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 |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
24,781
shares
|
$639,845
0.19% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
24,715
shares
|
$638,141
0.02% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
24,504
shares
|
$632,693
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
24,452
shares
|
$631,350
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
24,183
shares
|
$624,405
0.11% of portfolio
|
Q3 2025
Reduced 75.96%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
24,137
shares
|
$623,217
0.09% of portfolio
|
Q4 2024
Added 199.88%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
24,107
shares
|
$622,442
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
24,081
shares
|
$621,771
0.45% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
24,065
shares
|
$621,358
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
23,962
shares
|
$618,698
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
23,870
shares
|
$616,323
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
23,837
shares
|
$615,471
0.1% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
23,823
shares
|
$615,109
0.14% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
23,589
shares
|
$609,067
0.17% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
23,524
shares
|
$607,389
0.29% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
23,503
shares
|
$606,847
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
23,370
shares
|
$603,413
0.3% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
23,335
shares
|
$602,509
0.02% of portfolio
|
Q4 2025
Added 66.38%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
22,944
shares
|
$592,414
0.2% of portfolio
|
Q3 2025
Reduced 83.49%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
22,903
shares
|
$591,355
0.16% of portfolio
|
Q4 2025
Reduced 9.33%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
22,671
shares
|
$585,365
0.34% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
22,573
shares
|
$582,834
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
22,529
shares
|
$581,698
0.34% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
22,375
shares
|
$577,722
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
22,328
shares
|
$576,508
0.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|