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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
40,350
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
40,342
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
40,281
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
40,073
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
39,900
shares
|
$1.03 Million
0.56% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
39,847
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
39,842
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
39,773
shares
|
$1.03 Million
1.47% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
39,670
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
39,665
shares
|
$1.02 Million
0.91% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
38,907
shares
|
$1 Million
0.13% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
38,212
shares
|
$986,633
0.56% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
38,053
shares
|
$982,528
0.17% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Legacy Wealth Management, Inc
|
Jan 20, 2026 Q4 2025 |
38,021
shares
|
$981,702
0.06% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
37,997
shares
|
$981,082
0.08% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
37,735
shares
|
$974,317
1.08% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
37,577
shares
|
$970,238
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
37,401
shares
|
$965,693
0.28% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
37,326
shares
|
$963,757
0.13% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
36,912
shares
|
$953,067
0.48% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
36,880
shares
|
$952,241
0.0% of portfolio
|
Q3 2025
Added 48.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
36,677
shares
|
$947,000
0.72% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jan 20, 2026 Q4 2025 |
36,417
shares
|
$940,286
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
36,348
shares
|
$938,505
0.02% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
36,225
shares
|
$935,329
0.02% of portfolio
|
Q2 2025
Reduced 6.09%
|
|