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 1,190 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,895
shares
|
$115,522
0.12% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,886
shares
|
$115,309
0.15% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
4,846
shares
|
$114,365
0.0% of portfolio
|
Q2 2024
Added 246.89%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,783
shares
|
$112,878
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,768
shares
|
$112,524
0.02% of portfolio
|
Q2 2024
Added 7.03%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
4,695
shares
|
$110,802
0.07% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,659
shares
|
$109,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$109,905
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,629
shares
|
$109,244
0.03% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,622
shares
|
$109,079
0.08% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
4,615
shares
|
$108,914
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,543
shares
|
$107,214
0.01% of portfolio
|
Q3 2024
Reduced 59.2%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,535
shares
|
$107,026
0.05% of portfolio
|
Q3 2024
Reduced 93.44%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,523
shares
|
$106,742
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$106,436
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,480
shares
|
$105,728
0.13% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,449
shares
|
$104,996
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
4,430
shares
|
$104,548
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
4,420
shares
|
$104,312
0.0% of portfolio
|
Q3 2024
Added 952.38%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$104,099
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
4,390
shares
|
$103,604
0.27% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,369
shares
|
$103,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,360
shares
|
$102,896
0.01% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,358
shares
|
$102,848
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$102,730
0.04% of portfolio
|
Q2 2024
Reduced 12.87%
|