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 |
|---|---|---|---|---|---|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
22,903
shares
|
$591,355
0.16% of portfolio
|
Q4 2025
Reduced 9.33%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
22,671
shares
|
$585,365
0.34% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
22,650
shares
|
$584,823
0.01% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
22,529
shares
|
$581,698
0.34% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
22,328
shares
|
$576,508
0.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
22,257
shares
|
$574,675
0.42% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,050
shares
|
$569,331
0.15% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
21,886
shares
|
$565,096
0.03% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,872
shares
|
$564,735
0.01% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
21,831
shares
|
$563,676
0.09% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
21,807
shares
|
$563,056
0.06% of portfolio
|
Q4 2025
Reduced 6.42%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
21,769
shares
|
$562,075
0.09% of portfolio
|
Q3 2025
Reduced 28.04%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
21,739
shares
|
$561,300
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
21,707
shares
|
$560,474
0.03% of portfolio
|
Q4 2025
Reduced 20.14%
|
|
|
Naviter Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
21,696
shares
|
$560,190
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
21,636
shares
|
$558,641
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
21,613
shares
|
$558,047
0.05% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
21,580
shares
|
$557,195
0.14% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
21,555
shares
|
$556,550
0.29% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
21,537
shares
|
$556,085
0.01% of portfolio
|
Q3 2025
Reduced 41.56%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
21,526
shares
|
$555,801
0.47% of portfolio
|
Q4 2025
Reduced 2.47%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
21,469
shares
|
$554,329
0.1% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
21,394
shares
|
$552,393
0.07% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
21,347
shares
|
$551,179
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
21,267
shares
|
$549,113
0.5% of portfolio
|
Q3 2025
New holding
|
|