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 1,381 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,312,732
shares
|
$33.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
1,273,141
shares
|
$32.9 Million
11.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,236,924
shares
|
$31.9 Million
1.56% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
1,229,744
shares
|
$31.8 Million
8.42% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
1,225,521
shares
|
$31.6 Million
19.41% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
1,221,301
shares
|
$31.5 Million
9.43% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,218,185
shares
|
$31.5 Million
0.0% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
1,163,728
shares
|
$30 Million
9.88% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,154,813
shares
|
$29.8 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
1,133,900
shares
|
$29.3 Million
4.79% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
1,128,453
shares
|
$29.1 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,122,640
shares
|
$29 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
1,111,439
shares
|
$28.7 Million
9.96% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,098,948
shares
|
$28.4 Million
0.18% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,084,059
shares
|
$28 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
1,078,456
shares
|
$27.8 Million
7.3% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,077,066
shares
|
$27.8 Million
4.29% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
1,070,724
shares
|
$27.6 Million
21.09% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,057,006
shares
|
$27.3 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,045,557
shares
|
$27 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
1,043,292
shares
|
$26.9 Million
16.16% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
1,036,132
shares
|
$26.8 Million
0.99% of portfolio
|
Q3 2025
Reduced 98.4%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,025,040
shares
|
$26.5 Million
2.84% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
1,019,341
shares
|
$26.3 Million
18.81% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
1,017,155
shares
|
$26.3 Million
3.7% of portfolio
|
Q3 2025
Reduced 2.23%
|
|