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 |
|---|---|---|---|---|---|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
14,289
shares
|
$321,502
0.35% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,136
shares
|
$318,060
0.16% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
14,087
shares
|
$316,957
0.19% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,067
shares
|
$316,507
0.01% of portfolio
|
Q3 2024
Added 33.05%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
14,060
shares
|
$316,350
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
14,042
shares
|
$315,945
0.16% of portfolio
|
Q3 2022
Added 2.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
14,004
shares
|
$315,090
0.07% of portfolio
|
Q4 2024
Added 201.03%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
13,906
shares
|
$312,885
0.0% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
13,805
shares
|
$310,612
0.4% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
13,760
shares
|
$309,600
0.78% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,679
shares
|
$307,777
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
13,574
shares
|
$305,415
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
13,526
shares
|
$304,335
0.01% of portfolio
|
Q3 2024
Reduced 22.82%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
13,457
shares
|
$302,782
0.51% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
13,392
shares
|
$301,320
0.03% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
13,341
shares
|
$300,172
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
13,335
shares
|
$300,037
0.17% of portfolio
|
Q4 2024
Added 184.75%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,334
shares
|
$300,015
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
13,300
shares
|
$299,250
0.81% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
13,294
shares
|
$299,115
0.31% of portfolio
|
Q3 2024
Reduced 23.89%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
13,290
shares
|
$299,025
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,269
shares
|
$298,552
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
13,215
shares
|
$297,337
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,157
shares
|
$296,032
0.34% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,028
shares
|
$293,130
0.03% of portfolio
|
Q3 2024
New holding
|