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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
466
shares
|
$12,032
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
460
shares
|
$11,877
0.01% of portfolio
|
Q2 2022
Reduced 79.02%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
460
shares
|
$11,877
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
420
shares
|
$10,844
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
417
shares
|
$10,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
402
shares
|
$10,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
401
shares
|
$10,353
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
387
shares
|
$9,992
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
386
shares
|
$9,966
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
378
shares
|
$9,759
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
372
shares
|
$9,605
0.0% of portfolio
|
Q4 2024
Added 58.97%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
370
shares
|
$9,553
0.04% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
354
shares
|
$9,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
342
shares
|
$8,830
0.01% of portfolio
|
Q4 2022
Reduced 42.71%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
311
shares
|
$8,030
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
239
shares
|
$6,170
0.0% of portfolio
|
Q3 2025
Reduced 55.66%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
231
shares
|
$5,964
0.0% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
204
shares
|
$5,267
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
204
shares
|
$5,267
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
198
shares
|
$5,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
181
shares
|
$4,673
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
180
shares
|
$4,647
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
156
shares
|
$4,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
151
shares
|
$3,898
0.0% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
132
shares
|
$3,408
0.0% of portfolio
|
Q4 2024
New holding
|
|