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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
43,114
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2025
Added 9438.5%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
43,114
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
42,935
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2023
Reduced 1.8%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
42,718
shares
|
$1.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
42,503
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
42,246
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
42,217
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
42,025
shares
|
$1.09 Million
1.06% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
41,817
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
41,648
shares
|
$1.08 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
41,055
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
40,927
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
40,894
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
40,845
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
40,789
shares
|
$1.05 Million
0.53% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
40,678
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
40,581
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
40,513
shares
|
$1.05 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
40,350
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
40,342
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
40,281
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
40,073
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
39,900
shares
|
$1.03 Million
0.56% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
39,847
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
39,842
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.39%
|
|