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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
123,169
shares
|
$3.18 Million
0.58% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
121,263
shares
|
$3.13 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
120,750
shares
|
$3.12 Million
0.81% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
120,576
shares
|
$3.11 Million
0.71% of portfolio
|
Q4 2025
Added 2.9%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
120,563
shares
|
$3.11 Million
0.52% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
120,210
shares
|
$3.1 Million
0.46% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
119,538
shares
|
$3.09 Million
1.18% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
119,408
shares
|
$3.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
117,819
shares
|
$3.04 Million
1.09% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 22, 2026 Q4 2025 |
117,106
shares
|
$3.02 Million
1.74% of portfolio
|
Q4 2025
Reduced 4.85%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
116,417
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2025
Added 159.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
116,246
shares
|
$3 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
116,118
shares
|
$3 Million
1.02% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
115,935
shares
|
$2.99 Million
1.17% of portfolio
|
Q4 2025
Reduced 5.71%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
115,920
shares
|
$2.99 Million
1.81% of portfolio
|
Q4 2025
Reduced 8.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
115,107
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
114,633
shares
|
$2.96 Million
1.38% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
112,771
shares
|
$2.91 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
Lincoln Capital Corp
|
Jan 22, 2026 Q4 2025 |
112,648
shares
|
$2.91 Million
1.16% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
112,303
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
111,605
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
111,515
shares
|
$2.88 Million
2.06% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
111,054
shares
|
$2.87 Million
0.65% of portfolio
|
Q4 2025
Reduced 8.07%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
110,840
shares
|
$2.86 Million
2.02% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 21, 2026 Q4 2025 |
110,748
shares
|
$2.86 Million
1.12% of portfolio
|
Q4 2025
Added 0.45%
|
|