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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
13,100
shares
|
$338,242
0.27% of portfolio
|
Q3 2025
Added 62.73%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
13,095
shares
|
$338,112
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
13,095
shares
|
$338,112
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
13,089
shares
|
$337,957
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
13,059
shares
|
$337,183
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,053
shares
|
$337,028
0.12% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
13,030
shares
|
$336,434
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
13,007
shares
|
$335,840
0.18% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
13,003
shares
|
$335,737
0.11% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
13,001
shares
|
$335,685
0.13% of portfolio
|
Q4 2025
Added 28.57%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
13,001
shares
|
$335,685
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
12,993
shares
|
$335,479
0.03% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,973
shares
|
$334,962
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
12,919
shares
|
$333,568
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
12,917
shares
|
$333,516
0.1% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
12,859
shares
|
$332,019
0.02% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
12,798
shares
|
$330,444
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
12,793
shares
|
$330,315
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
12,771
shares
|
$329,747
0.13% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
12,761
shares
|
$329,489
0.32% of portfolio
|
Q3 2025
Reduced 99.19%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
12,680
shares
|
$327,397
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
12,630
shares
|
$326,106
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
12,582
shares
|
$324,867
0.08% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
12,525
shares
|
$323,395
0.05% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,448
shares
|
$321,407
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|