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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
88,351
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
88,247
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
88,227
shares
|
$2.28 Million
0.54% of portfolio
|
Q3 2025
Reduced 22.27%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
88,227
shares
|
$2.28 Million
0.46% of portfolio
|
Q3 2025
Reduced 22.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
88,134
shares
|
$2.28 Million
0.16% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
88,036
shares
|
$2.27 Million
0.2% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
87,815
shares
|
$2.27 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
87,594
shares
|
$2.26 Million
1.88% of portfolio
|
Q4 2025
Added 4.88%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
87,238
shares
|
$2.25 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
86,989
shares
|
$2.25 Million
0.56% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
86,855
shares
|
$2.24 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
86,429
shares
|
$2.23 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
86,428
shares
|
$2.23 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
86,257
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
85,569
shares
|
$2.21 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
84,793
shares
|
$2.19 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
84,061
shares
|
$2.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
84,030
shares
|
$2.17 Million
1.04% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
83,749
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
82,824
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
82,651
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
81,939
shares
|
$2.12 Million
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
81,745
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2025
Added 63.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
81,215
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
80,954
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.63%
|
|