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 1,382 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
138,146
shares
|
$3.57 Million
0.02% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
137,768
shares
|
$3.56 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
136,693
shares
|
$3.53 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
136,408
shares
|
$3.52 Million
1.92% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
135,862
shares
|
$3.51 Million
0.3% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
135,299
shares
|
$3.49 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
132,604
shares
|
$3.42 Million
1.34% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
130,937
shares
|
$3.38 Million
0.34% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
130,316
shares
|
$3.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
130,208
shares
|
$3.36 Million
1.25% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
129,375
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
128,938
shares
|
$3.33 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
128,905
shares
|
$3.33 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
128,664
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
128,399
shares
|
$3.32 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
127,576
shares
|
$3.29 Million
2.46% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
127,413
shares
|
$3.29 Million
1.61% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
127,320
shares
|
$3.29 Million
0.28% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
126,217
shares
|
$3.26 Million
2.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
125,830
shares
|
$3.25 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
124,303
shares
|
$3.21 Million
0.23% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
124,098
shares
|
$3.2 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,527
shares
|
$3.19 Million
0.6% of portfolio
|
Q4 2024
Added 197.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
123,169
shares
|
$3.18 Million
0.58% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
123,076
shares
|
$3.18 Million
1.87% of portfolio
|
Q3 2025
Reduced 6.53%
|
|