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 |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
101,128
shares
|
$2.61 Million
0.56% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
100,227
shares
|
$2.59 Million
0.16% of portfolio
|
Q2 2025
Added 1895.36%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
100,043
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
99,924
shares
|
$2.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
97,144
shares
|
$2.51 Million
0.12% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 21, 2026 Q4 2025 |
97,031
shares
|
$2.51 Million
0.58% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
96,572
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
96,352
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
95,714
shares
|
$2.47 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
95,426
shares
|
$2.46 Million
0.41% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
95,347
shares
|
$2.46 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
94,902
shares
|
$2.45 Million
1.03% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
94,687
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
94,494
shares
|
$2.44 Million
0.48% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
94,412
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
94,262
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
93,710
shares
|
$2.42 Million
1.88% of portfolio
|
Q4 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
93,653
shares
|
$2.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 23, 2026 Q4 2025 |
93,359
shares
|
$2.41 Million
1.8% of portfolio
|
Q4 2025
Reduced 26.82%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
92,758
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
92,580
shares
|
$2.39 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
90,750
shares
|
$2.34 Million
0.34% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
90,227
shares
|
$2.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
90,203
shares
|
$2.33 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
89,450
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2025
Added 3.96%
|
|