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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
805,112
shares
|
$20.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
799,605
shares
|
$20.6 Million
2.63% of portfolio
|
Q4 2024
Added 191.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
794,732
shares
|
$20.5 Million
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
787,550
shares
|
$20.3 Million
14.03% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
774,495
shares
|
$20 Million
0.03% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
755,916
shares
|
$19.5 Million
0.02% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
755,588
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
753,199
shares
|
$19.4 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
750,348
shares
|
$19.4 Million
2.62% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
748,007
shares
|
$19.3 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
746,625
shares
|
$19.3 Million
5.29% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
732,882
shares
|
$18.9 Million
7.32% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
716,488
shares
|
$18.5 Million
2.77% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
694,202
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
652,952
shares
|
$16.9 Million
1.5% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
650,806
shares
|
$16.8 Million
0.69% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
650,185
shares
|
$16.8 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
639,607
shares
|
$16.5 Million
3.19% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
638,141
shares
|
$16.5 Million
0.53% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
620,086
shares
|
$16 Million
6.85% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
618,506
shares
|
$16 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
614,063
shares
|
$15.9 Million
2.52% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
611,283
shares
|
$15.8 Million
0.14% of portfolio
|
Q3 2025
Added 211.76%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
604,715
shares
|
$15.6 Million
1.94% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
596,984
shares
|
$15.4 Million
3.4% of portfolio
|
Q3 2025
Reduced 19.93%
|
|