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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
10,939
shares
|
$282,444
0.04% of portfolio
|
Q4 2025
Reduced 2.44%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
10,783
shares
|
$278,417
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
10,764
shares
|
$277,926
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
10,751
shares
|
$277,590
0.02% of portfolio
|
Q4 2025
Reduced 33.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10,737
shares
|
$277,229
0.09% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
10,727
shares
|
$276,971
0.07% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
10,716
shares
|
$276,687
0.11% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,679
shares
|
$275,731
0.07% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
10,665
shares
|
$275,370
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
10,578
shares
|
$273,123
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
10,531
shares
|
$271,910
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
10,518
shares
|
$271,574
0.02% of portfolio
|
Q4 2025
Added 19.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
10,502
shares
|
$271,161
0.03% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
10,500
shares
|
$271,110
0.15% of portfolio
|
Q3 2025
Reduced 20.99%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$269,509
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
10,428
shares
|
$269,250
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,382
shares
|
$268,063
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
10,377
shares
|
$267,934
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
10,274
shares
|
$265,274
0.0% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,266
shares
|
$265,068
0.06% of portfolio
|
Q3 2025
Reduced 31.87%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
10,262
shares
|
$264,964
0.1% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
10,230
shares
|
$264,138
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
10,229
shares
|
$264,112
0.1% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
10,228
shares
|
$264,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,222
shares
|
$263,932
0.03% of portfolio
|
Q3 2025
Reduced 10.93%
|
|