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 |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
15,732
shares
|
$406,200
0.22% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,711
shares
|
$405,658
0.05% of portfolio
|
Q3 2025
Added 59.15%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
15,596
shares
|
$402,688
0.11% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
15,507
shares
|
$400,390
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
15,426
shares
|
$398,299
0.02% of portfolio
|
Q2 2025
Reduced 27.35%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
15,327
shares
|
$395,743
0.04% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
15,326
shares
|
$395,717
0.32% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
15,320
shares
|
$395,562
0.27% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
15,277
shares
|
$394,452
0.82% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
15,189
shares
|
$392,179
0.11% of portfolio
|
Q4 2025
Reduced 3.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,172
shares
|
$391,741
0.35% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
15,067
shares
|
$389,029
0.13% of portfolio
|
Q4 2025
Added 5.1%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
15,014
shares
|
$387,661
0.18% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Culbertson A N & CO Inc
|
Jan 21, 2026 Q4 2025 |
15,000
shares
|
$387,300
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
14,984
shares
|
$386,886
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
14,955
shares
|
$386,138
0.09% of portfolio
|
Q3 2025
Reduced 36.9%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
14,929
shares
|
$385,466
0.14% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
14,887
shares
|
$384,382
0.0% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,876
shares
|
$384,098
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,775
shares
|
$381,490
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
14,670
shares
|
$378,779
0.23% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
14,625
shares
|
$377,617
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Dock Street Asset Management Inc
|
Jan 15, 2026 Q4 2025 |
14,554
shares
|
$375,784
0.03% of portfolio
|
Q4 2025
Reduced 28.54%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
14,526
shares
|
$375,061
0.08% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
14,419
shares
|
$372,298
0.33% of portfolio
|
Q2 2025
New holding
|
|