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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
123,028
shares
|
$3.18 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
122,956
shares
|
$3.17 Million
1.23% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
120,750
shares
|
$3.12 Million
0.81% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
120,563
shares
|
$3.11 Million
0.52% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
120,210
shares
|
$3.1 Million
0.46% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
119,538
shares
|
$3.09 Million
1.18% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
119,408
shares
|
$3.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
117,819
shares
|
$3.04 Million
1.09% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
117,174
shares
|
$3.03 Million
0.73% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
116,417
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2025
Added 159.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
116,246
shares
|
$3 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
116,118
shares
|
$3 Million
1.02% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
115,107
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
114,978
shares
|
$2.97 Million
1.43% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
112,771
shares
|
$2.91 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
112,303
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
111,853
shares
|
$2.89 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
111,605
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
111,544
shares
|
$2.88 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
111,537
shares
|
$2.88 Million
2.16% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
111,515
shares
|
$2.88 Million
2.06% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
111,054
shares
|
$2.87 Million
0.65% of portfolio
|
Q4 2025
Reduced 8.07%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
110,506
shares
|
$2.85 Million
0.12% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
110,248
shares
|
$2.85 Million
1.27% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
110,027
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2025
Reduced 53.83%
|
|