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 |
|---|---|---|---|---|---|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
57
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
55
shares
|
$1,250
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$1,137
0.0% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
42
shares
|
$955
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
41
shares
|
$932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
40
shares
|
$909
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30
shares
|
$682
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
30
shares
|
$682
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
28
shares
|
$636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
22
shares
|
$500
0.0% of portfolio
|
Q2 2023
Reduced 92.2%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
10
shares
|
$227
0.0% of portfolio
|
Q1 2024
Reduced 98.42%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
10
shares
|
$227
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
10
shares
|
$227
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
7
shares
|
$159
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6
shares
|
$136
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
6
shares
|
$136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Oct 18, 2024 Q3 2024 |
5
shares
|
$113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4
shares
|
$90
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
Reduced 99.7%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|