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 |
|---|---|---|---|---|---|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
60,653
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
60,176
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
60,158
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
59,890
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 87.16%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
58,059
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
57,954
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
57,845
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
57,650
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
57,460
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
57,276
shares
|
$1.48 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
57,249
shares
|
$1.48 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
57,069
shares
|
$1.47 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
57,007
shares
|
$1.47 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
56,646
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
56,612
shares
|
$1.46 Million
0.84% of portfolio
|
Q3 2025
Added 45.94%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
56,088
shares
|
$1.45 Million
0.91% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
55,948
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
55,912
shares
|
$1.44 Million
0.98% of portfolio
|
Q1 2023
Reduced 1.45%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
55,786
shares
|
$1.44 Million
0.71% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
55,764
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
55,627
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
55,453
shares
|
$1.43 Million
0.61% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
55,364
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Added 146.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
55,330
shares
|
$1.43 Million
0.49% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
55,028
shares
|
$1.42 Million
0.16% of portfolio
|
Q4 2024
Added 199.99%
|
|