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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
31,533
shares
|
$814,182
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
31,340
shares
|
$809,198
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
31,250
shares
|
$806,875
0.12% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
31,248
shares
|
$806,823
0.6% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
31,214
shares
|
$805,945
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,082
shares
|
$802,537
0.0% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
30,952
shares
|
$799,180
0.09% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
30,911
shares
|
$798,122
0.02% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
30,757
shares
|
$794,145
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,512
shares
|
$787,819
0.01% of portfolio
|
Q3 2025
Added 44.04%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
30,437
shares
|
$785,883
0.18% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
30,250
shares
|
$781,055
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
30,207
shares
|
$779,944
0.26% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
30,144
shares
|
$778,318
0.31% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
30,144
shares
|
$778,318
0.3% of portfolio
|
Q2 2025
Added 116.18%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30,142
shares
|
$778,266
0.04% of portfolio
|
Q3 2025
Reduced 74.86%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.03% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
29,989
shares
|
$774,315
0.27% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
29,927
shares
|
$772,715
0.4% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
29,681
shares
|
$766,363
0.0% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
29,523
shares
|
$762,283
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
29,519
shares
|
$762,180
0.18% of portfolio
|
Q2 2025
New holding
|
|