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 1,394 institutions that hold shares in the stock, with a total of 495 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
277,219
shares
|
$7.16 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
270,045
shares
|
$6.97 Million
22.15% of portfolio
|
Q3 2023
Added 3.06%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
269,003
shares
|
$6.95 Million
0.3% of portfolio
|
Q3 2025
Added 1614.27%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
268,398
shares
|
$6.93 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
266,353
shares
|
$6.88 Million
1.89% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
264,854
shares
|
$6.84 Million
4.31% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
263,929
shares
|
$6.81 Million
0.54% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
261,246
shares
|
$6.75 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
259,904
shares
|
$6.71 Million
4.39% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
254,350
shares
|
$6.57 Million
1.48% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
252,455
shares
|
$6.52 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
252,400
shares
|
$6.52 Million
1.93% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
251,998
shares
|
$6.51 Million
3.08% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
251,035
shares
|
$6.48 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
250,830
shares
|
$6.48 Million
1.85% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
249,352
shares
|
$6.44 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
247,883
shares
|
$6.4 Million
5.37% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
247,046
shares
|
$6.38 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
243,897
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
241,297
shares
|
$6.23 Million
1.87% of portfolio
|
Q4 2025
Added 28.52%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
240,670
shares
|
$6.21 Million
1.59% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
240,256
shares
|
$6.2 Million
2.51% of portfolio
|
Q4 2025
Added 4.18%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
238,163
shares
|
$6.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
235,624
shares
|
$6.08 Million
1.27% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
235,306
shares
|
$6.08 Million
0.05% of portfolio
|
Q3 2025
Added 2.32%
|
|