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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
84,030
shares
|
$2.17 Million
1.04% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
83,749
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
82,824
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
82,651
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
81,939
shares
|
$2.12 Million
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
81,745
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2025
Added 63.41%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
81,336
shares
|
$2.1 Million
0.09% of portfolio
|
Q4 2025
Added 48.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
81,215
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
80,962
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
80,899
shares
|
$2.09 Million
0.78% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
80,785
shares
|
$2.09 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
80,356
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
79,715
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
79,698
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
78,486
shares
|
$2.03 Million
1.22% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
78,338
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
77,284
shares
|
$2 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
77,261
shares
|
$1.99 Million
0.39% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
77,100
shares
|
$1.99 Million
1.4% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
77,047
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
76,943
shares
|
$1.99 Million
1.38% of portfolio
|
Q2 2025
Added 138.51%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
76,533
shares
|
$1.98 Million
0.31% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
76,384
shares
|
$1.97 Million
0.66% of portfolio
|
Q4 2024
Added 197.34%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
76,314
shares
|
$1.97 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
76,270
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 19.76%
|
|