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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
11,641
shares
|
$300,570
0.23% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
11,551
shares
|
$298,246
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
11,531
shares
|
$297,730
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
11,526
shares
|
$297,601
0.04% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,490
shares
|
$296,671
0.01% of portfolio
|
Q1 2022
Added 88.67%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
11,488
shares
|
$296,620
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
11,468
shares
|
$296,103
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
11,454
shares
|
$295,742
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
11,437
shares
|
$295,303
0.01% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,431
shares
|
$295,148
0.04% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
11,383
shares
|
$293,909
0.02% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
11,360
shares
|
$293,315
0.05% of portfolio
|
Q4 2025
Added 6.27%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
11,357
shares
|
$293,237
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,355
shares
|
$293,186
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
11,309
shares
|
$291,998
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
11,276
shares
|
$291,146
0.05% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,220
shares
|
$289,700
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
11,199
shares
|
$289,158
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 20, 2026 Q4 2025 |
11,158
shares
|
$288,099
0.28% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,114
shares
|
$286,963
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
11,099
shares
|
$286,576
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
11,061
shares
|
$285,595
0.16% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
11,001
shares
|
$284,045
0.06% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
10,944
shares
|
$282,574
0.13% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,942
shares
|
$282,522
0.09% of portfolio
|
Q3 2025
Added 1.66%
|
|