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 |
|---|---|---|---|---|---|
|
Avalon Advisory Group
Wexford, PA |
Nov 13, 2025 Q3 2025 |
157,915
shares
|
$4.08 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
156,588
shares
|
$4.04 Million
2.75% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
155,413
shares
|
$4.01 Million
0.85% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
154,556
shares
|
$3.99 Million
0.38% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
152,217
shares
|
$3.93 Million
1.8% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
151,317
shares
|
$3.91 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
151,000
shares
|
$3.9 Million
0.07% of portfolio
|
Q4 2025
Added 710.39%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
150,524
shares
|
$3.89 Million
0.88% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
150,008
shares
|
$3.87 Million
2.67% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
149,208
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
149,181
shares
|
$3.85 Million
0.54% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
148,447
shares
|
$3.83 Million
0.68% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
148,048
shares
|
$3.82 Million
0.2% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
146,565
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
144,790
shares
|
$3.74 Million
0.25% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
144,624
shares
|
$3.73 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
144,226
shares
|
$3.72 Million
0.09% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
143,426
shares
|
$3.7 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
143,272
shares
|
$3.7 Million
0.56% of portfolio
|
Q4 2025
Added 12.55%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
143,090
shares
|
$3.69 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.85%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
142,222
shares
|
$3.67 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
141,852
shares
|
$3.66 Million
0.75% of portfolio
|
Q3 2022
Reduced 2.77%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
141,395
shares
|
$3.65 Million
1.8% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
141,141
shares
|
$3.64 Million
0.89% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
140,679
shares
|
$3.63 Million
5.13% of portfolio
|
Q2 2022
Added 2.12%
|
|