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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
67,196
shares
|
$1.74 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
67,039
shares
|
$1.73 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
66,821
shares
|
$1.73 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
66,765
shares
|
$1.72 Million
0.79% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
66,749
shares
|
$1.72 Million
0.24% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
66,332
shares
|
$1.71 Million
0.27% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
66,247
shares
|
$1.71 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
65,798
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 501.44%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
64,737
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
64,088
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
64,053
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
63,990
shares
|
$1.65 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
63,925
shares
|
$1.65 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
63,593
shares
|
$1.64 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
63,490
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
63,206
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
62,856
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2025
Added 130850.0%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
62,124
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
62,096
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
62,023
shares
|
$1.6 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
61,871
shares
|
$1.6 Million
0.66% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
61,795
shares
|
$1.6 Million
2.64% of portfolio
|
Q4 2025
Reduced 10.43%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
61,310
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
61,200
shares
|
$1.58 Million
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
61,163
shares
|
$1.58 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.24%
|
|