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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
110,506
shares
|
$2.85 Million
0.12% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
110,027
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2025
Reduced 53.83%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
109,733
shares
|
$2.83 Million
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
109,568
shares
|
$2.83 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
108,365
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
107,991
shares
|
$2.79 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
107,947
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
107,191
shares
|
$2.77 Million
0.28% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
107,067
shares
|
$2.76 Million
0.43% of portfolio
|
Q4 2022
Added 950.29%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
105,525
shares
|
$2.72 Million
0.19% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
105,347
shares
|
$2.72 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
105,270
shares
|
$2.72 Million
0.93% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
105,143
shares
|
$2.71 Million
2.57% of portfolio
|
Q4 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
105,107
shares
|
$2.71 Million
0.9% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
104,571
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
104,477
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
104,411
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
103,431
shares
|
$2.67 Million
0.47% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
103,306
shares
|
$2.67 Million
0.68% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
102,870
shares
|
$2.66 Million
0.09% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
102,487
shares
|
$2.65 Million
1.04% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
101,989
shares
|
$2.63 Million
1.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
101,394
shares
|
$2.62 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
101,386
shares
|
$2.62 Million
2.06% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
101,151
shares
|
$2.61 Million
1.15% of portfolio
|
Q4 2025
Added 1.82%
|
|