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 |
---|---|---|---|---|---|
Tanglewood Wealth Management, Inc.
|
Jul 25, 2024 Q2 2024 |
254,002
shares
|
$16.8 Million
2.08% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
251,973
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
243,837
shares
|
$16.1 Million
3.02% of portfolio
|
Q2 2024
Added 55.82%
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
241,639
shares
|
$16 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
235,691
shares
|
$15.6 Million
2.28% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Aug 09, 2024 Q2 2024 |
234,621
shares
|
$15.5 Million
1.44% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
233,504
shares
|
$15.5 Million
1.65% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Aug 08, 2024 Q2 2024 |
231,288
shares
|
$15.3 Million
7.17% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
223,380
shares
|
$14.8 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
218,091
shares
|
$14.4 Million
5.45% of portfolio
|
Q2 2024
Added 18.15%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
216,628
shares
|
$14.3 Million
1.04% of portfolio
|
Q2 2024
Added 9.29%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
214,326
shares
|
$14.2 Million
11.72% of portfolio
|
Q2 2024
Added 3.1%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
213,375
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
211,299
shares
|
$14 Million
2.89% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
206,751
shares
|
$13.7 Million
3.62% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
205,431
shares
|
$13.6 Million
0.05% of portfolio
|
Q2 2024
Added 4.42%
|
|
Libra Wealth LLC
|
Aug 13, 2024 Q2 2024 |
203,659
shares
|
$13.5 Million
5.56% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 25, 2024 Q2 2024 |
203,066
shares
|
$13.4 Million
8.3% of portfolio
|
Q2 2024
Added 7.91%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$13.4 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
Financial Services Advisory Inc
|
Jul 30, 2024 Q2 2024 |
197,940
shares
|
$13.1 Million
3.41% of portfolio
|
Q2 2024
Reduced 52.22%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
196,996
shares
|
$13 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
Intelligence Driven Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
195,182
shares
|
$12.9 Million
1.74% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
194,142
shares
|
$12.9 Million
3.29% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
193,851
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2024
Added 1.39%
|
|
Vista Capital Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
189,816
shares
|
$12.6 Million
0.24% of portfolio
|
Q2 2024
Reduced 3.14%
|