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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
8,580
shares
|
$221,535
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
8,547
shares
|
$220,683
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
8,542
shares
|
$220,554
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
8,516
shares
|
$219,883
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
8,477
shares
|
$218,876
0.08% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,455
shares
|
$218,308
0.09% of portfolio
|
Q4 2025
Reduced 9.28%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
8,332
shares
|
$215,132
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
8,323
shares
|
$214,899
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
8,270
shares
|
$213,531
0.08% of portfolio
|
Q3 2025
Reduced 35.61%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
8,261
shares
|
$213,299
0.15% of portfolio
|
Q4 2025
Reduced 5.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,257
shares
|
$213,195
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
8,250
shares
|
$213,015
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
8,193
shares
|
$211,543
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 12, 2025 Q3 2025 |
8,170
shares
|
$210,949
0.03% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
8,133
shares
|
$209,994
0.17% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
8,128
shares
|
$209,864
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
8,088
shares
|
$208,832
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,075
shares
|
$208,496
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$208,315
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
8,056
shares
|
$208,005
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
8,008
shares
|
$206,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,986
shares
|
$206,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
7,972
shares
|
$205,837
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,950
shares
|
$205,269
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
7,934
shares
|
$204,855
0.07% of portfolio
|
Q3 2025
New holding
|
|