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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
21,033
shares
|
$543,072
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
20,985
shares
|
$541,832
0.01% of portfolio
|
Q3 2025
Added 60.53%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
20,781
shares
|
$536,565
0.09% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
20,474
shares
|
$528,638
0.34% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
20,466
shares
|
$528,432
0.06% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Dock Street Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
20,367
shares
|
$525,875
0.05% of portfolio
|
Q3 2025
Reduced 44.98%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,304
shares
|
$524,249
0.19% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
20,125
shares
|
$519,627
0.06% of portfolio
|
Q3 2025
Added 4372.22%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
20,108
shares
|
$519,188
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
20,069
shares
|
$518,181
0.01% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
19,865
shares
|
$512,914
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
19,830
shares
|
$512,010
0.19% of portfolio
|
Q4 2024
Added 199.55%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$510,074
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
19,752
shares
|
$509,996
0.06% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
19,649
shares
|
$507,337
0.45% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
19,583
shares
|
$505,633
0.26% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
19,495
shares
|
$503,360
0.21% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
19,363
shares
|
$499,952
0.02% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
19,325
shares
|
$498,971
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,195
shares
|
$495,614
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$493,471
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
19,075
shares
|
$492,516
0.04% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
19,025
shares
|
$491,225
0.04% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
18,979
shares
|
$490,037
0.06% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
18,978
shares
|
$490,011
0.11% of portfolio
|
Q3 2025
Added 0.59%
|
|