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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
57,845
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
57,650
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
57,460
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
57,452
shares
|
$1.48 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
57,249
shares
|
$1.48 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
57,069
shares
|
$1.47 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
57,007
shares
|
$1.47 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
56,646
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
56,612
shares
|
$1.46 Million
0.84% of portfolio
|
Q3 2025
Added 45.94%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
56,088
shares
|
$1.45 Million
0.91% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
55,948
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
55,912
shares
|
$1.44 Million
0.98% of portfolio
|
Q1 2023
Reduced 1.45%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
55,786
shares
|
$1.44 Million
0.71% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
55,627
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
55,453
shares
|
$1.43 Million
0.61% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
55,364
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Added 146.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
55,330
shares
|
$1.43 Million
0.49% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
55,171
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
55,028
shares
|
$1.42 Million
0.16% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
54,678
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Added 1990.94%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
54,677
shares
|
$1.41 Million
0.52% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
54,525
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
54,211
shares
|
$1.4 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
54,012
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
53,813
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|