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 |
|---|---|---|---|---|---|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
39,773
shares
|
$1.03 Million
1.47% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
39,670
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
39,665
shares
|
$1.02 Million
0.91% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
39,573
shares
|
$1.02 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
38,907
shares
|
$1 Million
0.13% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
38,752
shares
|
$1 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
38,461
shares
|
$993,063
0.06% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
38,250
shares
|
$987,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
38,212
shares
|
$986,633
0.56% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
37,997
shares
|
$981,082
0.08% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
37,921
shares
|
$979,120
0.29% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
37,577
shares
|
$970,238
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
37,326
shares
|
$963,757
0.13% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
36,912
shares
|
$953,067
0.48% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
36,880
shares
|
$952,241
0.0% of portfolio
|
Q3 2025
Added 48.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
36,677
shares
|
$947,000
0.72% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
36,417
shares
|
$940,286
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
36,348
shares
|
$938,505
0.02% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
36,231
shares
|
$935,484
1.08% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
36,225
shares
|
$935,329
0.02% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
36,225
shares
|
$935,329
0.13% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
36,052
shares
|
$930,862
0.07% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
35,781
shares
|
$923,865
0.12% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
34,948
shares
|
$902,357
0.48% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
34,833
shares
|
$899,388
0.56% of portfolio
|
Q4 2025
Added 2.33%
|
|