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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
29,505
shares
|
$761,819
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
29,472
shares
|
$760,967
0.39% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
29,352
shares
|
$757,868
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
29,330
shares
|
$757,300
0.29% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
29,245
shares
|
$755,105
0.05% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
28,943
shares
|
$747,308
0.12% of portfolio
|
Q3 2025
Added 2266.56%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
28,820
shares
|
$744,132
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
28,751
shares
|
$742,350
0.06% of portfolio
|
Q4 2025
Added 41.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
28,641
shares
|
$739,510
0.01% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
28,194
shares
|
$727,969
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
28,126
shares
|
$726,213
0.39% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
28,086
shares
|
$725,180
0.03% of portfolio
|
Q3 2025
Reduced 43.58%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
27,944
shares
|
$721,514
0.13% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
27,904
shares
|
$720,481
0.37% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
27,822
shares
|
$718,364
0.0% of portfolio
|
Q3 2025
Added 173.13%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
27,738
shares
|
$716,195
0.03% of portfolio
|
Q4 2024
Added 190.88%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
27,699
shares
|
$715,188
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
27,645
shares
|
$713,793
0.32% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
27,447
shares
|
$708,681
0.19% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
27,304
shares
|
$704,989
0.04% of portfolio
|
Q3 2025
Added 53.63%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
27,223
shares
|
$702,897
0.02% of portfolio
|
Q4 2024
Added 270.63%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
27,189
shares
|
$702,019
0.26% of portfolio
|
Q4 2024
Added 66.22%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
27,180
shares
|
$701,787
0.04% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
27,034
shares
|
$698,017
0.12% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
27,006
shares
|
$697,294
0.12% of portfolio
|
Q4 2025
Reduced 0.87%
|
|