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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,110
shares
|
$441,780
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
17,062
shares
|
$440,540
0.03% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
17,042
shares
|
$440,024
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
17,017
shares
|
$439,378
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
16,991
shares
|
$438,707
0.06% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,976
shares
|
$438,320
0.12% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
16,827
shares
|
$434,473
0.03% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
16,800
shares
|
$433,776
0.07% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
16,788
shares
|
$433,466
0.01% of portfolio
|
Q4 2025
Reduced 27.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
16,737
shares
|
$432,149
0.03% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
16,726
shares
|
$431,865
0.15% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
16,555
shares
|
$427,450
0.77% of portfolio
|
Q4 2022
Reduced 5.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
16,517
shares
|
$426,468
0.32% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
16,490
shares
|
$425,771
0.23% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,488
shares
|
$425,720
0.22% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,483
shares
|
$425,591
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
16,471
shares
|
$425,281
0.01% of portfolio
|
Q4 2025
Added 61.86%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
16,442
shares
|
$424,532
0.04% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
16,398
shares
|
$423,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
16,376
shares
|
$422,828
0.14% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
16,178
shares
|
$417,715
0.05% of portfolio
|
Q3 2025
Reduced 28.13%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
16,043
shares
|
$414,230
0.03% of portfolio
|
Q4 2025
Added 4.32%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
16,043
shares
|
$414,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
15,900
shares
|
$410,538
0.04% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
15,828
shares
|
$408,678
0.28% of portfolio
|
Q3 2025
Added 200.0%
|
|