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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
159,916
shares
|
$3.64 Million
6.12% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
159,304
shares
|
$3.62 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
159,228
shares
|
$3.62 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
159,051
shares
|
$3.62 Million
3.24% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
158,967
shares
|
$3.61 Million
3.02% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
158,633
shares
|
$3.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
156,051
shares
|
$3.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
155,140
shares
|
$3.53 Million
3.46% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
154,173
shares
|
$3.51 Million
4.14% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
152,013
shares
|
$3.46 Million
0.15% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
151,284
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
150,897
shares
|
$3.43 Million
0.39% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
150,000
shares
|
$3.41 Million
0.42% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
149,411
shares
|
$3.4 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
149,096
shares
|
$3.39 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
146,565
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
142,196
shares
|
$3.23 Million
0.48% of portfolio
|
Q3 2024
Added 197.77%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
141,852
shares
|
$3.23 Million
0.75% of portfolio
|
Q3 2022
Reduced 2.77%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
140,679
shares
|
$3.2 Million
5.13% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
140,240
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Added 83.65%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
140,198
shares
|
$3.19 Million
2.77% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
139,224
shares
|
$3.17 Million
4.89% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
138,991
shares
|
$3.16 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
137,799
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
134,379
shares
|
$3.06 Million
4.81% of portfolio
|
Q3 2024
Added 8.24%
|