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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
16,827
shares
|
$434,473
0.03% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
16,800
shares
|
$433,776
0.07% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
16,788
shares
|
$433,466
0.01% of portfolio
|
Q4 2025
Reduced 27.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
16,737
shares
|
$432,149
0.03% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
16,726
shares
|
$431,865
0.15% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$427,450
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
16,517
shares
|
$426,468
0.32% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
16,490
shares
|
$425,771
0.23% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,488
shares
|
$425,720
0.22% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,483
shares
|
$425,591
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
16,476
shares
|
$425,410
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
16,442
shares
|
$424,532
0.04% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
16,398
shares
|
$423,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
16,178
shares
|
$417,715
0.05% of portfolio
|
Q3 2025
Reduced 28.13%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
16,043
shares
|
$414,230
0.03% of portfolio
|
Q4 2025
Added 4.32%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
16,043
shares
|
$414,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
15,900
shares
|
$410,538
0.04% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
15,828
shares
|
$408,678
0.28% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
15,732
shares
|
$406,200
0.22% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,711
shares
|
$405,658
0.05% of portfolio
|
Q3 2025
Added 59.15%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
15,596
shares
|
$402,688
0.11% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
15,507
shares
|
$400,390
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
15,426
shares
|
$398,299
0.02% of portfolio
|
Q2 2025
Reduced 27.35%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
15,327
shares
|
$395,743
0.04% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
15,326
shares
|
$395,717
0.32% of portfolio
|
Q3 2025
Added 1.84%
|
|