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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,990
shares
|
$128,841
0.0% of portfolio
|
Q1 2025
Added 82.78%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
4,965
shares
|
$128,196
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,912
shares
|
$126,827
0.11% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$120,243
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$116,448
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
4,482
shares
|
$115,725
0.02% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$113,892
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
4,191
shares
|
$108,211
0.0% of portfolio
|
Q1 2025
Reduced 71.17%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
4,125
shares
|
$106,507
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,097
shares
|
$105,784
0.01% of portfolio
|
Q3 2025
Reduced 67.42%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
3,996
shares
|
$103,176
0.05% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
3,968
shares
|
$102,453
2.47% of portfolio
|
Q2 2025
Added 2021.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,858
shares
|
$99,613
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,755
shares
|
$96,954
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,530
shares
|
$91,144
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$89,698
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$86,884
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,221
shares
|
$83,166
0.05% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
3,137
shares
|
$80,997
0.02% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,114
shares
|
$80,403
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
3,077
shares
|
$79,448
0.01% of portfolio
|
Q3 2025
Reduced 82.4%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
3,010
shares
|
$77,718
0.07% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
2,895
shares
|
$74,748
0.01% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,891
shares
|
$74,645
0.0% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
2,756
shares
|
$71,159
0.04% of portfolio
|
Q2 2025
Added 18.69%
|
|