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 1,381 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
326,371
shares
|
$8.43 Million
6.84% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
325,418
shares
|
$8.4 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
324,358
shares
|
$8.37 Million
3.46% of portfolio
|
Q3 2025
Reduced 37.29%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
324,285
shares
|
$8.37 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
322,009
shares
|
$8.31 Million
1.11% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
321,764
shares
|
$8.31 Million
0.04% of portfolio
|
Q3 2025
Added 33.04%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
320,857
shares
|
$8.28 Million
15.9% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
314,458
shares
|
$8.12 Million
4.36% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
314,212
shares
|
$8.11 Million
1.17% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
313,239
shares
|
$8.09 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
311,890
shares
|
$8.05 Million
0.02% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
309,899
shares
|
$8 Million
0.86% of portfolio
|
Q3 2025
Added 720.53%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
308,184
shares
|
$7.96 Million
1.54% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
304,699
shares
|
$7.87 Million
3.45% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
303,872
shares
|
$7.85 Million
1.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
302,882
shares
|
$7.82 Million
0.79% of portfolio
|
Q3 2023
Added 4.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
298,652
shares
|
$7.71 Million
0.45% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
297,307
shares
|
$7.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
297,252
shares
|
$7.68 Million
0.19% of portfolio
|
Q3 2025
Added 31.81%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
289,055
shares
|
$7.46 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
288,578
shares
|
$7.45 Million
5.05% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
287,423
shares
|
$7.42 Million
0.84% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
284,781
shares
|
$7.35 Million
1.06% of portfolio
|
Q3 2025
Added 34.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
280,869
shares
|
$7.25 Million
0.17% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
278,850
shares
|
$7.2 Million
0.84% of portfolio
|
Q3 2025
Reduced 7.72%
|
|