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 |
|---|---|---|---|---|---|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
53,664
shares
|
$1.39 Million
0.29% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
53,633
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
53,299
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
53,257
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
52,884
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
52,699
shares
|
$1.36 Million
0.57% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
52,519
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
52,468
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
52,261
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
52,180
shares
|
$1.35 Million
1.02% of portfolio
|
Q3 2025
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
52,022
shares
|
$1.34 Million
0.75% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
51,784
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
51,435
shares
|
$1.33 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
51,372
shares
|
$1.33 Million
1.97% of portfolio
|
Q2 2024
Added 22.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
50,881
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2025
Added 626.35%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
50,817
shares
|
$1.31 Million
3.95% of portfolio
|
Q3 2022
Reduced 51.54%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
50,619
shares
|
$1.31 Million
0.56% of portfolio
|
Q4 2025
Reduced 3.49%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
50,565
shares
|
$1.31 Million
0.7% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
50,529
shares
|
$1.3 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50,261
shares
|
$1.3 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
49,969
shares
|
$1.29 Million
0.16% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
48,786
shares
|
$1.26 Million
0.99% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
48,783
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
48,598
shares
|
$1.25 Million
0.7% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
48,458
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.51%
|
|