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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
178,996
shares
|
$4.62 Million
0.34% of portfolio
|
Q4 2025
Added 1719.99%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
178,084
shares
|
$4.6 Million
0.91% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
176,637
shares
|
$4.56 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jan 20, 2026 Q4 2025 |
175,243
shares
|
$4.52 Million
2.42% of portfolio
|
Q4 2025
Reduced 13.04%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
175,180
shares
|
$4.52 Million
0.69% of portfolio
|
Q1 2025
Reduced 37.94%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
172,248
shares
|
$4.45 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
171,221
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
170,873
shares
|
$4.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Jan 20, 2026 Q4 2025 |
170,407
shares
|
$4.4 Million
2.11% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
170,121
shares
|
$4.39 Million
4.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
169,749
shares
|
$4.38 Million
0.34% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
168,506
shares
|
$4.35 Million
2.31% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
167,274
shares
|
$4.32 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
164,771
shares
|
$4.25 Million
0.48% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
163,378
shares
|
$4.22 Million
0.61% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
162,486
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Added 40.92%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
161,982
shares
|
$4.18 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
161,814
shares
|
$4.18 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
161,679
shares
|
$4.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
161,216
shares
|
$4.16 Million
1.1% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
160,901
shares
|
$4.15 Million
0.33% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
158,967
shares
|
$4.1 Million
3.02% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
158,704
shares
|
$4.1 Million
1.85% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
158,700
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
158,664
shares
|
$4.1 Million
0.07% of portfolio
|
Q4 2025
Added 0.76%
|
|