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 |
|---|---|---|---|---|---|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
10,200
shares
|
$263,364
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
10,188
shares
|
$263,054
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
10,186
shares
|
$263,002
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
10,176
shares
|
$262,744
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
10,174
shares
|
$262,692
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,141
shares
|
$261,840
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
10,141
shares
|
$261,840
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,083
shares
|
$260,343
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,040
shares
|
$259,232
0.07% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
10,007
shares
|
$258,380
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
9,984
shares
|
$257,786
0.02% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,978
shares
|
$257,631
0.0% of portfolio
|
Q3 2025
Reduced 58.37%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
9,936
shares
|
$256,547
0.03% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,934
shares
|
$256,495
0.06% of portfolio
|
Q4 2024
Added 202.68%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
9,933
shares
|
$256,470
0.17% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
9,900
shares
|
$255,618
0.0% of portfolio
|
Q3 2025
Reduced 87.13%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,897
shares
|
$255,540
0.02% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
9,880
shares
|
$255,101
0.03% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
9,870
shares
|
$254,843
0.15% of portfolio
|
Q4 2024
Added 181.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,831
shares
|
$253,836
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
9,820
shares
|
$253,552
0.23% of portfolio
|
Q4 2025
Added 2.45%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
9,816
shares
|
$253,449
0.08% of portfolio
|
Q3 2025
Added 104.5%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
9,809
shares
|
$253,268
0.02% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
9,741
shares
|
$251,512
0.03% of portfolio
|
Q3 2025
Reduced 22.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,732
shares
|
$251,280
0.01% of portfolio
|
Q3 2024
New holding
|
|