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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
99,924
shares
|
$2.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
99,343
shares
|
$2.57 Million
1.24% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
97,528
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
97,173
shares
|
$2.51 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
97,144
shares
|
$2.51 Million
0.12% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
96,572
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
95,762
shares
|
$2.47 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
95,426
shares
|
$2.46 Million
0.41% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
95,347
shares
|
$2.46 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
94,902
shares
|
$2.45 Million
1.03% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
94,687
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
94,412
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
94,386
shares
|
$2.44 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
94,262
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
93,653
shares
|
$2.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
92,758
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
92,580
shares
|
$2.39 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
90,750
shares
|
$2.34 Million
0.34% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
90,227
shares
|
$2.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
90,203
shares
|
$2.33 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
89,713
shares
|
$2.32 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
89,450
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
88,995
shares
|
$2.3 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
88,914
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
88,736
shares
|
$2.29 Million
1.28% of portfolio
|
Q3 2025
Added 1.64%
|
|