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 |
---|---|---|---|---|---|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
30
shares
|
$1,986
0.0% of portfolio
|
Q2 2024
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
22
shares
|
$1,457
0.0% of portfolio
|
Q2 2023
Reduced 92.2%
|
|
Innealta Capital, LLC
Austin, TX |
Jul 29, 2024 Q2 2024 |
20
shares
|
$1,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
10
shares
|
$662
0.0% of portfolio
|
Q1 2024
Reduced 97.4%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
10
shares
|
$662
0.0% of portfolio
|
Q1 2024
Reduced 98.42%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
10
shares
|
$662
0.0% of portfolio
|
Q4 2023
New holding
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
10
shares
|
$662
0.0% of portfolio
|
Q1 2024
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
7
shares
|
$463
0.0% of portfolio
|
Q1 2024
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Aug 06, 2024 Q2 2024 |
6
shares
|
$397
0.0% of portfolio
|
Q4 2023
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
4
shares
|
$264
0.0% of portfolio
|
Q2 2022
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
2
shares
|
$132
0.0% of portfolio
|
Q3 2023
Reduced 95.74%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q4 2023
Reduced 99.7%
|
|
Ifs Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|