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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
14,389
shares
|
$371,523
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
14,382
shares
|
$371,343
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
14,369
shares
|
$371,007
0.02% of portfolio
|
Q4 2022
Reduced 8.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
14,309
shares
|
$369,458
0.09% of portfolio
|
Q3 2025
Reduced 48.86%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
14,288
shares
|
$368,916
0.24% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
14,269
shares
|
$368,425
0.01% of portfolio
|
Q4 2025
Added 4.87%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
14,172
shares
|
$365,921
0.05% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
14,164
shares
|
$365,714
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,158
shares
|
$365,559
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
14,145
shares
|
$365,223
0.12% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
14,120
shares
|
$364,578
0.0% of portfolio
|
Q3 2025
Added 42.28%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
14,089
shares
|
$363,777
0.08% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
14,042
shares
|
$362,564
0.16% of portfolio
|
Q3 2022
Added 2.83%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
14,040
shares
|
$362,512
0.21% of portfolio
|
Q3 2025
Reduced 42.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
13,870
shares
|
$358,123
0.01% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
13,863
shares
|
$357,942
0.04% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
13,821
shares
|
$356,858
0.05% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,807
shares
|
$356,496
0.01% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 08, 2026 Q4 2025 |
13,781
shares
|
$355,825
0.22% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
13,730
shares
|
$354,508
0.05% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
13,700
shares
|
$353,734
0.01% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,679
shares
|
$353,191
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,548
shares
|
$349,809
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
13,520
shares
|
$349,086
0.18% of portfolio
|
Q3 2025
Reduced 23.36%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
13,446
shares
|
$347,175
0.06% of portfolio
|
Q1 2025
New holding
|
|