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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
234,062
shares
|
$6.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
232,950
shares
|
$6.01 Million
0.2% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
230,943
shares
|
$5.96 Million
1.73% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
230,552
shares
|
$5.95 Million
0.86% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
228,179
shares
|
$5.89 Million
4.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
227,420
shares
|
$5.87 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
227,410
shares
|
$5.87 Million
0.2% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
226,960
shares
|
$5.86 Million
1.92% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
223,610
shares
|
$5.77 Million
0.77% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
223,489
shares
|
$5.77 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
222,874
shares
|
$5.75 Million
2.99% of portfolio
|
Q4 2025
Added 5.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
221,297
shares
|
$5.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
215,457
shares
|
$5.56 Million
0.61% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
210,586
shares
|
$5.44 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
208,955
shares
|
$5.4 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
208,456
shares
|
$5.38 Million
4.6% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
208,250
shares
|
$5.38 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
207,187
shares
|
$5.35 Million
2.28% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
205,067
shares
|
$5.29 Million
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
205,051
shares
|
$5.29 Million
0.86% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$5.24 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
201,657
shares
|
$5.21 Million
0.57% of portfolio
|
Q4 2025
Reduced 16.76%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
200,066
shares
|
$5.17 Million
1.78% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 20, 2026 Q4 2025 |
199,343
shares
|
$5.15 Million
3.61% of portfolio
|
Q4 2025
Reduced 4.19%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
197,131
shares
|
$5.09 Million
2.1% of portfolio
|
Q2 2025
Reduced 0.02%
|
|