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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
11,454
shares
|
$295,742
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
11,437
shares
|
$295,303
0.01% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,431
shares
|
$295,148
0.04% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
11,383
shares
|
$293,909
0.02% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
11,357
shares
|
$293,237
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,355
shares
|
$293,186
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
11,309
shares
|
$291,998
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
11,276
shares
|
$291,146
0.05% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,220
shares
|
$289,700
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
11,216
shares
|
$289,597
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
11,213
shares
|
$289,519
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
11,199
shares
|
$289,158
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
11,179
shares
|
$288,641
0.16% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
11,152
shares
|
$287,944
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,114
shares
|
$286,963
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
11,099
shares
|
$286,576
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,942
shares
|
$282,522
0.09% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
10,937
shares
|
$282,393
0.13% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
10,887
shares
|
$281,102
0.06% of portfolio
|
Q3 2025
Reduced 59.39%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
10,783
shares
|
$278,417
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
10,764
shares
|
$277,926
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
10,751
shares
|
$277,590
0.02% of portfolio
|
Q4 2025
Reduced 33.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10,737
shares
|
$277,229
0.09% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
10,727
shares
|
$276,971
0.07% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
10,716
shares
|
$276,687
0.11% of portfolio
|
Q2 2025
Reduced 9.68%
|
|