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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
12,630
shares
|
$326,106
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
12,591
shares
|
$325,099
0.08% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jan 23, 2026 Q4 2025 |
12,582
shares
|
$324,867
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
12,525
shares
|
$323,395
0.05% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
12,505
shares
|
$322,879
0.17% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,448
shares
|
$321,407
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
12,426
shares
|
$320,839
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
12,411
shares
|
$320,452
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
12,385
shares
|
$319,780
0.02% of portfolio
|
Q4 2024
Added 199.95%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
12,285
shares
|
$317,198
0.37% of portfolio
|
Q3 2024
Added 168.82%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
12,256
shares
|
$316,449
0.15% of portfolio
|
Q4 2025
Reduced 8.68%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
12,243
shares
|
$316,114
0.09% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
12,092
shares
|
$312,215
0.13% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
12,017
shares
|
$310,278
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
12,002
shares
|
$309,891
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
12,000
shares
|
$309,840
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
11,997
shares
|
$309,762
0.0% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,997
shares
|
$309,762
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
11,965
shares
|
$308,936
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
11,949
shares
|
$308,523
0.09% of portfolio
|
Q1 2025
Added 139.94%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
11,881
shares
|
$306,767
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
11,879
shares
|
$306,715
0.04% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
11,852
shares
|
$306,018
0.11% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
11,793
shares
|
$304,495
0.01% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
11,757
shares
|
$303,565
0.24% of portfolio
|
Q3 2025
Reduced 4.86%
|
|