.02% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
3,173
shares
|
$210,147
0.03% of portfolio
|
Q2 2024
Added 0.28%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
2,989
shares
|
$197,961
0.13% of portfolio
|
Q1 2024
Added 0.27%
|
|
Db Fitzpatrick & Co, Inc
|
Jul 17, 2024 Q2 2024 |
2,838
shares
|
$187,960
0.17% of portfolio
|
Q2 2024
Added 2.86%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
2,755
shares
|
$182,463
0.03% of portfolio
|
Q2 2023
Reduced 7.95%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
2,600
shares
|
$172,198
0.09% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,581
shares
|
$170,939
0.0% of portfolio
|
Q1 2024
Added 14.66%
|
|
Trust CO Of Vermont
|
Jul 09, 2024 Q2 2024 |
2,545
shares
|
$168,555
0.01% of portfolio
|
Q2 2024
Added 109.81%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
2,520
shares
|
$166,899
0.01% of portfolio
|
Q2 2024
Added 218.18%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
2,463
shares
|
$163,124
0.0% of portfolio
|
Q2 2023
Reduced 16.34%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 26, 2024 Q2 2024 |
2,401
shares
|
$159,018
0.12% of portfolio
|
Q1 2024
Added 7.52%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
2,362
shares
|
$156,435
0.07% of portfolio
|
Q2 2024
Added 988.48%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,310
shares
|
$152,991
0.01% of portfolio
|
Q2 2024
Added 313.98%
|
|
Peoples Financial Services Corp.
|
Jul 25, 2024 Q2 2024 |
2,300
shares
|
$152,329
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
2,250
shares
|
$149,017
0.03% of portfolio
|
Q3 2023
New holding
|
|
Friedenthal Financial
|
Jul 16, 2024 Q2 2024 |
2,228
shares
|
$147,560
0.1% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
2,221
shares
|
$147,096
0.04% of portfolio
|
Q1 2024
Added 0.59%
|