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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,838
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
192,001
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
191,538
shares
|
$4.36 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
190,517
shares
|
$4.33 Million
3.25% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
189,633
shares
|
$4.31 Million
3.59% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
188,612
shares
|
$4.29 Million
0.05% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
187,893
shares
|
$4.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
187,485
shares
|
$4.26 Million
5.43% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
187,058
shares
|
$4.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
186,163
shares
|
$4.23 Million
5.39% of portfolio
|
Q3 2024
Added 38.08%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
184,518
shares
|
$4.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
181,532
shares
|
$4.13 Million
4.22% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
178,084
shares
|
$4.05 Million
0.91% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
176,257
shares
|
$4.01 Million
0.13% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
175,504
shares
|
$3.99 Million
2.27% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
172,590
shares
|
$3.92 Million
0.28% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
171,156
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
170,245
shares
|
$3.87 Million
0.12% of portfolio
|
Q3 2024
Added 173.86%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
170,121
shares
|
$3.87 Million
4.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
165,081
shares
|
$3.75 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
164,932
shares
|
$3.75 Million
0.56% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
163,325
shares
|
$3.71 Million
0.68% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
162,264
shares
|
$3.69 Million
8.44% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
162,192
shares
|
$3.69 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
161,196
shares
|
$3.67 Million
3.62% of portfolio
|
Q3 2024
Added 1.33%
|