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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
18,051
shares
|
$466,076
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
17,993
shares
|
$464,579
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
17,983
shares
|
$464,321
0.05% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
17,941
shares
|
$463,236
0.09% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
17,934
shares
|
$463,055
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
17,891
shares
|
$461,945
0.03% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
17,787
shares
|
$459,260
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
17,754
shares
|
$458,408
0.01% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
17,726
shares
|
$457,685
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
17,702
shares
|
$457,065
0.15% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,700
shares
|
$457,014
0.0% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
17,596
shares
|
$454,328
0.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
17,527
shares
|
$452,547
0.02% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
17,490
shares
|
$451,591
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
17,432
shares
|
$450,094
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
17,339
shares
|
$447,692
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
17,254
shares
|
$445,498
0.06% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
17,248
shares
|
$445,343
0.89% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,228
shares
|
$444,826
0.03% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,110
shares
|
$441,780
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
17,071
shares
|
$440,773
0.07% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
17,062
shares
|
$440,540
0.03% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
17,017
shares
|
$439,378
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
17,000
shares
|
$438,940
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,976
shares
|
$438,320
0.12% of portfolio
|
Q3 2025
Reduced 2.46%
|
|