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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
34,743
shares
|
$897,064
0.09% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
34,607
shares
|
$893,552
0.01% of portfolio
|
Q2 2023
Added 3.76%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
34,485
shares
|
$890,402
0.09% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
34,470
shares
|
$890,015
0.35% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
34,360
shares
|
$887,175
0.14% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
34,115
shares
|
$880,849
0.19% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
33,687
shares
|
$869,798
0.16% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
33,423
shares
|
$862,981
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
33,421
shares
|
$862,930
0.3% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
33,408
shares
|
$862,594
0.96% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
33,301
shares
|
$859,831
0.53% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
33,212
shares
|
$857,533
0.05% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
33,182
shares
|
$856,759
0.48% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
33,173
shares
|
$856,526
0.15% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
33,142
shares
|
$855,726
1.03% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
33,021
shares
|
$852,602
0.29% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
32,890
shares
|
$849,219
0.6% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
32,802
shares
|
$846,947
0.22% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
32,748
shares
|
$845,553
0.61% of portfolio
|
Q3 2025
Added 38.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
32,716
shares
|
$844,727
0.05% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,560
shares
|
$840,699
0.01% of portfolio
|
Q2 2023
Reduced 84.26%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
32,541
shares
|
$840,208
0.02% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,496
shares
|
$839,046
0.3% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
31,685
shares
|
$818,106
0.0% of portfolio
|
Q3 2025
Added 117.14%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
31,580
shares
|
$815,395
0.19% of portfolio
|
Q4 2025
Added 13.66%
|
|