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 1,184 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,527
shares
|
$506,857
0.06% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
22,489
shares
|
$506,002
0.25% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
22,478
shares
|
$505,755
0.05% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
22,450
shares
|
$505,125
1.37% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
22,397
shares
|
$503,932
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
22,299
shares
|
$501,727
0.07% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,240
shares
|
$500,400
0.06% of portfolio
|
Q3 2024
Added 242.89%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,212
shares
|
$499,770
0.27% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$496,125
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
21,978
shares
|
$494,505
0.25% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$492,435
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
21,778
shares
|
$490,005
0.4% of portfolio
|
Q3 2024
Added 468.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
21,705
shares
|
$488,362
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
21,602
shares
|
$486,045
0.5% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
21,281
shares
|
$478,822
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
21,168
shares
|
$476,280
0.53% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
20,979
shares
|
$472,027
0.05% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
20,651
shares
|
$464,647
0.06% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
20,624
shares
|
$464,040
0.7% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$456,840
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
20,246
shares
|
$455,535
0.5% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
20,204
shares
|
$454,590
0.12% of portfolio
|
Q3 2024
Added 281.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
20,135
shares
|
$453,037
0.44% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
20,044
shares
|
$450,990
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
19,773
shares
|
$444,892
0.03% of portfolio
|
Q3 2024
Added 0.81%
|