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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,873
shares
|
$64,642
0.0% of portfolio
|
Q3 2024
Added 35.97%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
2,847
shares
|
$64,057
0.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
2,750
shares
|
$61,875
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,615
shares
|
$58,837
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,545
shares
|
$57,262
0.02% of portfolio
|
Q3 2024
Added 73.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,531
shares
|
$56,947
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
2,476
shares
|
$55,710
0.12% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,463
shares
|
$55,417
0.0% of portfolio
|
Q2 2023
Reduced 16.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,363
shares
|
$53,167
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,310
shares
|
$51,975
0.01% of portfolio
|
Q2 2024
Added 313.98%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
2,291
shares
|
$51,547
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$50,625
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,233
shares
|
$50,242
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,162
shares
|
$48,645
0.03% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,060
shares
|
$46,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,025
shares
|
$45,562
0.01% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$45,472
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$45,000
0.06% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$45,000
0.03% of portfolio
|
Q1 2024
Added 792.86%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
1,954
shares
|
$43,965
0.0% of portfolio
|
Q1 2024
Reduced 28.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,942
shares
|
$43,695
0.01% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,941
shares
|
$43,672
0.0% of portfolio
|
Q1 2022
Added 99.9%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,867
shares
|
$42,007
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,768
shares
|
$39,780
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,749
shares
|
$39,352
0.02% of portfolio
|
Q3 2024
Added 1.39%
|