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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
7,368
shares
|
$190,241
0.0% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$187,195
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$185,878
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
7,160
shares
|
$184,871
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$184,742
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
7,142
shares
|
$184,406
0.11% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$182,005
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
7,026
shares
|
$181,411
0.03% of portfolio
|
Q3 2025
Added 51.26%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
6,931
shares
|
$178,958
0.05% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
6,402
shares
|
$165,299
0.05% of portfolio
|
Q3 2025
Added 44.06%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,250
shares
|
$161,375
0.09% of portfolio
|
Q2 2023
Reduced 29.65%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
6,207
shares
|
$160,264
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
6,180
shares
|
$159,567
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
6,075
shares
|
$156,856
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
6,000
shares
|
$154,920
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,998
shares
|
$154,868
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,859
shares
|
$151,279
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,770
shares
|
$148,981
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
5,732
shares
|
$148,000
0.07% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,664
shares
|
$146,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,656
shares
|
$146,037
0.03% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,425
shares
|
$140,073
0.06% of portfolio
|
Q4 2020
Reduced 49.99%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
5,193
shares
|
$134,083
0.03% of portfolio
|
Q4 2025
Added 25.19%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,162
shares
|
$133,282
0.06% of portfolio
|
Q1 2022
Added 90.48%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,107
shares
|
$131,862
0.19% of portfolio
|
Q1 2023
Added 0.39%
|
|