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 |
|---|---|---|---|---|---|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
27,189
shares
|
$702,019
0.26% of portfolio
|
Q4 2024
Added 66.22%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
27,034
shares
|
$698,017
0.12% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
27,006
shares
|
$697,294
0.12% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
27,000
shares
|
$697,140
0.12% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
26,927
shares
|
$695,255
0.28% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
26,924
shares
|
$695,177
0.01% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,688
shares
|
$689,084
0.31% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
26,649
shares
|
$688,077
0.06% of portfolio
|
Q3 2025
Added 37.84%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
26,631
shares
|
$687,612
0.06% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
26,589
shares
|
$686,527
0.08% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
26,587
shares
|
$686,476
0.18% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
26,513
shares
|
$684,565
0.03% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
26,498
shares
|
$684,178
0.01% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
26,470
shares
|
$683,455
0.24% of portfolio
|
Q3 2025
Reduced 26.04%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
26,386
shares
|
$681,286
0.05% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
26,356
shares
|
$680,511
0.35% of portfolio
|
Q4 2025
Reduced 6.29%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
26,165
shares
|
$675,580
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
26,081
shares
|
$673,411
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
25,862
shares
|
$667,756
0.32% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
25,763
shares
|
$665,200
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
25,671
shares
|
$662,825
0.05% of portfolio
|
Q3 2025
Added 54.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
25,428
shares
|
$656,550
0.02% of portfolio
|
Q4 2025
Added 86.09%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
25,321
shares
|
$653,788
0.29% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Jan 21, 2026 Q4 2025 |
25,320
shares
|
$653,762
0.36% of portfolio
|
Q4 2025
Reduced 10.19%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
25,257
shares
|
$652,135
0.3% of portfolio
|
Q4 2025
Reduced 16.21%
|
|