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 |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
588,968
shares
|
$15.2 Million
8.53% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
585,318
shares
|
$15.1 Million
4.3% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
583,483
shares
|
$15.1 Million
5.3% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
582,788
shares
|
$15 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
575,937
shares
|
$14.9 Million
4.67% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
564,322
shares
|
$14.6 Million
3.67% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
555,556
shares
|
$14.3 Million
3.06% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
551,135
shares
|
$14.2 Million
2.5% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
546,155
shares
|
$14.1 Million
2.86% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
539,451
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
530,124
shares
|
$13.7 Million
3.07% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
528,624
shares
|
$13.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
524,602
shares
|
$13.5 Million
4.4% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
519,556
shares
|
$13.4 Million
8.79% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
518,219
shares
|
$13.4 Million
4.82% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
517,585
shares
|
$13.4 Million
2.1% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
514,526
shares
|
$13.3 Million
4.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
512,999
shares
|
$13.2 Million
0.57% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
511,326
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,321
shares
|
$13.2 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
508,988
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
502,881
shares
|
$13 Million
0.48% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
502,013
shares
|
$13 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
497,585
shares
|
$12.8 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
485,586
shares
|
$12.5 Million
0.49% of portfolio
|
Q3 2025
Added 0.53%
|
|