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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,474
shares
|
$89,698
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,365
shares
|
$86,884
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,221
shares
|
$83,166
0.05% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
3,137
shares
|
$80,997
0.02% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
3,114
shares
|
$80,403
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
3,077
shares
|
$79,448
0.01% of portfolio
|
Q3 2025
Reduced 82.4%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
3,010
shares
|
$77,718
0.07% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
2,895
shares
|
$74,748
0.01% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,891
shares
|
$74,645
0.0% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
2,756
shares
|
$71,159
0.04% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,747
shares
|
$70,927
0.01% of portfolio
|
Q3 2025
Added 34.2%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,703
shares
|
$69,791
0.05% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,681
shares
|
$69,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,634
shares
|
$68,009
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,569
shares
|
$66,331
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
2,480
shares
|
$64,033
0.03% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
2,453
shares
|
$63,336
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,440
shares
|
$63,000
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,409
shares
|
$62,200
0.01% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
2,360
shares
|
$60,935
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,302
shares
|
$59,437
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
2,275
shares
|
$58,740
0.01% of portfolio
|
Q3 2025
Reduced 37.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,160
shares
|
$55,771
0.0% of portfolio
|
Q3 2025
Reduced 77.85%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,051
shares
|
$52,956
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,021
shares
|
$52,182
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|