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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
9,005
shares
|
$232,509
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$232,380
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$230,985
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
8,941
shares
|
$230,856
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,928
shares
|
$230,520
0.01% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
8,920
shares
|
$230,314
0.23% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
8,910
shares
|
$230,056
0.03% of portfolio
|
Q3 2025
Reduced 47.11%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
8,906
shares
|
$229,952
0.07% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 08, 2026 Q4 2025 |
8,906
shares
|
$229,952
0.13% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
8,902
shares
|
$229,849
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
8,845
shares
|
$228,377
0.07% of portfolio
|
Q4 2025
Reduced 21.14%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
8,840
shares
|
$228,248
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
8,821
shares
|
$227,758
0.05% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
8,813
shares
|
$227,551
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
8,809
shares
|
$227,448
0.04% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,774
shares
|
$226,544
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
8,760
shares
|
$226,183
0.03% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
8,729
shares
|
$225,382
0.07% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
8,695
shares
|
$224,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
8,692
shares
|
$224,427
0.01% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,674
shares
|
$223,962
0.0% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
8,632
shares
|
$222,878
0.1% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,624
shares
|
$222,671
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,605
shares
|
$222,181
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
8,605
shares
|
$222,181
0.02% of portfolio
|
Q3 2025
Reduced 96.05%
|
|