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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
75,928
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
75,849
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
75,741
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
75,725
shares
|
$1.96 Million
0.15% of portfolio
|
Q4 2025
Reduced 5.82%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
74,909
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2025
Added 187.93%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
73,938
shares
|
$1.91 Million
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
73,712
shares
|
$1.9 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
73,190
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
72,886
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
72,838
shares
|
$1.88 Million
0.65% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
71,776
shares
|
$1.85 Million
1.33% of portfolio
|
Q1 2023
Added 17.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
71,590
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
71,420
shares
|
$1.84 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
71,258
shares
|
$1.84 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
71,074
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,019
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.34%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
71,006
shares
|
$1.83 Million
0.23% of portfolio
|
Q4 2025
Reduced 24.77%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
70,978
shares
|
$1.83 Million
0.59% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
70,637
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
69,764
shares
|
$1.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
69,475
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
69,371
shares
|
$1.79 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
68,666
shares
|
$1.77 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
68,637
shares
|
$1.77 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
67,881
shares
|
$1.75 Million
0.25% of portfolio
|
Q3 2025
Added 6.62%
|
|