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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,560
shares
|
$840,699
0.01% of portfolio
|
Q2 2023
Reduced 84.26%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
32,541
shares
|
$840,208
0.02% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jan 14, 2026 Q4 2025 |
32,427
shares
|
$837,265
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
32,147
shares
|
$830,035
0.03% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
31,933
shares
|
$824,510
0.05% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
31,866
shares
|
$822,780
0.3% of portfolio
|
Q4 2025
Added 6.26%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
31,685
shares
|
$818,106
0.0% of portfolio
|
Q3 2025
Added 117.14%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
31,580
shares
|
$815,395
0.19% of portfolio
|
Q4 2025
Added 13.66%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
31,533
shares
|
$814,182
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
31,340
shares
|
$809,198
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
31,250
shares
|
$806,875
0.12% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
31,248
shares
|
$806,823
0.6% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
31,214
shares
|
$805,945
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,082
shares
|
$802,537
0.0% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
30,952
shares
|
$799,180
0.09% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
30,757
shares
|
$794,145
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,512
shares
|
$787,819
0.01% of portfolio
|
Q3 2025
Added 44.04%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
30,437
shares
|
$785,883
0.18% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
30,250
shares
|
$781,055
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
30,207
shares
|
$779,944
0.26% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30,142
shares
|
$778,266
0.04% of portfolio
|
Q3 2025
Reduced 74.86%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.03% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
30,000
shares
|
$774,600
0.02% of portfolio
|
Q4 2024
New holding
|
|