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 1,179 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
1,518
shares
|
$34,519
0.05% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,494
shares
|
$33,973
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,483
shares
|
$33,723
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,410
shares
|
$32,063
0.02% of portfolio
|
Q4 2023
Reduced 4.21%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$31,995
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,301
shares
|
$29,584
0.02% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,254
shares
|
$28,515
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,196
shares
|
$27,197
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,192
shares
|
$27,106
0.0% of portfolio
|
Q1 2023
Reduced 36.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,065
shares
|
$24,218
0.0% of portfolio
|
Q4 2023
Added 133.55%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,043
shares
|
$23,717
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,041
shares
|
$23,672
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
1,015
shares
|
$23,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$22,740
0.03% of portfolio
|
Q1 2024
Reduced 57.63%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
991
shares
|
$22,535
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
910
shares
|
$20,693
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
904
shares
|
$20,556
0.01% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
900
shares
|
$20,466
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
874
shares
|
$19,874
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
846
shares
|
$19,238
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
807
shares
|
$18,351
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
794
shares
|
$18,055
0.02% of portfolio
|
Q3 2024
Added 81.28%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
774
shares
|
$17,600
0.04% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
764
shares
|
$17,373
0.0% of portfolio
|
Q3 2024
Reduced 30.67%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
750
shares
|
$17,055
0.01% of portfolio
|
Q3 2024
Added 0.54%
|