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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$247,174
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
9,507
shares
|
$245,470
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
9,461
shares
|
$244,283
0.12% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
9,378
shares
|
$242,139
0.24% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
9,375
shares
|
$242,062
0.01% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,364
shares
|
$241,778
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
9,354
shares
|
$241,520
0.06% of portfolio
|
Q3 2025
Reduced 30.25%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
9,343
shares
|
$241,236
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
9,342
shares
|
$241,210
0.44% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
9,326
shares
|
$240,797
0.03% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,320
shares
|
$240,642
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
9,275
shares
|
$239,480
0.27% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
9,225
shares
|
$238,189
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
9,182
shares
|
$237,079
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
9,151
shares
|
$236,278
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
9,135
shares
|
$235,865
0.01% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
9,123
shares
|
$235,555
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
9,121
shares
|
$235,504
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
9,032
shares
|
$233,206
0.03% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
9,005
shares
|
$232,509
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$232,380
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$230,985
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
8,941
shares
|
$230,856
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,928
shares
|
$230,520
0.01% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
8,910
shares
|
$230,056
0.03% of portfolio
|
Q3 2025
Reduced 47.11%
|
|