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 |
|---|---|---|---|---|---|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,998
shares
|
$154,868
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,859
shares
|
$151,279
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,770
shares
|
$148,981
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
5,732
shares
|
$148,000
0.07% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
5,664
shares
|
$146,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,656
shares
|
$146,037
0.03% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,425
shares
|
$140,073
0.06% of portfolio
|
Q4 2020
Reduced 49.99%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
5,193
shares
|
$134,083
0.03% of portfolio
|
Q4 2025
Added 25.19%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,162
shares
|
$133,282
0.06% of portfolio
|
Q1 2022
Added 90.48%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,107
shares
|
$131,862
0.19% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,990
shares
|
$128,841
0.0% of portfolio
|
Q1 2025
Added 82.78%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
4,960
shares
|
$128,067
0.01% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,912
shares
|
$126,827
0.11% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,657
shares
|
$120,243
0.14% of portfolio
|
Q1 2022
Added 100.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,510
shares
|
$116,448
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
4,482
shares
|
$115,725
0.02% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,411
shares
|
$113,892
0.05% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
4,191
shares
|
$108,211
0.0% of portfolio
|
Q1 2025
Reduced 71.17%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
4,125
shares
|
$106,507
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,097
shares
|
$105,784
0.01% of portfolio
|
Q3 2025
Reduced 67.42%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
3,996
shares
|
$103,176
0.05% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
3,968
shares
|
$102,453
2.47% of portfolio
|
Q2 2025
Added 2021.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,858
shares
|
$99,613
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,755
shares
|
$96,954
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,530
shares
|
$91,144
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|