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 |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,195
shares
|
$495,614
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,112
shares
|
$493,471
1.53% of portfolio
|
Q3 2022
Added 6.68%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
19,025
shares
|
$491,225
0.04% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
18,979
shares
|
$490,037
0.06% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
18,978
shares
|
$490,011
0.11% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
18,963
shares
|
$489,624
0.06% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
18,945
shares
|
$489,159
0.11% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
18,840
shares
|
$486,448
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
18,748
shares
|
$484,073
0.01% of portfolio
|
Q3 2025
Added 154.83%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
18,686
shares
|
$482,472
0.09% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
18,636
shares
|
$481,181
0.22% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
18,551
shares
|
$478,986
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
18,487
shares
|
$477,334
0.23% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,456
shares
|
$476,533
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
18,436
shares
|
$476,017
0.01% of portfolio
|
Q4 2025
Added 2.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,395
shares
|
$474,958
0.03% of portfolio
|
Q2 2020
Added 8.75%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
18,382
shares
|
$474,623
0.73% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
18,340
shares
|
$473,538
0.03% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
18,321
shares
|
$473,048
0.06% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
18,300
shares
|
$472,506
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
18,290
shares
|
$472,247
0.21% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
18,214
shares
|
$470,285
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
18,150
shares
|
$468,633
0.25% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
18,103
shares
|
$467,419
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
18,087
shares
|
$467,006
0.04% of portfolio
|
Q4 2024
Added 198.37%
|
|