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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
72,838
shares
|
$1.88 Million
0.65% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
71,776
shares
|
$1.85 Million
1.33% of portfolio
|
Q1 2023
Added 17.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
71,590
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
71,420
shares
|
$1.84 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
71,258
shares
|
$1.84 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
71,074
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,019
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.34%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
70,978
shares
|
$1.83 Million
0.59% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
70,637
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
69,764
shares
|
$1.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
69,606
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
69,475
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
69,371
shares
|
$1.79 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
68,990
shares
|
$1.78 Million
2.88% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
68,666
shares
|
$1.77 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
68,637
shares
|
$1.77 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
67,881
shares
|
$1.75 Million
0.25% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
67,196
shares
|
$1.74 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
67,039
shares
|
$1.73 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
66,821
shares
|
$1.73 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
66,765
shares
|
$1.72 Million
0.79% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
66,681
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
66,332
shares
|
$1.71 Million
0.27% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
66,247
shares
|
$1.71 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
66,151
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.89%
|
|